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
-0.07
hit rate
40%
mean α
-0.07%
signals 14d
8
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: 40% hit rate, -0.07% mean alpha, trader score -0.07. Their last-14d mentions, direction-adjusted, have moved +6.1% since posting (mean over 6 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWV | @HedgeMind | +0.55 | Reports David Tepper's new Q2 CRWV position and broader institutional accumulation. | — | tweet ↗ |
| 2026-08-28 | CRWD | @HedgeMind | +0.65 | Reports record institutional participation and more than 510 new CRWD positions in Q2. | — | tweet ↗ |
| 2026-08-26 | OKTA | @HedgeMind | +0.60 | Reports hedge funds raised OKTA exposure 12% in Q2 and shares gained over 20% after earnings. | +23.7% | tweet ↗ |
| 2026-08-26 | CRWD | @HedgeMind | +0.50 | Reports strong Q2 FY27 growth metrics and at least $1.523B of Q3 revenue guidance. | +15.4% | tweet ↗ |
| 2026-08-26 | NVDA | @HedgeMind | +0.60 | Reports 106% Q2 revenue growth and guides Q3 revenue to $108B plus or minus 2%. | +3.8% | tweet ↗ |
| 2026-08-19 | AMD | @HedgeMind | +0.45 | Reports Duquesne initiated a new AMD position and frames it as bullish AI exposure. | -0.2% | tweet ↗ |
| 2026-08-19 | NTRA | @HedgeMind | +0.70 | Reports Natera remains Druckenmiller's largest holding and Duquesne added shares in Q2. | +0.4% | tweet ↗ |
| 2026-08-19 | NBIS | @HedgeMind | +0.65 | HM data shows hedge-fund NBIS positions up 130% and fundamental managers up 310% quarter over quarter. | -6.6% | 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.