Author

@Abim4el_Carlos Abim4el_Carlos

Brazilian retail educator pairing AI picks-and-shovels themes with cheap-multiple value names

Shares long-only, long-term fundamental theses and position

trader score
-4.09
hit rate
15%
mean α
-4.52%
signals 14d
95

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: 15% hit rate, -4.52% mean alpha, trader score -4.09. Their last-14d mentions, direction-adjusted, have moved -12.1% since posting (mean over 57 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02VPG@Abim4el_Carlos+0.45Portuguese tweet says VPG entered author's robotics/edge AI portfolio.
2026-07-02OUST@Abim4el_Carlos+0.35Author says moving into robotics theses including AAOI, VPG and OUST, small positions.
2026-07-02AAOI@Abim4el_Carlos+0.35Author says moving into robotics theses including AAOI, VPG and OUST, small positions.
2026-07-02VPG@Abim4el_Carlos+0.35Author says moving into robotics theses including AAOI, VPG and OUST, small positions.
2026-07-02·@Abim4el_Carlos·Says payrolls came in below expectations, good news for equities.·
2026-07-02·@Abim4el_Carlos·Author says he took a 20% hit yesterday, a past-tense realized move.·
2026-07-02·@Abim4el_Carlos·Portuguese macro caution says issue may contaminate market but is not alarming yet.·
2026-07-02·@Abim4el_Carlos·Compares current leverage behavior to the 1929 crisis.·
2026-07-01TEM@Abim4el_Carlos+0.65Bullish thesis on Tempus AI health data and pharma partnerships.-2.2%
2026-07-01TEM@Abim4el_Carlos+0.65Author likes Tempus as an AI-in-healthcare winner.-2.2%
2026-07-01AAOI@Abim4el_Carlos+0.80Portuguese statement says AAOI will explode.-13.0%
2026-07-01BB@Abim4el_Carlos+0.70Bullish Physical AI rotation thesis; cites BB up 200% and continuing.-10.1%
2026-07-01VPG@Abim4el_Carlos+0.25Author may study VPG in more detail, mildly constructive.-15.6%
2026-07-01VPG@Abim4el_Carlos+0.65Stock to watch; put $50 into VPG — Author calls VPG a stock to watch and says they put $50 in it.-15.6%
2026-07-01·@Abim4el_Carlos·Past-tense recap of exiting Cosan quickly and avoiding worse loss.·

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.