Author

@Arturojrobles Arturojrobles

Fast AI/hyperscaler newsflow curator with bullish lean and shallow original analysis

Relays AI/semis/hyperscaler scoops, earnings beats, macro pr

trader score
-1.22
hit rate
45%
mean α
-0.78%
signals 14d
32

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: 45% hit rate, -0.78% mean alpha, trader score -1.22. Their last-14d mentions, direction-adjusted, have moved +1.9% since posting (mean over 23 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02MU@Arturojrobles+0.00MU at critical technical level with 21D EMA reclaim needed and 50DMA support if it fails.
2026-07-02DRAM@Arturojrobles-0.15Notes MAGS showing strength while semis cool down.·
2026-07-02SMH@Arturojrobles-0.15Notes MAGS showing strength while semis cool down.
2026-07-02MAGS@Arturojrobles+0.25Notes MAGS showing strength while semis cool down.
2026-07-02IREN@Arturojrobles-0.50Says the situation is not a great look for IREN.
2026-07-01·@Arturojrobles·Framework call for rotation from AI infrastructure sellers to AI monetizers.·
2026-07-01META@Arturojrobles+0.40Discloses taking profits in ANET and rotating capital into MSFT and META yesterday.-4.9%
2026-07-01MSFT@Arturojrobles+0.40Discloses taking profits in ANET and rotating capital into MSFT and META yesterday.+1.6%
2026-07-01ANET@Arturojrobles+0.20Discloses taking profits in ANET and rotating capital into MSFT and META yesterday.-4.0%
2026-07-01NBIS@Arturojrobles+0.55Would start adding NBIS again under $200 — Says NBIS is best neocloud option but only wants to add again under $200.-5.9%
2026-07-01CRWV@Arturojrobles-0.35Argues META selling excess AI compute would pressure neoclouds more than hyperscalers.-4.6%
2026-07-01META@Arturojrobles+0.25Argues META selling excess AI compute would pressure neoclouds more than hyperscalers.-4.9%
2026-07-01IREN@Arturojrobles-0.35Argues META selling excess AI compute would pressure neoclouds more than hyperscalers.-10.4%
2026-07-01NBIS@Arturojrobles-0.35Argues META selling excess AI compute would pressure neoclouds more than hyperscalers.-5.9%
2026-07-01META@Arturojrobles+0.35Reports META shares jumped 8.6% on cloud business plans.-4.9%

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.