Stock picks
Ben Pouladian
AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
bepresearch.substack.comNot financial advice.
Returns are direction-adjusted price returns using the leaderboard’s execution logic: entries and explicit exits at the next trading day’s open, open takes at the latest completed close. Bearish returns invert with price. Not adjusted for dividends, fees, or short-borrow costs. Dates are when Drip first tracked the take, not the analyst’s own entry. Price data by CoinGecko.
Across 1 measurable closed takes: average +5.1%, following every one of them equal weight -21.0%, versus -0.5% for SPY over the same windows (+5.6%).
