Author
@AtlasShrug1 AtlasShrug1
grade Ax.com/AtlasShrug1 ↗
Ex-PM hunting obscure AI-infrastructure microcaps with valuation models and a late-cycle macro overlay
Generates original bottom-up bull (and occasional bear) thes
trader score
-1.10
hit rate
50%
mean α
-1.60%
signals 14d
136
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: 50% hit rate, -1.60% mean alpha, trader score -1.10. Their last-14d mentions, direction-adjusted, have moved +12.7% since posting (mean over 106 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @AtlasShrug1 | -0.95 | Predicts Nvidia's AI-financing ecosystem will implode and crush earnings and margins. | -1.5% | tweet ↗ |
| 2026-10-16 | NVDA | @AtlasShrug1 | -0.95 | Rejects NVDA as a safe haven and forecasts roughly $2T of market-cap loss. | -1.5% | tweet ↗ |
| 2026-10-16 | IQE.L | @AtlasShrug1 | -0.80 | IQE broke down from a bullish triangle after a sharp reversal, creating a failed pattern. | · | tweet ↗ |
| 2026-10-16 | · | @AtlasShrug1 | · | Forecasts bloated technology stocks will decline another 40% to 60%. | · | tweet ↗ |
| 2026-10-16 | SMTC | @AtlasShrug1 | -0.85 | Reiterates a $90-$100 SMTC bear-market target after a fall from $200 to the $130s. | -3.5% | tweet ↗ |
| 2026-10-16 | PENG | @AtlasShrug1 | -0.90 | Forecasts PENG falling to $30-$35, while noting it is near $57. | -6.5% | tweet ↗ |
| 2026-10-15 | PENG | @AtlasShrug1 | -0.75 | Expects the penguin-referenced stock to hit $57 due to poor earnings quality and selling. | -13.7% | tweet ↗ |
| 2026-10-15 | SOXX | @AtlasShrug1 | -0.85 | Bear-market framework expects semiconductor breakdowns and a VIX spike to 50-60 or higher. | -7.1% | tweet ↗ |
| 2026-10-15 | EWY | @AtlasShrug1 | -0.70 | Bear-market framework expects semiconductor breakdowns and a VIX spike to 50-60 or higher. | -3.2% | tweet ↗ |
| 2026-10-15 | VIX | @AtlasShrug1 | +0.80 | Bear-market framework expects semiconductor breakdowns and a VIX spike to 50-60 or higher. | · | tweet ↗ |
| 2026-10-15 | NVDA | @AtlasShrug1 | -0.75 | Bear-market framework expects semiconductor breakdowns and a VIX spike to 50-60 or higher. | -2.9% | tweet ↗ |
| 2026-10-15 | SMH | @AtlasShrug1 | -0.80 | Bear-market framework expects semiconductor breakdowns and a VIX spike to 50-60 or higher. | -5.7% | tweet ↗ |
| 2026-10-15 | CRWV | @AtlasShrug1 | -0.75 | Engagement-gated poem portrays CoreWeave and neoclouds as financially distressed. | -22.2% | tweet ↗ |
| 2026-10-15 | CRWV | @AtlasShrug1 | -0.90 | Rejects claims of improving CoreWeave strength and cites a roughly 15% debt cost. | -22.2% | tweet ↗ |
| 2026-10-15 | NUAI | @AtlasShrug1 | -0.90 | Stay away from AI and technology until SMH falls at least 30%. — Explicitly recommends avoiding AI and tech pending a further 30% SMH decline. | -11.1% | 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.