@InvestmentGuru_ InvestmentGuru_

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

InvestmentGuru_ is concentrated in AI infrastructure: MU/memory, NeoCloud compute, semis/photonics, and space economy names. The distinctive read is that AI demand is broadening from megacaps into memory, optical, compute-leasing, nuclear/power, and space infrastructure, with pullbacks framed as entries. Late in the window he stayed bullish but added caution around AI-memory momentum exhaustion and AAOI insider-sale optics.

Conviction intensified around AI infrastructure, especially MU, memory, NeoCloud compute, and semiconductor leadership, with explicit adds in MU, AAOI, SPCX, TSLA, and long-term AI software/megacap names. The only notable fade was tactical: he stayed constructive on AAOI and AI memory but warned against adding into AAOI strength because of insider sales and flagged possible memory momentum exhaustion. Concentration risk is highest in SPCX within space and AAOI within optical, where repeated bullish mentions and trade entries create pump-risk flags.

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.