Author
@InvestingVisual InvestingVisual
grade Bx.com/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
+0.82
hit rate
45%
mean α
+1.01%
signals 14d
74
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, +1.01% mean alpha, trader score +0.82. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWD | @InvestingVisual | -0.65 | Says CRWD's 110x forward EV/EBITDA leaves nearly all upside priced in despite 26% growth. | — | tweet ↗ |
| 2026-08-28 | MRVL | @InvestingVisual | +0.00 | References an unseen visualization of MRVL's Q2 results without stating a view. | — | tweet ↗ |
| 2026-08-28 | WDC | @InvestingVisual | +0.65 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-28 | SNDK | @InvestingVisual | +0.80 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-28 | MRVL | @InvestingVisual | +0.65 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-28 | LITE | @InvestingVisual | +0.60 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-28 | MU | @InvestingVisual | +0.70 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-28 | NBIS | @InvestingVisual | +0.60 | Lists leading 2026 QQQ constituents with gains ranging from 150% to 526%. | — | tweet ↗ |
| 2026-08-27 | MRVL | @InvestingVisual | +0.65 | Reports a Q2 revenue beat, in-line EPS, strong data-center growth, and Q3 revenue above estimate. | -10.3% | tweet ↗ |
| 2026-08-27 | RBRK | @InvestingVisual | +0.75 | Reports strong Q2 revenue and EPS beats plus FY27 revenue and ARR guidance above estimates. | -13.1% | tweet ↗ |
| 2026-08-27 | NVDA | @InvestingVisual | +0.60 | Says NVDA added six NBIS market caps in its largest single-day gain on record. | -4.6% | tweet ↗ |
| 2026-08-27 | NBIS | @InvestingVisual | +0.00 | Says NVDA added six NBIS market caps in its largest single-day gain on record. | -4.3% | tweet ↗ |
| 2026-08-27 | NVDA | @InvestingVisual | +0.15 | NVIDIA's commitments rose from $119B to $279B due to memory procurement, framed as bullish for MU and SKHY. | -4.6% | tweet ↗ |
| 2026-08-27 | SKHY | @InvestingVisual | +0.65 | NVIDIA's commitments rose from $119B to $279B due to memory procurement, framed as bullish for MU and SKHY. | · | tweet ↗ |
| 2026-08-27 | MU | @InvestingVisual | +0.65 | NVIDIA's commitments rose from $119B to $279B due to memory procurement, framed as bullish for MU and SKHY. | -0.3% | 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.