Author
@TheBigBerbowski TheBigBerbowski
grade Cx.com/TheBigBerbowski ↗
High-volume retail thematic trader riding the memory and AI-infrastructure super-cycle
Posts prolific real-time and post-hoc trade disclosures, bui
trader score
+0.58
hit rate
65%
mean α
+0.36%
signals 14d
218
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: 65% hit rate, +0.36% mean alpha, trader score +0.58. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 148 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @TheBigBerbowski | -0.40 | Reports that Burry is attempting to short NBIS. | — | tweet ↗ |
| 2026-08-28 | · | @TheBigBerbowski | · | Says market conditions are particularly bad for semiconductors and hardware. | · | tweet ↗ |
| 2026-08-28 | IREN | @TheBigBerbowski | -0.40 | States IREN is down year to date. | — | tweet ↗ |
| 2026-08-28 | SKHY | @TheBigBerbowski | -0.35 | Attributes selling in memory makers to an unstated market fear. | · | tweet ↗ |
| 2026-08-28 | MU | @TheBigBerbowski | -0.35 | Attributes selling in memory makers to an unstated market fear. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheBigBerbowski | +0.40 | Reports reiterated buy ratings and upgrades after IREN's call, without naming firms or targets. | — | tweet ↗ |
| 2026-08-28 | NOW | @TheBigBerbowski | +0.65 | Long-term thesis argues major SaaS firms will strengthen as AI improves workflows and products. | — | tweet ↗ |
| 2026-08-28 | CRM | @TheBigBerbowski | +0.65 | Long-term thesis argues major SaaS firms will strengthen as AI improves workflows and products. | — | tweet ↗ |
| 2026-08-28 | SIVE | @TheBigBerbowski | -0.60 | Reports continued selling, a 73% decline from ATH, and the 270.4% gain needed to recover. | · | tweet ↗ |
| 2026-08-28 | NVDA | @TheBigBerbowski | -0.20 | Says Nvidia's earnings-driven AI rebound quickly reversed into a broad sector selloff. | — | tweet ↗ |
| 2026-08-28 | SKHY | @TheBigBerbowski | +0.55 | SK Hynix CEO expects memory shortages through 2030 and no severe subsequent demand collapse. | · | tweet ↗ |
| 2026-08-28 | SNDK | @TheBigBerbowski | +0.45 | Bullish Kioxia thesis cites earnings, investment, product milestones, buyback, and split despite price weakness. | — | tweet ↗ |
| 2026-08-28 | KXIAY | @TheBigBerbowski | +0.65 | Bullish Kioxia thesis cites earnings, investment, product milestones, buyback, and split despite price weakness. | — | tweet ↗ |
| 2026-08-27 | IREN | @TheBigBerbowski | -0.65 | Questions IREN's valuation given planned FY27 capex of $25B–$30B, nearly twice its market cap. | -12.5% | tweet ↗ |
| 2026-08-27 | SIVE | @TheBigBerbowski | -0.30 | Jokes that MRVL and IREN shareholders hope to avoid SIVE-like disappointment. | · | 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.