@FABYMETAL4 FABYMETAL4

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

FABYMETAL4 is concentrated in AI infrastructure, led by NBIS ownership, NVDA demand/valuation work, memory pricing through MU/SNDK, and optical supply-chain beneficiaries. Their distinctive read is that AI value is moving from frontier models toward infrastructure, power, memory, and optical bottlenecks, while Google looks weaker due to AI talent departures. Late-window emphasis shifted toward optical capacity and memory pricing, with the only explicit trade being continued NBIS buying and hold-only status since Dec 2024.

Conviction is concentrated in AI infrastructure, memory pricing, and optical bottlenecks, with NBIS the only explicit add and hold-only disclosure. The author is bullish on NVDA, NBIS, MU/SNDK, and selected optical names, while bearish on GOOGL due to AI talent losses. Late-window activity broadened into optical capacity and memory export data, while AEHR and SPCX carry pump-risk or headline-risk flags because evidence is thinner and valuation risk is noted.

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.