Author

@JamesTrvdes 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
-0.84
hit rate
45%
mean α
-0.71%
signals 14d
43

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, -0.71% mean alpha, trader score -0.84. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 33 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@JamesTrvdes·Concedes semiconductor bears were right after weakness.·
2026-08-27IREN@JamesTrvdes-0.80Mocks executive compensation, dilution and lack of material revenue.-12.5%
2026-08-27IREN@JamesTrvdes-0.70Explicitly portrays being bullish on IREN as humiliating.-12.5%
2026-08-27NVDA@JamesTrvdes+0.70Enthusiastically describes NVDA as leading the market.-4.6%
2026-08-26IREN@JamesTrvdes+0.45Briefly highlights IREN's nonstop momentum.-10.4%
2026-08-26SNDK@JamesTrvdes+0.25Discloses buying Sandisk after it had already risen roughly 670% from April lows.-1.0%
2026-08-26SNDK@JamesTrvdes+0.00Declares INTC the author's highest-conviction long since prior SNDK and LITE positions.-1.0%
2026-08-26LITE@JamesTrvdes+0.00Declares INTC the author's highest-conviction long since prior SNDK and LITE positions.-4.7%
2026-08-26INTC@JamesTrvdes+0.90Declares INTC the author's highest-conviction long since prior SNDK and LITE positions.+1.4%
2026-08-26·@JamesTrvdes·Discloses starting a small position today, but the underlying is absent.·
2026-08-25META@JamesTrvdes+0.10Expects a CBRS bounce from short covering and a Meta deal announcement, while warning valuation is excessive.+1.4%
2026-08-25CBRS@JamesTrvdes+0.55Expects a CBRS bounce from short covering and a Meta deal announcement, while warning valuation is excessive.·
2026-08-25NKE@JamesTrvdes-0.65Calls Nike a case study in poor operations and cites repeated strategic errors.+0.3%
2026-08-25INTC@JamesTrvdes+0.20Implies an existing Intel investment whose outcome matters personally.+2.3%
2026-08-24WDC@JamesTrvdes+0.25Watchlists six semiconductor and AI names showing possible bottoming signals.+5.5%

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.