Minnvestor 5.0 53 ideas

Tech and semiconductor growth investor. Long Jevons
After 1 day
42%winrate
+0.0% avg
14W / 19L · 33/37 ideas
After 1 week
27%winrate
+0.0% avg
9W / 24L · 33/37 ideas
After 1 month
N/A
2/15 min ideas
0 winning  /  2 losing  ·  2 positions (30d)
Net: -8.4%
Recent positions
TickerDirEntryP&LDate
NVT LONG $131.43 Apr 15
FPS LONG $32.15 Apr 15
SABR LONG $1.72 Apr 15
INTC SHORT $62.74 Apr 10
HIMX LONG $7.93 Apr 02
NOW SHORT $104.61 Mar 31
INTC LONG $41.70 Mar 31
MSFT LONG $363.70 Mar 31
AMZN LONG $204.98 Mar 31
MSFT LONG $360.99 Mar 30
MSFT LONG $358.96 Mar 28
META LONG $536.38 Mar 28
SAP LONG $168.29 Mar 28
SSNC LONG $66.65 Mar 28
BR LONG $163.44 Mar 28
DBX LONG $22.56 Mar 28
GEN LONG $18.32 Mar 28
GOOG LONG $273.14 Mar 28
APD SHORT $291.08 Mar 27
TSM LONG $344.27 Mar 24
AMZN LONG $207.35 Mar 20
SITM SHORT $347.93 Mar 18
AAOI SHORT $94.46 Mar 18
HIMX LONG $9.10 Mar 17
HIMX LONG $9.10 Mar 17
HIMX LONG $9.10 Mar 17
By sector
Stock
53 ideas -8.4%
Top tickers (by frequency)
HIMX 8 ideas
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MSFT 4 ideas
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TSM 3 ideas
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NVDA 3 ideas
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SABR 3 ideas
0% W -8.4%
Best and worst calls
Best calls
SABR LONG -8.4%
Sabre is leveraging its massive proprietary travel data to train its new AI model, Sabre Mosaic.
Mar 11
Worst calls
SABR LONG -8.4%
Sabre is leveraging its massive proprietary travel data to train its new AI model, Sabre Mosaic.
Mar 11
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
FPS NVT MED Apr 15, 20:08
"We already are on the data center side: $FPS $NVT"
𝕏 @minnvestor ⏲ medium-term Source ↗
April 15, 2026 at 20:08
𝕏 @minnvestor
Tech and semiconductor...
Buy SABR as the company sheds its legacy identity to focus on its core moat of providing an AI travel data layer, driving a potential turnaround.
SABR HIGH Apr 15, 18:37
"Sabre shed their legacy identity to focus on their only real moat: an AI travel data layer others can build on."
𝕏 @minnvestor ⏲ medium-term Source ↗
April 15, 2026 at 18:37
𝕏 @minnvestor
Tech and semiconductor...
The author takes a bearish stance, asserting a specific price ceiling ($63) indicates persistent weakness and a lack of positive momentum for Intel.
INTC HIGH Apr 10, 19:46
"An anomalous force is determined to keep $INTC under $63, confirming my suspicion Intel has no rizz"
𝕏 @minnvestor ⏲ short-term Source ↗
April 10, 2026 at 19:46
𝕏 @minnvestor
Tech and semiconductor...
The tweet provides a link to AEHR without expressing a specific sentiment or analysis.
AEHR Apr 07, 20:21
𝕏 @minnvestor Source ↗
April 07, 2026 at 20:21
𝕏 @minnvestor
Tech and semiconductor...
The investor maintains a long-term bullish outlook on Himax despite rebalancing their concentrated position.
HIMX Apr 02, 01:47
𝕏 @minnvestor Source ↗
April 02, 2026 at 01:47
𝕏 @minnvestor
Tech and semiconductor...
The author loses conviction in a legacy SaaS turnaround after negative executive commentary regarding ServiceNow.
NOW Mar 31, 19:53
𝕏 @minnvestor Source ↗
March 31, 2026 at 19:53
𝕏 @minnvestor
Tech and semiconductor...
Alchip's significant CoWoS wafer capacity for major AI chips suggests strong growth potential and significant upside.
MSFT INTC AMZN Mar 31, 13:12
𝕏 @minnvestor Source ↗
March 31, 2026 at 13:12
𝕏 @minnvestor
Tech and semiconductor...
Microsoft's new multi-model AI tool shows significant performance gains in research and medical applications.
MSFT Mar 30, 13:53
𝕏 @minnvestor Source ↗
March 30, 2026 at 13:53
𝕏 @minnvestor
Tech and semiconductor...
The tweet highlights profitable tech stocks currently showing oversold conditions based on low RSI levels.
SSNC GEN DBX MSFT Mar 28, 13:18
𝕏 @minnvestor Source ↗
March 28, 2026 at 13:18
𝕏 @minnvestor
Tech and semiconductor...
Minnvestor (Tech and semiconductor growth investor. Long Jevons) | 53 trade ideas tracked | HIMX, MSFT, TSM, NVDA, SABR | Twitter | Buzzberg