Author
@CarsonTalkMoney CarsonTalkMoney
grade Cx.com/CarsonTalkMoney ↗
Transparent retail growth investor DCAing a focused AI/SaaS/fintech basket out loud
Posts near-daily real-time buy/add activity, position sizes,
trader score
-0.26
hit rate
45%
mean α
-0.13%
signals 14d
196
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, -0.13% mean alpha, trader score -0.26. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 175 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @CarsonTalkMoney | -0.45 | Buying the dip in AVGO while avoiding NBIS. — States an active AVGO dip purchase and rejection of smaller AI stocks such as NBIS. | -4.1% | tweet ↗ |
| 2026-10-16 | AVGO | @CarsonTalkMoney | +0.75 | Buying the dip in AVGO while avoiding NBIS. — States an active AVGO dip purchase and rejection of smaller AI stocks such as NBIS. | -2.2% | tweet ↗ |
| 2026-10-16 | · | @CarsonTalkMoney | · | Expects the market to finish the year higher, especially if a peace deal occurs. | · | tweet ↗ |
| 2026-10-16 | AMD | @CarsonTalkMoney | +0.45 | Added AVGO and plans more toward a 25% combined semiconductor allocation. — Bought another AVGO share and intends further additions toward a stated portfolio weight. | -2.3% | tweet ↗ |
| 2026-10-16 | AVGO | @CarsonTalkMoney | +0.80 | Added AVGO and plans more toward a 25% combined semiconductor allocation. — Bought another AVGO share and intends further additions toward a stated portfolio weight. | -2.2% | tweet ↗ |
| 2026-10-16 | ASML | @CarsonTalkMoney | +0.45 | Added AVGO and plans more toward a 25% combined semiconductor allocation. — Bought another AVGO share and intends further additions toward a stated portfolio weight. | -4.2% | tweet ↗ |
| 2026-10-16 | AMD | @CarsonTalkMoney | -0.35 | Recaps a prior AMD trim that reduced the day's losses. | -2.3% | tweet ↗ |
| 2026-10-16 | GRAB | @CarsonTalkMoney | -0.25 | Says fuel costs and acquisition uncertainty pressure GRAB despite a strong core business. | -5.1% | tweet ↗ |
| 2026-10-15 | · | @CarsonTalkMoney | · | Reports a completed $2,347 daily portfolio gain and portfolio value near $97,000. | · | tweet ↗ |
| 2026-10-15 | SOFI | @CarsonTalkMoney | +0.61 | Reports daily benchmark and leading portfolio holding returns. | -3.1% | tweet ↗ |
| 2026-10-15 | RDDT | @CarsonTalkMoney | +0.72 | Reports daily benchmark and leading portfolio holding returns. | -9.5% | tweet ↗ |
| 2026-10-15 | VOO | @CarsonTalkMoney | +0.28 | Reports daily benchmark and leading portfolio holding returns. | -1.5% | tweet ↗ |
| 2026-10-15 | NOW | @CarsonTalkMoney | +0.61 | Reports daily benchmark and leading portfolio holding returns. | +7.0% | tweet ↗ |
| 2026-10-15 | ZETA | @CarsonTalkMoney | +0.40 | Reports daily benchmark and leading portfolio holding returns. | +1.3% | tweet ↗ |
| 2026-10-15 | QQQ | @CarsonTalkMoney | -0.13 | Reports daily benchmark and leading portfolio holding returns. | -3.2% | 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.