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
-2.25
hit rate
25%
mean α
-1.74%
signals 14d
101
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: 25% hit rate, -1.74% mean alpha, trader score -2.25. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 79 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ADBE | @jimmyhuli | -0.80 | Explicitly declares ADBE dead. | +7.6% | tweet ↗ |
| 2026-10-16 | RXRX | @jimmyhuli | -0.50 | Reports RXRX issuing shares immediately after positive data. | +6.9% | tweet ↗ |
| 2026-10-15 | IWM | @jimmyhuli | +0.35 | Detailed session recap shows rotation from technology into broader equities and bonds. | +0.2% | tweet ↗ |
| 2026-10-15 | VIX | @jimmyhuli | -0.20 | Detailed session recap shows rotation from technology into broader equities and bonds. | · | tweet ↗ |
| 2026-10-15 | SPX | @jimmyhuli | +0.15 | Detailed session recap shows rotation from technology into broader equities and bonds. | · | tweet ↗ |
| 2026-10-15 | NDX | @jimmyhuli | -0.05 | Detailed session recap shows rotation from technology into broader equities and bonds. | · | tweet ↗ |
| 2026-10-15 | CRWV | @jimmyhuli | -0.15 | Detailed session recap shows rotation from technology into broader equities and bonds. | -22.2% | tweet ↗ |
| 2026-10-15 | TSM | @jimmyhuli | +0.60 | Reports TSM earnings above expectations but doubts one report can reverse sentiment. | -0.9% | tweet ↗ |
| 2026-10-14 | CRWV | @jimmyhuli | -0.80 | Reports CRWV bonds below 80 and CDS implying over 50% five-year default probability. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @jimmyhuli | · | Says weak CPI and Anthropic data mean earnings can no longer rescue AI stocks. | · | tweet ↗ |
| 2026-10-14 | · | @jimmyhuli | · | Cites the FT reporting Anthropic Q3 at $16.8B. | · | tweet ↗ |
| 2026-10-14 | PENG | @jimmyhuli | -0.75 | Recaps broad AI and neocloud selling after hot CPI while defensive sectors gained. | -21.0% | tweet ↗ |
| 2026-10-14 | NBIS | @jimmyhuli | -0.65 | Recaps broad AI and neocloud selling after hot CPI while defensive sectors gained. | -14.7% | tweet ↗ |
| 2026-10-14 | BRUN | @jimmyhuli | -0.75 | Recaps broad AI and neocloud selling after hot CPI while defensive sectors gained. | -25.2% | tweet ↗ |
| 2026-10-14 | ORCL | @jimmyhuli | -0.55 | Recaps broad AI and neocloud selling after hot CPI while defensive sectors gained. | -3.4% | 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.