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
-0.24
hit rate
45%
mean α
-0.22%
signals 14d
6
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: 45% hit rate, -0.22% mean alpha, trader score -0.24. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @mistershefer | +0.55 | Calls Nvidia's report nice in a positive, understated tone. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @mistershefer | +0.20 | Expresses anticipation ahead of Nvidia earnings | +3.8% | tweet ↗ |
| 2026-08-22 | · | @mistershefer | · | Frames easing geopolitics and sustained AI/cloud investment as supportive for markets. | · | tweet ↗ |
| 2026-08-20 | NVDA | @mistershefer | +0.60 | Sees consumer pressure and macro volatility but expects Nvidia to refocus markets on strong AI demand. | +0.3% | tweet ↗ |
| 2026-08-20 | WMT | @mistershefer | -0.40 | Sees consumer pressure and macro volatility but expects Nvidia to refocus markets on strong AI demand. | -0.7% | tweet ↗ |
| 2026-08-19 | · | @mistershefer | · | Sees high rates and software price wars favoring AI hardware, chip and infrastructure providers. | · | 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.