Author
@PSInvestor PSInvestor
grade Bx.com/PSInvestor ↗
High-conviction retail AI-infrastructure thematic investor who shows his book and his work
Builds and shares long-term bullish theses on AI-infrastruct
trader score
-1.48
hit rate
25%
mean α
-1.11%
signals 14d
133
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: 25% hit rate, -1.11% mean alpha, trader score -1.48. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 103 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @PSInvestor | +0.50 | Reports IREN's Nvidia cloud status and validated GB200 virtualization performance. | — | tweet ↗ |
| 2026-08-28 | NVDA | @PSInvestor | +0.15 | Reports IREN's Nvidia cloud status and validated GB200 virtualization performance. | — | tweet ↗ |
| 2026-08-28 | TEM | @PSInvestor | +0.65 | Discloses a TEM position started in January and accumulated on dips since May. | — | tweet ↗ |
| 2026-08-28 | IREN | @PSInvestor | +0.45 | Advocates a long-term thesis for IREN, QS and AMPG despite short-term pain. | — | tweet ↗ |
| 2026-08-28 | QS | @PSInvestor | +0.45 | Advocates a long-term thesis for IREN, QS and AMPG despite short-term pain. | — | tweet ↗ |
| 2026-08-28 | AMPG | @PSInvestor | +0.45 | Advocates a long-term thesis for IREN, QS and AMPG despite short-term pain. | — | tweet ↗ |
| 2026-08-28 | AMPG | @PSInvestor | +0.40 | Reports AMPG's Sept. 9 conference presentation amid orders and increased institutional filings. | — | tweet ↗ |
| 2026-08-28 | MSFT | @PSInvestor | +0.10 | Summarizes multiple post-earnings IREN analyst ratings and targets, led by four Buy-rated notes. | — | tweet ↗ |
| 2026-08-28 | IREN | @PSInvestor | +0.40 | Summarizes multiple post-earnings IREN analyst ratings and targets, led by four Buy-rated notes. | — | tweet ↗ |
| 2026-08-28 | MSFT | @PSInvestor | +0.10 | Summarizes IREN's analyst Q&A as evidence for scalable financing, pricing and data-center monetization. | — | tweet ↗ |
| 2026-08-28 | IREN | @PSInvestor | +0.70 | Summarizes IREN's analyst Q&A as evidence for scalable financing, pricing and data-center monetization. | — | tweet ↗ |
| 2026-08-28 | NVDA | @PSInvestor | +0.15 | Summarizes IREN's analyst Q&A as evidence for scalable financing, pricing and data-center monetization. | — | tweet ↗ |
| 2026-08-28 | MSFT | @PSInvestor | +0.05 | Reports IREN's June-quarter revenue beat, narrower adjusted loss and accelerating AI-cloud mix and ARR. | — | tweet ↗ |
| 2026-08-28 | IREN | @PSInvestor | +0.65 | Reports IREN's June-quarter revenue beat, narrower adjusted loss and accelerating AI-cloud mix and ARR. | — | tweet ↗ |
| 2026-08-27 | NVDA | @PSInvestor | +0.40 | Details thirteen bullish analyst notes and PT increases after NVDA's strong Q2 print. | -4.6% | tweet ↗ |
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.