@RichardWedekin1 RichardWedekin1

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.

The author is most clearly long a high-growth AI infrastructure basket including ASML, CRDO, SIVE, AAOI and NBIS, while making an active add in ALKAL funded by exiting PYPL at a loss. Their distinctive read is valuation discipline around speculative space names, especially SPCX, where they argue downside is large despite hype. Late-window activity shows a concrete capital rotation into ALKAL and continued public disclosure of concentrated long targets.

Conviction is concentrated in disclosed AI infrastructure longs and the ALKAL add, while the author is sharply bearish on speculative space exposure, especially SPCX. The clearest capital action is a PYPL exit at a loss to double ALKAL, alongside repeated negative SPCX valuation and downside framing. Pump-risk is highest in SPCX commentary and ALKAL accumulation because those tickers dominate their respective themes.

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.