Author

@malmadhi2018 malmadhi2018

Arabic-language AI/macro digest writer repackaging Western financial press into thematic frameworks

Publishes long-form Arabic analysis translating and synthesi

trader score
-1.73
hit rate
40%
mean α
-2.32%
signals 14d
129

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, -2.32% mean alpha, trader score -1.73. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 50 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@malmadhi2018·Compares today's AI boom with the 1873 railway bubble and warns infrastructure returns may disappoint.·
2026-10-16·@malmadhi2018·Warns weak AI-capex returns could trigger a downturn and cites an IMF warning about a global bubble.·
2026-10-16META@malmadhi2018+0.45Argues Meta's Muse can expand beyond advertising and commerce despite BofA's narrower framing.-9.4%
2026-10-16V@malmadhi2018+0.25Reports Visa entering stablecoins through Visa Direct.+1.3%
2026-10-16·@malmadhi2018·Explores rising demand and pay for specialized experts who train AI, alongside unequal labor-market outcomes.·
2026-10-16·@malmadhi2018·Explains equities' growing role in US wealth formation and how concentrated ownership may widen inequality.·
2026-10-16·@malmadhi2018·Describes Saudi Aramco's post-2019 improvements in rapid response, drones and repair preparedness.·
2026-10-16·@malmadhi2018·Relays Aramco CEO comments on stronger rapid-response and simultaneous-incident preparedness after 2019.·
2026-10-16LAES@malmadhi2018+0.35Frames European AI investment as an opportunity while making LAES benefits conditional on contracts, sales and cash flow.-13.4%
2026-10-16NVDA@malmadhi2018+0.25Frames European AI investment as an opportunity while making LAES benefits conditional on contracts, sales and cash flow.-1.5%
2026-10-16·@malmadhi2018·Predicts AI agents will be the next cross-sector boom, with financial services adopting more slowly.·
2026-10-16MSTR@malmadhi2018-0.45Reports new MSCI rules that may remove MicroStrategy from global indexes, with a final decision due November 11.+6.7%
2026-10-15NBIS@malmadhi2018-0.20Expects more selective private-credit investment and greater scrutiny of neocloud financing structures.-15.7%
2026-10-15CRWV@malmadhi2018-0.20Expects more selective private-credit investment and greater scrutiny of neocloud financing structures.-22.2%
2026-10-15·@malmadhi2018·States that AI currently dominates venture investment in the US and globally.·

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.