Author

@evergreencap3 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
+1.08
hit rate
58%
mean α
+0.55%
signals 14d
6

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 12 scored bets: 58% hit rate, +0.55% mean alpha, trader score +1.08. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 5 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-14AAPL@evergreencap3-0.10Argues Meta's proprietary frontier model creates durable strategic advantages.+1.4%
2026-10-14META@evergreencap3+0.75Argues Meta's proprietary frontier model creates durable strategic advantages.-12.9%
2026-10-14AAPL@evergreencap3-0.10Presents a bullish strategic case for Meta owning its frontier AI model.+1.4%
2026-10-14META@evergreencap3+0.75Presents a bullish strategic case for Meta owning its frontier AI model.-12.9%
2026-10-13·@evergreencap3·Long-term thesis says cheaper AI tokens will amplify compute demand and GPU economics.·
2026-10-12META@evergreencap3+0.90Calls META a winner and says there are few reasons not to own it at the current price.-13.5%

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.