Author
@USStockSheep USStockSheep
grade Bx.com/USStockSheep ↗
Anonymous bilingual retail analyst mapping AI-infrastructure supply chains to overlooked semiconductor names
Posts original, reasoning-heavy theses and screened baskets
trader score
-0.42
hit rate
55%
mean α
-0.35%
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: 55% hit rate, -0.35% mean alpha, trader score -0.42. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @USStockSheep | -0.35 | Memory inflation threatens NVDA margins but benefits SNDK through component scarcity and pricing power. | — | tweet ↗ |
| 2026-08-28 | SNDK | @USStockSheep | +0.65 | Memory inflation threatens NVDA margins but benefits SNDK through component scarcity and pricing power. | — | tweet ↗ |
| 2026-08-28 | · | @USStockSheep | · | Views Japanese fiscal expansion alongside BOJ hikes as a dangerous policy mix. | · | tweet ↗ |
| 2026-08-27 | · | @USStockSheep | · | Warns AI service prices are falling while GPU, memory and server costs rise, pressuring margins. | · | tweet ↗ |
| 2026-08-27 | UBER | @USStockSheep | +0.35 | Argues Uber can aggregate autonomous-vehicle demand while noting acquisition and debt risks. | +2.4% | tweet ↗ |
| 2026-08-27 | NVDA | @USStockSheep | +0.25 | Bullish on SMTC as data-center growth accelerates and AI investment broadens. | -4.6% | tweet ↗ |
| 2026-08-27 | SMTC | @USStockSheep | +0.65 | Bullish on SMTC as data-center growth accelerates and AI investment broadens. | -7.9% | tweet ↗ |
| 2026-08-27 | AVGO | @USStockSheep | +0.25 | Bullish on SMTC as data-center growth accelerates and AI investment broadens. | -0.7% | tweet ↗ |
| 2026-08-26 | · | @USStockSheep | · | Warns that drought, war, El Niño, and logistics disruptions are increasing food-crisis risk. | · | tweet ↗ |
| 2026-08-25 | · | @USStockSheep | · | Warns repeated Treasury buybacks amid rising long yields could signal fiscal dominance and market instability. | · | tweet ↗ |
| 2026-08-25 | · | @USStockSheep | · | Says market anxiety is excessive because gold and Bitcoin are rising and advises normal positioning. | · | tweet ↗ |
| 2026-08-25 | · | @USStockSheep | · | Argues markets adapt to geopolitical shocks and retain a long-run upward trend. | · | tweet ↗ |
| 2026-08-24 | NVDA | @USStockSheep | -0.25 | Argues persistent high long-term rates threaten AI-stock valuation multiples. | +4.4% | tweet ↗ |
| 2026-08-24 | PLTR | @USStockSheep | -0.25 | Argues persistent high long-term rates threaten AI-stock valuation multiples. | +5.9% | tweet ↗ |
| 2026-08-24 | SPX | @USStockSheep | +0.10 | Says the S&P 500 should hold the 7,600 level. | · | 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.