Author
@HedgeMind HedgeMind
grade Cx.com/HedgeMind ↗
Anon curator stitching AI-infra earnings, 13F flows, and famous-investor bets into a perma-bull thread
Aggregates and quote-tweets growth-tech earnings beats, inst
trader score
-0.26
hit rate
58%
mean α
-0.35%
signals 14d
4
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 12 scored bets: 58% hit rate, -0.35% mean alpha, trader score -0.26. Their last-14d mentions, direction-adjusted, have moved -21.7% since posting (mean over 4 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-06 | AMD | @HedgeMind | +0.65 | Reports fresh all-time highs for AMD and Nvidia and frames AI chips as strong market leadership. | -20.4% | tweet ↗ |
| 2026-10-06 | NVDA | @HedgeMind | +0.65 | Reports fresh all-time highs for AMD and Nvidia and frames AI chips as strong market leadership. | -11.8% | tweet ↗ |
| 2026-10-06 | ALAB | @HedgeMind | +0.65 | Reports ALAB's breakout and strong Q2 hedge-fund accumulation, benchmarked against AMD. | -34.0% | tweet ↗ |
| 2026-10-06 | AMD | @HedgeMind | +0.15 | Reports ALAB's breakout and strong Q2 hedge-fund accumulation, benchmarked against AMD. | -20.4% | 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.