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
+1.92
hit rate
65%
mean α
+0.90%
signals 14d
4
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: 65% hit rate, +0.90% mean alpha, trader score +1.92. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 2 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-20 | SAMSUNG | @evergreencap3 | +0.80 | Long-term thesis says agentic AI will sustain memory demand and drive stock rerating. | · | tweet ↗ |
| 2026-08-20 | SKHY | @evergreencap3 | +0.80 | Long-term thesis says agentic AI will sustain memory demand and drive stock rerating. | · | tweet ↗ |
| 2026-08-20 | MU | @evergreencap3 | +0.80 | Long-term thesis says agentic AI will sustain memory demand and drive stock rerating. | -4.3% | tweet ↗ |
| 2026-08-17 | NVDA | @evergreencap3 | +0.85 | Models nearly $900B FY28 revenue and argues valuation could compress amid huge beats. | -3.3% | tweet ↗ |
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.