Author

@MacroGekko MacroGekko

grade Cx.com/MacroGekko ↗

Real-time aggregator-curator mapping the AI-infrastructure trade across the full complex

Runs a high-frequency, quote-heavy feed that tracks daily pr

trader score
+0.67
hit rate
55%
mean α
+0.39%
signals 14d
34

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: 55% hit rate, +0.39% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 28 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@MacroGekko·Reports a partnership between Seeking Alpha and Vest Exchange to promote perpetual-futures adoption.·
2026-10-16NOC@MacroGekko+0.25Lockheed delivered a C-130J-30 that Northrop will convert into the Navy's next TACAMO platform.+6.1%
2026-10-16LMT@MacroGekko+0.20Lockheed delivered a C-130J-30 that Northrop will convert into the Navy's next TACAMO platform.+9.4%
2026-10-16NVDA@MacroGekko+0.40Nvidia is bringing 74B-parameter local AI models to Windows laptops through RTX Spark.-1.5%
2026-10-15LMT@MacroGekko+0.25Lockheed and Royal NLR expanded defense collaboration across four named priorities.+13.4%
2026-10-15RTX@MacroGekko+0.25RTX will develop an open architecture for U.S. Space Force radar systems under the GBRD program.+2.2%
2026-10-14NVDA@MacroGekko+0.25Nvidia committed $250M of compute over five years to three UK AI-safety institutions.-4.7%
2026-10-14MRVL@MacroGekko+0.45Marvell launched Structera X controllers with claimed inference speed and memory gains.-6.8%
2026-10-13RTX@MacroGekko+0.45Reports RTX's first international KuRFS and Coyote orders through $729M of contracts.+4.4%
2026-10-13HONA@MacroGekko+0.25Reports Honeywell and Shield AI completing a two-aircraft autonomous ISR mission.·
2026-10-12NOC@MacroGekko+0.20Reports LMT's $250M seeker-technology investment and NOC motor integration for PAC-3 Edge.+13.7%
2026-10-12LMT@MacroGekko+0.30Reports LMT's $250M seeker-technology investment and NOC motor integration for PAC-3 Edge.+18.0%
2026-10-11CRWD@MacroGekko+0.35Reports CRWD's IDC leadership designation and expansion of Falcon into additional security markets.-6.4%
2026-10-11SPGI@MacroGekko+0.25SPGI introduces two Capital IQ Pro AI capabilities, including an Excel financial-modeling assistant.+10.4%
2026-10-10NVDA@MacroGekko+0.25Reports Nvidia allocating part of a $1B five-year science commitment to U.S. quantum initiatives.-8.0%

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.