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Influencer ranking
Leaderboard
Finance influencers ranked by what would have happened if you had followed their public stock calls: simulated return, win rate and Sharpe ratio against the S&P 500, over one week to two years. Free to browse, and every call links to its source. How the ranking is calculated
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- 1
骚Will搞美股
@WillZzz_ · · ZH
7.6%
- Win rate
- 57.1%
- Sharpe
- 1.04
- Samples
- 7
- 2
美投讲美股
@MeiTouJun · · ZH
2.6%
- Win rate
- 87.5%
- Sharpe
- 0.50
- Samples
- 16
- 3
老李玩钱
@老李玩钱 · · ZH
-2.5%
- Win rate
- 64.9%
- Sharpe
- -0.25
- Samples
- 57
| # | Influencer | Return | Excess vs SPY | Sharpe | Max drawdown | Win rate | Samples |
|---|---|---|---|---|---|---|---|
| 1 | 骚Will搞美股@WillZzz_ | 7.6% | 9.3% | 1.04 | -13.0% | 57.1% | 7 |
| 2 | 美投讲美股@MeiTouJun | 2.6% | 4.3% | 0.50 | -11.5% | 87.5% | 16 |
| 3 | 老李玩钱@老李玩钱 | -2.5% | -0.7% | -0.25 | -14.2% | 64.9% | 57 |
| 4 | 布布为赢@BrantDeng | -3.5% | -1.7% | -0.36 | -13.8% | 53.3% | 45 |
| 5 | StockTalkwithJay美股@stocktalkjay | -4.0% | -2.2% | -0.23 | -19.6% | 50.0% | 34 |
| 6 | Shepherd Capital Markets@ShepherdCapital | -4.1% | -2.3% | -0.48 | -13.9% | 60.4% | 48 |
| 7 | CLEC投資理財頻道@CLEC168 | — | — | — | — | — | 0 |
| 8 | Victor美股投资@victormeigu | — | — | — | — | — | 0 |
Today's opinions
特斯拉横盘震荡了一年,这段整理正在走向尾声;上周急跌后快速收复,重新站回400上方,这些信号全都偏多。
我肯定会重点关注 $Cerebras，106 附近建仓；$AMD 偏空可看跌期权；$APP 380 出头、$AMZN 266–267、$MSFT 504 买入；$NVDA 接近 178–180 减仓。
My confidence in the next leg of Nvidia’s growth, beyond their current roadmap, has been shaken without Jensen Huang, and I'm less optimistic on $NVDA maintaining their competitive advantages against $AMD, $AVGO, and hyperscalers.
我不会因为上市就把博通定义为必然上涨的股票,只要后续客户部署进度、新面交付和自由先进的继续兑现普通的长期增长逻辑具有更扎实的支撑。
之前市场计价了黄仁勋卸任CEO，昨天盘前一路跌到150，现在市场是否计价了黄仁勋潜在的回归可能？我在大举买入中。
还是专注美光自己的新闻吧，台湾罢工那边应该也许可能会不了了之吧，估计罢工也是嘴上喊喊，毕竟台湾大部分员工还需要养家。
资金从英伟达轮动出来换到AMD,英伟达的话就是 Rerating down 而 AMD 的话就是 Rerating up。
我是昨天盘后进行了一个开仓,价格在158.8,我的目标回报在20%至30%左右,短期之内如果达到的话我可能就会离场,继续观察。
