Author

@PepInvestStocks PepInvestStocks

grade Bx.com/PepInvestStocks ↗

Perma-bull silicon-photonics supply-chain evangelist anchored on SIVE and deep-tech small caps

Writes long-form bullish theses mapping obscure semiconducto

trader score
-0.34
hit rate
35%
mean α
-0.18%
signals 14d
224

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: 35% hit rate, -0.18% mean alpha, trader score -0.34. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 158 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28INFQ@PepInvestStocks+0.15Continuing to buy SIVE at lower levels and gradually add to high-conviction positions — Explicitly continues buying SIVE amid selling, with a one-to-two-year horizon—
2026-08-28BRUN@PepInvestStocks+0.15Continuing to buy SIVE at lower levels and gradually add to high-conviction positions — Explicitly continues buying SIVE amid selling, with a one-to-two-year horizon—
2026-08-28SIVE@PepInvestStocks+0.70Continuing to buy SIVE at lower levels and gradually add to high-conviction positions — Explicitly continues buying SIVE amid selling, with a one-to-two-year horizon·
2026-08-28MRVL@PepInvestStocks+0.15Continuing to buy SIVE at lower levels and gradually add to high-conviction positions — Explicitly continues buying SIVE amid selling, with a one-to-two-year horizon—
2026-08-28AEHR@PepInvestStocks+0.15Continuing to buy SIVE at lower levels and gradually add to high-conviction positions — Explicitly continues buying SIVE amid selling, with a one-to-two-year horizon—
2026-08-28MRAM@PepInvestStocks+0.20States MRAM institutional ownership is at an all-time high—
2026-08-28BRUN@PepInvestStocks+0.85Explicitly describes the referenced development as very bullish for BRUN—
2026-08-28PSOX@PepInvestStocks+0.70Presents PSOX as focused exposure to AI power infrastructure and strong projected component demand·
2026-08-28NVTS@PepInvestStocks+0.30Presents PSOX as focused exposure to AI power infrastructure and strong projected component demand—
2026-08-28JBL@PepInvestStocks+0.25Detailed bullish SIVE commercialization framework backed by orders, milestones, financing and capacity—
2026-08-28SIVE@PepInvestStocks+0.70Detailed bullish SIVE commercialization framework backed by orders, milestones, financing and capacity·
2026-08-28JBL@PepInvestStocks+0.25Bullish thesis says six module-maker evaluations could broaden SIVE's high-volume laser opportunity—
2026-08-28SIVE@PepInvestStocks+0.75Bullish thesis says six module-maker evaluations could broaden SIVE's high-volume laser opportunity·
2026-08-28SIVE@PepInvestStocks+0.70Argues Sivers' hybrid manufacturing strategy improves scalability, supply confidence and potential margins.·
2026-08-27SIVE@PepInvestStocks+0.75Bought more SIVE during today's roughly 20% drop and remains bullish long term. — Explicitly adds to SIVE and gives a multi-year demand and capacity thesis.·

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.