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
-1.52
hit rate
40%
mean α
-1.18%
signals 14d
39

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: 40% hit rate, -1.18% mean alpha, trader score -1.52. Their last-14d mentions, direction-adjusted, have moved -6.0% since posting (mean over 29 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28RBRK@MacroGekko+0.45Reports RBRK subscription ARR reaching $1.66B, up 33% year over year, with continued sequential growth.—
2026-08-28MU@MacroGekko+0.60Reports sharp sequential DRAM and NAND revenue growth driven primarily by substantial ASP increases.—
2026-08-27SPCX@MacroGekko+0.40Space Force awarded SpaceX a sole-source fixed-price Starshield service task order for military aircraft.·
2026-08-27NVDA@MacroGekko+0.55NVDA details new inference systems and names NBIS as the first customer with volume shipments beginning.-4.6%
2026-08-27NBIS@MacroGekko+0.40NVDA details new inference systems and names NBIS as the first customer with volume shipments beginning.-4.3%
2026-08-26ORCL@MacroGekko+0.25Oracle describes enterprise AI deployment and its 50–70-region OCI footprint.+1.3%
2026-08-26SPCX@MacroGekko+0.40Reports a planned $100B Louisiana launch campus with thousands of launches and jobs.·
2026-08-25NVDA@MacroGekko+0.55Reports strong quarterly and annual growth across Nvidia hyperscale, AI cloud and sovereign revenue.+2.1%
2026-08-25MRVL@MacroGekko+0.65Projects MRVL custom revenue growth above 20% in FY27 and more than doubling in FY28.-9.9%
2026-08-24GOOG@MacroGekko+0.40Reports a Google-Verizon partnership deploying Gemini Enterprise and Agentic Data Cloud-0.5%
2026-08-24VZ@MacroGekko+0.40Reports a Google-Verizon partnership deploying Gemini Enterprise and Agentic Data Cloud-0.1%
2026-08-24WULF@MacroGekko+0.65Details WULF capacity, contracted cash flows and asset-sale proceeds-0.8%
2026-08-24NVDA@MacroGekko+0.50Nvidia announces Groq 3 LPX with Nebius as first adopter+4.4%
2026-08-24NBIS@MacroGekko+0.40Nvidia announces Groq 3 LPX with Nebius as first adopter-0.8%
2026-08-23ANET@MacroGekko+0.55Author describes a potential $20B Ethernet scale-up market and ANET growth contribution beginning in 2028.+3.6%

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.