Author
@R_and_Invest R_and_Invest
grade Ax.com/R_and_Invest ↗
Supply-chain-driven semis/memory bull who models AI compute constraints to specific names
Builds bottom-up fundamental and supply-chain theses on the
trader score
-1.49
hit rate
45%
mean α
-0.78%
signals 14d
153
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: 45% hit rate, -0.78% mean alpha, trader score -1.49. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 121 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSLA | @R_and_Invest | +0.80 | Argues Tesla's execution history and premium-first strategy could make flying cars commercially viable. | +4.9% | tweet ↗ |
| 2026-10-15 | SPCX | @R_and_Invest | -0.60 | Questions SpaceX's $2.3T valuation and says Tesla should acquire it at a far lower price. | · | tweet ↗ |
| 2026-10-15 | TSLA | @R_and_Invest | +0.15 | Questions SpaceX's $2.3T valuation and says Tesla should acquire it at a far lower price. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @R_and_Invest | +0.85 | Argues even brief safe flight would make the Tesla Roadster a major commercial success. | +2.7% | tweet ↗ |
| 2026-10-15 | AAPL | @R_and_Invest | +0.30 | Expects Apple's Duo to shift premium customers toward AT&T but criticizes Apple and Klar financing economics. | +1.7% | tweet ↗ |
| 2026-10-15 | T | @R_and_Invest | +0.05 | Expects Apple's Duo to shift premium customers toward AT&T but criticizes Apple and Klar financing economics. | -10.9% | tweet ↗ |
| 2026-10-15 | TMUS | @R_and_Invest | -0.20 | Expects Apple's Duo to shift premium customers toward AT&T but criticizes Apple and Klar financing economics. | -6.7% | tweet ↗ |
| 2026-10-15 | KLAR | @R_and_Invest | -0.50 | Expects Apple's Duo to shift premium customers toward AT&T but criticizes Apple and Klar financing economics. | -5.2% | tweet ↗ |
| 2026-10-15 | VZ | @R_and_Invest | -0.20 | Expects Apple's Duo to shift premium customers toward AT&T but criticizes Apple and Klar financing economics. | +0.6% | tweet ↗ |
| 2026-10-15 | ARM | @R_and_Invest | +0.80 | Argues small per-chip price increases could create billions in high-margin ARM royalty revenue. | -14.1% | tweet ↗ |
| 2026-10-15 | MU | @R_and_Invest | +0.35 | Suggests KeyBanc's MU material shows a gap between strong industry reality and market perception. | -5.8% | tweet ↗ |
| 2026-10-15 | MKSI | @R_and_Invest | +0.75 | Argues supplier capacity shortages contradict distressed market pricing for UCTT and MKSI. | · | tweet ↗ |
| 2026-10-15 | UCTT | @R_and_Invest | +0.75 | Argues supplier capacity shortages contradict distressed market pricing for UCTT and MKSI. | -18.8% | tweet ↗ |
| 2026-10-15 | MU | @R_and_Invest | +0.80 | Argues memory supply constraints will drive a sharp fundamental upswing over the next six months. | -5.8% | tweet ↗ |
| 2026-10-15 | SKHY | @R_and_Invest | +0.65 | Argues memory supply constraints will drive a sharp fundamental upswing over the next six months. | -6.2% | 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.