Author

@InvestingVisual InvestingVisual

Visual AI-supply-chain analyst mapping the semis/memory/photonics stack for retail

Produces chart-driven thematic breakdowns of the AI hardware

trader score
-0.04
hit rate
45%
mean α
-0.03%
signals 14d
129

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: 45% hit rate, -0.03% mean alpha, trader score -0.04. Their last-14d mentions, direction-adjusted, have moved -13.0% since posting (mean over 115 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16QQQ@InvestingVisual-0.35Presents a chart of QQQ's worst-performing constituents in 2026.-0.8%
2026-10-15LITE@InvestingVisual+0.30Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.-13.0%
2026-10-15LRCX@InvestingVisual+0.35Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.-17.1%
2026-10-15EUV@InvestingVisual+0.65Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.-9.2%
2026-10-15AMAT@InvestingVisual+0.35Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.-12.3%
2026-10-15TSM@InvestingVisual+0.40Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.-0.9%
2026-10-15AMSL@InvestingVisual+0.35Recommends EUV as diversified AI-semiconductor exposure and lists its leading holdings.·
2026-10-15AAPL@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.+1.7%
2026-10-15TSLA@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.+2.7%
2026-10-15MSFT@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.-2.8%
2026-10-15AMZN@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.-2.7%
2026-10-15GOOGL@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.-8.3%
2026-10-15META@InvestingVisual+0.00Compares explicit P/E multiples across major technology companies.-12.8%
2026-10-15TSM@InvestingVisual+0.00Ranks TSM's annual stock performance since its IPO.-0.9%
2026-10-15TSM@InvestingVisual+0.60TSM Q3 revenue, EPS and gross margin all exceeded estimates.-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.