Author
@MF_Camillus MF_Camillus
grade Ax.com/MF_Camillus ↗
Opinionated AI-hardware bull dissecting GPU, memory and ASIC economics with structural rigor
Posts long-form reasoning quote-tweets building fundamental
trader score
-0.27
hit rate
50%
mean α
-0.21%
signals 14d
105
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: 50% hit rate, -0.21% mean alpha, trader score -0.27. Their last-14d mentions, direction-adjusted, have moved -4.2% since posting (mean over 68 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWV | @MF_Camillus | +0.55 | Rejects excessive CRWV credit pessimism because motivated, well-capitalized parties can finance projects. | -11.7% | tweet ↗ |
| 2026-10-16 | CRWV | @MF_Camillus | +0.55 | Argues CRWV faces manageable funding risk rather than a broken business model. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @MF_Camillus | · | Rejects simplistic comparisons between the current AI boom and the dot-com cycle. | · | tweet ↗ |
| 2026-10-16 | TSLA | @MF_Camillus | +0.80 | Views the Roadster as proof of Tesla's engineering edge with relevance to robotics and physical AI. | +4.9% | tweet ↗ |
| 2026-10-16 | TSLA | @MF_Camillus | +0.90 | Claims Tesla has unmatched technology and manufacturing capabilities. | +4.9% | tweet ↗ |
| 2026-10-15 | SPCX | @MF_Camillus | +0.85 | Expresses strong enthusiasm for Tesla and SpaceX. | · | tweet ↗ |
| 2026-10-15 | TSLA | @MF_Camillus | +0.85 | Expresses strong enthusiasm for Tesla and SpaceX. | +2.7% | tweet ↗ |
| 2026-10-15 | MU | @MF_Camillus | +0.50 | Calls MU oversold after a washout and sees a constructive setup without confirming an uptrend. | -5.8% | tweet ↗ |
| 2026-10-15 | · | @MF_Camillus | · | Sees an unprecedented disconnect between fundamentals and asset prices after 30 years. | · | tweet ↗ |
| 2026-10-15 | ASML | @MF_Camillus | +0.65 | Says the AI thesis remains strong and cites ASML and TSM earnings evidence. | -5.2% | tweet ↗ |
| 2026-10-15 | TSM | @MF_Camillus | +0.65 | Says the AI thesis remains strong and cites ASML and TSM earnings evidence. | -0.9% | tweet ↗ |
| 2026-10-15 | MU | @MF_Camillus | +0.45 | Notes a possible sixth consecutive MU decline, a rare event, and calls shares oversold and cheap. | -5.8% | tweet ↗ |
| 2026-10-15 | · | @MF_Camillus | · | Says serious AI users can observe clear capability progress despite reliance on benchmarks. | · | tweet ↗ |
| 2026-10-15 | TSLA | @MF_Camillus | +0.15 | Quotes Musk saying Tesla must build TeraFab to avoid future chip and memory constraints. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @MF_Camillus | -0.10 | Criticizes Musk while quoting his rationale for investing in Tesla TeraFab. | +2.7% | 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.