Author
@ViewsOfChris ViewsOfChris
grade Cx.com/ViewsOfChris ↗
Conviction AI-memory supercycle bull who threads supply-demand evidence into valuation targets
Posts long-form, valuation-anchored theses and forward price
trader score
-0.41
hit rate
40%
mean α
-0.16%
signals 14d
99
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: 40% hit rate, -0.16% mean alpha, trader score -0.41. Their last-14d mentions, direction-adjusted, have moved -8.6% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MU | @ViewsOfChris | +0.45 | Bought MU in tranches, small size — Author says they bought in tranches after criticizing Burry's short and noting low forward P/E. | — | tweet ↗ |
| 2026-07-02 | · | @ViewsOfChris | · | Morgan Stanley-style framework favors DRAM over NAND and original manufacturers over module makers. | · | tweet ↗ |
| 2026-07-01 | · | @ViewsOfChris | · | Skeptical comments on Circle valuation and CEO strategy but no public ticker provided. | · | tweet ↗ |
| 2026-06-30 | · | @ViewsOfChris | · | Quoted fund friend says they sold all Circle and took a loss, but no public ticker is stated. | · | tweet ↗ |
| 2026-06-30 | CRCL | @ViewsOfChris | -0.45 | Reports Open USD stablecoin backed by major institutions to challenge USDC, testing Circle's moat. | +3.2% | tweet ↗ |
| 2026-06-29 | MU | @ViewsOfChris | +0.70 | Quoted view says continue buying leveraged long SK Hynix ETF; author endorses HBM memory names. | -14.8% | tweet ↗ |
| 2026-06-29 | 000660 | @ViewsOfChris | +0.80 | Quoted view says continue buying leveraged long SK Hynix ETF; author endorses HBM memory names. | · | tweet ↗ |
| 2026-06-29 | MU | @ViewsOfChris | +0.75 | Bullish memory-cycle thesis citing forward P/E and sell-side targets of $1,300-$2,200. | -14.8% | tweet ↗ |
| 2026-06-29 | MU | @ViewsOfChris | +0.85 | Says Micron volatility is a buying opportunity and most position remains held until higher prices. | -14.8% | tweet ↗ |
| 2026-06-29 | SOXX | @ViewsOfChris | +0.55 | use ETFs to cover subsector exposure; buy individual stocks if needed — Recommends using semiconductor ETFs for exposure and buying remaining individual names separately. | -7.8% | tweet ↗ |
| 2026-06-29 | DRAM | @ViewsOfChris | +0.55 | use ETFs to cover subsector exposure; buy individual stocks if needed — Recommends using semiconductor ETFs for exposure and buying remaining individual names separately. | · | tweet ↗ |
| 2026-06-29 | EUV | @ViewsOfChris | +0.55 | use ETFs to cover subsector exposure; buy individual stocks if needed — Recommends using semiconductor ETFs for exposure and buying remaining individual names separately. | -13.4% | tweet ↗ |
| 2026-06-29 | FOTO | @ViewsOfChris | +0.55 | use ETFs to cover subsector exposure; buy individual stocks if needed — Recommends using semiconductor ETFs for exposure and buying remaining individual names separately. | · | tweet ↗ |
| 2026-06-29 | SMH | @ViewsOfChris | +0.55 | use ETFs to cover subsector exposure; buy individual stocks if needed — Recommends using semiconductor ETFs for exposure and buying remaining individual names separately. | -6.3% | tweet ↗ |
| 2026-06-29 | AMZN | @ViewsOfChris | +0.45 | Adding hyperscalers; MSFT is especially cheap. — Says recently adding hyperscalers, especially MSFT, while buying ORCL under 150. | +1.1% | 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.