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
-3.60
hit rate
20%
mean α
-1.70%
signals 14d
98
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: 20% hit rate, -1.70% mean alpha, trader score -3.60. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 79 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | VIX | @marketswithmay | +0.25 | Speculates that VIX and QQQ moves may reflect another portfolio unwind. | · | tweet ↗ |
| 2026-10-16 | QQQ | @marketswithmay | -0.30 | Speculates that VIX and QQQ moves may reflect another portfolio unwind. | -0.8% | tweet ↗ |
| 2026-10-16 | VIX | @marketswithmay | +0.75 | Reports existing VIX call spreads reaching near maximum value and regrets insufficient exposure. | · | tweet ↗ |
| 2026-10-16 | JBHT | @marketswithmay | +0.65 | Strong operations, revenue growth, and intermodal resilience underpin a bullish JBHT assessment. | · | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.60 | Explains a long-term pathway for GME to gain control of eBay through ownership and shareholder votes. | -11.4% | tweet ↗ |
| 2026-10-15 | EBAY | @marketswithmay | +0.25 | Explains a long-term pathway for GME to gain control of eBay through ownership and shareholder votes. | -1.2% | tweet ↗ |
| 2026-10-15 | SOFI | @marketswithmay | +0.15 | Calls PNC's quarter strong on revenue, income, NIM, and commercial-loan growth. | -3.1% | tweet ↗ |
| 2026-10-15 | PNC | @marketswithmay | +0.70 | Calls PNC's quarter strong on revenue, income, NIM, and commercial-loan growth. | · | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.25 | Analyzes shareholder composition and the votes needed for Ryan Cohen to reach effective control. | -11.4% | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.40 | Defends a constructive GME thesis based on balance-sheet repair and announced capital deployment. | -11.4% | tweet ↗ |
| 2026-10-15 | · | @marketswithmay | · | Alleges political insider trading but provides no identifiable security or trade. | · | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.25 | Expresses excited surprise at an unspecified GME development. | -11.4% | tweet ↗ |
| 2026-10-15 | PLD | @marketswithmay | +0.35 | Solid revenue, FFO, occupancy, and demand are balanced against rate sensitivity. | · | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.35 | Defends GME's prior wind-down and cash accumulation as consistent with its acquisition strategy. | -11.4% | tweet ↗ |
| 2026-10-15 | GME | @marketswithmay | +0.65 | Predicts Ryan Cohen will eventually control eBay at $125 or less through continued accumulation. | -11.4% | 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.