the_ai_investor

@the_ai_investor · tracked since May 2026
Calls 3 378 Posts tracked · 23.6/day
Calls
7d 1
30d 3
90d 3
Best Calls
MU long +13.2%
Worst Calls
NVDA long -3.2%
QQQ long -0.1%
Most Mentioned
NVDA ×18
MU ×18
QQQ ×1
Recent Calls
NVDA long 2 weeks ago
MU long 2 weeks ago
QQQ long 1 day ago
Win Rate 33% Long 3 Short 0
Win Rate
7d 50%
30d —
90d —
Average Return +3.3% Long Return +3.3% Short Return -
Average Return
7d -4.2%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
May 13
$803.63
+13.2%
Long $MU — speaker defends owning semis describing MU as cheap at PE of 3 (a month ago) and 'making too much money now', expressing strong conviction in MU long for next decade+.
Long $MU — speaker defends owning semis describing MU as cheap at PE of 3 (a month ago) and 'making too much money now', expressing strong conviction in MU long for next decade+.
AI/Semi
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Long
May 11
$221.25
-3.2%
Long $NVDA — speaker celebrates NVDA new ATH at $221 with affectionate Jensen reference, consistent with stated core NVDA long position.
Long $NVDA — speaker celebrates NVDA new ATH at $221 with affectionate Jensen reference, consistent with stated core NVDA long position.
AI/Semi
TWITTER
QQQ Invesco ... Invesco QQQ Trust
Long
May 26
$729.82
-0.1%
Discloses own AI Investor Portfolio outperforming QQQ — speaker is long an AI-focused portfolio (MU/NVDA core) crushing the benchmark at +89.66% YTD vs QQQ +18.94%.
Discloses own AI Investor Portfolio outperforming QQQ — speaker is long an AI-focused portfolio (MU/NVDA core) crushing the benchmark at +89.66% YTD vs QQQ +18.94%.
Macro
TWITTER
Showing 3 of 3 picks · sorted by mentions