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
-0.63
hit rate
30%
mean α
-0.45%
signals 14d
50
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: 30% hit rate, -0.45% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 38 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @marketswithmay | · | Rejects bearish hyperscaler cash-flow arguments as manipulated and analytically flawed. | · | tweet ↗ |
| 2026-08-23 | · | @marketswithmay | · | Warns overseas investors that AI may provide incorrect answers about US-share ownership and CFD hedging. | · | tweet ↗ |
| 2026-08-22 | · | @marketswithmay | · | Author argues AI remains at a very early stage and expects substantially greater future development. | · | tweet ↗ |
| 2026-08-21 | · | @marketswithmay | · | Argues data-center construction data needs real-estate and Texas power-market context. | · | tweet ↗ |
| 2026-08-21 | · | @marketswithmay | · | Endorses coordinated fiscal and monetary policy for managing debt. | · | tweet ↗ |
| 2026-08-21 | · | @marketswithmay | · | Argues Citadel's unwind showed market resilience and that AI bear arguments remain weak. | · | tweet ↗ |
| 2026-08-21 | TSLA | @marketswithmay | +0.10 | Briefly expresses mild approval of Tesla without supporting context. | -3.9% | tweet ↗ |
| 2026-08-21 | PSKY | @marketswithmay | -0.40 | Reacting with 'ouch' suggests negative news may be more than rumor. | +5.1% | tweet ↗ |
| 2026-08-21 | UST | @marketswithmay | +0.25 | Argues weaker data and Fed cuts could materially improve US deficit dynamics. | · | tweet ↗ |
| 2026-08-21 | GME | @marketswithmay | +0.00 | Educational framework explains when SPAC structures are useful or harmful. | -1.9% | tweet ↗ |
| 2026-08-21 | EBAY | @marketswithmay | +0.00 | Educational framework explains when SPAC structures are useful or harmful. | +1.4% | tweet ↗ |
| 2026-08-21 | SOFI | @marketswithmay | +0.25 | Educational framework explains when SPAC structures are useful or harmful. | -4.5% | tweet ↗ |
| 2026-08-21 | SOFI | @marketswithmay | +0.70 | Strongly rejects a bearish SOFI article and defends its SPAC, crypto and credit accounting history. | -4.5% | tweet ↗ |
| 2026-08-21 | AMC | @marketswithmay | +0.50 | Supports AMC directing capital toward theater upgrades and growth capex. | +1.6% | tweet ↗ |
| 2026-08-21 | GME | @marketswithmay | -0.10 | Explains custody, synthetic shares, voting rights and hypothecation for overseas investors. | -1.9% | 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.