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
+1.50
hit rate
57%
mean α
+0.63%
signals 14d
34
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 14 scored bets: 57% hit rate, +0.63% mean alpha, trader score +1.50. Their last-14d mentions, direction-adjusted, have moved +2.3% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MU | @Franktradinglog | -0.80 | Shift from short beta to short MU, COHR, AAOI and INTC over the coming year. — Plans an alpha short basket as upstream supply growth overtakes slowing AI-demand growth. | -0.1% | tweet ↗ |
| 2026-10-16 | AAOI | @Franktradinglog | -0.80 | Shift from short beta to short MU, COHR, AAOI and INTC over the coming year. — Plans an alpha short basket as upstream supply growth overtakes slowing AI-demand growth. | -10.7% | tweet ↗ |
| 2026-10-16 | COHR | @Franktradinglog | -0.80 | Shift from short beta to short MU, COHR, AAOI and INTC over the coming year. — Plans an alpha short basket as upstream supply growth overtakes slowing AI-demand growth. | -10.1% | tweet ↗ |
| 2026-10-16 | INTC | @Franktradinglog | -0.80 | Shift from short beta to short MU, COHR, AAOI and INTC over the coming year. — Plans an alpha short basket as upstream supply growth overtakes slowing AI-demand growth. | -3.2% | tweet ↗ |
| 2026-10-16 | · | @Franktradinglog | · | Says surging oil and AI-growth fears make stagflation the emerging macro trade. | · | tweet ↗ |
| 2026-10-15 | · | @Franktradinglog | · | Discloses a semiconductor short paired with a long position in India. | · | tweet ↗ |
| 2026-10-15 | EWZ | @Franktradinglog | -0.20 | Avoids chasing a short and warns EWZ faces uncertainty around an October 26 second round. | +2.4% | tweet ↗ |
| 2026-10-15 | · | @Franktradinglog | · | Discloses a new India long alongside an existing semiconductor short. | · | tweet ↗ |
| 2026-10-14 | · | @Franktradinglog | · | Short a bounce into resistance or a breakdown through support. — States a forward short-entry framework based on resistance bounces or support breaks. | · | tweet ↗ |
| 2026-10-14 | · | @Franktradinglog | · | Claims all publicly announced short calls succeeded in major declines. | · | tweet ↗ |
| 2026-10-14 | · | @Franktradinglog | · | Discloses an existing June 2028 put with a 300 strike, expecting to profit from downside volatility. | · | tweet ↗ |
| 2026-10-14 | QQQ | @Franktradinglog | -0.70 | Argues QQQ can fall over 50% as technological growth normalizes and recession compresses valuations. | -3.4% | tweet ↗ |
| 2026-10-14 | QQQ | @Franktradinglog | -0.90 | Discloses a long-dated QQQ 300 put and a bearish AI-to-recession-to-stagflation thesis. | -3.4% | tweet ↗ |
| 2026-10-14 | UNH | @Franktradinglog | +0.35 | Recaps exiting DIA and profitable LLY and UNH entries while describing a completed NQ short. | +5.7% | tweet ↗ |
| 2026-10-14 | DIA | @Franktradinglog | +0.10 | Recaps exiting DIA and profitable LLY and UNH entries while describing a completed NQ short. | +1.1% | 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.