Author
@TrungTPhan TrungTPhan
grade Bx.com/TrungTPhan ↗
Business-history storyteller dissecting Apple, brands and Big Tech with concrete detail
Writes long-form, narrative business and tech analysis — com
trader score
-0.47
hit rate
35%
mean α
-0.43%
signals 14d
30
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: 35% hit rate, -0.43% mean alpha, trader score -0.47. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @TrungTPhan | +0.15 | Historical anecdote quantifies Jensen Huang's founding stake and its current value. | — | tweet ↗ |
| 2026-08-28 | · | @TrungTPhan | · | Explains how AI-enabled refinancing could raise equilibrium mortgage rates. | · | tweet ↗ |
| 2026-08-27 | SN | @TrungTPhan | +0.45 | Praises SharkNinja's product design and viral social-media execution. | · | tweet ↗ |
| 2026-08-27 | AAPL | @TrungTPhan | -0.15 | Jokes that sub-$500 Mac Minis are becoming a thing of the past, implying rising pricing. | +1.6% | tweet ↗ |
| 2026-08-26 | NVDA | @TrungTPhan | +0.60 | Reports $108B Q3 sales guidance and revenue growth above 100% year over year. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @TrungTPhan | · | Bloomberg-sourced framework describes lab-grown diamonds disrupting natural-diamond economics. | · | tweet ↗ |
| 2026-08-24 | · | @TrungTPhan | · | Highlights a humanoid robot independently discovering a new running form, compared with DeepMind work. | · | tweet ↗ |
| 2026-08-24 | KO | @TrungTPhan | +0.35 | Explains how Coca-Cola uses 50,000 Freestyle machines for product intelligence | -2.5% | tweet ↗ |
| 2026-08-24 | · | @TrungTPhan | · | Shows a humanoid robot independently learning an energy-efficient running form | · | tweet ↗ |
| 2026-08-24 | · | @TrungTPhan | · | Describes reinforcement learning producing an efficient humanoid running posture | · | tweet ↗ |
| 2026-08-23 | AAPL | @TrungTPhan | -0.10 | Reports expected foldable iPhone pricing and omitted features ahead of launch. | +3.3% | tweet ↗ |
| 2026-08-23 | · | @TrungTPhan | · | Reports a humanoid robot completing 400m in 38.15 seconds, faster than a cited human record. | · | tweet ↗ |
| 2026-08-22 | MRNA | @TrungTPhan | +0.50 | Reports that a cancer-vaccine trial participant bought Moderna stock. | -4.9% | tweet ↗ |
| 2026-08-22 | · | @TrungTPhan | · | Post compares Honor's robot 100-meter time with elite human sprint benchmarks. | · | tweet ↗ |
| 2026-08-22 | · | @TrungTPhan | · | Honor's humanoid robot reportedly ran 100 meters in 9.32 seconds and remained structurally intact after impact. | · | 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.