@TheRayMyers TheRayMyers

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

The author is broadly long-growth and AI-infrastructure oriented, with repeated bullish work on AVGO, NVDA, AMD, MU, ASML, NBIS, and IREN. The distinctive read is that underappreciated AI infrastructure, Latin American platforms, and issuer-sponsored MRDN offer upside beyond consensus estimates. Late-week activity broadened into a large AI basket while MRDN and IREN remained recurring high-conviction narratives.

The author stayed consistently bullish on AI infrastructure, with recurring emphasis on AVGO, NVDA, AMD, MU, NBIS, and IREN, while late-week posts broadened into a larger AI winners basket. MRDN remained a repeated sponsored bullish push, with 89% concentration inside its theme and clear pump-risk. No explicit position flip or trim appears in the provided signals; conviction looks concentrated rather than two-sided.

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.