Author
@JamesTrvdes JamesTrvdes
grade Cx.com/JamesTrvdes ↗
High-conviction perma-bull semis/memory trader who openly logs both wins and losses
Posts real-time tickered long ideas and options structures (
trader score
+1.31
hit rate
70%
mean α
+0.92%
signals 14d
72
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, +0.92% mean alpha, trader score +1.31. Their last-14d mentions, direction-adjusted, have moved -9.6% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | LITE | @JamesTrvdes | -0.15 | Author says adding LITE puts him in the same boat, described as the Titanic. | — | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author describes being a semi and space bull despite a brutal week. | · | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author says some semiconductor names are back to strong buy levels after correction. | · | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author says portfolio continues grinding higher and he is not panicking. | · | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author reports being down $800k from peak to trough. | · | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author reports being down $300k today while overweight leaders. | · | tweet ↗ |
| 2026-07-02 | · | @JamesTrvdes | · | Author says semis will still outperform going forward. | · | tweet ↗ |
| 2026-07-02 | NVDA | @JamesTrvdes | +0.00 | Ticker list is mentioned in a reply with no clear stance. | — | tweet ↗ |
| 2026-07-02 | META | @JamesTrvdes | +0.00 | Ticker list is mentioned in a reply with no clear stance. | — | tweet ↗ |
| 2026-07-02 | AVGO | @JamesTrvdes | +0.00 | Ticker list is mentioned in a reply with no clear stance. | — | tweet ↗ |
| 2026-07-01 | IREN | @JamesTrvdes | -0.40 | Author reports losing $45 million trading IREN over the last 8 months. | -10.4% | tweet ↗ |
| 2026-07-01 | LRCX | @JamesTrvdes | +0.45 | Long further out with intentions to swing LRCX diagonal risk reversal — Author describes a live diagonal risk reversal, short near-term premium and long further out. | -10.2% | tweet ↗ |
| 2026-07-01 | LITE | @JamesTrvdes | +0.75 | Author says LITE under $800 is free money, a strongly bullish valuation view. | -9.1% | tweet ↗ |
| 2026-07-01 | AMZN | @JamesTrvdes | +0.10 | Observes hyperscalers are green while market treats news as capex slowdown or overbuild. | +0.4% | tweet ↗ |
| 2026-07-01 | MSFT | @JamesTrvdes | +0.10 | Observes hyperscalers are green while market treats news as capex slowdown or overbuild. | +1.6% | 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.