Author
@joedab12 joedab12
grade Ax.com/joedab12 ↗
Deep-dive retail semiconductor bull mapping the AI capex chain to niche suppliers
Publishes original, detailed bottom-up bull theses on small/
trader score
-1.87
hit rate
35%
mean α
-1.07%
signals 14d
100
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: 35% hit rate, -1.07% mean alpha, trader score -1.87. Their last-14d mentions, direction-adjusted, have moved -5.7% since posting (mean over 70 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @joedab12 | · | Remains optimistic that AI growth will create opportunities after a rough patch. | · | tweet ↗ |
| 2026-08-28 | VICR | @joedab12 | +0.85 | Discloses a bullish bet that customers will pay for Vicor's superior VPD technology. | — | tweet ↗ |
| 2026-08-28 | · | @joedab12 | · | Nibbling into the unnamed IPO and currently at 30% of intended maximum size. — Reports ongoing accumulation of an unidentified recent IPO. | · | tweet ↗ |
| 2026-08-28 | META | @joedab12 | +0.15 | Projects Vicor adoption across major AI chips and a $400-$800 price range within 18 months. | — | tweet ↗ |
| 2026-08-28 | GOOG | @joedab12 | +0.15 | Projects Vicor adoption across major AI chips and a $400-$800 price range within 18 months. | — | tweet ↗ |
| 2026-08-28 | VICR | @joedab12 | +0.90 | Projects Vicor adoption across major AI chips and a $400-$800 price range within 18 months. | — | tweet ↗ |
| 2026-08-28 | AMD | @joedab12 | +0.15 | Projects Vicor adoption across major AI chips and a $400-$800 price range within 18 months. | — | tweet ↗ |
| 2026-08-28 | VICR | @joedab12 | +0.80 | Argues Vicor's VPD has a large power-density advantage as CoPoS adoption expands. | — | tweet ↗ |
| 2026-08-28 | CLS | @joedab12 | +0.80 | Discloses a CLS position at 300 and argues it grows faster than Nvidia at a lower multiple. | — | tweet ↗ |
| 2026-08-28 | NVDA | @joedab12 | +0.10 | Discloses a CLS position at 300 and argues it grows faster than Nvidia at a lower multiple. | — | tweet ↗ |
| 2026-08-28 | CEG | @joedab12 | +0.45 | Compares the long-term nuclear exposure and upside potential of CEG and VST. | — | tweet ↗ |
| 2026-08-28 | VST | @joedab12 | +0.25 | Compares the long-term nuclear exposure and upside potential of CEG and VST. | — | tweet ↗ |
| 2026-08-27 | VICR | @joedab12 | +0.35 | Views management's authorization as support and evidence it considers VICR cheap. | -7.8% | tweet ↗ |
| 2026-08-27 | CRM | @joedab12 | +0.35 | Notes software stocks rallying after CRM earnings. | +1.6% | tweet ↗ |
| 2026-08-26 | MSFT | @joedab12 | +0.20 | Argues competitive AI pressure should drive major accelerator firms toward Vicor's denser VPD solution. | +3.5% | 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.