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
+0.58
hit rate
45%
mean α
+0.73%
signals 14d
4
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, +0.73% mean alpha, trader score +0.58. Their last-14d mentions, direction-adjusted, have moved -10.6% since posting (mean over 4 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | MU | @AviNMash | +0.55 | Bullish NBIS thesis after selloff, citing Meta contract structure, 684% revenue growth and MU analogy. | -5.5% | tweet ↗ |
| 2026-07-01 | NBIS | @AviNMash | +0.70 | Bullish NBIS thesis after selloff, citing Meta contract structure, 684% revenue growth and MU analogy. | -5.9% | tweet ↗ |
| 2026-06-24 | MU | @AviNMash | +0.45 | References someone calling $1200 since MU was around $200; approving tone. | -7.0% | tweet ↗ |
| 2026-06-22 | NBIS | @AviNMash | +0.35 | NBIS officially joins Nasdaq-100, forcing passive index funds to buy. | -24.0% | 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.