Author
@FrameworkWisely FrameworkWisely
grade Ax.com/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
+0.13
hit rate
47%
mean α
+0.10%
signals 14d
11
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 19 scored bets: 47% hit rate, +0.10% mean alpha, trader score +0.13. Their last-14d mentions, direction-adjusted, have moved -10.1% since posting (mean over 7 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | SE | @FrameworkWisely | +0.65 | Prefers SE on valuation and management quality versus MELI. | -23.5% | tweet ↗ |
| 2026-10-15 | MELI | @FrameworkWisely | -0.25 | Prefers SE on valuation and management quality versus MELI. | -2.5% | tweet ↗ |
| 2026-10-15 | SE | @FrameworkWisely | +0.80 | Names SE as the best current candidate to rise fivefold within two to four years. | -23.5% | tweet ↗ |
| 2026-10-14 | · | @FrameworkWisely | · | Sees near-term capital shortages and delays but an early AI buildout. | · | tweet ↗ |
| 2026-10-07 | CLPT | @FrameworkWisely | -0.65 | Predicts CLPT returning to $10. | · | tweet ↗ |
| 2026-10-02 | APP | @FrameworkWisely | +0.75 | Argues APP is cheap and growing rapidly while contrasting it favorably with TTD. | -3.0% | tweet ↗ |
| 2026-10-02 | TTD | @FrameworkWisely | -0.45 | Argues APP is cheap and growing rapidly while contrasting it favorably with TTD. | +8.8% | tweet ↗ |
| 2026-10-02 | ALMU | @FrameworkWisely | +0.35 | Identifies ALMU as the author's moonshot holding but provides no thesis in the standalone text. | · | tweet ↗ |
| 2026-10-02 | ALMU | @FrameworkWisely | -0.40 | Discloses an ALMU moonshot position and reports slow progress and repeated declines this year. | · | tweet ↗ |
| 2026-10-02 | APP | @FrameworkWisely | +0.80 | Added 25 APP shares at $267.90 based on lean execution and rapid internal experimentation. — Discloses a new APP purchase with size, price and operating thesis; cites META as a bullish comparison. | -3.0% | tweet ↗ |
| 2026-10-02 | META | @FrameworkWisely | +0.45 | Added 25 APP shares at $267.90 based on lean execution and rapid internal experimentation. — Discloses a new APP purchase with size, price and operating thesis; cites META as a bullish comparison. | -11.7% | 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.