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
-1.96
hit rate
30%
mean α
-0.61%
signals 14d
173
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: 30% hit rate, -0.61% mean alpha, trader score -1.96. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 135 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TTWO | @TheRayMyers | +0.85 | Argues GTA 6 upside is not priced in and forecasts TTWO fiscal-2027 revenue of $10B-$13B. | — | tweet ↗ |
| 2026-08-28 | TTWO | @TheRayMyers | +0.75 | Argues GTA 6's 70%-larger map will support significantly higher TTWO in-game revenue. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheRayMyers | +0.20 | Explains NBIS outperformance through AI revenue, estimate beats, prepayments and execution versus IREN. | — | tweet ↗ |
| 2026-08-28 | NBIS | @TheRayMyers | +0.75 | Explains NBIS outperformance through AI revenue, estimate beats, prepayments and execution versus IREN. | — | tweet ↗ |
| 2026-08-28 | MSFT | @TheRayMyers | +0.00 | Analyzes IREN's financing, prepayments, dilution and data-center buildout economics versus NBIS. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheRayMyers | +0.05 | Analyzes IREN's financing, prepayments, dilution and data-center buildout economics versus NBIS. | — | tweet ↗ |
| 2026-08-28 | NBIS | @TheRayMyers | +0.40 | Analyzes IREN's financing, prepayments, dilution and data-center buildout economics versus NBIS. | — | tweet ↗ |
| 2026-08-28 | TTWO | @TheRayMyers | +0.90 | Discloses buying TTWO last month and expects an exceptionally strong Q4 earnings report. | — | tweet ↗ |
| 2026-08-28 | TTWO | @TheRayMyers | +0.90 | Buy TTWO stock. — Explicit instruction to buy TTWO. | — | tweet ↗ |
| 2026-08-27 | TTD | @TheRayMyers | -0.45 | Questions whether TTD can build competitive targeting AI with less training data. | +1.1% | tweet ↗ |
| 2026-08-27 | TTD | @TheRayMyers | -0.25 | Suggests the referenced issue may explain TTD's struggles, but context is incomplete. | +1.1% | tweet ↗ |
| 2026-08-27 | IREN | @TheRayMyers | +0.75 | Argues NVDA data confirms neo-clouds will overtake hyperscalers in GPU purchases. | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @TheRayMyers | +0.35 | Argues NVDA data confirms neo-clouds will overtake hyperscalers in GPU purchases. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWV | @TheRayMyers | +0.75 | Argues NVDA data confirms neo-clouds will overtake hyperscalers in GPU purchases. | -3.0% | tweet ↗ |
| 2026-08-27 | NBIS | @TheRayMyers | +0.75 | Argues NVDA data confirms neo-clouds will overtake hyperscalers in GPU purchases. | -4.3% | 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.