@Sam_Badawi Sam_Badawi

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.

Sam Badawi is concentrated in AI infrastructure bottlenecks: memory, custom silicon, networking, hyperscaler power, space/telecom infrastructure, and select small-cap energy or defense names. His distinctive read is that value is broadening beyond Nvidia into platform owners, memory suppliers, custom-chip co-designers, packaging, power and space infrastructure. Late week emphasis shifted toward memory supercycle, Nasdaq 100 additions, SpaceX/RKLB, and solar/energy valuation setups while retaining caution on NOW and SNAP.

The author's bullishness is consistent across AI infrastructure, with late-week intensification in memory and networking via MU, SNDK, MRVL and ALAB. He added new attention to power and solar valuation setups while disclosing a competition portfolio across TE, NVTS, RKLB and ONDS. Bearish or cautious notes are concentrated in NOW technical weakness, SNAP criticism, and the occasional AI capex bubble counterpoint rather than a broad risk-off flip.

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.