@Minnvestor Minnvestor

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.

Minnvestor is mainly screening semiconductor employee-growth leaders and tagging optical component names around a CPO bottleneck narrative. The clearest active trades are long SSPC and a small AWRE flyer tied to insider buying, biometrics, balance sheet quality, and turnaround potential. No clear late-week flip is visible; the window moves from broad semiconductor baskets into more explicit speculative longs.

The week is concentrated in broad semiconductor growth screens, optical CPO bottleneck exposure, and late-week speculative longs. Explicit trading activity is limited to a forward long call on SSPC and an AWRE flyer; there is no clear evidence of a position flip or fading conviction. The most concrete single-name thesis is AWRE, while the earlier semiconductor and optical posts are basket-style rather than position-specific.

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.