Author

@InversorPerga InversorPerga

Bilingual perma-bull bridging US AI value-chain themes and Argentine equity/bond trades

Publishes original thematic theses and tickered, level-based

trader score
-0.51
hit rate
50%
mean α
-0.25%
signals 14d
111

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: 50% hit rate, -0.25% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 87 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CRWV@InversorPerga-0.55Detailed credit analysis says high yields, capex and financing needs threaten value despite a large backlog.-11.7%
2026-10-16NVDA@InversorPerga+0.90Buy NVDA at current prices. — Explicitly calls current NVDA pricing a major buying opportunity unlikely to last.-1.5%
2026-10-16TSLA@InversorPerga+0.55Suggests Tesla's presentation may justify a valuation above $600 per share.+4.9%
2026-10-15TSLA@InversorPerga+0.65Astonished positive reaction to unseen Tesla media.+2.7%
2026-10-15TSLA@InversorPerga+0.65Astonished positive reaction to unseen Tesla media.+2.7%
2026-10-15HMY@InversorPerga+0.75Explicitly says the author loves HMY.·
2026-10-15FXI@InversorPerga+0.20Calls FXI pressured but interesting and watches for a move back above $35.-5.7%
2026-10-15GLD@InversorPerga+0.00Explains alternative gold exposures and how miners amplify gold moves through operating leverage.-4.2%
2026-10-15NEM@InversorPerga+0.00Explains alternative gold exposures and how miners amplify gold moves through operating leverage.-6.0%
2026-10-15B@InversorPerga+0.00Explains alternative gold exposures and how miners amplify gold moves through operating leverage.-5.9%
2026-10-15AVGO@InversorPerga+0.90Buy AVGO aggressively. — Explicitly calls AVGO a major buy.-6.6%
2026-10-15MU@InversorPerga+0.55Positive celebratory reaction to unseen MU media.-5.8%
2026-10-15MU@InversorPerga+0.80Buy MU at current levels. — Explicitly says this is a good moment for investors seeking an entry.-5.8%
2026-10-15NVDA@InversorPerga+0.80Buy NVDA at current levels. — Explicitly calls the current price a good entry opportunity.-2.9%
2026-10-15TSM@InversorPerga+0.60Reports strong TSM results, 41.2% revenue growth and forward revenue guidance of $52.3B-$54.3B.-0.9%

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.