Author

@ViewsOfChris 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
-0.15
hit rate
45%
mean α
-0.07%
signals 14d
40

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: 45% hit rate, -0.07% mean alpha, trader score -0.15. Their last-14d mentions, direction-adjusted, have moved -6.2% since posting (mean over 18 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@ViewsOfChris·Expresses optimism about CZ and the future of Web3 and Chinese crypto.·
2026-08-26·@ViewsOfChris·Bullish framework on China's AI manufacturing competitiveness and opportunities in the U.S. SMB market.·
2026-08-26·@ViewsOfChris·Expresses strong optimism about China's high-tech manufacturing and AI sectors.·
2026-08-26·@ViewsOfChris·Highlights memory and storage as the shared investment theme.·
2026-08-26BTC@ViewsOfChris+0.35Expresses hope that improving markets bring a durable recovery for the crypto industry.·
2026-08-25·@ViewsOfChris·Bullish memory-sector thesis says oligopoly, long capacity cycles and AI keep supply behind demand.·
2026-08-24·@ViewsOfChris·States a broad long-term bullish belief that Web3 and AI are the future.·
2026-08-24BTC@ViewsOfChris+0.50Credits Bitcoin's latest breakout with rescuing attendance interest in the Bitcoin Asia conference.·
2026-08-24SOXX@ViewsOfChris+0.25Suggests maintaining exposure to both Bitcoin and semiconductors through changing cycles.+0.5%
2026-08-23NVDA@ViewsOfChris+0.00Flags Nvidia earnings Wednesday and Jackson Hole Friday as major volatility catalysts.+1.3%
2026-08-22SPCX@ViewsOfChris+0.65Speculates SpaceX may acquire Tesla at a premium and recommends exposure to both.·
2026-08-22TSLA@ViewsOfChris+0.35Speculates SpaceX may acquire Tesla at a premium and recommends exposure to both.-3.9%
2026-08-22SPCX@ViewsOfChris+0.75Advocates a 20-year holding horizon for SpaceX and Bitcoin as unusually reliable investments.·
2026-08-22BTC@ViewsOfChris+0.75Advocates a 20-year holding horizon for SpaceX and Bitcoin as unusually reliable investments.·
2026-08-21AAPL@ViewsOfChris-0.10Says Apple's ecosystem is sticky but the stock offers poor value at current prices.+3.3%

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.