Author

@VanquishTrader VanquishTrader

High-velocity anon relay of AI and mega-cap tech headlines with theme baskets

Aggregates and rapidly relays AI/tech corporate news, produc

trader score
-0.88
hit rate
30%
mean α
-0.52%
signals 14d
58

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: 30% hit rate, -0.52% mean alpha, trader score -0.88. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 52 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28RKLB@VanquishTrader+0.85Long-term bullish Rocket Lab thesis based on growth, backlog, launch economics and integration.
2026-08-28NVDA@VanquishTrader-0.15Export-control framework is neutral near term but negative for Nvidia's long-term China optionality.
2026-08-27IREN@VanquishTrader-0.35Leaning toward selling my IREN position this week. — Author plans to sell despite remaining bullish on the opportunity because execution risk has risen.-12.5%
2026-08-27CRWD@VanquishTrader+0.45Long-form thesis argues proprietary workflows, not models, will retain software value.-4.2%
2026-08-27CRM@VanquishTrader+0.45Long-form thesis argues proprietary workflows, not models, will retain software value.+1.6%
2026-08-27NVDA@VanquishTrader+0.85Detailed long-term thesis argues Nvidia has a clear path to a $10T valuation.-4.6%
2026-08-26META@VanquishTrader-0.25Reports Meta's $18B teen-social-media settlement and decade-long operating restrictions.+0.3%
2026-08-26MRVL@VanquishTrader+0.15Provides MRVL earnings timing, estimates, performance, valuation and an analyst target.-11.6%
2026-08-26GOOGL@VanquishTrader+0.00Provides MRVL earnings timing, estimates, performance, valuation and an analyst target.+1.3%
2026-08-25NVDA@VanquishTrader+0.55Long-term thesis that hybrid local/cloud AI shifts value toward hardware and benefits Nvidia.+2.1%
2026-08-25NVDA@VanquishTrader-0.15Multi-year memory-cycle thesis highlights supplier pricing power and substitution risk.+2.1%
2026-08-25SKHY@VanquishTrader+0.50Multi-year memory-cycle thesis highlights supplier pricing power and substitution risk.·
2026-08-25MU@VanquishTrader+0.50Multi-year memory-cycle thesis highlights supplier pricing power and substitution risk.-0.0%
2026-08-25TSM@VanquishTrader+0.20Reports early benchmarks for OpenAI's custom inference chip and implications for incumbent accelerators.+0.0%
2026-08-25AVGO@VanquishTrader+0.35Reports early benchmarks for OpenAI's custom inference chip and implications for incumbent accelerators.+3.4%

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.