@Unclestocknotes Unclestocknotes

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.

Unclestocknotes is concentrated on AI infrastructure beneficiaries across power distribution, advanced packaging, optical components, and compute/networking. The distinctive read is broadening beyond megacap AI into second-derivative suppliers such as ONTO, AMKR, VRT, ETN, EOSE, LITE, and NBIS, while still flagging valuation and event-risk discipline in MU, SNOW, CELH, and FISV. No clear position flip appears in the window; disclosed exposure centers on holding CRWV profits while noting NBIS improvement.

Conviction is consistent rather than visibly flipping, with repeated focus on AI infrastructure second derivatives: power chains, advanced packaging, optical/photonics, and compute/networking catalysts. The only explicit position disclosure is held CRWV profit exposure while noting NBIS improvement; there are no CALL_DIRECTIONAL add, trim, exit, or initiation signals in the payload. Concentration is broad across 44 tickers, reducing single-name pump risk, though AI infrastructure narratives dominate the window.

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.