Author

@FrameworkWisely FrameworkWisely

Bottom-up AI-infrastructure analyst building quantified ARR theses on niche names via a scoring framework

Writes deep, multi-factor fundamental theses on AI-infrastru

trader score
-0.56
hit rate
18%
mean α
-1.02%
signals 14d
6

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 11 scored bets: 18% hit rate, -1.02% mean alpha, trader score -0.56. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 5 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27SE@FrameworkWisely+0.90SE is the best stock to buy right now. — Explicitly names SE as the author's preferred current stock purchase.+0.9%
2026-08-26APP@FrameworkWisely+0.15Ticker-only reply weakly identifies APP without an explicit stance.+3.1%
2026-08-21NBIS@FrameworkWisely+0.65Discloses the three stocks that generated the author's largest capital gains.-4.5%
2026-08-21HIMS@FrameworkWisely+0.65Discloses the three stocks that generated the author's largest capital gains.-14.6%
2026-08-21APP@FrameworkWisely+0.65Discloses the three stocks that generated the author's largest capital gains.+3.9%
2026-08-20·@FrameworkWisely·Reports surpassing $500K in past portfolio capital gains.·

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.