Author · brief 2026-06-22

@artemis artemis

grade Bcorporatex.com/artemis ↗

Onchain-data shop turning stablecoin and AI-infra metrics into tickered theses

Publishes proprietary crypto/stablecoin and prediction-marke

trader score
-0.68
hit rate
50%
mean α
-0.36%
signals 14d
29

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Their picks, scored

Across their last 20 scored bets: 50% hit rate, -0.36% mean alpha, trader score -0.68. Their last-14d mentions, direction-adjusted, have moved +3.7% since posting (mean over 19 mentions with price data).

SPCX dominates while HOOD operating leverage remains supported

Artemis is mostly focused on SPCX as synthetic SpaceX exposure, including one explicit buy call alongside repeated liquidity, follow-through, and repricing observations. The distinctive read is that SPCX may be forcing broader SpaceX-linked repricing, though the author also flags valuation and unlock overhangs. Secondary attention sits in HOOD’s margin improvement and prediction-market volume growth, with NVDA framed mainly as a mindshare leader.

Themes3analyst read · 2026-06-22
SPCX SpaceX exposure and repricing
mixedNEW7 signals
⚠ 100% of theme signals are SPCX — flag pump risk
HOOD operating leverage and prediction markets
bullconsistent6 signals
⚠ 100% of theme signals are HOOD — flag pump risk
NVDA investor attention and AI mindshare
bullconsistent3 signals
⚠ 100% of theme signals are NVDA — flag pump risk
Direction this week

SPCX conviction intensified across the window: early price-performance posts became an explicit buy call on 2026-06-16, followed by open-interest and sector repricing arguments. The same SPCX cluster also contains valuation and unlock caution, so the theme is mixed despite the directional buy. No adds, trims, exits, or position disclosures were present; concentration risk is high because SPCX accounts for the majority of ticker-linked signals.

Best hypotheses3their highest-scoring claims in our index
Software rotation is restarting as capital shifts from semis and infrastructure toward AI-enabled SaaS after peer earnin
bullHIGH10 co-supporters
Bullish option flow, put selling, elevated OI and new strikes show institutions or whales leaning long PURR.
bullHIGH5 co-supporters
The EPS miss and Hold-rated analyst stance temper the otherwise strong revenue and growth narrative.
bearLOW1 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@artemis·Predicts Circle will pursue acquisitions up the payments and infrastructure stack.·
2026-07-02·@artemis·Reports Hyperliquid weekly ETF inflows reached an ATH.·
2026-06-30CRCL@artemis+0.70Says USDC remains dominant and Circle is a top stablecoin winner for the decade ahead.+3.2%
2026-06-29·@artemis·DLUSD stablecoin volume begins to spike on Tempo.·
2026-06-29HYPE@artemis+0.35Reddit trends show HYPE up 51% while other topics rise or decline over 30 days.·
2026-06-28HOOD@artemis+0.55Says Robinhood prediction markets, not crypto, will drive HOOD price.+14.2%
2026-06-26AMD@artemis+0.00Reports Micron Q3 blowout with revenue beat and demand outpacing supply.-0.7%
2026-06-26NVDA@artemis+0.00Reports Micron Q3 blowout with revenue beat and demand outpacing supply.+1.2%
2026-06-26META@artemis+0.00Reports Micron Q3 blowout with revenue beat and demand outpacing supply.+5.9%
2026-06-26MU@artemis+0.60Reports Micron Q3 blowout with revenue beat and demand outpacing supply.-13.8%
2026-06-26GOOGL@artemis+0.00Reports Micron Q3 blowout with revenue beat and demand outpacing supply.+6.7%
2026-06-26MSFT@artemis+0.00Reports Micron Q3 blowout with revenue beat and demand outpacing supply.+4.7%
2026-06-26·@artemis·Reports 10K/10Q cybersecurity mentions up 143% YoY and tariff mentions down 68%.·
2026-06-24PUSD@artemis+0.25Reports Polymarket's PUSD crosses $500M in stablecoin supply.·
2026-06-24·@artemis·Mentions Kalshi PreStocks at $15B while rumors swirl of a $40B raise.·

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.