Author

@GVDInvestor 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
+0.62
hit rate
55%
mean α
+0.34%
signals 14d
10

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: 55% hit rate, +0.34% mean alpha, trader score +0.62. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 10 mentions with price data).

Recent signals10receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-20FUBO@GVDInvestor-0.90Author discloses a 647% MU gain and 75%-99% FUBO losses.-2.7%
2026-08-20MU@GVDInvestor+0.80Author discloses a 647% MU gain and 75%-99% FUBO losses.-4.3%
2026-08-18AAOI@GVDInvestor-0.45Says all four holdings are selling off despite no negative company news.-19.2%
2026-08-18MU@GVDInvestor-0.45Says all four holdings are selling off despite no negative company news.-0.8%
2026-08-18AMD@GVDInvestor-0.45Says all four holdings are selling off despite no negative company news.-3.9%
2026-08-18GLW@GVDInvestor-0.45Says all four holdings are selling off despite no negative company news.-6.8%
2026-08-18SNDK@GVDInvestor+0.55SNDK's rally is framed as evidence of a structural AI memory cycle that also benefits MU.-8.7%
2026-08-18MU@GVDInvestor+0.65SNDK's rally is framed as evidence of a structural AI memory cycle that also benefits MU.-0.8%
2026-08-17SNDK@GVDInvestor+0.45Rhetorical but clearly bullish on memory stocks after SNDK strength.-16.9%
2026-08-17MU@GVDInvestor+0.35Rhetorical but clearly bullish on memory stocks after SNDK strength.-7.8%

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.