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
+1.57
hit rate
70%
mean α
+1.23%
signals 14d
19
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, +1.23% mean alpha, trader score +1.57. Their last-14d mentions, direction-adjusted, have moved -9.2% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | SITM | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | -19.3% | tweet ↗ |
| 2026-06-30 | NVDA | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | -2.6% | tweet ↗ |
| 2026-06-30 | ALAB | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | -15.9% | tweet ↗ |
| 2026-06-30 | LITE | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | -15.1% | tweet ↗ |
| 2026-06-30 | RDDT | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | +12.2% | tweet ↗ |
| 2026-06-30 | PLTR | @HedgeMind | +0.35 | Lists high growth stocks with 50%+ quarterly revenue growth as of 26Q1. | +10.8% | tweet ↗ |
| 2026-06-30 | AMD | @HedgeMind | +0.65 | AMD broke to new all-time high at $584 and is framed as AI infrastructure leader. | -10.9% | tweet ↗ |
| 2026-06-29 | SNDK | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -14.9% | tweet ↗ |
| 2026-06-29 | APLD | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -12.5% | tweet ↗ |
| 2026-06-29 | CRDO | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -1.5% | tweet ↗ |
| 2026-06-29 | BE | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -1.5% | tweet ↗ |
| 2026-06-29 | MU | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -14.8% | tweet ↗ |
| 2026-06-29 | NBIS | @HedgeMind | +0.45 | lists high-growth tech stocks with quarterly revenue growth over 100% y/y | -17.4% | tweet ↗ |
| 2026-06-22 | SNDK | @HedgeMind | +0.35 | Lists Tiger Cub Q1 new buying concentrated in AI infrastructure stocks. | -23.3% | tweet ↗ |
| 2026-06-22 | NVDA | @HedgeMind | +0.35 | Lists Tiger Cub Q1 new buying concentrated in AI infrastructure stocks. | -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.