Author

@moneyballinvest moneyballinvest

AI-semis hype-thesis commentator stacking $1T price-target calls on consensus narratives

Posts high-conviction bullish (occasionally skeptical) calls

trader score
+1.96
hit rate
50%
mean α
+1.79%
signals 14d
9

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 16 scored bets: 50% hit rate, +1.79% mean alpha, trader score +1.96. Their last-14d mentions, direction-adjusted, have moved +1.0% since posting (mean over 7 mentions with price data).

Recent signals9receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@moneyballinvest·Suggests Wall Street may manufacture an AI bubble if it cannot find evidence that one already exists.·
2026-08-27UBER@moneyballinvest-0.45Reports a better first-use experience with DoorDash, calling it easier, smoother, and cheaper than Uber.+2.4%
2026-08-27DASH@moneyballinvest+0.65Reports a better first-use experience with DoorDash, calling it easier, smoother, and cheaper than Uber.+2.1%
2026-08-26NVDA@moneyballinvest+0.70Calls Nvidia's earnings potentially the greatest ever and views the subsequent stock decline as irrational.+3.8%
2026-08-21MSFT@moneyballinvest+0.00Historical anecdote calculates the enormous present value of Simplot's original Micron stake.+6.3%
2026-08-21MCD@moneyballinvest+0.00Historical anecdote calculates the enormous present value of Simplot's original Micron stake.-2.2%
2026-08-21AMZN@moneyballinvest+0.00Historical anecdote calculates the enormous present value of Simplot's original Micron stake.+3.0%
2026-08-21BRK.B@moneyballinvest+0.00Historical anecdote calculates the enormous present value of Simplot's original Micron stake.·
2026-08-21MU@moneyballinvest+0.30Historical anecdote calculates the enormous present value of Simplot's original Micron stake.-3.5%

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.