Author

@BinDollarSign BinDollarSign

Bullish AI-infrastructure curator weaving analyst notes and 13F flows into thematic baskets

Aggregates and synthesizes AI buildout news, broker notes, e

trader score
-0.61
hit rate
50%
mean α
-0.62%
signals 14d
229

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: 50% hit rate, -0.62% mean alpha, trader score -0.61. Their last-14d mentions, direction-adjusted, have moved -4.2% since posting (mean over 170 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02NOK@BinDollarSign+0.30Agrees on NOK and says insider-buying wave is interesting.
2026-07-02SMCI@BinDollarSign-0.40Doesn't expect MSFT above $700 soon; criticizes SMCI management and conditional NKE recovery.
2026-07-02NKE@BinDollarSign+0.10Doesn't expect MSFT above $700 soon; criticizes SMCI management and conditional NKE recovery.
2026-07-02MSFT@BinDollarSign-0.25Doesn't expect MSFT above $700 soon; criticizes SMCI management and conditional NKE recovery.
2026-07-02MU@BinDollarSign+0.25Trump praises MU after its $250M commitment to Trump Accounts program launching July 4.
2026-07-02CRWV@BinDollarSign+0.20NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02NVDA@BinDollarSign+0.35NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02AMZN@BinDollarSign-0.10NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02META@BinDollarSign-0.10NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02MSFT@BinDollarSign-0.10NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02GOOGL@BinDollarSign-0.10NVDA unveils AI Compute Partnership guarantees for small cloud firms, reducing hyperscaler dependence.
2026-07-02LCID@BinDollarSign-0.35Lucid appoints new CFO amid management turmoil and weak Q2 production/deliveries.
2026-07-02IWM@BinDollarSign+0.35U.S. added only 57k jobs vs about 115k expected, lowering rate-hike expectations.
2026-07-02DJI@BinDollarSign+0.35U.S. added only 57k jobs vs about 115k expected, lowering rate-hike expectations.·
2026-07-02QQQ@BinDollarSign+0.35U.S. added only 57k jobs vs about 115k expected, lowering rate-hike expectations.

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.