Author

@CapexAndChill CapexAndChill

grade Ax.com/CapexAndChill ↗

Long-only quality-compounder bull dissecting LatAm fintech and the AI-infra stack

Writes long-form, transcript- and metric-grounded fundamenta

trader score
+1.07
hit rate
75%
mean α
+0.30%
signals 14d
110

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: 75% hit rate, +0.30% mean alpha, trader score +1.07. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 95 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16MELI@CapexAndChill+0.65Argues MELI's integrated marketplace stack deepens seller dependence and monetization.-1.3%
2026-10-16MELI@CapexAndChill+0.60Uses low Colombian e-commerce penetration versus peers to support MELI's growth runway.-1.3%
2026-10-16AXON@CapexAndChill-0.25Says Axon needs roughly another 20% decline before a new position becomes attractive.+7.7%
2026-10-16MSFT@CapexAndChill+0.10Shares Nadella's statement promoting an employee ownership mindset.-0.9%
2026-10-16NVDA@CapexAndChill-0.15Cites Huang identifying land, power and construction as obstacles to 2027 AI capacity.-1.5%
2026-10-15NVDA@CapexAndChill+0.35Cites Huang arguing that AI customers generate real revenue and profits.-2.9%
2026-10-15AVGO@CapexAndChill-0.20Highlights executive criticism that enterprise token spending lacks clear return on investment.-6.6%
2026-10-15UBER@CapexAndChill+0.50Uses Germany's low ride-hailing penetration versus the UK to support Uber's runway.-6.4%
2026-10-15BN@CapexAndChill+0.45Reports Brookfield sees no pause in AI buildout while emphasizing asset and counterparty quality.+3.2%
2026-10-14NVDA@CapexAndChill+0.55Cites Huang saying token costs fall 30 to 40 times yearly, expanding customer benefits.-4.7%
2026-10-14MELI@CapexAndChill+0.40Says a prior bullish MercadoLibre view now appears validated.-1.6%
2026-10-14MELI@CapexAndChill+0.55Describes MercadoLibre's internally built full-funnel advertising suite and $2 billion business.-1.6%
2026-10-14UBER@CapexAndChill+0.55Uber's CEO says delivery has grown to half the business and may exceed mobility in scale.-3.7%
2026-10-14NU@CapexAndChill+0.50Nu describes its US launch and stablecoin-backed account expansion to as many as 35 countries.+1.5%
2026-10-14NU@CapexAndChill+0.35Explains Nu's early US launch as a way to accelerate customer testing and iteration.+1.5%

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.