Author
@TheValueist TheValueist
grade Bx.com/TheValueist ↗
Pseudonymous PM mapping the entire AI-infrastructure supply chain into tickered long bets
Reads through nearly every semis/optical/power/data-center e
trader score
-0.53
hit rate
55%
mean α
-0.21%
signals 14d
623
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: 55% hit rate, -0.21% mean alpha, trader score -0.53. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 479 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MPC | @TheValueist | +0.75 | Argues Venezuelan heavy-crude supply will be a strong long-term positive for PADD 3 refiners. | — | tweet ↗ |
| 2026-08-28 | PSX | @TheValueist | +0.60 | Argues Venezuelan heavy-crude supply will be a strong long-term positive for PADD 3 refiners. | — | tweet ↗ |
| 2026-08-28 | DINO | @TheValueist | +0.60 | Argues Venezuelan heavy-crude supply will be a strong long-term positive for PADD 3 refiners. | · | tweet ↗ |
| 2026-08-28 | VLO | @TheValueist | +0.75 | Argues Venezuelan heavy-crude supply will be a strong long-term positive for PADD 3 refiners. | — | tweet ↗ |
| 2026-08-28 | MPC | @TheValueist | +0.35 | Reports refiners closed strongly near session highs, with many near all-time highs. | — | tweet ↗ |
| 2026-08-28 | PSX | @TheValueist | +0.35 | Reports refiners closed strongly near session highs, with many near all-time highs. | — | tweet ↗ |
| 2026-08-28 | DINO | @TheValueist | +0.35 | Reports refiners closed strongly near session highs, with many near all-time highs. | · | tweet ↗ |
| 2026-08-28 | VLO | @TheValueist | +0.35 | Reports refiners closed strongly near session highs, with many near all-time highs. | — | tweet ↗ |
| 2026-08-28 | · | @TheValueist | · | Reports Warsh's hawkish inflation stance and the resulting sharp repricing across Treasury and currency markets. | · | tweet ↗ |
| 2026-08-28 | MPC | @TheValueist | +0.15 | Endorses unspecified statistics concerning four refiners; missing context limits interpretation. | — | tweet ↗ |
| 2026-08-28 | PSX | @TheValueist | +0.15 | Endorses unspecified statistics concerning four refiners; missing context limits interpretation. | — | tweet ↗ |
| 2026-08-28 | DINO | @TheValueist | +0.15 | Endorses unspecified statistics concerning four refiners; missing context limits interpretation. | · | tweet ↗ |
| 2026-08-28 | VLO | @TheValueist | +0.15 | Endorses unspecified statistics concerning four refiners; missing context limits interpretation. | — | tweet ↗ |
| 2026-08-28 | MPC | @TheValueist | +0.65 | Highlights refiners at all-time highs and their low correlation with AI infrastructure as a trade benefit. | — | tweet ↗ |
| 2026-08-28 | PSX | @TheValueist | +0.65 | Highlights refiners at all-time highs and their low correlation with AI infrastructure as a trade benefit. | — | 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.