Author
@Minnvestor Minnvestor
grade Ax.com/Minnvestor ↗
Bottom-up AI supply-chain hunter digging up obscure Southeast Asian semiconductor microcaps
Publishes deep, original fundamental theses on AI/semiconduc
trader score
+1.13
hit rate
50%
mean α
+1.44%
signals 14d
11
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 14 scored bets: 50% hit rate, +1.44% mean alpha, trader score +1.13. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 4 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | NVDA | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | +4.4% | tweet ↗ |
| 2026-08-24 | TSM | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | +1.8% | tweet ↗ |
| 2026-08-24 | 285A.T | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | · | tweet ↗ |
| 2026-08-24 | SKHY | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | · | tweet ↗ |
| 2026-08-24 | 005930.KS | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | · | tweet ↗ |
| 2026-08-24 | MU | @Minnvestor | +0.00 | Lists chipmakers estimated to add the most revenue versus last fiscal year | +2.5% | tweet ↗ |
| 2026-08-20 | A31.SI | @Minnvestor | +0.55 | Presents a detailed growth thesis on Addvalue, including revenue, profitability, orders and a possible Nasdaq listing. | · | tweet ↗ |
| 2026-08-20 | VSAT | @Minnvestor | +0.10 | Presents a detailed growth thesis on Addvalue, including revenue, profitability, orders and a possible Nasdaq listing. | -9.0% | tweet ↗ |
| 2026-08-19 | SLG.SI | @Minnvestor | -0.90 | Exits SLG.SI after a new competitor emerged and the stock fell 27% intraday. | · | tweet ↗ |
| 2026-08-18 | ULG.SI | @Minnvestor | +0.65 | Discloses a new small UltraGreen position based on profitability, niche dominance and secular demand, while noting volume risks. | · | tweet ↗ |
| 2026-08-16 | · | @Minnvestor | · | Argues district-heating infrastructure makes downtown St. Paul suitable for small data centers. | · | 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.