@Maifeldtrading Maifeldtrading
Transparent trend-following swing trader mapping the AI-infrastructure supply chain
Trades momentum/breakout setups in AI-infrastructure and gro
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 25% hit rate, -1.88% mean alpha, trader score -3.35. Their last-14d mentions, direction-adjusted, have moved +3.6% since posting (mean over 3 mentions with price data).
Maifeldtrading is trading high-momentum semiconductor, memory, and component names, with disclosed adds in AXTI, AEHE, ALAB, AMKR, CIFR, and CRDO, plus a fresh DAVE long. The distinctive read is aggressive chart-led upside in INTC, VSH, CIFR, DRAM, and robotics supply-chain names while applying tight stop-loss discipline. Late-week, he exited AXT for an 8% loss, preferred DRAM over MU, and warned of a potential post-AI-infrastructure market crash.
Conviction is concentrated in momentum semis, DRAM exposure, VSH, CIFR, and a fresh DAVE long, with multiple adds early in the window. There is a clear flip in AXT from preferred/re-entered long to an 8% loss exit, and a rotation away from MU toward DRAM. The author remains bullish on specific charts while warning late-week that the broader Nasdaq could face a severe post-AI-infrastructure crash.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-26 | · | @Maifeldtrading | · | Author says he has been 100% cash since the start of the week. | · | tweet ↗ |
| 2026-06-26 | QQQ | @Maifeldtrading | -0.20 | Cautious on trading when QQQ/SPY are below EMA21/EMA50 and volatility/gaps are too large. | +0.9% | tweet ↗ |
| 2026-06-26 | SPY | @Maifeldtrading | -0.20 | Cautious on trading when QQQ/SPY are below EMA21/EMA50 and volatility/gaps are too large. | +2.2% | tweet ↗ |
| 2026-06-25 | · | @Maifeldtrading | · | Explains staying out/cash due to gaps, volatility and need for a 30-50% AI-stock correction. | · | tweet ↗ |
| 2026-06-20 | · | @Maifeldtrading | · | Macro concern that after AI infrastructure buildout, market must digest hype and weak AI names vanish. | · | tweet ↗ |
| 2026-06-20 | · | @Maifeldtrading | · | Says aside from an S&P500 ETF, can be in cash/T-bills or rarely short stocks and hedge with options. | · | tweet ↗ |
| 2026-06-20 | · | @Maifeldtrading | · | Predicts the biggest crash since 2000 and Nasdaq losing over 70%. | · | tweet ↗ |
| 2026-06-20 | DRAM | @Maifeldtrading | +0.35 | Prefers DRAM ETF over individual MU due to better recent performance and lower single-stock risk. | · | tweet ↗ |
| 2026-06-20 | MU | @Maifeldtrading | -0.05 | Prefers DRAM ETF over individual MU due to better recent performance and lower single-stock risk. | -14.0% | 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.