Author
@Maggie191919 Maggie191919
grade Bx.com/Maggie191919 ↗
Bullish AI-infrastructure supply-chain mapper tracing where the next compute bottleneck migrates
Publishes long-form, ticker-dense thematic theses on the AI
trader score
-0.99
hit rate
50%
mean α
-0.75%
signals 14d
216
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, -0.75% mean alpha, trader score -0.99. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 199 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CEG | @Maggie191919 | +0.55 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -7.8% | tweet ↗ |
| 2026-10-15 | ANET | @Maggie191919 | +0.45 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -7.1% | tweet ↗ |
| 2026-10-15 | VRT | @Maggie191919 | +0.60 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -9.5% | tweet ↗ |
| 2026-10-15 | AVGO | @Maggie191919 | +0.45 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -6.6% | tweet ↗ |
| 2026-10-15 | NVDA | @Maggie191919 | +0.55 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -2.9% | tweet ↗ |
| 2026-10-15 | VST | @Maggie191919 | +0.55 | Frames power, cooling and networking as the next AI bottlenecks and investment beneficiaries. | -9.1% | tweet ↗ |
| 2026-10-15 | ASML | @Maggie191919 | +0.40 | Barclays and Citi raised ASML price targets while maintaining constructive long-term views. | -5.2% | tweet ↗ |
| 2026-10-15 | ANET | @Maggie191919 | +0.45 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -7.1% | tweet ↗ |
| 2026-10-15 | MU | @Maggie191919 | +0.50 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -5.8% | tweet ↗ |
| 2026-10-15 | AVGO | @Maggie191919 | +0.55 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -6.6% | tweet ↗ |
| 2026-10-15 | NBIS | @Maggie191919 | -0.15 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -15.7% | tweet ↗ |
| 2026-10-15 | NVDA | @Maggie191919 | +0.55 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @Maggie191919 | -0.15 | Argues the AI selloff may reset valuations ahead of stronger commercialization in 2027–2028. | -22.2% | tweet ↗ |
| 2026-10-15 | TSM | @Maggie191919 | +0.50 | TSMC guided fourth-quarter revenue to $52.3B–$54.3B with high margins, signaling robust AI demand. | -0.9% | tweet ↗ |
| 2026-10-15 | RKLB | @Maggie191919 | -0.45 | Reports Rocket Lab delaying the Neutron rocket launch schedule to 2027. | -4.8% | 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.