@jiahanjimliu jiahanjimliu

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

This author is concentrated in AI infrastructure, especially IREN, SPCX, NBIS, CRWV, and MSFT-linked OpenAI exposure, while also disclosing a small OUST position for robotics. Their distinctive read is that secured power, GPU access, and model-platform leverage matter more than generic AI capex exposure, with cautious pushes against ORCL OCI, BE fuel-cell economics, and CRWV benchmark quality. Late window discussion stayed concentrated on neocloud power and benchmarks rather than a clear position flip.

The author stayed concentrated on neocloud power, GPU allocation, and model-platform leverage, with IREN the clearest repeated focus and OUST the only explicit position disclosure. They were constructive on IREN, SPCX, OUST, TSLA, and MSFT/OpenAI exposure, while cautious or bearish on BE fuel-cell economics, ORCL OCI momentum, META AI spend tapering, and parts of CRWV benchmark framing. No CALL_DIRECTIONAL signals appeared, so adds/trims are limited to the OUST assignment disclosure.

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.