Author
@ANDYmoon ANDYmoon
grade Cx.com/ANDYmoon ↗
Conviction memory-chip bull with an AI-secular thesis and Japan-macro overlay
Posts a recurring secular framework (AI displaces labor, pro
trader score
-2.41
hit rate
25%
mean α
-1.56%
signals 14d
91
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: 25% hit rate, -1.56% mean alpha, trader score -2.41. Their last-14d mentions, direction-adjusted, have moved -9.3% since posting (mean over 45 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @ANDYmoon | · | Forecasts easing war risk, oil and inflation, fewer hikes, and tech multiple expansion. | · | tweet ↗ |
| 2026-10-15 | V | @ANDYmoon | +0.30 | Fund report shows additions to Visa and AJG and partial sales of Rolls-Royce and Standard Chartered. | +2.0% | tweet ↗ |
| 2026-10-15 | SCB.L | @ANDYmoon | -0.20 | Fund report shows additions to Visa and AJG and partial sales of Rolls-Royce and Standard Chartered. | · | tweet ↗ |
| 2026-10-15 | AJG | @ANDYmoon | +0.30 | Fund report shows additions to Visa and AJG and partial sales of Rolls-Royce and Standard Chartered. | · | tweet ↗ |
| 2026-10-15 | RR.L | @ANDYmoon | -0.20 | Fund report shows additions to Visa and AJG and partial sales of Rolls-Royce and Standard Chartered. | · | tweet ↗ |
| 2026-10-15 | 000660.KS | @ANDYmoon | +0.35 | Says Samsung and SK Hynix would still trade near low-teens P/E even if margins halved. | — | tweet ↗ |
| 2026-10-15 | 005930.KS | @ANDYmoon | +0.35 | Says Samsung and SK Hynix would still trade near low-teens P/E even if margins halved. | — | tweet ↗ |
| 2026-10-15 | NFLX | @ANDYmoon | +0.00 | Summarizes inflation, rate-hike risk, CRWV credit stress and upcoming earnings. | -9.3% | tweet ↗ |
| 2026-10-15 | TSLA | @ANDYmoon | +0.00 | Summarizes inflation, rate-hike risk, CRWV credit stress and upcoming earnings. | +2.7% | tweet ↗ |
| 2026-10-15 | CRWV | @ANDYmoon | +0.15 | Summarizes inflation, rate-hike risk, CRWV credit stress and upcoming earnings. | -22.2% | tweet ↗ |
| 2026-10-15 | VIX | @ANDYmoon | -0.15 | Notes VIX barely moved despite a two-day stock decline, implying a positioning correction. | · | tweet ↗ |
| 2026-10-15 | MU | @ANDYmoon | +0.30 | Notes Micron closed positive despite broader concern and asks whether anyone sold. | -5.8% | tweet ↗ |
| 2026-10-15 | VIX | @ANDYmoon | +0.35 | Reports VIX at 17.5 and suggests market fear and downside may not yet be exhausted. | · | tweet ↗ |
| 2026-10-15 | 9984.T | @ANDYmoon | -0.60 | Summarizes recession concerns and specific technical pressure on Japanese AI-linked equities. | · | tweet ↗ |
| 2026-10-14 | 9984.T | @ANDYmoon | -0.45 | Summarizes a recession-risk framework and bearish company-specific concerns for SoftBank Group and Lasertec. | · | 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.