Author
@InvestiBrew InvestiBrew
grade Ax.com/InvestiBrew ↗
Bearish AI-bubble forensic analyst rotating from semis into enterprise software
Builds a mechanistic 'AI earnings bubble' thesis from accrua
trader score
-0.45
hit rate
50%
mean α
-0.23%
signals 14d
355
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, -0.23% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved +5.5% since posting (mean over 299 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @InvestiBrew | -0.60 | Questions the AI thesis as neocloud-related stocks suffer another large decline. | -4.1% | tweet ↗ |
| 2026-10-16 | ORCL | @InvestiBrew | -0.55 | Questions the AI thesis as neocloud-related stocks suffer another large decline. | -1.6% | tweet ↗ |
| 2026-10-16 | CRWV | @InvestiBrew | -0.60 | Questions the AI thesis as neocloud-related stocks suffer another large decline. | -11.7% | tweet ↗ |
| 2026-10-16 | VITL | @InvestiBrew | +0.55 | Says the author is increasingly interested in VITL at $8.55 while conducting due diligence. | · | tweet ↗ |
| 2026-10-16 | TSLA | @InvestiBrew | +0.45 | Directly praises Tesla's performance or announcement. | +4.9% | tweet ↗ |
| 2026-10-15 | SPY | @InvestiBrew | +0.70 | Retrospectively cites a morning buy call at 7,750 after the move. | -1.5% | tweet ↗ |
| 2026-10-15 | SPX | @InvestiBrew | +0.70 | Retrospectively cites a morning buy call at 7,750 after the move. | · | tweet ↗ |
| 2026-10-15 | MU | @InvestiBrew | -0.45 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | -5.8% | tweet ↗ |
| 2026-10-15 | SPY | @InvestiBrew | -0.25 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | -1.5% | tweet ↗ |
| 2026-10-15 | NBIS | @InvestiBrew | -0.55 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | -15.7% | tweet ↗ |
| 2026-10-15 | NVDA | @InvestiBrew | -0.45 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | -2.9% | tweet ↗ |
| 2026-10-15 | WY | @InvestiBrew | +0.65 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | · | tweet ↗ |
| 2026-10-15 | QQQ | @InvestiBrew | -0.30 | Contrasts WY strength with index and AI weakness to argue for diversification away from narratives. | -3.2% | tweet ↗ |
| 2026-10-15 | MU | @InvestiBrew | -0.50 | Links hot PPI to AI-led selling while claiming non-AI PMI selections are holding up. | -5.8% | tweet ↗ |
| 2026-10-15 | SPY | @InvestiBrew | -0.50 | Links hot PPI to AI-led selling while claiming non-AI PMI selections are holding up. | -1.5% | 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.