Author
@halfblindmonkey halfblindmonkey
grade Cx.com/halfblindmonkey ↗
Fast semis/AI sellside-and-desk-note relay with occasional cross-name read-through synthesis
Curates and relays real-time analyst actions, trading-desk n
trader score
+1.26
hit rate
70%
mean α
+0.97%
signals 14d
9
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: 70% hit rate, +0.97% mean alpha, trader score +1.26. Their last-14d mentions, direction-adjusted, have moved -4.2% since posting (mean over 9 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | NKE | @halfblindmonkey | +0.40 | Notes NKE up 3% and says market may believe the bottom thesis today. | +2.4% | tweet ↗ |
| 2026-07-01 | INTC | @halfblindmonkey | +0.10 | Asks whether INTC went from red to green today. | -5.3% | tweet ↗ |
| 2026-07-01 | NKE | @halfblindmonkey | +0.45 | Balanced but constructive NKE bottoming thesis citing Evercore and Jefferies, with Investor Day catalyst. | +2.4% | tweet ↗ |
| 2026-06-30 | APP | @halfblindmonkey | +0.55 | UBS digital ad checks read positive for GOOGL/APP and negative for TTD/PINS with detailed metrics. | +2.3% | tweet ↗ |
| 2026-06-30 | PINS | @halfblindmonkey | -0.35 | UBS digital ad checks read positive for GOOGL/APP and negative for TTD/PINS with detailed metrics. | +4.9% | tweet ↗ |
| 2026-06-30 | TTD | @halfblindmonkey | -0.45 | UBS digital ad checks read positive for GOOGL/APP and negative for TTD/PINS with detailed metrics. | +5.6% | tweet ↗ |
| 2026-06-30 | GOOGL | @halfblindmonkey | +0.45 | UBS digital ad checks read positive for GOOGL/APP and negative for TTD/PINS with detailed metrics. | +0.7% | tweet ↗ |
| 2026-06-29 | SNDK | @halfblindmonkey | +0.40 | Reports large price-target raises on SNDK by Jefferies and MU by Cantor. | -14.9% | tweet ↗ |
| 2026-06-29 | MU | @halfblindmonkey | +0.40 | Reports large price-target raises on SNDK by Jefferies and MU by Cantor. | -14.8% | 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.