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
-0.96
hit rate
40%
mean α
-0.83%
signals 14d
103
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, -0.83% mean alpha, trader score -0.96. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 64 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @AtlasShrug1 | · | Calls for deterioration before recovery, with bonds leading first and equities later. | · | tweet ↗ |
| 2026-08-28 | · | @AtlasShrug1 | · | Predicts conditions worsen before improving and technology loses market leadership. | · | tweet ↗ |
| 2026-08-28 | BE | @AtlasShrug1 | -0.80 | Calls BE and MRVL far too expensive, despite noting a possible MRVL bounce. | — | tweet ↗ |
| 2026-08-28 | MRVL | @AtlasShrug1 | -0.65 | Calls BE and MRVL far too expensive, despite noting a possible MRVL bounce. | — | tweet ↗ |
| 2026-08-28 | SHAZ | @AtlasShrug1 | -0.90 | Forecasts severe technical declines, including FCEL ultimately returning to $10. | — | tweet ↗ |
| 2026-08-28 | BRUN | @AtlasShrug1 | -0.90 | Forecasts severe technical declines, including FCEL ultimately returning to $10. | — | tweet ↗ |
| 2026-08-28 | FCEL | @AtlasShrug1 | -0.80 | Forecasts severe technical declines, including FCEL ultimately returning to $10. | — | tweet ↗ |
| 2026-08-28 | · | @AtlasShrug1 | · | Urges exiting weak AI infrastructure and neocloud names for higher-quality assets. | · | tweet ↗ |
| 2026-08-28 | NBIS | @AtlasShrug1 | -0.60 | Argues secondary neoclouds face collapse or major downside due to weak economics and debt. | — | tweet ↗ |
| 2026-08-28 | SHAZ | @AtlasShrug1 | -0.95 | Argues secondary neoclouds face collapse or major downside due to weak economics and debt. | — | tweet ↗ |
| 2026-08-28 | BRUN | @AtlasShrug1 | -0.95 | Argues secondary neoclouds face collapse or major downside due to weak economics and debt. | — | tweet ↗ |
| 2026-08-28 | PANW | @AtlasShrug1 | +0.00 | Argues secondary neoclouds face collapse or major downside due to weak economics and debt. | — | tweet ↗ |
| 2026-08-28 | CRWV | @AtlasShrug1 | -0.85 | Argues secondary neoclouds face collapse or major downside due to weak economics and debt. | — | tweet ↗ |
| 2026-08-28 | SMTC | @AtlasShrug1 | -0.50 | Celebrates completed price reversions in MRVL and SMTC. | — | tweet ↗ |
| 2026-08-28 | MRVL | @AtlasShrug1 | -0.50 | Celebrates completed price reversions in MRVL and SMTC. | — | 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.