Author
@carlosfagar carlosfagar
grade Cx.com/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
-3.98
hit rate
10%
mean α
-1.49%
signals 14d
241
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: 10% hit rate, -1.49% mean alpha, trader score -3.98. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 217 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPCX | @carlosfagar | +0.70 | Acumulando DCA y SPCX. — Author explicitly says they are accumulating both named securities. | · | tweet ↗ |
| 2026-08-28 | DCA | @carlosfagar | +0.70 | Acumulando DCA y SPCX. — Author explicitly says they are accumulating both named securities. | · | tweet ↗ |
| 2026-08-27 | MRVL | @carlosfagar | +0.55 | States CXL could be MRVL's largest catalyst. | -10.3% | tweet ↗ |
| 2026-08-27 | MRVL | @carlosfagar | +0.70 | Long-form thesis frames Marvell as a core AI-infrastructure beneficiary despite valuation risk. | -10.3% | tweet ↗ |
| 2026-08-27 | MRVL | @carlosfagar | +0.65 | Reports a clean revenue beat and material Q3, FY27 and FY28 guidance increases. | -10.3% | tweet ↗ |
| 2026-08-27 | MRVL | @carlosfagar | +0.65 | MRVL beat revenue and adjusted EPS estimates and raised its FY27-FY28 outlook. | -10.3% | tweet ↗ |
| 2026-08-27 | LITE | @carlosfagar | +0.55 | Presents Micron, Marvell and Lumentum as the leading trio for the AI theme. | -6.4% | tweet ↗ |
| 2026-08-27 | MRVL | @carlosfagar | +0.55 | Presents Micron, Marvell and Lumentum as the leading trio for the AI theme. | -10.3% | tweet ↗ |
| 2026-08-27 | MU | @carlosfagar | +0.55 | Presents Micron, Marvell and Lumentum as the leading trio for the AI theme. | -0.3% | tweet ↗ |
| 2026-08-27 | TSLA | @carlosfagar | +0.45 | Argues Tesla has demonstrated LiDAR and radar are redundant for autonomy. | -1.7% | tweet ↗ |
| 2026-08-27 | NBIS | @carlosfagar | -0.35 | Discloses ownership while mockingly demanding cancellation of a sensor-heavy project. | -4.3% | tweet ↗ |
| 2026-08-27 | TSLA | @carlosfagar | +0.70 | Long-term thesis argues Semi production, fleet orders and autonomy can transform Tesla economics. | -1.7% | tweet ↗ |
| 2026-08-27 | · | @carlosfagar | · | Argues heavy transport is entering genuine electrification as production and fleet spending scale. | · | tweet ↗ |
| 2026-08-27 | NBIS | @carlosfagar | +0.45 | States that success for IREN should also benefit NBIS. | -4.3% | tweet ↗ |
| 2026-08-27 | IREN | @carlosfagar | +0.45 | States that success for IREN should also benefit NBIS. | -12.5% | 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.