Author
@BCsickel BCsickel
grade Ax.com/BCsickel ↗
Mechanistic AI supply-chain bull mapping memory and semicap chokepoints globally
Builds long-form, ticker-specific bullish theses identifying
trader score
-2.25
hit rate
30%
mean α
-1.73%
signals 14d
5
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: 30% hit rate, -1.73% mean alpha, trader score -2.25. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 1 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | OSCR | @BCsickel | +0.35 | Directs the recipient to consider three healthcare-related stocks. | — | tweet ↗ |
| 2026-08-28 | ABCL | @BCsickel | +0.35 | Directs the recipient to consider three healthcare-related stocks. | — | tweet ↗ |
| 2026-08-28 | TEM | @BCsickel | +0.35 | Directs the recipient to consider three healthcare-related stocks. | — | tweet ↗ |
| 2026-08-24 | 005930.KS | @BCsickel | +0.55 | Argues AI memory is becoming co-designed compute architecture, structurally shrinking the cyclical commodity segment. | · | tweet ↗ |
| 2026-08-24 | MU | @BCsickel | +0.55 | Argues AI memory is becoming co-designed compute architecture, structurally shrinking the cyclical commodity segment. | +2.5% | 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.