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
-2.02
hit rate
20%
mean α
-1.44%
signals 14d
669
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: 20% hit rate, -1.44% mean alpha, trader score -2.02. Their last-14d mentions, direction-adjusted, have moved -7.6% since posting (mean over 612 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AMD | @PSInvestor | +0.10 | Rejects an unsubstantiated claim that AMD-linked neoclouds were excluded from GTC Berlin. | -2.3% | tweet ↗ |
| 2026-10-16 | IREN | @PSInvestor | +0.35 | Rejects an unsubstantiated claim that AMD-linked neoclouds were excluded from GTC Berlin. | -7.7% | tweet ↗ |
| 2026-10-16 | AMD | @PSInvestor | +0.25 | Uses named counterexamples to challenge claims that AMD-using neoclouds were barred from Nvidia's event. | -2.3% | tweet ↗ |
| 2026-10-16 | IREN | @PSInvestor | +0.50 | Uses named counterexamples to challenge claims that AMD-using neoclouds were barred from Nvidia's event. | -7.7% | tweet ↗ |
| 2026-10-16 | NVDA | @PSInvestor | +0.10 | Uses named counterexamples to challenge claims that AMD-using neoclouds were barred from Nvidia's event. | -1.5% | tweet ↗ |
| 2026-10-16 | MU | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -0.1% | tweet ↗ |
| 2026-10-16 | CIFR | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -11.6% | tweet ↗ |
| 2026-10-16 | WULF | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -3.1% | tweet ↗ |
| 2026-10-16 | NBIS | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @PSInvestor | +0.65 | Will buy these holdings if the market falls another 20%. — States a clear conditional plan to buy the named basket after another 20% market decline. | -11.7% | tweet ↗ |
| 2026-10-16 | MU | @PSInvestor | +0.30 | Discloses continued holding of a pressured basket while emphasizing patience despite worsening price action. | -0.1% | tweet ↗ |
| 2026-10-16 | CIFR | @PSInvestor | +0.30 | Discloses continued holding of a pressured basket while emphasizing patience despite worsening price action. | -11.6% | tweet ↗ |
| 2026-10-16 | APLD | @PSInvestor | +0.30 | Discloses continued holding of a pressured basket while emphasizing patience despite worsening price action. | +1.1% | tweet ↗ |
| 2026-10-16 | IREN | @PSInvestor | +0.30 | Discloses continued holding of a pressured basket while emphasizing patience despite worsening price action. | -7.7% | 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.