Author

@TheRayMyers TheRayMyers

grade Bx.com/TheRayMyers ↗

Metric-dense long-only growth analyst on AI-infra and global fintech compounders

Publishes bottom-up fundamental theses and thematic stock ba

trader score
+0.07
hit rate
50%
mean α
+0.05%
signals 14d
22

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: 50% hit rate, +0.05% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved -9.0% since posting (mean over 21 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16MRDN@TheRayMyers+0.55Issuer-sponsored bullish thesis cites growth, deleveraging, low multiples and licensing expansion.·
2026-10-16GRAB@TheRayMyers-0.40Documents severe fintech underperformance and explains sensitivity to rising funding costs.-5.1%
2026-10-16SE@TheRayMyers-0.40Documents severe fintech underperformance and explains sensitivity to rising funding costs.-20.4%
2026-10-16SOFI@TheRayMyers-0.40Documents severe fintech underperformance and explains sensitivity to rising funding costs.+0.5%
2026-10-16UPST@TheRayMyers-0.45Documents severe fintech underperformance and explains sensitivity to rising funding costs.+0.9%
2026-10-16COIN@TheRayMyers-0.40Documents severe fintech underperformance and explains sensitivity to rising funding costs.-5.0%
2026-10-16QQQ@TheRayMyers+0.25Documents severe fintech underperformance and explains sensitivity to rising funding costs.-0.8%
2026-10-08MU@TheRayMyers+0.70Micron reportedly added 10 long-term take-or-pay contracts worth about $50B in minimum revenue.-15.3%
2026-10-07MU@TheRayMyers+0.75Argues delayed supply additions will keep memory tight and lift MU pricing and margins.-19.3%
2026-10-07MU@TheRayMyers+0.70Reports MU and Nvidia co-designing custom NVHBM memory with durable supplier-lock-in implications.-19.3%
2026-10-07NVDA@TheRayMyers+0.25Reports MU and Nvidia co-designing custom NVHBM memory with durable supplier-lock-in implications.-11.2%
2026-10-06MU@TheRayMyers+0.60MU's CEO attributes lower HBM per GPU to supply shortage rather than weak demand.-16.1%
2026-10-06NVDA@TheRayMyers-0.10MU's CEO attributes lower HBM per GPU to supply shortage rather than weak demand.-11.8%
2026-10-06MU@TheRayMyers+0.80Highlights MU's 87% gross retention and extreme revenue growth as pricing power.-16.1%
2026-10-06MU@TheRayMyers+0.80Contrasts major fundamental growth with a forward P/E of 6 to argue MU is attractive.-16.1%

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.