Author
@Franktradinglog Franktradinglog
grade Ax.com/Franktradinglog ↗
Pseudonymous AI/semis trader fusing deep fundamentals with positioning and gamma plumbing
Posts original multi-factor theses and live two-sided trade
trader score
+0.12
hit rate
50%
mean α
+0.06%
signals 14d
26
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: 50% hit rate, +0.06% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TLT | @Franktradinglog | +0.70 | Celebrates a large gain and the defeat of long-bond shorts, implying bullish bond performance. | — | tweet ↗ |
| 2026-08-25 | NVDA | @Franktradinglog | +0.45 | Argues controlled Treasury yields and volatility structurally benefit debt-funded AI capex and mega-cap technology. | +2.1% | tweet ↗ |
| 2026-08-25 | AVGO | @Franktradinglog | +0.45 | Argues controlled Treasury yields and volatility structurally benefit debt-funded AI capex and mega-cap technology. | +3.4% | tweet ↗ |
| 2026-08-24 | IWM | @Franktradinglog | -0.70 | Says IWM has already died, expressing strong bearishness. | -0.7% | tweet ↗ |
| 2026-08-24 | SPY | @Franktradinglog | -0.65 | Keep the bearish trade and rotate part of IWM exposure into SPY or QQQ puts. — Maintains a downside thesis and proposes rotating bearish exposure into index puts. | +0.8% | tweet ↗ |
| 2026-08-24 | QQQ | @Franktradinglog | -0.65 | Keep the bearish trade and rotate part of IWM exposure into SPY or QQQ puts. — Maintains a downside thesis and proposes rotating bearish exposure into index puts. | +1.4% | tweet ↗ |
| 2026-08-24 | VIX | @Franktradinglog | +0.45 | Keep the bearish trade and rotate part of IWM exposure into SPY or QQQ puts. — Maintains a downside thesis and proposes rotating bearish exposure into index puts. | · | tweet ↗ |
| 2026-08-24 | IWM | @Franktradinglog | -0.35 | Keep the bearish trade and rotate part of IWM exposure into SPY or QQQ puts. — Maintains a downside thesis and proposes rotating bearish exposure into index puts. | -0.7% | tweet ↗ |
| 2026-08-24 | · | @Franktradinglog | · | Expects peaked long yields and a short-covering rally in long-duration bonds. | · | tweet ↗ |
| 2026-08-24 | · | @Franktradinglog | · | Expects peaked long yields and a violent short-covering rally in long bonds. | · | tweet ↗ |
| 2026-08-20 | WMT | @Franktradinglog | -0.20 | Says consumers going to Walmart is definitive evidence of trading down. | -0.7% | tweet ↗ |
| 2026-08-20 | AAPL | @Franktradinglog | +0.10 | Predicts AI overbuilding and models capable of serving most users on a Mac. | +2.7% | tweet ↗ |
| 2026-08-20 | · | @Franktradinglog | · | Expresses pessimism about AI-related stocks despite believing AI technology itself is strong. | · | tweet ↗ |
| 2026-08-20 | QQQ | @Franktradinglog | +0.15 | Long QQQ versus short IWM; await confirmation to short QQQ or SMH outright. — Lays out equity pair trades and conditional outright shorts after confirmation. | +0.8% | tweet ↗ |
| 2026-08-20 | SMH | @Franktradinglog | -0.70 | Long QQQ versus short IWM; await confirmation to short QQQ or SMH outright. — Lays out equity pair trades and conditional outright shorts after confirmation. | -1.7% | 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.