@TheRonnieVShow TheRonnieVShow

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 most concentrated in ZETA, repeatedly buying dips, framing it as a long-term 2030 hold, and attaching upside targets from $30 to $60-$90. Secondary conviction sits in SOFI, OSCR, NOW, MSFT, and NBIS, with a late-week broadening into software, fintech, healthcare, and select financials while explicitly avoiding semis. Late-week activity shows ZETA adds intensifying and a new NFLX investment target emerging, while CRWV and AI-infrastructure momentum commentary was more front-loaded.

Conviction intensified around ZETA: he bought the dip, bought more in the 17s, said he cannot stop buying, and disclosed it as a 2030 hold. The week also broadened into SOFI, OSCR, NOW, MSFT, healthcare, and financials, while he described avoiding semis late in the window despite earlier AI-infrastructure enthusiasm. Pump-risk is highest in ZETA because the single-name concentration is extreme and repeated adds dominate the late-week tape.

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

add 6

hold 3

initiate long 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.