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
+0.22
hit rate
40%
mean α
+0.19%
signals 14d
32
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, +0.19% mean alpha, trader score +0.22. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | CRWV | @Franktradinglog | -0.55 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -4.6% | tweet ↗ |
| 2026-07-01 | WULF | @Franktradinglog | +0.10 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -10.2% | tweet ↗ |
| 2026-07-01 | CIFR | @Franktradinglog | +0.10 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -12.3% | tweet ↗ |
| 2026-07-01 | APLD | @Franktradinglog | +0.10 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -6.9% | tweet ↗ |
| 2026-07-01 | NBIS | @Franktradinglog | -0.55 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -5.9% | tweet ↗ |
| 2026-07-01 | HUT | @Franktradinglog | +0.10 | Chinese framework distinguishes neocloud beta risk from power-real-estate plays. | -8.2% | tweet ↗ |
| 2026-07-01 | MU | @Franktradinglog | -0.65 | If MU cannot reclaim gap tomorrow, I will exit all semiconductor longs. — Explicit forward exit plan if MU fails to reclaim earnings gap. | -5.5% | tweet ↗ |
| 2026-07-01 | CRWV | @Franktradinglog | +0.15 | Argues Meta Compute selloff is sloppy and not negative for AI supply chain. | -4.6% | tweet ↗ |
| 2026-07-01 | NVDA | @Franktradinglog | +0.25 | Argues Meta Compute selloff is sloppy and not negative for AI supply chain. | -1.4% | tweet ↗ |
| 2026-07-01 | META | @Franktradinglog | +0.45 | Argues Meta Compute selloff is sloppy and not negative for AI supply chain. | -4.9% | tweet ↗ |
| 2026-07-01 | GOOGL | @Franktradinglog | +0.00 | Argues Meta Compute selloff is sloppy and not negative for AI supply chain. | -0.4% | tweet ↗ |
| 2026-06-29 | KLIC | @Franktradinglog | +0.55 | says next favored group includes listed semiconductor equipment names | -6.0% | tweet ↗ |
| 2026-06-29 | ASML | @Franktradinglog | +0.55 | says next favored group includes listed semiconductor equipment names | -6.0% | tweet ↗ |
| 2026-06-29 | LRCX | @Franktradinglog | +0.55 | says next favored group includes listed semiconductor equipment names | -14.5% | tweet ↗ |
| 2026-06-29 | AMAT | @Franktradinglog | +0.55 | says next favored group includes listed semiconductor equipment names | -13.2% | 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.