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
-1.25
hit rate
25%
mean α
-0.89%
signals 14d
63
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, -0.89% mean alpha, trader score -1.25. Their last-14d mentions, direction-adjusted, have moved -14.9% since posting (mean over 40 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWD | @JamesTrvdes | -0.60 | Regrets covering a CrowdStrike short too early after the bearish move continued. | +13.3% | tweet ↗ |
| 2026-10-16 | BLDR | @JamesTrvdes | +0.45 | Expresses an expectation that BLDR returns to 200. | +4.0% | tweet ↗ |
| 2026-10-16 | · | @JamesTrvdes | · | Bullish long-term framework for neocloud infrastructure despite blow-up fears. | · | tweet ↗ |
| 2026-10-15 | IREN | @JamesTrvdes | +0.90 | Bought far-OTM IREN 2028 LEAPS, expecting major upside if execution succeeds. — New long-dated bullish options entry with an explicit operating thesis and 40x payoff claim. | -18.0% | tweet ↗ |
| 2026-10-15 | MSFT | @JamesTrvdes | +0.15 | Bought far-OTM IREN 2028 LEAPS, expecting major upside if execution succeeds. — New long-dated bullish options entry with an explicit operating thesis and 40x payoff claim. | -2.8% | tweet ↗ |
| 2026-10-15 | · | @JamesTrvdes | · | Observes unusually bearish social positioning comparable with mid-2022. | · | tweet ↗ |
| 2026-10-15 | · | @JamesTrvdes | · | Frames lower rates as having arrived alongside damaging economic or market costs. | · | tweet ↗ |
| 2026-10-15 | · | @JamesTrvdes | · | Explicitly argues investors are not bullish enough and that the market bottom is near. | · | tweet ↗ |
| 2026-10-14 | · | @JamesTrvdes | · | States that the market's pain trade is downward. | · | tweet ↗ |
| 2026-10-14 | META | @JamesTrvdes | +0.00 | Mocks inconsistent market narratives about META and semiconductor implications. | -12.9% | tweet ↗ |
| 2026-10-14 | VOO | @JamesTrvdes | +0.60 | Shift to buying and holding VOO. — Signals a forward preference for passive VOO ownership. | -1.3% | tweet ↗ |
| 2026-10-14 | AMD | @JamesTrvdes | +0.25 | Mocks prior bearish technical claims about AMD after they failed to persist. | -9.5% | tweet ↗ |
| 2026-10-13 | · | @JamesTrvdes | · | Describes a punishing market and hopes post-midterm conditions bring stability. | · | tweet ↗ |
| 2026-10-13 | · | @JamesTrvdes | · | Reports Asia-based portfolio managers are broadly bearish and net short. | · | tweet ↗ |
| 2026-10-12 | · | @JamesTrvdes | · | Challenges a bearish memory-sector view and notes the market already prices cyclicality at 4–5x forward. | · | 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.