Author
@HUGMACH HUGMACH
grade Ax.com/HUGMACH ↗
Japanese bottom-up thematic analyst mapping a small-cap Physical AI / data-center basket
Constructs and updates an original 'Physical AI' / data-cent
trader score
+0.19
hit rate
45%
mean α
+0.12%
signals 14d
15
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: 45% hit rate, +0.12% mean alpha, trader score +0.19. Their last-14d mentions, direction-adjusted, have moved -8.3% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NVDA | @HUGMACH | +0.35 | Framework on film archives as Physical AI data resource with NVIDIA central. | — | tweet ↗ |
| 2026-07-01 | DGII | @HUGMACH | +0.55 | DGII adds AI agent DANI on Anthropic MCP, argued to support ARR scale. | · | tweet ↗ |
| 2026-06-26 | MASS | @HUGMACH | -0.10 | Discusses AI security and deepfake demand, notes MITK profitability and buyback timing. | · | tweet ↗ |
| 2026-06-26 | NET | @HUGMACH | -0.25 | Discusses AI security and deepfake demand, notes MITK profitability and buyback timing. | +2.2% | tweet ↗ |
| 2026-06-26 | YOU | @HUGMACH | +0.30 | Discusses AI security and deepfake demand, notes MITK profitability and buyback timing. | -2.5% | tweet ↗ |
| 2026-06-26 | MITK | @HUGMACH | +0.65 | Discusses AI security and deepfake demand, notes MITK profitability and buyback timing. | · | tweet ↗ |
| 2026-06-26 | MITK | @HUGMACH | +0.65 | Ticker with rocket emoji signals bullishness. | · | tweet ↗ |
| 2026-06-25 | · | @HUGMACH | · | Argues higher rates hurt future-profit sectors like space and photonics while real demand holds up. | · | tweet ↗ |
| 2026-06-23 | YOU | @HUGMACH | -0.25 | Japanese tweet says observe Physical AI resilience and states MITK > YOU. | +2.0% | tweet ↗ |
| 2026-06-23 | MITK | @HUGMACH | +0.45 | Japanese tweet says observe Physical AI resilience and states MITK > YOU. | · | tweet ↗ |
| 2026-06-21 | AAPL | @HUGMACH | -0.10 | Long Japanese framework on memory prices, AI demand, and cyclicality; Apple cited for memory constraints. | +3.6% | tweet ↗ |
| 2026-06-20 | NET | @HUGMACH | +0.00 | Japanese thematic note around hyperscalers, AI/DC, physical AI and selected names. | +8.2% | tweet ↗ |
| 2026-06-20 | MU | @HUGMACH | +0.20 | Japanese thematic note around hyperscalers, AI/DC, physical AI and selected names. | -14.0% | tweet ↗ |
| 2026-06-20 | CRWD | @HUGMACH | +0.00 | Japanese thematic note around hyperscalers, AI/DC, physical AI and selected names. | -71.7% | tweet ↗ |
| 2026-06-20 | PANW | @HUGMACH | +0.15 | Japanese thematic note around hyperscalers, AI/DC, physical AI and selected names. | +20.9% | 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.