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
+0.68
hit rate
40%
mean α
+0.63%
signals 14d
135
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, +0.63% mean alpha, trader score +0.68. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 112 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @ArtofSpecuycky | +0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | BMNR | @ArtofSpecuycky | -0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | CRCL | @ArtofSpecuycky | -0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | APP | @ArtofSpecuycky | +0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | NOW | @ArtofSpecuycky | +0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | PLTR | @ArtofSpecuycky | +0.55 | Calls reversals in CRCL/BMNR and highlights rotation toward strong software names. | — | tweet ↗ |
| 2026-08-28 | MSFT | @ArtofSpecuycky | +0.55 | Favors cash-generative megacaps and quality software as bond yields rise. | — | tweet ↗ |
| 2026-08-28 | META | @ArtofSpecuycky | +0.55 | Favors cash-generative megacaps and quality software as bond yields rise. | — | tweet ↗ |
| 2026-08-28 | AMZN | @ArtofSpecuycky | +0.55 | Favors cash-generative megacaps and quality software as bond yields rise. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @ArtofSpecuycky | +0.55 | Favors cash-generative megacaps and quality software as bond yields rise. | — | tweet ↗ |
| 2026-08-27 | MRVL | @ArtofSpecuycky | +0.30 | MRVL beat Q2 estimates and guided Q3 above consensus, though author sees expectations priced in | -10.3% | tweet ↗ |
| 2026-08-27 | MSFT | @ArtofSpecuycky | +0.50 | Author favors software after IGV's volume breakout and advises less hardware exposure | +1.7% | tweet ↗ |
| 2026-08-27 | MDB | @ArtofSpecuycky | +0.50 | Author favors software after IGV's volume breakout and advises less hardware exposure | +1.4% | tweet ↗ |
| 2026-08-27 | IGV | @ArtofSpecuycky | +0.70 | Author favors software after IGV's volume breakout and advises less hardware exposure | -0.7% | tweet ↗ |
| 2026-08-27 | NOW | @ArtofSpecuycky | +0.50 | Author favors software after IGV's volume breakout and advises less hardware exposure | +4.5% | 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.