Author

@PhotonBull PhotonBull

High-conviction thematic small-cap bull mapping space, memory and AI-power narratives to proxy tickers

Posts bullish, ticker-specific thesis and trade ideas across

trader score
+0.81
hit rate
40%
mean α
+1.29%
signals 14d
32

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: 40% hit rate, +1.29% mean alpha, trader score +0.81. Their last-14d mentions, direction-adjusted, have moved -6.0% since posting (mean over 20 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NBIS@PhotonBull+0.35Mocks sellers of NBIS and implies the cited bearish rationale is absurd.
2026-08-28·@PhotonBull·Describes a Fed-driven selloff and continuing choppy market conditions.·
2026-08-27TTWO@PhotonBull+0.25Mixed review of GTA 6, but expects broad consumer purchase and play.+1.0%
2026-08-27ASTS@PhotonBull+0.70ASTS is worth buying while neglected; no exact-bottom call. — Argues neglected ASTS resembles prior profitable contrarian-buy setups.-5.5%
2026-08-27EOS.AX@PhotonBull+0.30ASTS is worth buying while neglected; no exact-bottom call. — Argues neglected ASTS resembles prior profitable contrarian-buy setups.·
2026-08-27NBIS@PhotonBull+0.20ASTS is worth buying while neglected; no exact-bottom call. — Argues neglected ASTS resembles prior profitable contrarian-buy setups.-4.3%
2026-08-26NVDA@PhotonBull+0.45Highlights a rotation from software back into hardware stocks.+3.8%
2026-08-26LITE@PhotonBull+0.45Highlights a rotation from software back into hardware stocks.-4.7%
2026-08-26MU@PhotonBull+0.45Highlights a rotation from software back into hardware stocks.-0.6%
2026-08-26NVDA@PhotonBull+0.35Uses Nvidia's beat to argue neocloud names may outperform.+3.8%
2026-08-26IREN@PhotonBull+0.55Uses Nvidia's beat to argue neocloud names may outperform.-10.4%
2026-08-26CRWV@PhotonBull+0.55Uses Nvidia's beat to argue neocloud names may outperform.-4.3%
2026-08-26NBIS@PhotonBull+0.55Uses Nvidia's beat to argue neocloud names may outperform.-2.2%
2026-08-26PNG.V@PhotonBull+0.00Flags both companies' earnings for the next day.·
2026-08-26KRKNF@PhotonBull+0.00Flags both companies' earnings for the next day.-8.1%

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.