Author
@The_AI_Investor The_AI_Investor
grade Ax.com/The_AI_Investor ↗
Concentrated AI-supply-chain bull who models the memory cycle down to DRAM
Original fundamental and supply-chain analysis of the AI com
trader score
-0.97
hit rate
45%
mean α
-0.44%
signals 14d
81
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: 45% hit rate, -0.44% mean alpha, trader score -0.97. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 61 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @The_AI_Investor | +0.25 | Relays Jensen Huang's claim that agents already meet one AGI definition while noting severe scaling limits. | -1.5% | tweet ↗ |
| 2026-10-16 | CRWV | @The_AI_Investor | +0.40 | Reports Cantor and BofA reiterating bullish CRWV ratings and price targets amid debt concerns. | -11.7% | tweet ↗ |
| 2026-10-16 | NVDA | @The_AI_Investor | +0.80 | Relays Jensen Huang's claims of rapidly expanding NVDA CPU, networking, and per-gigawatt revenue exposure. | -1.5% | tweet ↗ |
| 2026-10-15 | ARM | @The_AI_Investor | +0.45 | Reports Arm's commissioned benchmark claiming nearly double AMD throughput per rack for agentic workloads. | -14.1% | tweet ↗ |
| 2026-10-15 | AMD | @The_AI_Investor | -0.35 | Reports Arm's commissioned benchmark claiming nearly double AMD throughput per rack for agentic workloads. | -8.1% | tweet ↗ |
| 2026-10-15 | META | @The_AI_Investor | +0.15 | Reports Arm's commissioned benchmark claiming nearly double AMD throughput per rack for agentic workloads. | -12.8% | tweet ↗ |
| 2026-10-15 | SPCX | @The_AI_Investor | +0.25 | Models a hypothetical satellite program as $1.8 billion of NVDA GPU revenue, explicitly labeling assumptions. | · | tweet ↗ |
| 2026-10-15 | NVDA | @The_AI_Investor | +0.65 | Models a hypothetical satellite program as $1.8 billion of NVDA GPU revenue, explicitly labeling assumptions. | -2.9% | tweet ↗ |
| 2026-10-15 | MSFT | @The_AI_Investor | +0.00 | CoreWeave's CEO explains its contract-backed financing structure and rapid infrastructure payback. | -2.8% | tweet ↗ |
| 2026-10-15 | CRWV | @The_AI_Investor | +0.55 | CoreWeave's CEO explains its contract-backed financing structure and rapid infrastructure payback. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @The_AI_Investor | +0.00 | CoreWeave's CEO explains its contract-backed financing structure and rapid infrastructure payback. | -2.9% | tweet ↗ |
| 2026-10-15 | SPCX | @The_AI_Investor | +0.55 | Claims the SpaceX-Nvidia Star Mind computer will reach volume production next year. | · | tweet ↗ |
| 2026-10-15 | NVDA | @The_AI_Investor | +0.45 | Claims the SpaceX-Nvidia Star Mind computer will reach volume production next year. | -2.9% | tweet ↗ |
| 2026-10-14 | · | @The_AI_Investor | · | Raises and models the risk that Chinese DRAM expansion could create a global memory glut and price collapse. | · | tweet ↗ |
| 2026-10-14 | · | @The_AI_Investor | · | Argues human behavior is biased toward negativity and bearish positioning. | · | 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.