@MF_Camillus MF_Camillus

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

MF_Camillus is concentrated on a long memory-cycle thesis, especially MU and SNDK, while using STX/WDC as relative overvaluation foils. Distinctive views are that AI-driven memory shortages can persist into 2028, Brazil faces fiscal/FX stress, and AAPL/NVDA valuations or management quality deserve skepticism. No position disclosures or directional trade calls were present, but late-week posts kept adding MU-specific support and Brazil macro detail.

Conviction is concentrated in MU/SNDK and the broader AI memory shortage thesis, with repeated relative-value attacks on STX/WDC across June 16-18. Brazil macro work intensified from an initial EWZ/USDBRL/IBOV framework on June 18 into more detailed fiscal, reserve, and FX-risk posts on June 19. No adds, trims, exits, or explicit position disclosures appeared in the input.

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.