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
-1.56
hit rate
30%
mean α
-1.69%
signals 14d
64
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: 30% hit rate, -1.69% mean alpha, trader score -1.56. Their last-14d mentions, direction-adjusted, have moved -13.6% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @ilzmcfly | · | Sold everything and plans to buy back at lower levels. — Explicitly exits all holdings and states intent to re-enter lower. | · | tweet ↗ |
| 2026-10-16 | IREN | @ilzmcfly | +0.00 | Ticker and chart only; stance requires the unseen chart. | -7.7% | tweet ↗ |
| 2026-10-16 | IREN | @ilzmcfly | +0.45 | Meme-like address to IREN bulls with media and an implied bullish affiliation. | -7.7% | tweet ↗ |
| 2026-10-16 | IREN | @ilzmcfly | +0.20 | Criticizes Microsoft and notes limits on how many data centers IREN can build. | -7.7% | tweet ↗ |
| 2026-10-16 | MSFT | @ilzmcfly | -0.30 | Criticizes Microsoft and notes limits on how many data centers IREN can build. | -0.9% | tweet ↗ |
| 2026-10-16 | NBIS | @ilzmcfly | -0.75 | Warns three neocloud stocks could be decimated and supplies downside price targets. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @ilzmcfly | -0.80 | Warns three neocloud stocks could be decimated and supplies downside price targets. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @ilzmcfly | -0.80 | Warns three neocloud stocks could be decimated and supplies downside price targets. | -11.7% | tweet ↗ |
| 2026-10-16 | NBIS | @ilzmcfly | +0.20 | Rebuts Morningstar's IREN PT cut using fixed debt, contracts, prepayments and financing structure. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @ilzmcfly | +0.70 | Rebuts Morningstar's IREN PT cut using fixed debt, contracts, prepayments and financing structure. | -7.7% | tweet ↗ |
| 2026-10-16 | MSFT | @ilzmcfly | +0.10 | Rebuts Morningstar's IREN PT cut using fixed debt, contracts, prepayments and financing structure. | -0.9% | tweet ↗ |
| 2026-10-16 | NVDA | @ilzmcfly | +0.10 | Rebuts Morningstar's IREN PT cut using fixed debt, contracts, prepayments and financing structure. | -1.5% | tweet ↗ |
| 2026-10-16 | CRWV | @ilzmcfly | -0.10 | Rebuts Morningstar's IREN PT cut using fixed debt, contracts, prepayments and financing structure. | -11.7% | tweet ↗ |
| 2026-10-15 | NBIS | @ilzmcfly | +0.70 | Will buy NBIS and IREN despite current market irrationality. — Explicit future buying intent based on both companies being better positioned. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @ilzmcfly | +0.70 | Will buy NBIS and IREN despite current market irrationality. — Explicit future buying intent based on both companies being better positioned. | -18.0% | 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.