Silas的美股日记 (@Silas507) — stock opinions

On record

5 public stock calls from Silas的美股日记 on X, each linked to the video or post it came from. In the last 3 months, 5 calls: 4 bullish, 1 bearish.

5 calls tracked
7.6K followers
Latest call Oct 29, 2026
Most called MRVLGOOGLHOOD

Backtest performance

Conviction-weighted · 3M

Simulated cumulative return with the stocks the influencer discussed

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

Conviction-weighted uses positive views only. The more often an influencer calls the same stock, the more conviction it shows and 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 influencer personally earned.

No simulated curve is available for this period.

Historical tickers

Biggest winners and losers

Conviction-weighted · last 3 months

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.

Simulated trades are not available yet.

Portfolio

Current holdings

Conviction-weighted

Holdings are the still-open lots of our backtest of the influencer’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.

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

Simulated holdings are not available yet.

Opinion overview

2026-10-30 – 2026-11-05

Positive (0)

No positive opinions in this period.

Negative (0)

No negative opinions in this period.

Opinion list

Horizon

GOOGL2026-10-29
谷歌这里是长期的买点，15倍pe的谷歌向下根本没多少空间。一次财报miss说明不了什么，人家的财报根本就不差，只是不及预期而已。
Source
MRVL2026-10-28
$MRVL 收购 $LITE 这个事长期来看，对MRVL是巨大的利好。成功后会成为光领域的寡头，而光才刚刚开始，后面会有超额的利润；短期则因融资增发是不小的利空。
Source
MRVL2026-10-07
迈威尔昨天这个牛逼吹的有点厉害啊，5年的时间，营收增长8倍。市值要涨多少倍？
Source

FAQ

Common questions

What stocks does Silas的美股日记 talk about most?

In the last 3 months, Silas的美股日记 talks most about MRVL (Marvell Technology, Inc., 2 calls: 2 bullish, 0 bearish), GOOGL (Alphabet Inc., 1 call: 1 bullish, 0 bearish), HOOD (Robinhood Markets, Inc., 1 call: 1 bullish, 0 bearish), IREN (IREN Limited, 1 call: 0 bullish, 1 bearish).

Is Silas的美股日记 bullish or bearish lately?

In the last 3 months, 4 of Silas的美股日记's 5 stock calls were bullish and 1 bearish.

How many of Silas的美股日记's calls are tracked?

5 public stock calls from Silas的美股日记 on X are on record, the latest from 2026-10-29, each linked to the original post or video.

Where do Silas的美股日记's calls come from?

From Silas的美股日记's public videos or posts on X. Each call is extracted with the stock, the bullish or bearish view and the horizon, and kept with a link to its source so it can be checked.

How does Opinion Alpha present Silas的美股日记's calls?

Every call is placed on the stock's price chart on the day it was made and can be filtered by stock, direction and horizon. Public opinions only, not investment advice.