Author

@MacGillivrayCPA MacGillivrayCPA

Right-leaning CPA-trader posting punchy AI/crypto theses, doom-macro takes, and ENHA hype

Reactive financial commentary and trade recaps blending them

trader score
+1.23
hit rate
50%
mean α
+1.01%
signals 14d
56

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: 50% hit rate, +1.01% mean alpha, trader score +1.23. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03ENHA@MacGillivrayCPA+0.45Peptide market TAM and FDA compounding discussion framed as share opportunity for HIMS and ENHA.
2026-07-03HIMS@MacGillivrayCPA+0.45Peptide market TAM and FDA compounding discussion framed as share opportunity for HIMS and ENHA.
2026-07-02ENHA@MacGillivrayCPA+0.15Author will attend July 23 FDA meeting on recategorization of peptides; relevant peptide-exposed tickers listed.
2026-07-02PPGN@MacGillivrayCPA+0.15Author will attend July 23 FDA meeting on recategorization of peptides; relevant peptide-exposed tickers listed.·
2026-07-02HIMS@MacGillivrayCPA+0.15Author will attend July 23 FDA meeting on recategorization of peptides; relevant peptide-exposed tickers listed.
2026-07-02BANB@MacGillivrayCPA+0.15Author will attend July 23 FDA meeting on recategorization of peptides; relevant peptide-exposed tickers listed.·
2026-07-02LFMD@MacGillivrayCPA+0.15Author will attend July 23 FDA meeting on recategorization of peptides; relevant peptide-exposed tickers listed.·
2026-07-02ENHA@MacGillivrayCPA+0.50Positive expectation for Enhanced Games event and ENHA protocol visibility.
2026-07-02MU@MacGillivrayCPA+0.25Says Apple may be forced to deal with Micron despite seeking Chinese alternatives.
2026-07-02AAPL@MacGillivrayCPA-0.20Says Apple may be forced to deal with Micron despite seeking Chinese alternatives.
2026-07-01SHAZ@MacGillivrayCPA-0.65Calls SHAZ gambling and hopium after volatile move from 80 to 90+ then 79.-14.2%
2026-07-01ENHA@MacGillivrayCPA+0.45FDA PCAC July 23-24 vote could move peptides from banned to permitted compounding, benefiting ENHA and HIMS.-6.6%
2026-07-01HIMS@MacGillivrayCPA+0.45FDA PCAC July 23-24 vote could move peptides from banned to permitted compounding, benefiting ENHA and HIMS.-2.0%
2026-06-30NVDA@MacGillivrayCPA+0.45Challenges Michael Burry on NVDA and TSLA, implying bullish opposition to his shorts.-2.6%
2026-06-30TSLA@MacGillivrayCPA+0.45Challenges Michael Burry on NVDA and TSLA, implying bullish opposition to his shorts.-6.5%

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.