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
-0.01
hit rate
65%
mean α
-0.00%
signals 14d
458
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, -0.00% mean alpha, trader score -0.01. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 335 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PYPL | @robchamo | +0.50 | Michael Burry is reported to hold about 3% in PYPL and plans to add in the mid-$40s. | — | tweet ↗ |
| 2026-08-28 | PYPL | @robchamo | +0.20 | Author speculates that Michael Burry may currently be buying PYPL. | — | tweet ↗ |
| 2026-08-28 | DUOL | @robchamo | +0.45 | DUOL is noted as having risen nearly 50% from its yearly lows. | — | tweet ↗ |
| 2026-08-28 | NVDA | @robchamo | +0.65 | Author sees PYPL as undervalued but expresses stronger upside conviction in NVDA, META and UBER. | — | tweet ↗ |
| 2026-08-28 | PYPL | @robchamo | +0.35 | Author sees PYPL as undervalued but expresses stronger upside conviction in NVDA, META and UBER. | — | tweet ↗ |
| 2026-08-28 | META | @robchamo | +0.65 | Author sees PYPL as undervalued but expresses stronger upside conviction in NVDA, META and UBER. | — | tweet ↗ |
| 2026-08-28 | UBER | @robchamo | +0.65 | Author sees PYPL as undervalued but expresses stronger upside conviction in NVDA, META and UBER. | — | tweet ↗ |
| 2026-08-28 | NVDA | @robchamo | +0.00 | NVDA is referenced only through arrows pointing to unseen media, leaving the stance unclear. | — | tweet ↗ |
| 2026-08-28 | BTC | @robchamo | +0.60 | Author expects waiting capital to buy a modest Bitcoin correction, providing support after a 5%-15% dip. | · | tweet ↗ |
| 2026-08-28 | BTC | @robchamo | +0.75 | Bitcoin's smaller capitalization is argued to offer substantially more upside than gold. | · | tweet ↗ |
| 2026-08-28 | META | @robchamo | +0.25 | Author expresses mild satisfaction with a broad basket of large-cap technology names. | — | tweet ↗ |
| 2026-08-28 | NFLX | @robchamo | +0.25 | Author expresses mild satisfaction with a broad basket of large-cap technology names. | — | tweet ↗ |
| 2026-08-28 | GOOG | @robchamo | +0.25 | Author expresses mild satisfaction with a broad basket of large-cap technology names. | — | tweet ↗ |
| 2026-08-28 | UBER | @robchamo | +0.25 | Author expresses mild satisfaction with a broad basket of large-cap technology names. | — | tweet ↗ |
| 2026-08-28 | AMZN | @robchamo | +0.25 | Author expresses mild satisfaction with a broad basket of large-cap technology names. | — | 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.