Author
@StockSavvyShay StockSavvyShay
grade Bx.com/StockSavvyShay ↗
High-conviction AI-infrastructure thematic bull mapping the entire compute buildout stack
Publishes bullish, ticker'd thematic baskets and fundamental
trader score
-2.15
hit rate
30%
mean α
-1.62%
signals 14d
570
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: 30% hit rate, -1.62% mean alpha, trader score -2.15. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 455 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @StockSavvyShay | +0.30 | Reports Cathie Wood bought approximately $53M of NVDA today. | — | tweet ↗ |
| 2026-08-28 | SPCX | @StockSavvyShay | +0.30 | Reports Fundstrat bought more than $200M across SPCX and MU. | · | tweet ↗ |
| 2026-08-28 | MU | @StockSavvyShay | +0.30 | Reports Fundstrat bought more than $200M across SPCX and MU. | — | tweet ↗ |
| 2026-08-28 | RKLB | @StockSavvyShay | +0.60 | Discloses adding RKLB shares today. | — | tweet ↗ |
| 2026-08-28 | IREN | @StockSavvyShay | -0.65 | Reports IREN down more than 13%. | — | tweet ↗ |
| 2026-08-28 | NVDA | @StockSavvyShay | +0.35 | Emphasizes that Nvidia guidance assumes no China contribution, implying upside optionality. | — | tweet ↗ |
| 2026-08-28 | NVDA | @StockSavvyShay | +0.50 | Preview presents bullish AI-infrastructure and cybersecurity theses across named stocks. | — | tweet ↗ |
| 2026-08-28 | CRWD | @StockSavvyShay | +0.40 | Preview presents bullish AI-infrastructure and cybersecurity theses across named stocks. | — | tweet ↗ |
| 2026-08-28 | OKTA | @StockSavvyShay | +0.40 | Preview presents bullish AI-infrastructure and cybersecurity theses across named stocks. | — | tweet ↗ |
| 2026-08-28 | MRVL | @StockSavvyShay | +0.45 | Preview presents bullish AI-infrastructure and cybersecurity theses across named stocks. | — | tweet ↗ |
| 2026-08-28 | IREN | @StockSavvyShay | +0.00 | Preview presents bullish AI-infrastructure and cybersecurity theses across named stocks. | — | tweet ↗ |
| 2026-08-28 | META | @StockSavvyShay | +0.30 | Meta is testing robots that could automate about 80% of some data-center technician workloads. | — | tweet ↗ |
| 2026-08-28 | AMZN | @StockSavvyShay | +0.50 | Highlights a strong current upward move in Amazon shares. | — | tweet ↗ |
| 2026-08-28 | · | @StockSavvyShay | · | Reports 2026 hike odds at 67% after Warsh's inflation warning and cites AI sales data. | · | tweet ↗ |
| 2026-08-28 | NOW | @StockSavvyShay | +0.45 | Reports NOW breaking above the $140 level. | — | 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.