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
-2.95
hit rate
25%
mean α
-3.44%
signals 14d
245
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, -3.44% mean alpha, trader score -2.95. Their last-14d mentions, direction-adjusted, have moved -19.6% since posting (mean over 168 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | QQQ | @joedab12 | -0.40 | Sees a 15–20% QQQ drawdown and recovery as plausible, with a 25% chance of a true bear market. | -0.8% | tweet ↗ |
| 2026-10-16 | VIX | @joedab12 | +0.00 | States that a VIX reading of 22 does not represent genuine market panic. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Warns that retail investors who accumulate too quickly while bottom-fishing risk repeated losses. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Expects the market recovery to remain delayed. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Implies market conditions need to worsen substantially before capitulation. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Expects more than a couple of bad market weeks while remaining flexible. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Describes buying below 200 and views an unnamed holding as safer after operational developments. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Explicitly says the author is not yet bullish on technology. | · | tweet ↗ |
| 2026-10-16 | VICR | @joedab12 | +0.82 | Will hold through weakness and buy more near 160 absent bad news. — Detailed bullish VICR thesis with an explicit plan to add on further weakness. | -8.1% | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Recaps prior advice to raise cash before the market weakened. | · | tweet ↗ |
| 2026-10-16 | · | @joedab12 | · | Clarifies unnamed capacity figures of 800 million by year-end and 1.5 billion during 2027. | · | tweet ↗ |
| 2026-10-15 | VICR | @joedab12 | +0.75 | Discloses current holdings, relative sizing and recent buying across six named stocks. | -20.0% | tweet ↗ |
| 2026-10-15 | SMTC | @joedab12 | +0.35 | Discloses current holdings, relative sizing and recent buying across six named stocks. | -8.5% | tweet ↗ |
| 2026-10-15 | AMZN | @joedab12 | +0.45 | Discloses current holdings, relative sizing and recent buying across six named stocks. | -2.7% | tweet ↗ |
| 2026-10-15 | GOOGL | @joedab12 | +0.45 | Discloses current holdings, relative sizing and recent buying across six named stocks. | -8.3% | 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.