Author

@StonkValue StonkValue

grade Cx.com/StonkValue ↗

Perma-bull retail thematic-basket builder riding the early AI-infrastructure buildout

Publishes long-horizon, sector-organized baskets of small/mi

trader score
-6.11
hit rate
10%
mean α
-3.05%
signals 14d
379

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: 10% hit rate, -3.05% mean alpha, trader score -6.11. Their last-14d mentions, direction-adjusted, have moved -18.1% since posting (mean over 357 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16AXTI@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.+1.2%
2026-10-16LITE@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.-8.2%
2026-10-16SPCX@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.·
2026-10-16AAOI@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.-10.7%
2026-10-16RKLB@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.+3.5%
2026-10-16CRDO@StonkValue+0.85Names a broad set of current best buys and predicts major gains for dip buyers.-13.2%
2026-10-16·@StonkValue·Calls the market's all-time high unusually depressing.·
2026-10-16AVGO@StonkValue+0.55Presents AVGO as a low-PEG AI infrastructure leader.-2.2%
2026-10-16SOFI@StonkValue+0.60Highlights SOFI's low PEG and 40% year-over-year revenue growth.+0.5%
2026-10-16RDDT@StonkValue+0.65Highlights RDDT's low PEG and 61% year-over-year revenue growth.-7.6%
2026-10-16ORCL@StonkValue+0.70Highlights ORCL's low PEG and 121% cloud-infrastructure growth.-1.6%
2026-10-16COHR@StonkValue+0.55Presents COHR as a low-PEG photonics leader serving AI data centers.-10.1%
2026-10-16WDC@StonkValue+0.50Presents WDC as a low-PEG beneficiary of cloud and AI storage demand.+3.5%
2026-10-16APP@StonkValue+0.55Presents APP as a low-PEG AI advertising platform.-2.2%
2026-10-16MU@StonkValue+0.55Presents MU as an exceptionally low-PEG AI memory supplier.-0.1%

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.