Author
@ChrisMMillas ChrisMMillas
grade Ax.com/ChrisMMillas ↗
Deep-conviction MSTR/Bitcoin-treasury analyst with original Bitcoin-Yield valuation framework
Writes long-form original fundamental theses on a concentrat
trader score
-1.09
hit rate
25%
mean α
-0.98%
signals 14d
71
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: 25% hit rate, -0.98% mean alpha, trader score -1.09. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MSTR | @ChrisMMillas | +0.25 | Cantor Fitzgerald raised its 12-month MSTR price target to $208. | +6.7% | tweet ↗ |
| 2026-10-16 | PATH | @ChrisMMillas | +0.65 | Argues UiPath's deterministic automation is a structural advantage in regulated industries. | +10.0% | tweet ↗ |
| 2026-10-16 | MSTR | @ChrisMMillas | +0.75 | Strongly asserts MSCI needs MSTR more than MSTR needs the index provider. | +6.7% | tweet ↗ |
| 2026-10-16 | MSTR | @ChrisMMillas | +0.20 | Detailed framework assesses MSCI exclusion risk while reaffirming MSTR's long-term thesis. | +6.7% | tweet ↗ |
| 2026-10-15 | DUOL | @ChrisMMillas | +0.55 | Duolingo launched DuoTV, framed as a new organic customer-acquisition channel. | -4.0% | tweet ↗ |
| 2026-10-15 | PATH | @ChrisMMillas | +0.65 | Long-term thesis says regulated industries will drive UiPath agentic-AI adoption. | +3.1% | tweet ↗ |
| 2026-10-15 | PATH | @ChrisMMillas | +0.55 | Argues UiPath's self-healing tests gain value as AI accelerates software changes. | +3.1% | tweet ↗ |
| 2026-10-15 | BTC | @ChrisMMillas | +0.55 | Frames Strategy as a fiat-to-Bitcoin carry trade whose success depends on return versus capital cost. | · | tweet ↗ |
| 2026-10-15 | MSTR | @ChrisMMillas | +0.50 | Frames Strategy as a fiat-to-Bitcoin carry trade whose success depends on return versus capital cost. | -3.5% | tweet ↗ |
| 2026-10-15 | MSTR | @ChrisMMillas | +0.90 | Discloses that a significant share of the author's net worth is invested in MSTR. | -3.5% | tweet ↗ |
| 2026-10-14 | PATH | @ChrisMMillas | +0.75 | Argues PATH is nearing a growth inflection using strong ARR, retention and customer metrics. | +8.2% | tweet ↗ |
| 2026-10-14 | PATH | @ChrisMMillas | +0.55 | Reports UiPath adding private Relay connectivity for Snowflake and SQL Server and views it positively. | +8.2% | tweet ↗ |
| 2026-10-14 | BTC | @ChrisMMillas | +0.00 | Frames STRC as targeting a vast low-volatility income pool distinct from Bitcoin investors. | · | tweet ↗ |
| 2026-10-14 | STRC | @ChrisMMillas | +0.55 | Frames STRC as targeting a vast low-volatility income pool distinct from Bitcoin investors. | -0.4% | tweet ↗ |
| 2026-10-14 | MSTR | @ChrisMMillas | +0.65 | Argues rising bank adoption expands distribution for Bitcoin-backed credit products built by MSTR. | +1.9% | 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.