Author
@0xMentalIllness 0xMentalIllness
grade Ax.com/0xMentalIllness ↗
Anon AI-compute and robotics theme trader who reasons in second-order, mechanistic supply-chain terms.
Posts original thematic and macro-regime theses centered on
trader score
+0.80
hit rate
60%
mean α
+0.91%
signals 14d
26
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 10 scored bets: 60% hit rate, +0.91% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -6.9% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @0xMentalIllness | · | Hopes for a market bounce beginning within weeks and lasting into year-end. | · | tweet ↗ |
| 2026-10-16 | · | @0xMentalIllness | · | Rhetorically forecasts more than six months of negative Nasdaq monthly returns. | · | tweet ↗ |
| 2026-10-15 | ZRO | @0xMentalIllness | +0.45 | Discloses long positions in ZEC and ZRO near current levels after a broad panic-driven drawdown. | · | tweet ↗ |
| 2026-10-15 | ZEC | @0xMentalIllness | +0.55 | Discloses long positions in ZEC and ZRO near current levels after a broad panic-driven drawdown. | · | tweet ↗ |
| 2026-10-14 | BTC | @0xMentalIllness | +0.20 | Downplays market alarm over a 3% Bitcoin decline. | · | tweet ↗ |
| 2026-10-14 | · | @0xMentalIllness | · | Suggests defensive consumer, utility and energy sectors are showing a meaningful market pattern. | · | tweet ↗ |
| 2026-10-12 | · | @0xMentalIllness | · | Frames an AI-infrastructure air pocket before capex ROI and FCF inflection revive the trade. | · | tweet ↗ |
| 2026-10-12 | MAGS | @0xMentalIllness | +0.35 | Calls for a near-term AI-capex pause through H2 2027 while mega-cap FCF supports indices. | -5.3% | tweet ↗ |
| 2026-10-12 | QQQ | @0xMentalIllness | +0.05 | Calls for a near-term AI-capex pause through H2 2027 while mega-cap FCF supports indices. | -5.6% | tweet ↗ |
| 2026-10-12 | SMH | @0xMentalIllness | -0.65 | Calls for a near-term AI-capex pause through H2 2027 while mega-cap FCF supports indices. | -10.8% | tweet ↗ |
| 2026-10-12 | · | @0xMentalIllness | · | Argues peak earnings growth and capex deceleration could cause good results to be sold. | · | tweet ↗ |
| 2026-10-12 | · | @0xMentalIllness | · | Says earnings growth may have topped, creating the cycle's highest broad-market risk. | · | tweet ↗ |
| 2026-10-12 | · | @0xMentalIllness | · | High-conviction call that the AI trade may be finished for roughly a year. | · | tweet ↗ |
| 2026-10-09 | · | @0xMentalIllness | · | Expresses bullish momentum toward oil and gas stocks as weakness keeps reversing. | · | tweet ↗ |
| 2026-10-08 | · | @0xMentalIllness | · | States that markets respond to rates of change rather than absolute values. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.