Author
@ArtofSpecuycky ArtofSpecuycky
grade Bx.com/ArtofSpecuycky ↗
Bottom-up AI-infrastructure stack analyst who maps the next capital-rotation bottleneck
Writes long-form, tickered theses and daily macro/market rec
trader score
-3.39
hit rate
20%
mean α
-1.60%
signals 14d
49
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: 20% hit rate, -1.60% mean alpha, trader score -3.39. Their last-14d mentions, direction-adjusted, have moved -14.9% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | SOXL | @ArtofSpecuycky | +0.35 | Expects an oversold hardware rebound toward the daily EMA20 over the next few days. — Reports rotating from hardware into software and forecasts a short technical hardware rebound. | -22.2% | tweet ↗ |
| 2026-10-15 | NBIS | @ArtofSpecuycky | +0.55 | Copy VARA AI's top holdings for a technical rebound lasting several days. — Suggests buying a liquidated fund's top holdings for a multi-day technical rebound. | -15.7% | tweet ↗ |
| 2026-10-15 | BE | @ArtofSpecuycky | +0.55 | Copy VARA AI's top holdings for a technical rebound lasting several days. — Suggests buying a liquidated fund's top holdings for a multi-day technical rebound. | -18.2% | tweet ↗ |
| 2026-10-15 | CRWV | @ArtofSpecuycky | +0.55 | Copy VARA AI's top holdings for a technical rebound lasting several days. — Suggests buying a liquidated fund's top holdings for a multi-day technical rebound. | -22.2% | tweet ↗ |
| 2026-10-11 | IREN | @ArtofSpecuycky | +0.60 | Reports a possibly signed, undisclosed multiyear Anthropic cloud agreement with IREN. | -29.2% | tweet ↗ |
| 2026-10-10 | NOW | @ArtofSpecuycky | +0.70 | JPMorgan research argues AI pricing, spending and workflow orchestration reinforce NOW's moat. | +12.8% | tweet ↗ |
| 2026-10-10 | · | @ArtofSpecuycky | · | JPMorgan forecasts lower 2027 oil, higher copper and gold, and El Niño food inflation risk. | · | tweet ↗ |
| 2026-10-10 | · | @ArtofSpecuycky | · | BofA research argues the global memory upcycle is strengthening through 2027 and beyond. | · | tweet ↗ |
| 2026-10-10 | MRVL | @ArtofSpecuycky | +0.35 | Nomura thesis says potential US-content rules could shift optical-component demand toward US suppliers. | -17.0% | tweet ↗ |
| 2026-10-10 | LITE | @ArtofSpecuycky | +0.60 | Nomura thesis says potential US-content rules could shift optical-component demand toward US suppliers. | -31.5% | tweet ↗ |
| 2026-10-10 | AVGO | @ArtofSpecuycky | +0.50 | Nomura thesis says potential US-content rules could shift optical-component demand toward US suppliers. | -11.0% | tweet ↗ |
| 2026-10-10 | COHR | @ArtofSpecuycky | +0.60 | Nomura thesis says potential US-content rules could shift optical-component demand toward US suppliers. | -33.1% | tweet ↗ |
| 2026-10-10 | MTSI | @ArtofSpecuycky | +0.35 | Nomura thesis says potential US-content rules could shift optical-component demand toward US suppliers. | -28.4% | tweet ↗ |
| 2026-10-10 | ADBE | @ArtofSpecuycky | -0.35 | Long framework on AI capability, agent economics, software disruption and macro instability. | +8.9% | tweet ↗ |
| 2026-10-07 | AMZN | @ArtofSpecuycky | +0.65 | States continued bullishness on Google and Amazon through October. | -4.6% | 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.