babyfolio
AI Infrastructure Investor
babyfolio is a pseudonymous X account, posting as Babyfolio, that writes about AI-infrastructure and semiconductor stocks and shares regular portfolio updates. Its profile describes the author as a software engineer, and the account has said it began investing in 2017. Nebius Group has been its most persistent subject: by its own account, it posted bullish takes on Nebius every day after the company's September 2025 contract with Microsoft. Other frequent subjects include Credo, the memory makers Micron and SK Hynix and the holding company SK Square, and data-centre power companies such as FuelCell Energy. In a July 2026 interview it described its approach as deep research combined with active position management, holding high-conviction names while trading around them. Since July 2026 it has been one of three founding contributors to Edelbridge Alpha, a paid Substack and Discord investing community that publishes deep dives, portfolio updates and trade alerts.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #49 | #101 | #593 | #100 | — | #168 |
| Calls | 65 | 61 | 47 | 11 | 0/10 | 61 |
| Avg return | +3.2% | +6.2% | +1.0% | +30.4% | — | +10.4% |
| vs S&P 500 | +2.7 pp | +4.2 pp | -3.0 pp | +18.4 pp | — | +5.2 pp |
Ticker
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Calls
Mentions
First Call
Best call P&L
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babyfolio has 54 trade ideas tracked on Buzzberg across 50 tickers since January 2026. Win rate 32% across 50 evaluated calls, average return -11.0%. Ranked #101 on Buzzberg's 30-day Authors leaderboard. Most covered: NBIS, FCEL, CRDO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
