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
+1.40
hit rate
65%
mean α
+0.83%
signals 14d
174
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: 65% hit rate, +0.83% mean alpha, trader score +1.40. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 126 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @R_and_Invest | -0.65 | Says damage to NVDA, neo-clouds and SMH is clearly not bullish. | — | tweet ↗ |
| 2026-08-28 | SMH | @R_and_Invest | -0.65 | Says damage to NVDA, neo-clouds and SMH is clearly not bullish. | — | tweet ↗ |
| 2026-08-28 | NVDA | @R_and_Invest | -0.35 | Calling something the only bullish item implies the rest of NVDA's day is bearish. | — | tweet ↗ |
| 2026-08-28 | OKTA | @R_and_Invest | +0.00 | Corrects which company was discussed but expresses no directional view on either stock. | — | tweet ↗ |
| 2026-08-28 | CRM | @R_and_Invest | +0.00 | Corrects which company was discussed but expresses no directional view on either stock. | — | tweet ↗ |
| 2026-08-28 | · | @R_and_Invest | · | Quantifies the unusually broad share of PCE categories experiencing inflation above 3%. | · | tweet ↗ |
| 2026-08-28 | NVDA | @R_and_Invest | -0.55 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | SPY | @R_and_Invest | -0.10 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | SMH | @R_and_Invest | -0.45 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | BE | @R_and_Invest | +0.30 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | GEV | @R_and_Invest | -0.20 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | FTAI | @R_and_Invest | -0.20 | Builds a two-month hawkish-policy and data-center permitting thesis led by semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | · | @R_and_Invest | · | Argues valuation is catching up to strong fundamentals, but identifies no company. | · | tweet ↗ |
| 2026-08-27 | SKHY | @R_and_Invest | -0.80 | Says CXMT's HBM progress could bankrupt SK Hynix proxy SKHY and crush its equity. | · | tweet ↗ |
| 2026-08-27 | NVDA | @R_and_Invest | +0.35 | Buy NVDA in November and hold despite expected near-term volatility. — Author expects a bumpy near term but explicitly suggests buying in November for a $7T long-term valuation. | -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.