@VladBastion VladBastion

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

VladBastion is mostly pressing a memory/storage upcycle tied to AI demand, with MU, SNDK, WDC, STX and equipment exposure framed as beneficiaries. The distinctive read is that AI has reversed DRAM deflation and created constrained storage supply, while SpaceX/SPCX valuation is treated as extreme despite acknowledging the underlying business. Late-window activity added a new OUST long disclosure and WDC AI storage demand thesis, while CRM and ACN were flagged negatively.

The author stayed concentrated in AI-linked memory and storage beneficiaries, especially MU, SNDK and WDC, while adding an explicit OUST growth-portfolio position. Bearish pressure showed up in SPCX valuation skepticism, CRM buyback concerns, SNAP turnaround caution, INTC valuation caution and an ACN guidance-cut news break. Concentration is highest in MU within memory and SPCX within the SpaceX valuation theme, creating pump-risk flags around those repeated narratives.

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.