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
+4.14
hit rate
70%
mean α
+2.30%
signals 14d
1023
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: 70% hit rate, +2.30% mean alpha, trader score +4.14. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 809 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | ADBE | @InvestiBrew | +0.55 | Adding to selective AI longs for further double-digit upside. — Explicitly adds to selective AI longs after citing prior gains and profitable long/short options. | +0.8% | tweet ↗ |
| 2026-08-27 | WDAY | @InvestiBrew | +0.55 | Adding to selective AI longs for further double-digit upside. — Explicitly adds to selective AI longs after citing prior gains and profitable long/short options. | +5.8% | tweet ↗ |
| 2026-08-27 | DRAM | @InvestiBrew | +0.35 | Adding to selective AI longs for further double-digit upside. — Explicitly adds to selective AI longs after citing prior gains and profitable long/short options. | · | tweet ↗ |
| 2026-08-27 | BABA | @InvestiBrew | +0.50 | Adding to selective AI longs for further double-digit upside. — Explicitly adds to selective AI longs after citing prior gains and profitable long/short options. | +2.2% | tweet ↗ |
| 2026-08-27 | NVDA | @InvestiBrew | +0.10 | Observes MVRL down after earnings and several supposed NVDA beneficiaries trading red. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @InvestiBrew | -0.20 | Observes MVRL down after earnings and several supposed NVDA beneficiaries trading red. | +0.0% | tweet ↗ |
| 2026-08-27 | MVRL | @InvestiBrew | -0.25 | Observes MVRL down after earnings and several supposed NVDA beneficiaries trading red. | · | tweet ↗ |
| 2026-08-27 | CAT | @InvestiBrew | -0.20 | Observes MVRL down after earnings and several supposed NVDA beneficiaries trading red. | -2.1% | tweet ↗ |
| 2026-08-27 | MU | @InvestiBrew | -0.20 | Observes MVRL down after earnings and several supposed NVDA beneficiaries trading red. | -0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @InvestiBrew | +0.15 | Notes MRVL fell 3% after hours and other AI incumbents surrendered gains despite NVDA's quarter. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @InvestiBrew | -0.20 | Notes MRVL fell 3% after hours and other AI incumbents surrendered gains despite NVDA's quarter. | +0.0% | tweet ↗ |
| 2026-08-27 | MRVL | @InvestiBrew | -0.30 | Notes MRVL fell 3% after hours and other AI incumbents surrendered gains despite NVDA's quarter. | -10.3% | tweet ↗ |
| 2026-08-27 | MU | @InvestiBrew | -0.20 | Notes MRVL fell 3% after hours and other AI incumbents surrendered gains despite NVDA's quarter. | -0.3% | tweet ↗ |
| 2026-08-27 | WDAY | @InvestiBrew | +0.65 | Will most likely revisit WDAY and add it back to the portfolio. — After recounting a prior exit, says WDAY will likely be re-added to the portfolio. | +5.8% | tweet ↗ |
| 2026-08-27 | ADBE | @InvestiBrew | +0.55 | Declares the software trade healthy and rejects the narrative that AI will kill software. | +0.8% | 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.