Author

@evergreencap3 evergreencap3

grade Bx.com/evergreencap3 ↗

High-conviction AI-infrastructure bull mapping frontier-AI mechanics onto the compute-and-memory equity stack

Writes long-form fundamental/thematic theses on the AI build

trader score
-0.46
hit rate
35%
mean α
-0.37%
signals 14d
17

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 35% hit rate, -0.37% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01SPCX@evergreencap3+0.35Long thesis argues META cloud news is not negative for AI ambitions or AI capex; says buy semis dip.·
2026-07-01META@evergreencap3+0.55Long thesis argues META cloud news is not negative for AI ambitions or AI capex; says buy semis dip.-4.9%
2026-06-28SPCX@evergreencap3+0.75Bullish SPCX thesis around frontier models, applications and renting capacity to Anthropic/Google.·
2026-06-25NVDA@evergreencap3+0.65Selects NVDA, GOOGL and META as best large-cap picks during elevated doubt.-0.5%
2026-06-25META@evergreencap3+0.65Selects NVDA, GOOGL and META as best large-cap picks during elevated doubt.+7.4%
2026-06-25GOOGL@evergreencap3+0.65Selects NVDA, GOOGL and META as best large-cap picks during elevated doubt.+4.7%
2026-06-24NVDA@evergreencap3+0.45Mentions large inference/decode TAM and NVDA disclosure of 20% workloads.-2.1%
2026-06-23·@evergreencap3·AI scaling-law narrative should turn positive after USG/Anthropic dispute resolves.·
2026-06-22AMD@evergreencap3+0.30Fugu white paper implies positive demand for GPUs, memory, CPUs and interconnect.-6.1%
2026-06-22NVDA@evergreencap3+0.60Fugu white paper implies positive demand for GPUs, memory, CPUs and interconnect.-6.6%
2026-06-22MU@evergreencap3+0.45Fugu white paper implies positive demand for GPUs, memory, CPUs and interconnect.-19.5%
2026-06-22INTC@evergreencap3+0.30Fugu white paper implies positive demand for GPUs, memory, CPUs and interconnect.-14.6%
2026-06-22ARM@evergreencap3+0.30Fugu white paper implies positive demand for GPUs, memory, CPUs and interconnect.-22.7%
2026-06-22TTWO@evergreencap3-0.20Says EA would have been better than TTWO due to recurring sports overlap.+6.4%
2026-06-22EA@evergreencap3+0.30Says EA would have been better than TTWO due to recurring sports overlap.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.