Author

@MartyChargin MartyChargin

High-conviction momentum trader riding the memory and AI data-center supercycle

Posts real-time, ticker'd long calls and sector-rotation ran

trader score
-0.72
hit rate
35%
mean α
-0.87%
signals 14d
94

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, -0.87% mean alpha, trader score -0.72. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 62 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02COHR@MartyChargin+0.10AXT subsidiary entered master development and supply agreement with Coherent for 3-year term.
2026-07-02AXTI@MartyChargin+0.45AXT subsidiary entered master development and supply agreement with Coherent for 3-year term.
2026-07-02AAOI@MartyChargin-0.45Says AAOI has a problem, relying on linked chart/context.
2026-07-02MRNA@MartyChargin-0.35Negative 'uh-oh' comment on MRNA with linked context.
2026-07-02SNDK@MartyChargin+0.50Says Sandisk is looking for buyers.
2026-07-02IMNM@MartyChargin+0.25IMNM doing well and forming a large base.
2026-07-02ALL@MartyChargin-0.20Sarcastic Allstate comment with linked context.
2026-07-02WDC@MartyChargin-0.25WDC down to 'interstate 50' support/level, with chart context.
2026-07-02NAVN@MartyChargin+0.25Navan launched Model Context Protocol to connect travel/expense data to AI tools.
2026-07-02ALGM@MartyChargin+0.35Allegro unveiled ASIL-D safety PMIC for brake-by-wire with up to $4 BOM savings.
2026-07-02TENX@MartyChargin+0.35TENX expects LEVEL Phase 3 topline data in August and ESC late-breaking presentation.·
2026-07-02NVMI@MartyChargin+0.45Nova WMC selected by leading foundry customer as tool of record for packaging measurement.·
2026-07-02UTHR@MartyChargin-0.10United Therapeutics acquired Thymmune for $140M upfront plus up to $160M milestones.
2026-07-02ABVX@MartyChargin-0.10Abivax ups ADS offering to $920M after full over-allotment exercise.
2026-07-02VRTX@MartyChargin+0.50FDA approved expanded CASGEVY use to children ages 2 and older.

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.