Author

@0xMentalIllness 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
-0.60
hit rate
60%
mean α
-1.09%
signals 14d
2

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 20 scored bets: 60% hit rate, -1.09% mean alpha, trader score -0.60.

Recent signals2receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-29·@0xMentalIllness·Says Agility robots are too slow and economics do not work for ROIC, but no public ticker named.·
2026-06-23·@0xMentalIllness·Calls for blow-off conditions over the next 1-2 months.·

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.