Author
@acemoney21 acemoney21
grade Bx.com/acemoney21 ↗
Thematic macro-meets-supply-chain trader weaving rates regime into defense and semis picks
Posts conviction-driven, ticker-specific theses that link bo
trader score
+0.65
hit rate
73%
mean α
+0.25%
signals 14d
24
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 15 scored bets: 73% hit rate, +0.25% mean alpha, trader score +0.65. Their last-14d mentions, direction-adjusted, have moved +3.5% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @acemoney21 | -0.30 | Expects Apple to be sold during final capitulation, which would signal the decline is nearly over. | +1.2% | tweet ↗ |
| 2026-10-16 | · | @acemoney21 | · | Argues cracks are emerging in the perpetual AI capex-growth thesis that supported earnings and multiples. | · | tweet ↗ |
| 2026-10-16 | · | @acemoney21 | · | Describes a feedback loop between AI-led markets, higher rates and capital dispersal into the real economy. | · | tweet ↗ |
| 2026-10-14 | · | @acemoney21 | · | Expects the Federal Reserve to raise rates in October. | · | tweet ↗ |
| 2026-10-13 | · | @acemoney21 | · | Author characterizes US equities as exceptionally resilient during the current political term. | · | tweet ↗ |
| 2026-10-10 | ECH | @acemoney21 | -0.35 | Questions whether the Chile ETF will ever perform and asks who still holds it. | · | tweet ↗ |
| 2026-10-10 | · | @acemoney21 | · | Contrarianly expects indexes to rally after Cem Karsen calls for a 20-40% decline. | · | tweet ↗ |
| 2026-10-09 | BTC | @acemoney21 | -0.25 | Identifies a chart region as a change in Bitcoin's trend while noting a past bottom purchase. | · | tweet ↗ |
| 2026-10-09 | IWM | @acemoney21 | -0.65 | Calls IWM's 200DMA bounce weak and attributes it to short covering rather than genuine buying. | -1.1% | tweet ↗ |
| 2026-10-08 | TLT | @acemoney21 | +0.55 | Long TLT, IWM and DIA versus QQQ/semis, but with a short shelf life. — Outlines a tactical rotation trade favoring duration and cyclicals over QQQ. | +4.5% | tweet ↗ |
| 2026-10-08 | IWM | @acemoney21 | +0.45 | Long TLT, IWM and DIA versus QQQ/semis, but with a short shelf life. — Outlines a tactical rotation trade favoring duration and cyclicals over QQQ. | -0.7% | tweet ↗ |
| 2026-10-08 | DIA | @acemoney21 | +0.40 | Long TLT, IWM and DIA versus QQQ/semis, but with a short shelf life. — Outlines a tactical rotation trade favoring duration and cyclicals over QQQ. | +1.9% | tweet ↗ |
| 2026-10-08 | QQQ | @acemoney21 | -0.25 | Long TLT, IWM and DIA versus QQQ/semis, but with a short shelf life. — Outlines a tactical rotation trade favoring duration and cyclicals over QQQ. | -5.8% | tweet ↗ |
| 2026-10-08 | · | @acemoney21 | · | Questions whether AI equity valuations and debt issuance depend on universally assumed EPS growth. | · | tweet ↗ |
| 2026-10-07 | · | @acemoney21 | · | Endorses humanoid robotics as a cost-saving trend requiring better sensing and imaging. | · | 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.