Author
@HatedMoats HatedMoats
grade Ax.com/HatedMoats ↗
Contrarian quality-compounder who fights consensus on GOOGL, GLP-1s, and hated SaaS
Posts conviction-driven fundamental theses, portfolio weight
trader score
-0.37
hit rate
60%
mean α
-0.43%
signals 14d
16
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: 60% hit rate, -0.43% mean alpha, trader score -0.37. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @HatedMoats | +0.12 | Recaps closing one NBIS short-call position and immediately selling additional calls. | — | tweet ↗ |
| 2026-08-28 | NOW | @HatedMoats | -0.54 | Explicitly states a bullish view on NOW. | — | tweet ↗ |
| 2026-08-28 | IREN | @HatedMoats | +0.42 | Highlights IREN's negative YTD performance despite unusually strong sector hype. | — | tweet ↗ |
| 2026-08-27 | PYPL | @HatedMoats | +0.54 | Calls PayPal management persistently incompetent. | -12.7% | tweet ↗ |
| 2026-08-27 | ADBE | @HatedMoats | -0.39 | Author discloses having bought SaaS stocks near the bottom and remains vindicatedly bullish. | +0.8% | tweet ↗ |
| 2026-08-27 | NOW | @HatedMoats | -0.39 | Author discloses having bought SaaS stocks near the bottom and remains vindicatedly bullish. | +4.5% | tweet ↗ |
| 2026-08-27 | CRM | @HatedMoats | -0.39 | Author discloses having bought SaaS stocks near the bottom and remains vindicatedly bullish. | +1.6% | tweet ↗ |
| 2026-08-27 | NOW | @HatedMoats | -0.33 | Enthusiastic reaction conveys a bullish view of NOW's chart move. | +4.5% | tweet ↗ |
| 2026-08-26 | CRM | @HatedMoats | +0.45 | Claims AI will severely damage CRM's business. | +24.5% | tweet ↗ |
| 2026-08-25 | CMPS | @HatedMoats | -0.21 | Discloses a new small-cap biotech position but does not identify it; CMPS is only noted for recent gains. | -7.7% | tweet ↗ |
| 2026-08-25 | APP | @HatedMoats | -0.27 | Explains AppLovin's ad-tech platforms and AI-driven value proposition positively. | +2.3% | tweet ↗ |
| 2026-08-25 | SNAP | @HatedMoats | +0.45 | Criticizes Snap's CEO for rejecting acquisition interest and exploiting shareholders. | -8.3% | tweet ↗ |
| 2026-08-25 | META | @HatedMoats | -0.00 | Criticizes Snap's CEO for rejecting acquisition interest and exploiting shareholders. | +1.4% | tweet ↗ |
| 2026-08-25 | GOOGL | @HatedMoats | -0.00 | Criticizes Snap's CEO for rejecting acquisition interest and exploiting shareholders. | -0.1% | tweet ↗ |
| 2026-08-24 | CRDO | @HatedMoats | -0.39 | Consider a CRDO swing long after the dip, targeting a rebound to $280. — Presents CRDO as an attractive swing setup with an explicit $280 objective. | +4.6% | 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.