Author

@ahidalgoa ahidalgoa

Spanish-language macro-to-equity synthesizer connecting geopolitics and supply chains to trades

Posts narrative frameworks linking macro/geopolitical driver

trader score
+1.11
hit rate
60%
mean α
+1.13%
signals 14d
13

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, +1.13% mean alpha, trader score +1.11. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 8 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30NKE@ahidalgoa-0.55Spanish comment says NKE cannot get back on its feet.+7.4%
2026-06-28LULU@ahidalgoa-0.25Notes LULU is down nearly 50% in 2026 and asks whether it is time to look.+0.7%
2026-06-28·@ahidalgoa·Says China power consumption challenges renewable-equals-less-coal narrative.·
2026-06-28·@ahidalgoa·Says Chinese open-source AI models now rival leading US models at low cost.·
2026-06-28AAPL@ahidalgoa-0.20Says AAPL had to react to AI cost shock despite best supply chain, with implications for tech.+8.8%
2026-06-27MU@ahidalgoa+0.00Market summary topics include Mag7 paradigm, Burry MSFT options, MU results, HIMS and IREN updates.-13.8%
2026-06-27HIMS@ahidalgoa+0.00Market summary topics include Mag7 paradigm, Burry MSFT options, MU results, HIMS and IREN updates.+8.4%
2026-06-27IREN@ahidalgoa+0.00Market summary topics include Mag7 paradigm, Burry MSFT options, MU results, HIMS and IREN updates.-17.8%
2026-06-27MSFT@ahidalgoa+0.00Market summary topics include Mag7 paradigm, Burry MSFT options, MU results, HIMS and IREN updates.+4.7%
2026-06-26·@ahidalgoa·Says Hormuz bombings resume after market close and hostilities may rise before futures open.·
2026-06-23SPCX@ahidalgoa+0.55Calls SPCX the most bullish stock of the day.·
2026-06-23MU@ahidalgoa-0.20Says VIX is rising on fear ahead of MU earnings.-7.2%
2026-06-23VIX@ahidalgoa+0.20Says VIX is rising on fear ahead of MU earnings.·

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.