Author

@Nick_Bravery 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
+0.62
hit rate
65%
mean α
+0.25%
signals 14d
21

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: 65% hit rate, +0.25% mean alpha, trader score +0.62. Their last-14d mentions, direction-adjusted, have moved +6.4% since posting (mean over 21 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30NVDA@Nick_Bravery+0.45AI and semiconductors led by Nvidia power fresh market records.-2.6%
2026-06-29MSFT@Nick_Bravery+0.35Stocks pushing higher and MSFT gained 8% since Friday morning low.+5.9%
2026-06-26MSFT@Nick_Bravery+0.85Added heavily to MSFT around $350; now largest holding — Author added MSFT around $350, made it top holding, and is extremely bullish multi-year.+4.7%
2026-06-26MSFT@Nick_Bravery+0.70Says fully onboard with MSFT move and MSFT is now number one in portfolio.+4.7%
2026-06-25GOOG@Nick_Bravery+0.65Added MSFT, GOOG, PLTR, AMZN; rebound will be swift — Author added to several software names during selloff and expects a swift rebound.+4.1%
2026-06-25AMZN@Nick_Bravery+0.65Added MSFT, GOOG, PLTR, AMZN; rebound will be swift — Author added to several software names during selloff and expects a swift rebound.+6.9%
2026-06-25PLTR@Nick_Bravery+0.65Added MSFT, GOOG, PLTR, AMZN; rebound will be swift — Author added to several software names during selloff and expects a swift rebound.+20.5%
2026-06-25MSFT@Nick_Bravery+0.70Added MSFT, GOOG, PLTR, AMZN; rebound will be swift — Author added to several software names during selloff and expects a swift rebound.+10.7%
2026-06-23NET@Nick_Bravery+0.25Says big tech names pulled portfolio green after opening selloff.+7.8%
2026-06-23META@Nick_Bravery+0.25Says big tech names pulled portfolio green after opening selloff.+3.7%
2026-06-23AMZN@Nick_Bravery+0.25Says big tech names pulled portfolio green after opening selloff.+3.7%
2026-06-23MSFT@Nick_Bravery+0.25Says big tech names pulled portfolio green after opening selloff.+4.4%
2026-06-22NET@Nick_Bravery+0.55Added PLTR, AMZN, NET, GOOG on the dip — Says bull market intact and took opportunity to add strong names on dip at listed prices.+11.0%
2026-06-22GOOG@Nick_Bravery+0.55Added PLTR, AMZN, NET, GOOG on the dip — Says bull market intact and took opportunity to add strong names on dip at listed prices.+2.1%
2026-06-22AMZN@Nick_Bravery+0.55Added PLTR, AMZN, NET, GOOG on the dip — Says bull market intact and took opportunity to add strong names on dip at listed prices.+4.2%

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.