Author
@Nick_Bravery Nick_Bravery
grade Cx.com/Nick_Bravery ↗
Transparent concentrated long-only mega-cap AI/SaaS trader logging real-time tickered adds and trims
Posts real-time, price-anchored buy/trim decisions and posit
trader score
-1.20
hit rate
55%
mean α
-0.38%
signals 14d
18
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: 55% hit rate, -0.38% mean alpha, trader score -1.20. Their last-14d mentions, direction-adjusted, have moved +3.9% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Nick_Bravery | +0.50 | Highlights Nvidia's $108B Q3 outlook excluding China data-center compute revenue. | — | tweet ↗ |
| 2026-08-27 | NVDA | @Nick_Bravery | +0.50 | NVDA reported $96.2B Q2 revenue, $89B Data Center revenue and guided the following quarter to $108B. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Nick_Bravery | +0.60 | Characterizes NVDA's reported numbers as another major beat and says the AI trade remains strong. | +3.8% | tweet ↗ |
| 2026-08-25 | AAPL | @Nick_Bravery | +0.00 | Finds MU more interesting after a near-6% selloff tied to reports Apple may source memory from China. | +3.2% | tweet ↗ |
| 2026-08-25 | MU | @Nick_Bravery | +0.30 | Finds MU more interesting after a near-6% selloff tied to reports Apple may source memory from China. | -0.0% | tweet ↗ |
| 2026-08-24 | V | @Nick_Bravery | +0.40 | Reports a portfolio rebound led by Visa. | -0.2% | tweet ↗ |
| 2026-08-24 | · | @Nick_Bravery | · | Advocates a focused watchlist and monitoring business-thesis changes instead of chasing ideas. | · | tweet ↗ |
| 2026-08-23 | NVDA | @Nick_Bravery | +0.25 | Argues Nvidia's forward outlook and sustained AI demand matter more than merely beating a high earnings bar. | +1.3% | tweet ↗ |
| 2026-08-20 | NVDA | @Nick_Bravery | -0.20 | Acknowledges Nvidia's execution but questions the demanding expectations embedded before August 26 results. | +0.3% | tweet ↗ |
| 2026-08-18 | NFLX | @Nick_Bravery | +0.55 | Praises a well-timed prior NFLX entry after the upward move. | +5.1% | tweet ↗ |
| 2026-08-17 | NOW | @Nick_Bravery | +0.40 | Author frames NOW's roughly 5% decline as a potential opportunity because it appears driven by broad volatility. | +22.9% | tweet ↗ |
| 2026-08-17 | NFLX | @Nick_Bravery | +0.65 | Opened a new NFLX position at what feels like a decent entry. — Explicitly opens a new NFLX position following Bill Ackman's lead. | +7.5% | tweet ↗ |
| 2026-08-17 | · | @Nick_Bravery | · | Describes rising business vulnerability from AI-enabled cyber threats. | · | tweet ↗ |
| 2026-08-16 | · | @Nick_Bravery | · | Explains a valuation-based framework for taking profits in high-growth stocks. | · | tweet ↗ |
| 2026-08-16 | · | @Nick_Bravery | · | Frames a $650B AI infrastructure boom against power-grid delays of four to seven years. | · | 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.