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
+0.09
hit rate
55%
mean α
+0.06%
signals 14d
93
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: 55% hit rate, +0.06% mean alpha, trader score +0.09. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 71 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SNDK | @FABYMETAL4 | +0.15 | Analyzes HBF economics and adoption dependencies, finding capacity benefits but major software and bandwidth constraints. | — | tweet ↗ |
| 2026-08-28 | NVDA | @FABYMETAL4 | +0.50 | Expresses enthusiastic support for Nvidia. | — | tweet ↗ |
| 2026-08-28 | TSM | @FABYMETAL4 | +0.10 | Reports Samsung leads in developing Nvidia's custom NVHBM and details ecosystem implications. | — | tweet ↗ |
| 2026-08-28 | NVDA | @FABYMETAL4 | +0.40 | Reports Samsung leads in developing Nvidia's custom NVHBM and details ecosystem implications. | — | tweet ↗ |
| 2026-08-28 | AMZN | @FABYMETAL4 | +0.15 | Reports Samsung leads in developing Nvidia's custom NVHBM and details ecosystem implications. | — | tweet ↗ |
| 2026-08-28 | MU | @FABYMETAL4 | -0.10 | Reports Samsung leads in developing Nvidia's custom NVHBM and details ecosystem implications. | — | tweet ↗ |
| 2026-08-27 | NVDA | @FABYMETAL4 | +0.55 | Reports Nvidia added $442B in market value, the second-largest one-day increase. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @FABYMETAL4 | +0.75 | Reports a ¥50M one-day portfolio gain from Nvidia's rise. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @FABYMETAL4 | +0.75 | Argues NVIDIA is seeking control of AI infrastructure standards across compute, memory, models and financing. | -4.6% | tweet ↗ |
| 2026-08-27 | AFRM | @FABYMETAL4 | +0.60 | Reports Affirm EPS above estimates, revenue in line and improving profitability metrics. | +0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @FABYMETAL4 | +0.75 | Reports NVIDIA up 8.74% after earnings with momentum turning extremely bullish. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @FABYMETAL4 | +0.30 | Details a ¥5 trillion Japan investment plan and K3 site preparation, emphasizing that government support is required. | +0.0% | tweet ↗ |
| 2026-08-27 | 285A.T | @FABYMETAL4 | +0.30 | Details a ¥5 trillion Japan investment plan and K3 site preparation, emphasizing that government support is required. | · | tweet ↗ |
| 2026-08-27 | IREN | @FABYMETAL4 | -0.40 | Reports an IREN EPS miss despite a revenue beat, alongside rapid AI-cloud growth and large financing commitments. | -12.5% | tweet ↗ |
| 2026-08-27 | ESTC | @FABYMETAL4 | +0.65 | Reports Elastic beating revenue and EPS estimates while issuing above-consensus next-quarter guidance. | +19.3% | 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.