Author
@ExpMagellan ExpMagellan
grade Bx.com/ExpMagellan ↗
Japanese long-term growth investor riding the AI megatrend across US and Nikkei names
Posts long-form, ticker'd theses and position disclosures fr
trader score
+2.23
hit rate
80%
mean α
+1.15%
signals 14d
51
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: 80% hit rate, +1.15% mean alpha, trader score +2.23. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 38 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | META | @ExpMagellan | +0.25 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | — | tweet ↗ |
| 2026-08-28 | AAPL | @ExpMagellan | +0.25 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | — | tweet ↗ |
| 2026-08-28 | PANW | @ExpMagellan | +0.00 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | — | tweet ↗ |
| 2026-08-28 | AMZN | @ExpMagellan | +0.25 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | — | tweet ↗ |
| 2026-08-28 | MSTF | @ExpMagellan | +0.25 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | · | tweet ↗ |
| 2026-08-28 | GOOGL | @ExpMagellan | +0.25 | Summarizes hawkish repricing, cross-asset moves, megacap resilience and next week's earnings focus. | — | tweet ↗ |
| 2026-08-28 | · | @ExpMagellan | · | Author says the week's developments strongly answered doubts about massive AI investment. | · | tweet ↗ |
| 2026-08-27 | CRWD | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | -4.2% | tweet ↗ |
| 2026-08-27 | NOW | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | +4.5% | tweet ↗ |
| 2026-08-27 | PLTR | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | +0.2% | tweet ↗ |
| 2026-08-27 | PANW | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | -2.9% | tweet ↗ |
| 2026-08-27 | CRM | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | +1.6% | tweet ↗ |
| 2026-08-27 | SNOW | @ExpMagellan | +0.50 | Bullish theme that software firms able to monetize AI are entering a favorable era | -0.3% | tweet ↗ |
| 2026-08-27 | MSFT | @ExpMagellan | +0.10 | Argues Nvidia's demand is broadening beyond the major hyperscalers. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @ExpMagellan | +0.70 | Argues Nvidia's demand is broadening beyond the major hyperscalers. | -4.6% | 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.