Author

@InvestmentGuru_ InvestmentGuru_

Perma-bull thematic mapper of the AI-infrastructure capital cycle and its small-cap layers

Publishes long-form, ticker-dense thematic baskets and buy-o

trader score
-2.08
hit rate
25%
mean α
-2.49%
signals 14d
401

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: 25% hit rate, -2.49% mean alpha, trader score -2.08. Their last-14d mentions, direction-adjusted, have moved -8.7% since posting (mean over 329 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NBIS@InvestmentGuru_+0.35Offers $163 as a level to consider if looking to buy NBIS, without explicit entry intent.-4.1%
2026-10-16·@InvestmentGuru_·Advocates holding cash amid current market conditions.·
2026-10-16CIFR@InvestmentGuru_-0.65Reports that a five-stock neocloud basket lost all prior gains.-11.6%
2026-10-16APLD@InvestmentGuru_-0.65Reports that a five-stock neocloud basket lost all prior gains.+1.1%
2026-10-16NBIS@InvestmentGuru_-0.65Reports that a five-stock neocloud basket lost all prior gains.-4.1%
2026-10-16IREN@InvestmentGuru_-0.65Reports that a five-stock neocloud basket lost all prior gains.-7.7%
2026-10-16CRWV@InvestmentGuru_-0.65Reports that a five-stock neocloud basket lost all prior gains.-11.7%
2026-10-16VIX@InvestmentGuru_+0.00Reports the VIX level at 21.·
2026-10-16·@InvestmentGuru_·Suggests stepping away due to unfavorable market conditions.·
2026-10-16AAPL@InvestmentGuru_+0.35States that Apple's iPhone Duo is sold out.+1.2%
2026-10-16SOUN@InvestmentGuru_+0.30Says unseen developments may help a basket of badly beaten-down high-beta stocks.-6.1%
2026-10-16OPEN@InvestmentGuru_+0.30Says unseen developments may help a basket of badly beaten-down high-beta stocks.-6.4%
2026-10-16QS@InvestmentGuru_+0.30Says unseen developments may help a basket of badly beaten-down high-beta stocks.+0.5%
2026-10-16EOSE@InvestmentGuru_+0.30Says unseen developments may help a basket of badly beaten-down high-beta stocks.-4.9%
2026-10-16SMR@InvestmentGuru_+0.30Says unseen developments may help a basket of badly beaten-down high-beta stocks.-7.7%

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.