@PSInvestor PSInvestor

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

PSInvestor is heavily long high-beta AI infrastructure, space, and select small-cap hardware names, with explicit adds in RDW, QS, AMPG, KOPN, RKLB, and CIFR. Their distinctive read is that power, land, GPU availability, defense microdisplays, and space infrastructure are still underpriced bottlenecks, while SPCX looks euphoric enough to hedge with puts. Late week, conviction concentrated further into AMPG squeeze mechanics, QS validation from Honda, APLD as a top position, and persistent RDW/RKLB dip buying despite some macro caution for Monday.

Conviction intensified in RDW, AMPG, QS, KOPN, RKLB, and CIFR through repeated adds, while HOOD was trimmed for profit and SPCX flipped from space-economy enthusiasm into valuation caution and puts. AI infrastructure remained the largest concentration, led by APLD, IREN, CIFR, and related power or data-center capacity names, with explicit size disclosure that APLD is second only to NVDA. Pump-risk is highest in AMPG, RDW, QS, and SPCX because the author repeatedly celebrates post-move gains while continuing to push upside narratives.

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.