Author
@FABYMETAL4 FABYMETAL4
grade Bx.com/FABYMETAL4 ↗
AI memory and supply-chain bull who reasons mechanistically down the compute stack
Posts long-form, heavily-tickered fundamental and thematic t
trader score
-1.96
hit rate
40%
mean α
-0.91%
signals 14d
40
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: 40% hit rate, -0.91% mean alpha, trader score -1.96. Their last-14d mentions, direction-adjusted, have moved -7.5% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSLA | @FABYMETAL4 | +0.35 | Affirms that Tesla's revealed vehicle can fly. | +2.7% | tweet ↗ |
| 2026-10-15 | NVDA | @FABYMETAL4 | +0.20 | Announces the release of Nvidia's open-source Nemotron 3.5 Super VL model. | -2.9% | tweet ↗ |
| 2026-10-15 | META | @FABYMETAL4 | +0.20 | Highlights an open-weight Muse model from Meta. | -12.8% | tweet ↗ |
| 2026-10-15 | TSM | @FABYMETAL4 | +0.80 | TSMC beat Q3 EPS and revenue estimates and raised its full-year growth outlook. | -0.9% | tweet ↗ |
| 2026-10-14 | META | @FABYMETAL4 | +0.05 | Explains CoreWeave's two-tier funding costs and continuing dependence on its own weak credit. | -12.9% | tweet ↗ |
| 2026-10-14 | CRWV | @FABYMETAL4 | -0.70 | Explains CoreWeave's two-tier funding costs and continuing dependence on its own weak credit. | -17.6% | tweet ↗ |
| 2026-10-14 | SPCX | @FABYMETAL4 | +0.50 | Speculates that Tesla and SPCX could merge in December. | · | tweet ↗ |
| 2026-10-14 | TSLA | @FABYMETAL4 | +0.35 | Speculates that Tesla and SPCX could merge in December. | +1.4% | tweet ↗ |
| 2026-10-14 | · | @FABYMETAL4 | · | Reports 100x faster checkout, 200x less infrastructure and 25% lower CI CPU use. | · | tweet ↗ |
| 2026-10-14 | 9434.T | @FABYMETAL4 | +0.55 | Benchmarks SoftBank's Sarashina3 as materially more token-efficient for Japanese than GPT-5. | · | tweet ↗ |
| 2026-10-14 | ASML | @FABYMETAL4 | +0.65 | Reports a Q3 EPS beat, slight revenue miss, strong margins, buybacks, and above-consensus guidance. | -4.7% | tweet ↗ |
| 2026-10-13 | CBRS | @FABYMETAL4 | -0.55 | Argues OpenAI's supplier choices threaten Cerebras's uncontracted 1.25GW option more than its current backlog. | — | tweet ↗ |
| 2026-10-12 | · | @FABYMETAL4 | · | Reports Sarashina3's Japanese-focused tokenizer and praises its natural output and speed. | · | tweet ↗ |
| 2026-10-12 | · | @FABYMETAL4 | · | Discloses an Anthropic fund investment whose latest valuation is 2.4 times the original level. | · | tweet ↗ |
| 2026-10-12 | MSFT | @FABYMETAL4 | +0.50 | Argues Microsoft's external AI-agent control layer is a monetizable enterprise security product. | -3.1% | 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.