Author
@marketswithmay marketswithmay
grade Ax.com/marketswithmay ↗
Long-only fundamental analyst grinding deep single-name and merger-arb theses, fintech-obsessed
Writes long-form, mechanistically-reasoned bottom-up theses
trader score
+1.54
hit rate
45%
mean α
+0.82%
signals 14d
20
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: 45% hit rate, +0.82% mean alpha, trader score +1.54. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | TSLA | @marketswithmay | +0.15 | Brief hopeful comment on TSLA with no clear thesis. | -6.5% | tweet ↗ |
| 2026-06-26 | DRI | @marketswithmay | +0.65 | DRI solid quarter with revenue +10%, net income +12%, and positive comps. | · | tweet ↗ |
| 2026-06-25 | VIX | @marketswithmay | -0.20 | Says VIX trade is working and wonders how low it can go. | · | tweet ↗ |
| 2026-06-25 | MU | @marketswithmay | +0.80 | MU up 18% premarket after insane quarter driven by demand. | -19.6% | tweet ↗ |
| 2026-06-24 | SOFI | @marketswithmay | +0.25 | Uses Evolve/Synapse fraud narrative to support SOFI as a bank thesis. | +5.4% | tweet ↗ |
| 2026-06-24 | SIVB | @marketswithmay | -0.20 | Uses Evolve/Synapse fraud narrative to support SOFI as a bank thesis. | · | tweet ↗ |
| 2026-06-24 | MU | @marketswithmay | +0.00 | Sold longer VIX exposure; expects vol to drop into month-end — Sold some long VIX exposure and expects volatility to drop after MU. | -7.0% | tweet ↗ |
| 2026-06-24 | VIX | @marketswithmay | -0.45 | Sold longer VIX exposure; expects vol to drop into month-end — Sold some long VIX exposure and expects volatility to drop after MU. | · | tweet ↗ |
| 2026-06-24 | FDX | @marketswithmay | +0.10 | Says FDX recovered from lows and regrets not playing bounce. | -1.2% | tweet ↗ |
| 2026-06-24 | C | @marketswithmay | +0.00 | Bullish SOFI thesis tied to banking, stablecoins, and financial services infrastructure. | -2.5% | tweet ↗ |
| 2026-06-24 | BK | @marketswithmay | +0.00 | Bullish SOFI thesis tied to banking, stablecoins, and financial services infrastructure. | · | tweet ↗ |
| 2026-06-24 | NTRS | @marketswithmay | +0.00 | Bullish SOFI thesis tied to banking, stablecoins, and financial services infrastructure. | · | tweet ↗ |
| 2026-06-24 | SIVB | @marketswithmay | -0.10 | Bullish SOFI thesis tied to banking, stablecoins, and financial services infrastructure. | · | tweet ↗ |
| 2026-06-24 | SOFI | @marketswithmay | +0.70 | Bullish SOFI thesis tied to banking, stablecoins, and financial services infrastructure. | +5.4% | tweet ↗ |
| 2026-06-24 | FDX | @marketswithmay | +0.35 | Constructive on FDX after solid quarter, logistics transformation, and 16x valuation. | -1.2% | 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.