Author

@FeroceResearch FeroceResearch

High-conviction AI-memory and metals thematic caller with explicit ticker'd targets

Builds and evangelizes a coherent AI-infrastructure bottlene

trader score
-0.49
hit rate
25%
mean α
-0.38%
signals 14d
54

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: 25% hit rate, -0.38% mean alpha, trader score -0.49. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 43 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16GME@FeroceResearch+0.35Contrasts GME's green weekly close with broad cross-asset declines.-7.4%
2026-10-16FCX@FeroceResearch+0.45Views FCX and metals as safer and likely to perform well given time.-6.3%
2026-10-16MU@FeroceResearch+0.10Identifies weekly 9- and 30-period levels as key Micron trend guides.-0.1%
2026-10-15AMD@FeroceResearch+0.25Reports TSMC plans substantially larger three-year investment and sees extra AI-agent CPU demand.-8.1%
2026-10-15TSM@FeroceResearch+0.55Reports TSMC plans substantially larger three-year investment and sees extra AI-agent CPU demand.-0.9%
2026-10-15MU@FeroceResearch+0.25Reports TSMC plans substantially larger three-year investment and sees extra AI-agent CPU demand.-5.8%
2026-10-15NVDA@FeroceResearch+0.25Reports TSMC plans substantially larger three-year investment and sees extra AI-agent CPU demand.-2.9%
2026-10-15SMH@FeroceResearch+0.25Reports TSMC plans substantially larger three-year investment and sees extra AI-agent CPU demand.-5.7%
2026-10-15BB@FeroceResearch+0.65Calls BB the market's best candidate near a $5B market capitalization.+2.5%
2026-10-15MU@FeroceResearch+0.55Reports Micron's 2027 HBM packaging capacity remains sold out as plants open.-5.8%
2026-10-15NVDA@FeroceResearch+0.55Says holding prior October highs as support could open a move to 300.-2.9%
2026-10-15·@FeroceResearch·Argues the metals bull market remains intact despite slower momentum.·
2026-10-15MU@FeroceResearch+0.45Reports Micron received its third-largest inflow in a month.-5.8%
2026-10-15MU@FeroceResearch+0.35Discloses a longstanding public Micron trade dating from $100 per share.-5.8%
2026-10-15MU@FeroceResearch+0.00Says the weekly close will determine Micron's direction for the quarter.-5.8%

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.