Author
@rubicon59 rubicon59
grade Ax.com/rubicon59 ↗
Bottom-up AI-supply-chain stockpicker hunting mispriced memory, semis, and app-layer names
Builds original fundamental and valuation theses on under-fo
trader score
+2.16
hit rate
55%
mean α
+1.86%
signals 14d
37
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: 55% hit rate, +1.86% mean alpha, trader score +2.16. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @rubicon59 | +0.40 | Dismisses the latest Nvidia concern as another round of fear and uncertainty. | — | tweet ↗ |
| 2026-08-28 | NVDA | @rubicon59 | +0.65 | Despite large gains, Nvidia and Intel are explicitly described as still cheap. | — | tweet ↗ |
| 2026-08-28 | INTC | @rubicon59 | +0.75 | Despite large gains, Nvidia and Intel are explicitly described as still cheap. | — | tweet ↗ |
| 2026-08-27 | INTC | @rubicon59 | +0.70 | Quotes bullish business targets for Intel EMIB, including multibillion-dollar customers and 30% margins. | -2.8% | tweet ↗ |
| 2026-08-27 | INTC | @rubicon59 | +0.55 | Argues advanced packaging is the new driver of semiconductor scaling, positively implying Intel. | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @rubicon59 | -0.15 | Observes that NVDA fell after hours immediately following earnings. | -4.6% | tweet ↗ |
| 2026-08-27 | INTC | @rubicon59 | +0.70 | Characterizes Intel CEO's conference remarks as very bullish. | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @rubicon59 | +0.65 | Treats NVDA's constrained 70% next-year revenue guide as confirmation of the thesis. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @rubicon59 | +0.70 | Characterizes Nvidia's quarter and guidance as spectacular. | +3.8% | tweet ↗ |
| 2026-08-24 | NVDA | @rubicon59 | +0.00 | Speculates that an Intel package includes logic from Nvidia or a hyperscaler. | +4.4% | tweet ↗ |
| 2026-08-24 | INTC | @rubicon59 | +0.00 | Speculates that an Intel package includes logic from Nvidia or a hyperscaler. | +2.5% | tweet ↗ |
| 2026-08-19 | KXIAY | @rubicon59 | +0.00 | Observes unusually high volatility without a directional stance. | -7.6% | tweet ↗ |
| 2026-08-18 | APP | @rubicon59 | +0.70 | Calls APP cheap relative to growth, founder-led and backed by a strong track record. | +3.4% | tweet ↗ |
| 2026-08-17 | WDC | @rubicon59 | +0.00 | Notes that WDC and STX recently traded at single-digit valuation multiples. | -14.3% | tweet ↗ |
| 2026-08-17 | STX | @rubicon59 | +0.00 | Notes that WDC and STX recently traded at single-digit valuation multiples. | -16.6% | 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.