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
+0.28
hit rate
40%
mean α
+0.18%
signals 14d
95
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: 40% hit rate, +0.18% mean alpha, trader score +0.28. Their last-14d mentions, direction-adjusted, have moved -5.2% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @ANDYmoon | · | Jokes memory-cycle skeptics will say memory is oversupplied. | · | tweet ↗ |
| 2026-07-02 | MU | @ANDYmoon | +0.15 | Notes MU is down 20% from high but only back two weeks in time. | — | tweet ↗ |
| 2026-07-02 | VIX | @ANDYmoon | +0.30 | Says correction may not end unless VIX rises sharply. | · | tweet ↗ |
| 2026-07-02 | · | @ANDYmoon | · | Notes Japan VI is at historical lows. | · | tweet ↗ |
| 2026-07-02 | VIX | @ANDYmoon | -0.20 | Observes low VIX and says nobody is pessimistic despite semis correction feel. | · | tweet ↗ |
| 2026-07-02 | · | @ANDYmoon | · | Discloses holding 30% in an Invesco global fund and using distributions. | · | tweet ↗ |
| 2026-07-02 | · | @ANDYmoon | · | Cautions about sizing and drawdown tolerance when buying Kioxia or other stocks. | · | tweet ↗ |
| 2026-07-02 | · | @ANDYmoon | · | Warns Kioxia may still be early in a large decline and holders should be prepared. | · | tweet ↗ |
| 2026-07-01 | TRMP | @ANDYmoon | +0.15 | Speculates a Trump ETF ticker TRMP may appear eventually. | · | tweet ↗ |
| 2026-07-01 | · | @ANDYmoon | · | Summarizes constructive AI and semiconductor long-term growth despite healthy correction. | · | tweet ↗ |
| 2026-07-01 | · | @ANDYmoon | · | Long macro framework: AI capex supports economy, volatility may rise, fundamentals remain strong. | · | tweet ↗ |
| 2026-07-01 | · | @ANDYmoon | · | Quotes view that there is no need to turn bearish, no ticker specified. | · | tweet ↗ |
| 2026-07-01 | · | @ANDYmoon | · | Discusses very long-term investment horizon narrowing the universe of stocks. | · | tweet ↗ |
| 2026-07-01 | · | @ANDYmoon | · | Says profitable stocks can correct 10-20% but patient risk-takers are rewarded. | · | tweet ↗ |
| 2026-07-01 | MU | @ANDYmoon | +0.40 | Bullish emoji reaction to MU cashtag. | -5.5% | 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.