Author
@bitcoiners9888 bitcoiners9888
grade Cx.com/bitcoiners9888 ↗
Fast crypto-branded macro newsflow relay with occasional IPO hype framing
Aggregates and reacts to global macro, geopolitical, and mar
trader score
-1.85
hit rate
9%
mean α
-2.11%
signals 14d
29
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 11 scored bets: 9% hit rate, -2.11% mean alpha, trader score -1.85. Their last-14d mentions, direction-adjusted, have moved -15.6% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | · | @bitcoiners9888 | · | Identifies custom ASICs, optical interconnects, HBM, power and cooling as the leading AI themes. | · | tweet ↗ |
| 2026-10-12 | APLD | @bitcoiners9888 | -0.30 | Highlights Applied Digital's large leased capacity but warns about capex, debt and unpowered capacity. | -21.5% | tweet ↗ |
| 2026-10-12 | AMD | @bitcoiners9888 | +0.20 | Says AMD's capacity search is a positive signal for Asian wafer and HBM suppliers, pending actual orders. | -13.0% | tweet ↗ |
| 2026-10-12 | 000660.KS | @bitcoiners9888 | +0.30 | Says AMD's capacity search is a positive signal for Asian wafer and HBM suppliers, pending actual orders. | — | tweet ↗ |
| 2026-10-12 | TSM | @bitcoiners9888 | +0.30 | Says AMD's capacity search is a positive signal for Asian wafer and HBM suppliers, pending actual orders. | -5.8% | tweet ↗ |
| 2026-10-12 | · | @bitcoiners9888 | · | Describes strong HBM and server-memory demand but slowing conventional DRAM price increases. | · | tweet ↗ |
| 2026-10-12 | 005930.KS | @bitcoiners9888 | +0.30 | Says AMD's capacity search is a positive signal for Asian wafer and HBM suppliers, pending actual orders. | — | tweet ↗ |
| 2026-10-12 | LITE | @bitcoiners9888 | +0.50 | Reports Lumentum saying AI data-center optical capacity is largely sold out into early 2029. | -24.0% | tweet ↗ |
| 2026-10-12 | MRVL | @bitcoiners9888 | +0.50 | Reports Marvell raising FY2028 revenue expectations to about $20 billion with a large FY2029 custom-chip target. | -14.0% | tweet ↗ |
| 2026-10-12 | · | @bitcoiners9888 | · | Argues AI infrastructure is shifting from GPUs alone to full-system competition and execution. | · | tweet ↗ |
| 2026-10-12 | MRVL | @bitcoiners9888 | +0.40 | Uses Marvell, Lumentum and AMD developments to support broader AI supply-chain expansion. | -14.0% | tweet ↗ |
| 2026-10-12 | LITE | @bitcoiners9888 | +0.50 | Uses Marvell, Lumentum and AMD developments to support broader AI supply-chain expansion. | -24.0% | tweet ↗ |
| 2026-10-12 | AMD | @bitcoiners9888 | +0.30 | Uses Marvell, Lumentum and AMD developments to support broader AI supply-chain expansion. | -13.0% | tweet ↗ |
| 2026-10-11 | · | @bitcoiners9888 | · | States option-delta win-rate and safety-buffer statistics for selecting cash-secured puts. | · | tweet ↗ |
| 2026-10-07 | INTC | @bitcoiners9888 | +0.20 | BNP Paribas raises price targets for NVDA and INTC while retaining differing ratings. | -23.1% | 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.