Author
@mistershefer mistershefer
grade Bx.com/mistershefer ↗
High-conviction AI-infrastructure thesis-builder who maps capex down the supply chain
Publishes original, framework-driven long theses on the AI b
trader score
-1.74
hit rate
38%
mean α
-1.09%
signals 14d
19
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 13 scored bets: 38% hit rate, -1.09% mean alpha, trader score -1.74. Their last-14d mentions, direction-adjusted, have moved -17.6% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-09 | LITE | @mistershefer | +0.75 | AI infrastructure suppliers are framed as likely winners if inflation and rates ease while earnings grow. | -31.5% | tweet ↗ |
| 2026-10-09 | TSM | @mistershefer | +0.65 | AI infrastructure suppliers are framed as likely winners if inflation and rates ease while earnings grow. | -7.7% | tweet ↗ |
| 2026-10-09 | NVDA | @mistershefer | +0.65 | AI infrastructure suppliers are framed as likely winners if inflation and rates ease while earnings grow. | -8.0% | tweet ↗ |
| 2026-10-08 | TSM | @mistershefer | +0.60 | Frames oil and rates as near-term pressure but AI earnings growth as a long-term buying opportunity. | -8.6% | tweet ↗ |
| 2026-10-08 | NVDA | @mistershefer | +0.50 | Frames oil and rates as near-term pressure but AI earnings growth as a long-term buying opportunity. | -8.5% | tweet ↗ |
| 2026-10-06 | CEG | @mistershefer | +0.75 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -15.6% | tweet ↗ |
| 2026-10-06 | MRVL | @mistershefer | +0.65 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -20.4% | tweet ↗ |
| 2026-10-06 | APLD | @mistershefer | +0.55 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -28.0% | tweet ↗ |
| 2026-10-06 | GOOGL | @mistershefer | +0.35 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -7.9% | tweet ↗ |
| 2026-10-06 | AMAT | @mistershefer | +0.30 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -28.9% | tweet ↗ |
| 2026-10-06 | INTC | @mistershefer | +0.30 | Argues multiple corporate developments further validate AI-power demand, with nuclear a clear beneficiary. | -22.7% | tweet ↗ |
| 2026-10-05 | MU | @mistershefer | +0.65 | Argues AI earnings and memory shortages favor semiconductor equipment and memory names. | -17.5% | tweet ↗ |
| 2026-10-05 | LRCX | @mistershefer | +0.65 | Argues AI earnings and memory shortages favor semiconductor equipment and memory names. | -33.5% | tweet ↗ |
| 2026-10-05 | AMAT | @mistershefer | +0.65 | Argues AI earnings and memory shortages favor semiconductor equipment and memory names. | -30.4% | tweet ↗ |
| 2026-10-05 | KLA | @mistershefer | +0.65 | Argues AI earnings and memory shortages favor semiconductor equipment and memory names. | · | 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.