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Influencer ranking
Every influencer’s stock call, tracked and scored.
Explore public influencer views, stock discussions and published performance.
Popular stocks
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- 1
骚Will搞美股
@WillZzz_ · youtube · ZH
21.5%
- Win rate
- 62.5%
- Sharpe
- 2.57
- Samples
- 8
- 2
美投讲美股
@MeiTouJun · youtube · ZH
18.7%
- Win rate
- 68.4%
- Sharpe
- 2.61
- Samples
- 19
- 3
阿林的美股笔记
@stockruhigah · youtube · ZH
18.7%
- Win rate
- 0.0%
- Sharpe
- 1.28
- Samples
- 2
| # | Influencer | Return | Excess vs SPY | Sharpe | Max drawdown | Win rate | Samples |
|---|---|---|---|---|---|---|---|
| 1 | 骚Will搞美股@WillZzz_ | 21.5% | 17.1% | 2.57 | -8.4% | 62.5% | 8 |
| 2 | 美投讲美股@MeiTouJun | 18.7% | 14.3% | 2.61 | -8.0% | 68.4% | 19 |
| 3 | 阿林的美股笔记@stockruhigah | 18.7% | 14.2% | 1.28 | -19.8% | 0.0% | 2 |
| 4 | Let's Talk Money! with Joseph Hogue, CFA@josephhogue | 18.0% | 13.6% | 2.95 | -6.3% | 60.5% | 124 |
| 5 | Money or Life 美股频道@Money_or_Life | 14.2% | 9.7% | 1.36 | -14.9% | 34.4% | 32 |
| 6 | 视野环球财经@RhinoFinance | 13.7% | 9.2% | 2.75 | -6.1% | 57.4% | 47 |
| 7 | Financial Education@FinancialEducation | 13.5% | 9.0% | 2.18 | -6.3% | 57.5% | 113 |
| 8 | 投资TALK君@yttalkjun | 13.2% | 8.7% | 2.26 | -6.7% | 55.8% | 52 |
| 9 | 财经观察站@财经观察站 | 13.2% | 8.7% | 1.31 | -17.6% | 82.4% | 17 |
| 10 | 牛顿师兄@牛顿师兄 | 11.9% | 7.5% | 1.21 | -20.4% | 51.7% | 145 |
Today's opinions
TXG掌握單細胞和空間生物學數據，長期邏輯不錯，但目前整體收入增長仍然比較溫和。
TWST負責把AI設計變成DNA和蛋白質，目前AI訂單增長信號最直接，市場給它的增長預期也最高。
我以前分析过：高分红的基金，收益率肯定更低。QQQI比QQQ年化低4.2%，SCHD比VOO低3.3%，要用钱卖股份就是了。
Vista is much better valued and still growing relatively quickly compared to CEG, so it's Vista and Bloom Energy for these uh power generation stocks.
Synopsys is projecting solid revenue growth and converting more of it into profits as well. I'm starting to really like this stock.
Astera is one of the biggest bottlenecks in that AI supply chain. So, I like Astera on that theme.
Seagate and Western Digital are a little bit more expensive and not growing as fast, so I really want to focus here on Micron and SanDisk for pickups after that sell-off.
At 2.5 times price to book JP Morgan is very expensive. I wouldn't touch it here.
