

Stock picks
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
x.com/tphuangNot 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 0 measurable closed takes: average -3.1%, following every one of them equal weight -21.5%, versus -0.4% for SPY over the same windows (-2.7%).