Author

@MacroGekko 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
-2.43
hit rate
30%
mean α
-1.58%
signals 14d
46

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, -1.58% mean alpha, trader score -2.43. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 33 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03TEM@MacroGekko+0.35Tempus expanded precision medicine network to more than 5,000 US healthcare providers.
2026-07-03GOOG@MacroGekko+0.45Lists Q1 Google growth metrics across Search, Cloud, AI inference, subscriptions, and Waymo rides.
2026-07-02SPCX@MacroGekko-0.15Amazon Kuiper has enough satellites to begin continuous broadband later this year, challenging Starlink.·
2026-07-02AMZN@MacroGekko+0.35Amazon Kuiper has enough satellites to begin continuous broadband later this year, challenging Starlink.
2026-07-02NVDA@MacroGekko+0.35Nvidia introduces capital partnership model for AI infrastructure deployment.
2026-07-01IREN@MacroGekko+0.25Says waiting patiently for a deal after IREN pain.-10.4%
2026-07-01GM@MacroGekko+0.25MU and GM signed a long-term strategic memory supply agreement.+0.6%
2026-07-01MU@MacroGekko+0.45MU and GM signed a long-term strategic memory supply agreement.-5.5%
2026-07-01META@MacroGekko+0.55META up after reports of planned AI cloud business.-4.9%
2026-06-30GOOG@MacroGekko+0.35FactSet entered strategic partnership with Google Cloud to bring Gemini agentic AI to finance.+0.8%
2026-06-30SNDK@MacroGekko+0.55Reports SNDK datacenter and edge revenue growth, with consumer revenue down.-23.3%
2026-06-30MODD@MacroGekko+0.55Reports MODD entered patient adoption phase and is shipping Pivot insulin pumps to doctors.+2.2%
2026-06-30RTX@MacroGekko+0.25Reports Pratt & Whitney F119 engine passed 1 million flight hours.+5.0%
2026-06-29PLTR@MacroGekko+0.35PLTR and NVDA launched an intelligent engine for agencies and critical infrastructure using Nemotron and Palantir tools.+11.8%
2026-06-29NVDA@MacroGekko+0.35PLTR and NVDA launched an intelligent engine for agencies and critical infrastructure using Nemotron and Palantir tools.-0.1%

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.