Author
@malmadhi2018 malmadhi2018
grade Cx.com/malmadhi2018 ↗
Arabic-language AI/macro digest writer repackaging Western financial press into thematic frameworks
Publishes long-form Arabic analysis translating and synthesi
trader score
-0.30
hit rate
60%
mean α
-0.32%
signals 14d
127
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: 60% hit rate, -0.32% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 71 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @malmadhi2018 | · | Argues open-source AI models may improve investability of consumer AI apps by lowering costs. | · | tweet ↗ |
| 2026-07-03 | NBIS | @malmadhi2018 | +0.55 | Calls Nebius an example of under-the-radar AI investment opportunity needing deeper research. | — | tweet ↗ |
| 2026-07-03 | · | @malmadhi2018 | · | Discusses CRISPR research translation into startups, therapies, and investment opportunities with numbers. | · | tweet ↗ |
| 2026-07-03 | · | @malmadhi2018 | · | Discusses European tech IPO pipeline and support programs, no specific public ticker. | · | tweet ↗ |
| 2026-07-02 | · | @malmadhi2018 | · | Framework on AI agents becoming app users and changing software product design. | · | tweet ↗ |
| 2026-07-02 | · | @malmadhi2018 | · | Cites BCG survey that internal builds are 38% of new-business creation paths. | · | tweet ↗ |
| 2026-07-02 | · | @malmadhi2018 | · | Explains SAIBOR-REPO funding spread and its effect on borrowing costs. | · | tweet ↗ |
| 2026-07-02 | · | @malmadhi2018 | · | Discusses Chinese ZCode coding tool launch and pricing competition in AI coding tools. | · | tweet ↗ |
| 2026-07-02 | · | @malmadhi2018 | · | Framework on AI raising entry barriers and changing consulting hiring requirements. | · | tweet ↗ |
| 2026-07-02 | CRWV | @malmadhi2018 | +0.15 | Argues cloud compute selloff reflects competition fears, not current demand weakness. | — | tweet ↗ |
| 2026-07-02 | META | @malmadhi2018 | +0.25 | Argues cloud compute selloff reflects competition fears, not current demand weakness. | — | tweet ↗ |
| 2026-07-02 | APLD | @malmadhi2018 | +0.05 | Argues cloud compute selloff reflects competition fears, not current demand weakness. | — | tweet ↗ |
| 2026-07-01 | · | @malmadhi2018 | · | Thesis that AI investment winners by end-2026 may be neoclouds, CPU cloud, and context-rich apps. | · | tweet ↗ |
| 2026-07-01 | TSLA | @malmadhi2018 | -0.45 | Discusses Tesla Autopilot lawsuit liability, $243M damages, and upheld ruling. | -7.5% | tweet ↗ |
| 2026-07-01 | AMD | @malmadhi2018 | -0.45 | Summarizes Burry's bearish AI-bubble thesis and SOXX short extended to March 2027. | -4.3% | 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.