Author
@GVDInvestor GVDInvestor
grade Cx.com/GVDInvestor ↗
Transparent retail AI-data-center perma-bull anchored on Micron with real valuation math
Posts running bottom-up bull theses and position/gain disclo
trader score
-2.64
hit rate
20%
mean α
-1.43%
signals 14d
35
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: 20% hit rate, -1.43% mean alpha, trader score -2.64. Their last-14d mentions, direction-adjusted, have moved -11.8% since posting (mean over 27 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | GLW | @GVDInvestor | +0.60 | Bullish data center trade narrative after GLW up 14%. | -23.0% | tweet ↗ |
| 2026-06-25 | · | @GVDInvestor | · | Says pullback let author buy in and lower cost average, but ticker is only in thread context. | · | tweet ↗ |
| 2026-06-25 | AMD | @GVDInvestor | +0.55 | Discloses MU and AMD are 55% of portfolio and daily gain. | -2.8% | tweet ↗ |
| 2026-06-25 | MU | @GVDInvestor | +0.55 | Discloses MU and AMD are 55% of portfolio and daily gain. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @GVDInvestor | +0.80 | Bullish premarket excitement, expecting MU to rip today. | -19.6% | tweet ↗ |
| 2026-06-24 | · | @GVDInvestor | · | States fair market is $1500 but no ticker is named in the tweet. | · | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.80 | Hyperbolic regret about wanting to have gone all-in on MU expresses strong bullishness. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.60 | Says MU trades around 8x forward PE after banger earnings versus typical 12x. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.65 | Author expects MU may see $1500 soon. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.85 | MU called mispriced and too cheap after beat-and-raise, with $1500 soon suggested. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.90 | Author sees 50% upside baseline and says $1500 is a done deal based on forward PE. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.85 | Valuation target puts MU at $2k-$2500 over about 24 months. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @GVDInvestor | +0.75 | Reports MU Q3 revenue and EPS beats plus strong Q4 revenue/EPS guide. | -7.0% | tweet ↗ |
| 2026-06-24 | AAOI | @GVDInvestor | +0.65 | Might be buying more AAOI today. — Author says they might buy more AAOI today. | -17.7% | tweet ↗ |
| 2026-06-23 | GOOGL | @GVDInvestor | +0.45 | Calls situation super exciting for GOOGL shareholders and wants movement. | +4.0% | 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.