Author
@ahidalgoa ahidalgoa
grade Cx.com/ahidalgoa ↗
Spanish-language macro-to-equity synthesizer connecting geopolitics and supply chains to trades
Posts narrative frameworks linking macro/geopolitical driver
trader score
+1.24
hit rate
67%
mean α
+0.96%
signals 14d
21
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 12 scored bets: 67% hit rate, +0.96% mean alpha, trader score +1.24. Their last-14d mentions, direction-adjusted, have moved +2.9% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | · | @ahidalgoa | · | Says Audi and BMW have effectively lost to Chinese automakers. | · | tweet ↗ |
| 2026-10-12 | ASTS | @ahidalgoa | +0.40 | Deutsche Bank remains bullish and raises its ASTS price target to $93. | -22.7% | tweet ↗ |
| 2026-10-11 | NKE | @ahidalgoa | +0.00 | Announces a discussion updating Nike's latest results without providing the analysis. | +7.5% | tweet ↗ |
| 2026-10-11 | · | @ahidalgoa | · | Calls an unidentified development bad for exclusivity but neutral for the supplier role. | · | tweet ↗ |
| 2026-10-11 | · | @ahidalgoa | · | Questions whether an unnamed company is cheap and highlights demanding sales-growth assumptions. | · | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.20 | Warns that AST's tunable spectrum and peak speeds do not equal available capacity or average performance. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | +0.30 | Argues ASTS's decline may be excessive because SpaceX still lacks a complete terrestrial network. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.35 | Cites T-Mobile's CTO to argue satellite service is backup rather than a terrestrial-network substitute. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | +0.40 | Berenberg maintains a Buy rating and presents a bullish strategic case for AST. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.70 | Lists competitive threats to ASTS, including lost exclusivity, pricing pressure and Amazon's entry. | -21.9% | tweet ↗ |
| 2026-10-11 | AMZN | @ahidalgoa | +0.15 | Lists competitive threats to ASTS, including lost exclusivity, pricing pressure and Amazon's entry. | -5.5% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | +0.00 | Contrasts AST's revenue-sharing supplier model with SpaceX's vertically integrated operator model. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.60 | Says SpaceX's spectrum purchase narrows AST's key low-band competitive advantage. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.25 | Reports FCC approval for Starlink Gen2 with 15,000 satellites and service waivers. | -21.9% | tweet ↗ |
| 2026-10-11 | ASTS | @ahidalgoa | -0.50 | Links SpaceX's low-band spectrum purchase to a 10.5% Friday decline in ASTS. | -21.9% | 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.