Author
@JulienTechInvst JulienTechInvst
grade Ax.com/JulienTechInvst ↗
First-principles AI-compute and quality-growth analyst who debates in fundamentals, not charts
Posts deep, reasoned, position-disclosed fundamental analysi
trader score
-2.41
hit rate
30%
mean α
-1.02%
signals 14d
79
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: 30% hit rate, -1.02% mean alpha, trader score -2.41. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @JulienTechInvst | +0.55 | Views NVDA's valuation payoff as favorably asymmetric while describing substantial downside asymmetry for Apple. | — | tweet ↗ |
| 2026-08-28 | AAPL | @JulienTechInvst | -0.55 | Views NVDA's valuation payoff as favorably asymmetric while describing substantial downside asymmetry for Apple. | — | tweet ↗ |
| 2026-08-28 | UBER | @JulienTechInvst | -0.45 | Argues autonomous competitors can bypass Uber and that OpenAI or Anthropic could become aggregators. | — | tweet ↗ |
| 2026-08-28 | UBER | @JulienTechInvst | -0.55 | Argues autonomous-driving platforms increasingly threaten Uber's aggregator position. | — | tweet ↗ |
| 2026-08-28 | NVDA | @JulienTechInvst | -0.25 | Says Nvidia embeds a large risk premium because the market doubts projected growth. | — | tweet ↗ |
| 2026-08-28 | AAPL | @JulienTechInvst | +0.10 | Says Nvidia embeds a large risk premium because the market doubts projected growth. | — | tweet ↗ |
| 2026-08-28 | ISRG | @JulienTechInvst | +0.45 | States capital appears better allocated to Intuitive Surgical. | — | tweet ↗ |
| 2026-08-28 | ISRG | @JulienTechInvst | +0.75 | Discloses doubling ISRG to 12 shares and fully exiting 40 Uber shares. | — | tweet ↗ |
| 2026-08-28 | UBER | @JulienTechInvst | -0.75 | Discloses doubling ISRG to 12 shares and fully exiting 40 Uber shares. | — | tweet ↗ |
| 2026-08-28 | 000660 | @JulienTechInvst | -0.35 | Characterizes DRAM products from Micron and SK Hynix as pure commodities. | · | tweet ↗ |
| 2026-08-28 | MU | @JulienTechInvst | -0.35 | Characterizes DRAM products from Micron and SK Hynix as pure commodities. | — | tweet ↗ |
| 2026-08-27 | NVDA | @JulienTechInvst | +0.45 | Views Nvidia's six-quarter visibility as unusually strong for semiconductors. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @JulienTechInvst | · | Rejects a memory-industry thesis due to competition and potential Chinese supply. | · | tweet ↗ |
| 2026-08-27 | NVDA | @JulienTechInvst | +0.55 | Says a semiconductor funding-short rotation is unwinding and is fundamentally poor long term. | -4.6% | tweet ↗ |
| 2026-08-27 | AVGO | @JulienTechInvst | +0.55 | Says a semiconductor funding-short rotation is unwinding and is fundamentally poor long term. | -0.7% | 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.