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
-1.05
hit rate
40%
mean α
-0.60%
signals 14d
682
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: 40% hit rate, -0.60% mean alpha, trader score -1.05. Their last-14d mentions, direction-adjusted, have moved -9.3% since posting (mean over 560 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @StockSavvyShay | · | Characterizes the week's market close as sharply negative. | · | tweet ↗ |
| 2026-10-16 | SKHY | @StockSavvyShay | +0.60 | Projects prolonged memory pricing power as shortages persist and HBM consumes more DRAM capacity. | +0.4% | tweet ↗ |
| 2026-10-16 | MU | @StockSavvyShay | +0.60 | Projects prolonged memory pricing power as shortages persist and HBM consumes more DRAM capacity. | -0.1% | tweet ↗ |
| 2026-10-16 | · | @StockSavvyShay | · | States that market volatility has returned. | · | tweet ↗ |
| 2026-10-16 | · | @StockSavvyShay | · | Elorian introduced a video-understanding model and the author sees greater GPU and memory demand. | · | tweet ↗ |
| 2026-10-16 | · | @StockSavvyShay | · | Reports broad weakness in technology stocks. | · | tweet ↗ |
| 2026-10-16 | SPCX | @StockSavvyShay | +0.20 | Trump praised Tesla's Roadster demo, which showcased SpaceX thruster technology. | · | tweet ↗ |
| 2026-10-16 | TSLA | @StockSavvyShay | +0.35 | Trump praised Tesla's Roadster demo, which showcased SpaceX thruster technology. | +4.9% | tweet ↗ |
| 2026-10-16 | DELL | @StockSavvyShay | +0.20 | Dell's CEO sees worsening memory shortages, supporting a longer pricing-power thesis for memory suppliers. | +1.0% | tweet ↗ |
| 2026-10-16 | SKHY | @StockSavvyShay | +0.55 | Dell's CEO sees worsening memory shortages, supporting a longer pricing-power thesis for memory suppliers. | +0.4% | tweet ↗ |
| 2026-10-16 | MU | @StockSavvyShay | +0.55 | Dell's CEO sees worsening memory shortages, supporting a longer pricing-power thesis for memory suppliers. | -0.1% | tweet ↗ |
| 2026-10-16 | GOOGL | @StockSavvyShay | +0.00 | Meta ad revenue is about $4 billion behind Google Search after higher ad volume and pricing. | -6.0% | tweet ↗ |
| 2026-10-16 | META | @StockSavvyShay | +0.45 | Meta ad revenue is about $4 billion behind Google Search after higher ad volume and pricing. | -9.4% | tweet ↗ |
| 2026-10-16 | · | @StockSavvyShay | · | Predicts more small companies as AI agents become more capable. | · | tweet ↗ |
| 2026-10-16 | · | @StockSavvyShay | · | Rho launched a bundled LLC-formation and business-banking signup service. | · | 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.