Author
@ilzmcfly
grade Cx.com/ilzmcfly ↗
McFly posts detailed ticker-specific commentary on $IREN, $NBIS, $NVDA, AI data centers, GPU deployments, and contract economics. The account is highly concentrated around $IREN/ad
trader score
-4.08
hit rate
15%
mean α
-2.37%
signals 14d
47
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: 15% hit rate, -2.37% mean alpha, trader score -4.08. Their last-14d mentions, direction-adjusted, have moved -6.1% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @ilzmcfly | +0.10 | Long-form framework warns ATM dilution could offset IREN's contract-driven value creation | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | -0.25 | Long-form framework warns ATM dilution could offset IREN's contract-driven value creation | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | +0.25 | Models a $77 IREN bear-case value for 2027 despite substantial execution risk | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | +0.35 | Frames year-end capacity execution as the key bull-versus-bear catalyst | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | +0.30 | Speculates that disclosure of a possible $3.4B contract could drive a recovery. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | -0.15 | Criticizes IREN's earnings presentation slides as unappealing. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | +0.25 | Endorses a thesis favoring standard bare-metal infrastructure over rebuilding proprietary software. | — | tweet ↗ |
| 2026-08-28 | WYFI | @ilzmcfly | +0.20 | Endorses a thesis favoring standard bare-metal infrastructure over rebuilding proprietary software. | — | tweet ↗ |
| 2026-08-28 | HIMS | @ilzmcfly | -0.10 | Warns that widely shared $100 targets may not be reached, citing HIMS as a cautionary example. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | -0.25 | Warns that widely shared $100 targets may not be reached, citing HIMS as a cautionary example. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | -0.40 | Calls IREN undervalued but criticizes execution, disclosure, institutional validation, and shareholder returns. | — | tweet ↗ |
| 2026-08-28 | CRWV | @ilzmcfly | +0.15 | Calls IREN undervalued but criticizes execution, disclosure, institutional validation, and shareholder returns. | — | tweet ↗ |
| 2026-08-28 | NBIS | @ilzmcfly | +0.15 | Calls IREN undervalued but criticizes execution, disclosure, institutional validation, and shareholder returns. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | +0.20 | Explains why customer prepayments affect deferred revenue timing rather than contracted ARR. | — | tweet ↗ |
| 2026-08-28 | IREN | @ilzmcfly | -0.45 | Mocks IREN's underperformance versus mundane consumer businesses. | — | 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.