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
+1.03
hit rate
45%
mean α
+0.78%
signals 14d
124
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, +0.78% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 90 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @MB_Hogan | +0.30 | Nebius executive details commitments for responsible, community-oriented AI data-center construction. | — | tweet ↗ |
| 2026-08-28 | · | @MB_Hogan | · | Argues US AI infrastructure expansion is vital to national sovereignty and defense. | · | tweet ↗ |
| 2026-08-28 | · | @MB_Hogan | · | Claims Texas AI data centers are forecast to reduce resident utility bills by $5B. | · | tweet ↗ |
| 2026-08-28 | · | @MB_Hogan | · | Reports Hormuz oil flow recovered to two-thirds of prewar levels, citing Bloomberg. | · | tweet ↗ |
| 2026-08-28 | NBIS | @MB_Hogan | +0.45 | Defends modern Nebius data-center design as cleaner and less resource-intensive than older sites. | — | tweet ↗ |
| 2026-08-28 | · | @MB_Hogan | · | Argues modern nuclear facilities and data centers are safe but harmed by misinformation. | · | tweet ↗ |
| 2026-08-28 | NBIS | @MB_Hogan | +0.50 | Claims anti-data-center messaging was foreign propaganda, supporting the author's pro-Nebius thesis. | — | tweet ↗ |
| 2026-08-27 | · | @MB_Hogan | · | Claims a Chinese bot farm was spreading propaganda against AI infrastructure and data centers. | · | tweet ↗ |
| 2026-08-27 | NBIS | @MB_Hogan | +0.45 | Reports Nebius subsidiary Avride expects fully driverless unsupervised operations in H1 2027. | -4.3% | tweet ↗ |
| 2026-08-27 | NBIS | @MB_Hogan | +0.45 | Reports Avride autonomous driving in Austin and 100,000 completed autonomous Uber rides. | -4.3% | tweet ↗ |
| 2026-08-27 | NBIS | @MB_Hogan | +0.90 | Builds a detailed bullish NBIS thesis from Nvidia product access, neocloud growth and capacity economics. | -4.3% | tweet ↗ |
| 2026-08-27 | NVDA | @MB_Hogan | +0.60 | Builds a detailed bullish NBIS thesis from Nvidia product access, neocloud growth and capacity economics. | -4.6% | tweet ↗ |
| 2026-08-26 | NBIS | @MB_Hogan | +0.65 | Frames Nvidia's strong earnings and 9% Nebius ownership as bullish for NBIS. | -2.2% | tweet ↗ |
| 2026-08-26 | NVDA | @MB_Hogan | +0.60 | Frames Nvidia's strong earnings and 9% Nebius ownership as bullish for NBIS. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @MB_Hogan | · | Presents a detailed bull case for Accelsius but gives no unambiguous public ticker. | · | 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.