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
+0.52
hit rate
71%
mean α
+0.43%
signals 14d
1
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 17 scored bets: 71% hit rate, +0.43% mean alpha, trader score +0.52. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 1 mentions with price data).
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | GOOGL | @halfblindmonkey | +0.55 | Reports Wolfe selecting GOOGL as its top one-year pick and estimating 21 GW capacity. | +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.