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
-1.63
hit rate
30%
mean α
-0.80%
signals 14d
98
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, -0.80% mean alpha, trader score -1.63. Their last-14d mentions, direction-adjusted, have moved -10.5% since posting (mean over 58 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SKHY | @ViewsOfChris | +0.70 | Recommends a 75:25 Micron-to-SK Hynix memory allocation and compares it with SpaceX-to-Tesla sizing. | +0.4% | tweet ↗ |
| 2026-10-16 | TSLA | @ViewsOfChris | +0.55 | Recommends a 75:25 Micron-to-SK Hynix memory allocation and compares it with SpaceX-to-Tesla sizing. | +4.9% | tweet ↗ |
| 2026-10-16 | MU | @ViewsOfChris | +0.70 | Recommends a 75:25 Micron-to-SK Hynix memory allocation and compares it with SpaceX-to-Tesla sizing. | -0.1% | tweet ↗ |
| 2026-10-16 | · | @ViewsOfChris | · | Framework questions the circular economics and bottlenecks behind $750B of annual AI infrastructure spending. | · | tweet ↗ |
| 2026-10-15 | TSLA | @ViewsOfChris | +0.50 | Excited exclamation explicitly directed at Tesla. | +2.7% | tweet ↗ |
| 2026-10-15 | 000660.KS | @ViewsOfChris | -0.20 | Long-form memory thesis favors Micron on valuation, buybacks, policy support and potential HBM share gains. | — | tweet ↗ |
| 2026-10-15 | 005930.KS | @ViewsOfChris | -0.25 | Long-form memory thesis favors Micron on valuation, buybacks, policy support and potential HBM share gains. | — | tweet ↗ |
| 2026-10-15 | MU | @ViewsOfChris | +0.70 | Long-form memory thesis favors Micron on valuation, buybacks, policy support and potential HBM share gains. | -5.8% | tweet ↗ |
| 2026-10-15 | SPCX | @ViewsOfChris | +0.90 | Explicitly forecasts a 50-fold return for SpaceX within ten years absent a major war. | · | tweet ↗ |
| 2026-10-15 | LITE | @ViewsOfChris | +0.55 | Says current prices offer ample margin of safety across all three names. | -13.0% | tweet ↗ |
| 2026-10-15 | SPCX | @ViewsOfChris | +0.55 | Says current prices offer ample margin of safety across all three names. | · | tweet ↗ |
| 2026-10-15 | MU | @ViewsOfChris | +0.55 | Says current prices offer ample margin of safety across all three names. | -5.8% | tweet ↗ |
| 2026-10-14 | · | @ViewsOfChris | · | Discloses retaining two unlevered portfolios despite recent losses. | · | tweet ↗ |
| 2026-10-14 | · | @ViewsOfChris | · | Discloses moving family-office capital into a new fund and describes its AI-cycle strategy and AUM capacity. | · | tweet ↗ |
| 2026-10-14 | SPCX | @ViewsOfChris | +0.90 | Presents SpaceX from 2026 onward as the next major long-term asset after Tesla, Bitcoin, Ether and BNB. | · | 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.