美股投资网 (@TradesMax) — stock opinions

Backtest performance

Weighted long-only · YTD

Simulated cumulative return with the stocks the creator discussed

2026-01-02 – 2026-10-08

This is a simulation built from public creator content. It is not the creator’s actual portfolio, holdings, account return or trading record, and it does not try to reconstruct one. Every creator is scored under the same rules from their standardised positive and negative stock views.

Weighted long-only uses positive views only. The more often a creator mentions the same stock, the larger its simulated weight.

Signals enter on the next U.S. trading day after publication and typically expire after about three months. The aim is an open, like-for-like comparison of public views — closer to “a viewer following the public content” than to what the creator personally earned.

Positive

+31.7%

Logos mark the stocks discussed on each day. Select one to read those opinions.

Computed Oct 9, 2026, 2:23 AM UTC · Not counted (no prices): CRCL, CRWV, FLY

Historical tickers

Biggest winners and losers

Weighted long-only · year to date

as of 2026-10-08

Each call is a simulated lot from our backtest, from its entry to its exit (an opposite view or the end of its horizon); still-open lots use the latest close. Lots that closed in the selected period or are still open count. Overlapping calls on the same stock merge into one active window; the total compounds the stock’s price return across its windows.

Share of completed simulated positions on this stock that ended with a positive return under the selected rules.

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Portfolio

Current holdings

Weighted long-only

as of 2026-10-08

Holdings are the still-open lots of our backtest of the creator’s public opinions: each enters on the next U.S. trading session after publication and is held for its horizon (about two weeks short-term, three months medium-term, one year long-term) unless an opposite view closes it. Every open lot has equal weight, rebalanced each session.

Weighted long-only uses positive views only; every additional mention of a stock adds another equal slice, so repeated calls weigh more.

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Opinion overview

2026-10-03 – 2026-10-09

Positive (0)

No positive opinions in this period.

Negative (0)

No negative opinions in this period.

Opinion list

GOOGL2026-09-25
如果用戶改用Gemini讓Agent直接完成搜索甚至交易，不再進入傳統搜索頁面，那麼廣告位和競價排名的價值就受到影響。
Original source
TWLO2026-09-25
未來一個Agent可以全天運行，同時處理大量電話和消息，機器產生的通信流量可能快速增長，所以TWLO更像Agent時代的通信平臺。
Original source
000660.KSMU2026-09-25
HBM擠佔傳統DRAM產能、支撐供需和定價，因此美光和SK海力士繼續走強，是因為利潤正從傳統記憶體轉向HBM和服務器記憶體。
Original source