Author

@carlosfagar carlosfagar

Perma-bull AI-infrastructure supply-chain mapper who DCAs into secular winners

Builds and publishes long-term bullish theses on AI infrastr

trader score
+0.00
hit rate
45%
mean α
+0.00%
signals 14d
211

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: 45% hit rate, +0.00% mean alpha, trader score +0.00. Their last-14d mentions, direction-adjusted, have moved -5.3% since posting (mean over 161 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@carlosfagar+0.35Expresses happiness in a reply directed at Tesla.+4.9%
2026-10-16MU@carlosfagar+0.70Explicitly labels MU bullish.-0.1%
2026-10-16MU@carlosfagar+0.75Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today.-0.1%
2026-10-16MRVL@carlosfagar+0.75Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today.+0.3%
2026-10-16LITE@carlosfagar+0.75Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today.-8.2%
2026-10-16SPCX@carlosfagar+0.75Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today.·
2026-10-16NBIS@carlosfagar+0.75Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today.-4.1%
2026-10-16NBIS@carlosfagar+0.50Describes Nebius Token Factory and rapidly growing inference operations.-4.1%
2026-10-16TSLA@carlosfagar+0.70Directly praises Tesla as the best.+4.9%
2026-10-15TSLA@carlosfagar+0.35Mocks someone for failing to understand a Tesla-related presentation.+2.7%
2026-10-15TSLA@carlosfagar+0.45Suggests Wall Street analysts cannot yet comprehend or value Tesla's reveal.+2.7%
2026-10-15TSLA@carlosfagar+0.85Calls the next 15 months historic and uniquely important for Tesla.+2.7%
2026-10-15TSLA@carlosfagar+0.75Claims a Tesla product could exceed Ferrari and Porsche's combined value.+2.7%
2026-10-15·@carlosfagar·Endorses a long-term equity framework conditioned on liquidity needs.·
2026-10-15SPCX@carlosfagar+0.85Claims Tesla and SpaceX could each exceed the value of the world economy.·

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.