Author
@MB_Hogan MB_Hogan
grade Ax.com/MB_Hogan ↗
High-conviction, financing-savvy bottom-up bull on AI-cloud infrastructure, NBIS-obsessed
Builds and continuously updates deep fundamental theses on A
trader score
-1.79
hit rate
30%
mean α
-1.52%
signals 14d
66
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, -1.52% mean alpha, trader score -1.79. Their last-14d mentions, direction-adjusted, have moved -19.8% since posting (mean over 44 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @MB_Hogan | · | Buying the unnamed stock because valuation is attractive and fundamentals are improving. — Explicit purchase intent is clear, but the security is absent from the standalone reply. | · | tweet ↗ |
| 2026-10-16 | NBIS | @MB_Hogan | +0.65 | Endorses an AI unit-economics thesis as bullish for Nebius. | -4.1% | tweet ↗ |
| 2026-10-16 | NBIS | @MB_Hogan | +0.80 | Added more Nebius after selling other holdings. — Explicitly reports reallocating capital to add to Nebius. | -4.1% | tweet ↗ |
| 2026-10-15 | · | @MB_Hogan | · | Relays an unconfirmed rumor that an AI fund was liquidated due to leverage. | · | tweet ↗ |
| 2026-10-15 | NBIS | @MB_Hogan | +0.70 | Would rather buy NBIS in this range than above $250. — States a preference to buy now and expects the stock to revisit $250+. | -15.7% | tweet ↗ |
| 2026-10-15 | · | @MB_Hogan | · | Discloses a purchase made that morning, but the asset is only visible in unavailable media. | · | tweet ↗ |
| 2026-10-15 | NBIS | @MB_Hogan | +0.85 | Bought 1,000 NBIS shares on extreme fear and views the stock as undervalued. — Explicit purchase with share count and a bullish fundamental valuation thesis. | -15.7% | tweet ↗ |
| 2026-10-14 | · | @MB_Hogan | · | Added more near $11 to average down and plans to continue holding. — Explicit add and hold disclosure, but the ticker is absent from the reply text. | · | tweet ↗ |
| 2026-10-14 | · | @MB_Hogan | · | Sarcastically mocks claims that AI is finished or globally cancelled. | · | tweet ↗ |
| 2026-10-14 | CIFR | @MB_Hogan | +0.25 | Views CIFR's $28.30 covered-call cap as positive despite CPI pressure on high beta. | -20.1% | tweet ↗ |
| 2026-10-14 | CIFR | @MB_Hogan | -0.10 | Reports Cipher's convertible raise at $15.31 and capped call at $28.35. | -20.1% | tweet ↗ |
| 2026-10-13 | CIFR | @MB_Hogan | +0.35 | Discloses a 75% NBIS allocation and small CIFR holding while comparing Cipher convertible raises. | -30.0% | tweet ↗ |
| 2026-10-13 | NBIS | @MB_Hogan | +0.65 | Discloses a 75% NBIS allocation and small CIFR holding while comparing Cipher convertible raises. | -23.3% | tweet ↗ |
| 2026-10-13 | · | @MB_Hogan | · | Criticizes the timing of an unnamed convertible offering despite its zero interest rate. | · | tweet ↗ |
| 2026-10-13 | CIFR | @MB_Hogan | -0.45 | CIFR reportedly reached a new one-year low following a proposed convertible raise. | -30.0% | 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.