Author

@pinetree_cap

trader score
-0.38
hit rate
35%
mean α
-0.38%
signals 14d
23

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, -0.38% mean alpha, trader score -0.38. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-23NVDA@pinetree_cap-0.35Argues higher chip costs will burden shareholders, lenders, neoclouds and the broader AI trade.+1.3%
2026-08-23TSM@pinetree_cap-0.15Argues higher chip costs will burden shareholders, lenders, neoclouds and the broader AI trade.-0.3%
2026-08-23CRWV@pinetree_cap-0.40Says higher costs are negative for neoclouds unless NBIS and CRWV can raise prices.-4.1%
2026-08-23NBIS@pinetree_cap-0.40Says higher costs are negative for neoclouds unless NBIS and CRWV can raise prices.-4.5%
2026-08-23·@pinetree_cap·Calls the referenced development bad news for hyperscalers, though the event itself is unavailable.·
2026-08-21·@pinetree_cap·Dismisses technical analysis as ineffective.·
2026-08-21·@pinetree_cap·Discusses opportunity cost and risk in options selling versus bond ETFs.·
2026-08-21MU@pinetree_cap+0.45Anticipates a strong day and cites a purported study of MU weekly seasonality.-3.5%
2026-08-21·@pinetree_cap·Explicitly warns that selling options is extremely risky.·
2026-08-21AMKR@pinetree_cap+0.65AMKR is a strong swing-long opportunity from here. — Calls AMKR a great swing from current levels after a long $70-$80 range.-4.7%
2026-08-20MRVL@pinetree_cap+0.35Tautological slogan conveys mild positive enthusiasm for MRVL.-13.7%
2026-08-20NBIS@pinetree_cap+0.30Briefly highlights an NBIS run with positive framing.-5.0%
2026-08-19·@pinetree_cap·Argues low-cost Chinese LLMs could disrupt the AI market through token-price competition.·
2026-08-19MRVL@pinetree_cap+0.80Strongly bullish on MRVL due to Amazon Trainium and Google TPU design wins.-8.7%
2026-08-18·@pinetree_cap·Positively notes benchmark outperformance but comments on lower recent yield.·

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.