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
+1.99
hit rate
75%
mean α
+0.91%
signals 14d
146
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, +0.91% mean alpha, trader score +1.99. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 128 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @CapexAndChill | +0.45 | Frames Nvidia as unusually neglected, implying undervaluation. | — | tweet ↗ |
| 2026-08-28 | UBER | @CapexAndChill | +0.60 | Defends Uber's engineering culture against bearish criticism. | — | tweet ↗ |
| 2026-08-28 | NU | @CapexAndChill | +0.65 | Argues winning businesses use AI to accelerate products rather than merely cut costs. | — | tweet ↗ |
| 2026-08-28 | MELI | @CapexAndChill | +0.65 | Argues winning businesses use AI to accelerate products rather than merely cut costs. | — | tweet ↗ |
| 2026-08-28 | MELI | @CapexAndChill | +0.75 | Praises MELI's ecosystem and discusses competitive delivery-platform dynamics. | — | tweet ↗ |
| 2026-08-28 | UBER | @CapexAndChill | +0.35 | Long-term framework says Uber's next decade depends heavily on delivery strategy. | — | tweet ↗ |
| 2026-08-28 | DASH | @CapexAndChill | +0.00 | Long-term framework says Uber's next decade depends heavily on delivery strategy. | — | tweet ↗ |
| 2026-08-28 | NU | @CapexAndChill | +0.55 | Says NU stands out as attractive during a broadly positive session. | — | tweet ↗ |
| 2026-08-27 | MELI | @CapexAndChill | -0.15 | Highlights Prosus/iFood as a potentially larger future competitor to Mercado Libre. | +1.8% | tweet ↗ |
| 2026-08-27 | NVDA | @CapexAndChill | +0.50 | Argues software optimization extends Nvidia asset economics and rental revenue. | -4.6% | tweet ↗ |
| 2026-08-27 | MELI | @CapexAndChill | +0.50 | Mercado Libre partnered with Flash Argentina and Grupo Supervielle on vehicle financing. | +1.8% | tweet ↗ |
| 2026-08-27 | LYFT | @CapexAndChill | +0.00 | Argues Uber grows revenue through segmentation and upselling rather than base-price gouging. | +2.0% | tweet ↗ |
| 2026-08-27 | UBER | @CapexAndChill | +0.50 | Argues Uber grows revenue through segmentation and upselling rather than base-price gouging. | +2.4% | tweet ↗ |
| 2026-08-27 | MELI | @CapexAndChill | +0.45 | Sees substantial upside if Mercado Play gains meaningful Brazilian market share. | +1.8% | tweet ↗ |
| 2026-08-27 | UBER | @CapexAndChill | +0.35 | Downplays future risk by saying less than 10% of Uber profits face pressure. | +2.4% | 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.