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
-1.94
hit rate
45%
mean α
-2.16%
signals 14d
19
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, -2.16% mean alpha, trader score -1.94. Their last-14d mentions, direction-adjusted, have moved -6.2% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPCX | @AviNMash | +0.75 | Discloses a first SPCX position after a detailed compute, power and Starlink thesis. | · | tweet ↗ |
| 2026-08-28 | · | @AviNMash | · | Characterizes the policy message as generally hawkish. | · | tweet ↗ |
| 2026-08-27 | LEN | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | +1.4% | tweet ↗ |
| 2026-08-27 | OPEN | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | -2.7% | tweet ↗ |
| 2026-08-27 | UWMC | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | +0.7% | tweet ↗ |
| 2026-08-27 | TOL | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | +0.8% | tweet ↗ |
| 2026-08-27 | RKT | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | -3.3% | tweet ↗ |
| 2026-08-27 | DHI | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | +1.5% | tweet ↗ |
| 2026-08-27 | LITE | @AviNMash | +0.75 | LITE can reach $1,000 tomorrow if it reclaims $950 and clears $970 — Author lays out a concrete next-day bullish momentum target and trigger levels | -6.4% | tweet ↗ |
| 2026-08-27 | PURR | @AviNMash | +0.90 | Entered a bullish PURR position around $13 based on institutional adoption and fundamentals — Author explicitly enters PURR and details institutional, policy and balance-sheet support | -9.5% | tweet ↗ |
| 2026-08-27 | NBIS | @AviNMash | +0.45 | NBIS growth is framed as contract-backed, financed expansion rather than pure speculation | -4.3% | tweet ↗ |
| 2026-08-25 | NVDA | @AviNMash | -0.30 | Calls Nvidia earnings a binary setup and says one satisfactory quarter will not justify its multiple. | +2.1% | tweet ↗ |
| 2026-08-21 | NBIS | @AviNMash | +0.65 | Nibble more NBIS — Reply expresses a lightly phrased but forward intention to add shares | -4.5% | tweet ↗ |
| 2026-08-20 | IOVA | @AviNMash | +0.20 | Calls IOVA 'kinda fun,' expressing mild positive interest without a thesis. | -10.9% | tweet ↗ |
| 2026-08-19 | · | @AviNMash | · | Regrets not following a prior plan to buy puts before the August 25 ATM vote. | · | 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.