Author

@mark_to_mkt mark_to_mkt

Chart-driven AI-thematic trader mapping breakouts to secular tech narratives across many names

Posts a high-volume stream of tickered technical setups (box

trader score
-3.45
hit rate
35%
mean α
-1.89%
signals 14d
178

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: 35% hit rate, -1.89% mean alpha, trader score -3.45. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 136 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02IGV@mark_to_mkt+0.35Says more fuel for IGV fire, implying bullish software ETF momentum.
2026-07-02META@mark_to_mkt-0.10Says AI infrastructure multiple expansion trade has cooled after Nadella, OpenAI, and Zuck comments.
2026-07-02MSFT@mark_to_mkt+0.10Says AI infrastructure multiple expansion trade has cooled after Nadella, OpenAI, and Zuck comments.
2026-07-02MRNA@mark_to_mkt+0.45Notes MRNA volume breakout after investor day.
2026-07-02IGV@mark_to_mkt+0.35Says agentic AI expectations got overheated, which is good news for IGV names.
2026-07-02RDDT@mark_to_mkt+0.35RDDT holding breakout and on watch next week.
2026-07-02NAVN@mark_to_mkt+0.40Notes NAVN notable relative strength.
2026-07-02AMKR@mark_to_mkt-0.55AMKR failed breakout, below 50D, with possible 200D reset and gap below.
2026-07-02GOOGL@mark_to_mkt+0.15GOOGL setup is interesting but catalyst not until July 28 earnings.
2026-07-02FIG@mark_to_mkt+0.35MSFT showing double bottom, though less clean than FIG.·
2026-07-02MSFT@mark_to_mkt+0.25MSFT showing double bottom, though less clean than FIG.
2026-07-02FIG@mark_to_mkt+0.45FIG stands out after investor presentation at Config last week.·
2026-07-02TE@mark_to_mkt-0.55TE looks likely to head lower as pops have been sold into.
2026-07-02IDNA@mark_to_mkt+0.50Notes genomics stocks in IDNA going vertical.·
2026-07-02SDGR@mark_to_mkt+0.45Says SDGR setup looks good.·

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.