Author
@CmgVenture CmgVenture
Fast broad-tape relay desk for earnings beats/misses and macro prints
Posts real-time, figure-specific summaries of corporate earn
trader score
+0.14
hit rate
38%
mean α
+0.17%
signals 14d
60
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 13 scored bets: 38% hit rate, +0.17% mean alpha, trader score +0.14. Their last-14d mentions, direction-adjusted, have moved +5.9% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CIFR | @CmgVenture | -0.70 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | -11.6% | tweet ↗ |
| 2026-10-16 | WULF | @CmgVenture | -0.65 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | -3.1% | tweet ↗ |
| 2026-10-16 | APLD | @CmgVenture | -0.70 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | +1.1% | tweet ↗ |
| 2026-10-16 | SMCI | @CmgVenture | -0.70 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | +4.1% | tweet ↗ |
| 2026-10-16 | IREN | @CmgVenture | -0.70 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @CmgVenture | -0.70 | Reports sharp declines across high-risk AI stocks after a dead-cat bounce. | -11.7% | tweet ↗ |
| 2026-10-16 | RF | @CmgVenture | -0.25 | Regions beat EPS but missed revenue estimates in Q3 2026, with no forward guidance. | · | tweet ↗ |
| 2026-10-15 | DELL | @CmgVenture | -0.35 | Shares an updated AI credit-stress tracker covering five named companies. | -3.6% | tweet ↗ |
| 2026-10-15 | NBIS | @CmgVenture | -0.35 | Shares an updated AI credit-stress tracker covering five named companies. | -15.7% | tweet ↗ |
| 2026-10-15 | ORCL | @CmgVenture | -0.35 | Shares an updated AI credit-stress tracker covering five named companies. | -6.2% | tweet ↗ |
| 2026-10-15 | IREN | @CmgVenture | -0.35 | Shares an updated AI credit-stress tracker covering five named companies. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @CmgVenture | -0.35 | Shares an updated AI credit-stress tracker covering five named companies. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @CmgVenture | · | Describes a twice-monthly index and attached daily AI credit-stress tracker. | · | tweet ↗ |
| 2026-10-15 | · | @CmgVenture | · | Defines a 13-factor framework for measuring structural fragility and financing breaks in AI infrastructure. | · | tweet ↗ |
| 2026-10-15 | ORCL | @CmgVenture | -0.65 | Argues AI financing stress is severe and weaker credits are beginning to crack. | -6.2% | 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.