Author

@jeremymday jeremymday

Transparent retail trader rotating between AI semis and software with priced calls

Posts real-time tickered trades, position weights, and rotat

trader score
+1.45
hit rate
60%
mean α
+0.90%
signals 14d
25

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: 60% hit rate, +0.90% mean alpha, trader score +1.45. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 23 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01QQQ@jeremymday+0.25Jokes that Nasdaq investors are the referenced group, implying QQQ exposure.-1.7%
2026-07-01XYZ@jeremymday+0.00Says he has held SQ for a long time after mistakenly writing SQ instead of XYZ.+2.2%
2026-07-01SQ@jeremymday+0.15Says he has held SQ for a long time after mistakenly writing SQ instead of XYZ.·
2026-07-01SHOP@jeremymday+0.10Discloses weighted holdings and asks whether to keep adding MU.-1.8%
2026-07-01NET@jeremymday+0.30Discloses weighted holdings and asks whether to keep adding MU.-1.6%
2026-07-01TSM@jeremymday+0.10Discloses weighted holdings and asks whether to keep adding MU.-2.3%
2026-07-01QQQ@jeremymday+0.10Discloses weighted holdings and asks whether to keep adding MU.-1.7%
2026-07-01MU@jeremymday+0.25Discloses weighted holdings and asks whether to keep adding MU.-5.5%
2026-07-01TSLA@jeremymday+0.10Discloses weighted holdings and asks whether to keep adding MU.-7.5%
2026-07-01TSM@jeremymday+0.35Comments on capitalizing on semi vs software rotation.-2.3%
2026-07-01META@jeremymday-0.05Comments on capitalizing on semi vs software rotation.-4.9%
2026-07-01NOW@jeremymday-0.05Comments on capitalizing on semi vs software rotation.+0.5%
2026-07-01MU@jeremymday+0.35Comments on capitalizing on semi vs software rotation.-5.5%
2026-06-29MU@jeremymday-0.55Sell the earnings pop or wait for the next earnings pop — Advises selling MU earnings pop, a forward bearish trade framing.-14.8%
2026-06-26·@jeremymday·Notes software coming back while software vs semi trade keeps rotating.·

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.