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
+1.06
hit rate
55%
mean α
+1.30%
signals 14d
69

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: 55% hit rate, +1.30% mean alpha, trader score +1.06. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 19 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28MSFT@Abim4el_Carlos+0.35Notes Microsoft has risen nearly 50% from its yearly low.
2026-08-28MSFT@Abim4el_Carlos+0.75Discloses MSFT as the largest position and says AAOI and MRVL are causing trouble.
2026-08-28AAOI@Abim4el_Carlos-0.35Discloses MSFT as the largest position and says AAOI and MRVL are causing trouble.
2026-08-28MRVL@Abim4el_Carlos-0.35Discloses MSFT as the largest position and says AAOI and MRVL are causing trouble.
2026-08-27GMAT3@Abim4el_Carlos+0.55Highlights GMAT3 rising 30% this month from 3.50 as evidence of opportunity.·
2026-08-27·@Abim4el_Carlos·Notes that copper scarcity is attracting attention.·
2026-08-27·@Abim4el_Carlos·Observes sugar and other commodities rising.·
2026-08-27SMTO3@Abim4el_Carlos+0.60Praises São Martinho as commodities and sugar perform well.·
2026-08-27NVDA@Abim4el_Carlos+0.35Says everyone is repricing Nvidia, implying broad upward reassessment.-4.6%
2026-08-26MRVL@Abim4el_Carlos+0.75Predicts Marvell will substantially beat expectations in tomorrow's earnings.-11.6%
2026-08-26NVDA@Abim4el_Carlos+0.55Says Nvidia's earnings show the boom continuing through at least 2027.+3.8%
2026-08-26LYTE@Abim4el_Carlos+0.45Discloses photonics holdings, desired AXTI ownership, and sector enthusiasm.·
2026-08-26AAOI@Abim4el_Carlos+0.45Discloses photonics holdings, desired AXTI ownership, and sector enthusiasm.-6.6%
2026-08-26AAOG@Abim4el_Carlos+0.35Discloses photonics holdings, desired AXTI ownership, and sector enthusiasm.·
2026-08-26AXTI@Abim4el_Carlos+0.40Discloses photonics holdings, desired AXTI ownership, and sector enthusiasm.-10.0%

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.