Author
@jimmyhuli jimmyhuli
grade Cx.com/jimmyhuli ↗
High-energy AI-capex theme trader chaining hyperscaler reads to tickered small-cap swings
Posts real-time, tickered swing trades and dip-buy/trim call
trader score
-0.15
hit rate
35%
mean α
-0.11%
signals 14d
96
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: 35% hit rate, -0.11% mean alpha, trader score -0.15. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 70 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @jimmyhuli | · | Says Warsh's Jackson Hole speech may create a macro headwind today. | · | tweet ↗ |
| 2026-08-27 | NVDA | @jimmyhuli | +0.85 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWD | @jimmyhuli | +0.65 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | -4.2% | tweet ↗ |
| 2026-08-27 | NOW | @jimmyhuli | +0.50 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | +4.5% | tweet ↗ |
| 2026-08-27 | MRVL | @jimmyhuli | +0.35 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | -10.3% | tweet ↗ |
| 2026-08-27 | PLTR | @jimmyhuli | +0.45 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | +0.2% | tweet ↗ |
| 2026-08-27 | CRM | @jimmyhuli | +0.70 | Bullish AI-cycle thesis favors NVDA while identifying rotation from hardware into software. | +1.6% | tweet ↗ |
| 2026-08-27 | · | @jimmyhuli | · | Observes that the entire software sector surged. | · | tweet ↗ |
| 2026-08-27 | NVDA | @jimmyhuli | +0.30 | Expects strong MRVL results but avoids chasing because hawkish macro risk may weaken the catalyst. | -4.6% | tweet ↗ |
| 2026-08-27 | MRVL | @jimmyhuli | +0.40 | Expects strong MRVL results but avoids chasing because hawkish macro risk may weaken the catalyst. | -10.3% | tweet ↗ |
| 2026-08-27 | · | @jimmyhuli | · | States unequivocally that AI remains the market's principal theme. | · | tweet ↗ |
| 2026-08-27 | · | @jimmyhuli | · | Discloses selling all shares while retaining long calls for an extended period. | · | tweet ↗ |
| 2026-08-27 | NVDA | @jimmyhuli | +0.55 | Discloses multiple existing long positions across biotech and AI-related names. | -4.6% | tweet ↗ |
| 2026-08-27 | KURA | @jimmyhuli | +0.55 | Discloses multiple existing long positions across biotech and AI-related names. | -3.9% | tweet ↗ |
| 2026-08-27 | LQDA | @jimmyhuli | +0.55 | Discloses multiple existing long positions across biotech and AI-related names. | -3.2% | 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.