Author
@SurmountInvest SurmountInvest
grade Bx.com/SurmountInvest ↗
AI-infrastructure thematic synthesizer mapping the compute-to-memory-to-supply-chain value stack
Posts reasoned macro and thematic frameworks plus curated ne
trader score
+0.57
hit rate
60%
mean α
+0.63%
signals 14d
14
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 10 scored bets: 60% hit rate, +0.63% mean alpha, trader score +0.57. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 13 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | RKLB | @SurmountInvest | -0.65 | Reports Rocket Lab delaying Neutron to 2027 after a propellant-dome defect. | +3.5% | tweet ↗ |
| 2026-10-15 | PLTR | @SurmountInvest | -0.50 | Details Burry covering a Micron short and shifting bearish exposure into puts and baskets. | -1.9% | tweet ↗ |
| 2026-10-15 | MU | @SurmountInvest | -0.70 | Details Burry covering a Micron short and shifting bearish exposure into puts and baskets. | -5.8% | tweet ↗ |
| 2026-10-15 | ORCL | @SurmountInvest | -0.50 | Details Burry covering a Micron short and shifting bearish exposure into puts and baskets. | -6.2% | tweet ↗ |
| 2026-10-15 | SMH | @SurmountInvest | -0.60 | Details Burry covering a Micron short and shifting bearish exposure into puts and baskets. | -5.7% | tweet ↗ |
| 2026-10-14 | BSP | @SurmountInvest | +0.30 | Reports Berkshire buying $330M of BSP shares in a private placement, taking ownership near 4%. | -17.5% | tweet ↗ |
| 2026-10-13 | JPM | @SurmountInvest | -0.65 | JPMorgan missed Q3 EPS and revenue estimates while sharply reducing quarterly share repurchases. | +0.0% | tweet ↗ |
| 2026-10-12 | MU | @SurmountInvest | -0.15 | Balanced memory-cycle analysis weighs Chinese competition against buybacks and AI demand. | -11.3% | tweet ↗ |
| 2026-10-09 | T | @SurmountInvest | -0.45 | Reports SpaceX's $8B spectrum acquisition and the resulting telecom selloff, pending FCC approval. | -5.6% | tweet ↗ |
| 2026-10-09 | SPCX | @SurmountInvest | +0.35 | Reports SpaceX's $8B spectrum acquisition and the resulting telecom selloff, pending FCC approval. | · | tweet ↗ |
| 2026-10-09 | TMUS | @SurmountInvest | -0.50 | Reports SpaceX's $8B spectrum acquisition and the resulting telecom selloff, pending FCC approval. | -1.4% | tweet ↗ |
| 2026-10-09 | VZ | @SurmountInvest | -0.45 | Reports SpaceX's $8B spectrum acquisition and the resulting telecom selloff, pending FCC approval. | +7.2% | tweet ↗ |
| 2026-10-06 | NVDA | @SurmountInvest | -0.30 | Reports a DOJ investigation into Nvidia's $17B Groq license-and-hire transaction. | -11.8% | tweet ↗ |
| 2026-10-05 | NKE | @SurmountInvest | -0.75 | Details Nike's revenue miss, weak guidance, multiyear underperformance and index-removal risk. | +9.8% | 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.