Author

@AviNMash AviNMash

grade Cx.com/AviNMash ↗

High-conviction AI-infrastructure bull who shows work and discloses his positions

Posts original, multi-factor bull (and occasional hedge) the

trader score
-2.25
hit rate
25%
mean α
-2.10%
signals 14d
61

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: 25% hit rate, -2.10% mean alpha, trader score -2.25. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 51 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CRWD@AviNMash+0.40KeyBanc raises its CRWD price target to $265 amid a broad cybersecurity selloff.+13.3%
2026-10-16TSLA@AviNMash+0.00Announces a live discussion of Tesla and its earnings next week.+4.9%
2026-10-16MSTR@AviNMash-0.55MSCI index rules could remove MSTR and trigger about $2B of forced selling.+6.7%
2026-10-16TSLA@AviNMash-0.25Recaps a 5% premarket Roadster-driven rise that mostly reversed after the open.+4.9%
2026-10-16NBIS@AviNMash+0.70Argues NBIS's $40B backlog and hyperscaler deals insulate it from financing pressure.-4.1%
2026-10-15COMP@AviNMash+0.15Housing stocks rose 8%-11% as Treasury yields fell despite a hot PPI print.+1.4%
2026-10-15OPEN@AviNMash+0.15Housing stocks rose 8%-11% as Treasury yields fell despite a hot PPI print.-14.7%
2026-10-15Z@AviNMash+0.15Housing stocks rose 8%-11% as Treasury yields fell despite a hot PPI print.+4.8%
2026-10-15NBIS@AviNMash+0.65Says a $40B backlog and Microsoft deal outweigh short-term macro volatility.-15.7%
2026-10-15RKLB@AviNMash-0.50Neutron's first launch slips to 2027 after multiple prior schedule delays.-4.8%
2026-10-15NBIS@AviNMash+0.70Discloses holding NBIS since $96 and cites backlog and shareholder financing support.-15.7%
2026-10-15FMC@AviNMash-0.50FMC cuts Q3 revenue expectations to $65M-$125M and expects a $625M-$675M charge.·
2026-10-14CIFR@AviNMash-0.50Compares NVDA's 3% decline with much larger losses among five GPU renters.-20.1%
2026-10-14WULF@AviNMash-0.50Compares NVDA's 3% decline with much larger losses among five GPU renters.-1.9%
2026-10-14NBIS@AviNMash-0.45Compares NVDA's 3% decline with much larger losses among five GPU renters.-14.7%

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.