bullofbritain is Bull of Britain (@BULLOFBRITAIN), a pseudonymous X account that posts single-stock theses built around supply-chain bottlenecks, along with commentary on crypto markets. Its recurring subjects have included photonics and compound-semiconductor suppliers to AI data centres, such as Lumentum, AXT, IQE and Sivers, and the Western supply of tungsten, through miners such as EQ Resources and Almonty; it has also written about memory-chip supply chains in Korea and China. Its longer threads draw on company filings, customs data and management comments, sometimes with a detailed valuation model.
bullofbritain has 91 trade ideas tracked on Buzzberg across 90 tickers since January 2026. Win rate 49% across 91 evaluated calls, average return +8.1%. Ranked #213 on Buzzberg's 30-day Authors leaderboard. Most covered: EQR.AX, VNP.TO, AAOI.
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
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#3 on Buzzberg Alpha
Horizon: 180D