Author
@robchamo robchamo
grade Bx.com/robchamo ↗
Valuation-disciplined long-term mega-cap tech compounder investor with thematic AI conviction
Publishes original fundamental theses on mega-cap tech and A
trader score
+0.77
hit rate
50%
mean α
+0.42%
signals 14d
311
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: 50% hit rate, +0.42% mean alpha, trader score +0.77. Their last-14d mentions, direction-adjusted, have moved -3.2% since posting (mean over 210 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | META | @robchamo | +0.10 | META's portfolio weight changed from 15% to 7%, attributed to a rapid 50% share-price move. | -9.4% | tweet ↗ |
| 2026-10-16 | · | @robchamo | · | The author describes current market sentiment as extreme fear. | · | tweet ↗ |
| 2026-10-16 | · | @robchamo | · | The author reports portfolio gains of roughly 8% and 30% across accounts while discussing volatility. | · | tweet ↗ |
| 2026-10-16 | MA | @robchamo | +0.55 | Mastercard is reported to be at an all-time high. | +1.0% | tweet ↗ |
| 2026-10-16 | META | @robchamo | +0.85 | The author calls Meta's development impressive and sees extremely large positive optionality. | -9.4% | tweet ↗ |
| 2026-10-16 | BTC | @robchamo | +0.85 | The author expects Bitcoin's current $81,000 price to look exceptionally cheap in ten years. | · | tweet ↗ |
| 2026-10-16 | TSLA | @robchamo | +0.65 | The author says TSLA becomes more appealing the more it is examined. | +4.9% | tweet ↗ |
| 2026-10-16 | CRWV | @robchamo | -0.60 | Deutsche Bank says CoreWeave may need capital as $10B operating cash flow trails $45B required capex. | -11.7% | tweet ↗ |
| 2026-10-16 | V | @robchamo | +0.35 | The author approvingly notes that Visa continues on its own positive path. | +1.3% | tweet ↗ |
| 2026-10-16 | · | @robchamo | · | The author expresses amazement at the strength of the memory sector. | · | tweet ↗ |
| 2026-10-16 | AAPL | @robchamo | +0.50 | The author argues that whatever Apple produces reliably sells. | +1.2% | tweet ↗ |
| 2026-10-16 | TSLA | @robchamo | +0.65 | A 5% TSLA rise and flying-car concept are viewed as evidence of strong company culture. | +4.9% | tweet ↗ |
| 2026-10-16 | · | @robchamo | · | A housing-heavy CPI methodology is estimated to imply 8.15% Spanish inflation and major fiscal consequences. | · | tweet ↗ |
| 2026-10-15 | NVDA | @robchamo | +0.25 | The author describes Nvidia's story as interesting and its opportunity as broadly desirable. | -2.9% | tweet ↗ |
| 2026-10-15 | MSTR | @robchamo | -0.40 | The author states MSTR will be removed from an MSCI index, implying volatility. | -3.5% | 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.