Minnvestor
Tech/Semiconductor growth investor
Minnvestor is the pseudonymous X account of the author of The Midwestern Investor, a Substack newsletter launched in 2024; the X profile describes the author as a semiconductor and AI infrastructure investor and discloses no name or employer. The writing follows the physical build-out behind AI, from advanced packaging, inspection and test to thermal management and power, grid and industrial equipment, with particular attention to Taiwanese and Malaysian suppliers such as ASE and ViTrox. The newsletter's about page says the author works in construction and infrastructure, around buyers and operators of industrial equipment, and describes an investing style tilted toward small- and mid-cap growth. The author shares portfolio updates mixing US and international stocks and stresses doing original research rather than following momentum.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #309 | #21 | #308 | #70 | — | #73 |
| Calls | 89 | 89 | 80 | 33 | 0/10 | 92 |
| Avg return | +1.1% | +9.3% | +4.8% | +21.9% | — | +10.9% |
| vs S&P 500 | +0.7 pp | +8.1 pp | +0.9 pp | +12.2 pp | — | +6.6 pp |
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Minnvestor has 95 trade ideas tracked on Buzzberg across 95 tickers since January 2026. Win rate 48% across 87 evaluated calls, average return +4.5%. Ranked #21 on Buzzberg's 30-day Authors leaderboard. Most covered: HIMX, NVT, FPS.
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
