Author
@Stevendiaz Stevendiaz
grade Bx.com/Stevendiaz ↗
Transparent, high-conviction AI hardware supply-chain bull who shows his work
Builds and continually updates thematic bull theses across t
trader score
-1.17
hit rate
35%
mean α
-0.67%
signals 14d
168
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: 35% hit rate, -0.67% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved -7.4% since posting (mean over 142 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AMZN | @Stevendiaz | +0.05 | Notes Amazon has posted multiple Moses Lake job openings this year. | — | tweet ↗ |
| 2026-08-27 | KEEL | @Stevendiaz | +0.20 | Cautiously expects phased capacity and improving execution from H2 2027 onward. | -8.3% | tweet ↗ |
| 2026-08-26 | HPE | @Stevendiaz | +0.55 | DELL could reach $800 by end-2026; expect DELL and HPE earnings moves similar to SMCI. — Reiterates a forward $800 Dell target and bullish expectations for upcoming earnings. | -5.3% | tweet ↗ |
| 2026-08-26 | SMCI | @Stevendiaz | +0.40 | DELL could reach $800 by end-2026; expect DELL and HPE earnings moves similar to SMCI. — Reiterates a forward $800 Dell target and bullish expectations for upcoming earnings. | -0.8% | tweet ↗ |
| 2026-08-26 | DELL | @Stevendiaz | +0.80 | DELL could reach $800 by end-2026; expect DELL and HPE earnings moves similar to SMCI. — Reiterates a forward $800 Dell target and bullish expectations for upcoming earnings. | -1.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Stevendiaz | +0.30 | Bullish Marvell earnings preview expects estimate increases and a move exceeding 15%. | +3.8% | tweet ↗ |
| 2026-08-26 | MRVL | @Stevendiaz | +0.70 | Bullish Marvell earnings preview expects estimate increases and a move exceeding 15%. | -11.6% | tweet ↗ |
| 2026-08-26 | GOOGL | @Stevendiaz | +0.25 | Bullish Marvell earnings preview expects estimate increases and a move exceeding 15%. | +1.3% | tweet ↗ |
| 2026-08-25 | RKLB | @Stevendiaz | +0.60 | Discloses holding RKLB as the author's largest aerospace position. | -3.8% | tweet ↗ |
| 2026-08-25 | · | @Stevendiaz | · | Advises aligning with supportive Fed or Treasury policy. | · | tweet ↗ |
| 2026-08-25 | · | @Stevendiaz | · | Argues data-center firms deserve lower valuation due to heavy CAPEX needs. | · | tweet ↗ |
| 2026-08-24 | SNAP | @Stevendiaz | -0.90 | Calls SNAP a failed company due to roughly $1B of annual executive stock compensation. | -1.8% | tweet ↗ |
| 2026-08-24 | IRDM | @Stevendiaz | +0.25 | Presents a multi-sector basket of companies expected to be well positioned by 2028. | -1.5% | tweet ↗ |
| 2026-08-24 | RKLB | @Stevendiaz | +0.75 | Presents a multi-sector basket of companies expected to be well positioned by 2028. | -5.7% | tweet ↗ |
| 2026-08-24 | SNDK | @Stevendiaz | +0.65 | Presents a multi-sector basket of companies expected to be well positioned by 2028. | -0.5% | 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.