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
-0.34
hit rate
60%
mean α
-0.20%
signals 14d
119
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: 60% hit rate, -0.20% mean alpha, trader score -0.34. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 69 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @MF_Camillus | · | Frames AI data centers as drivers of reindustrialization and technological dominance. | · | tweet ↗ |
| 2026-08-28 | · | @MF_Camillus | · | Hints that an underappreciated bullish development is emerging in oil. | · | tweet ↗ |
| 2026-08-28 | · | @MF_Camillus | · | Argues China's capital controls are inconsistent with attaining reserve-currency status. | · | tweet ↗ |
| 2026-08-28 | NVDA | @MF_Camillus | +0.75 | Strongly rejects bearish views on AI and NVDA. | — | tweet ↗ |
| 2026-08-28 | PANW | @MF_Camillus | -0.45 | Argues AI infrastructure is undervalued versus expensive software and criticizes PANW's 100x multiple. | — | tweet ↗ |
| 2026-08-27 | NVDA | @MF_Camillus | +0.75 | NVDA broke 226.4 resistance, which the author expects to lift semiconductors. | -4.6% | tweet ↗ |
| 2026-08-27 | SOXX | @MF_Camillus | +0.50 | NVDA broke 226.4 resistance, which the author expects to lift semiconductors. | -3.2% | tweet ↗ |
| 2026-08-27 | · | @MF_Camillus | · | Argues Brazil's fiscal and external deficits create an unsustainable bearish macro trajectory. | · | tweet ↗ |
| 2026-08-27 | SOXX | @MF_Camillus | +0.25 | Calls software an attractive short due to valuation and AI disruption; semis are a contrast. | -3.2% | tweet ↗ |
| 2026-08-27 | IGV | @MF_Camillus | -0.70 | Calls software an attractive short due to valuation and AI disruption; semis are a contrast. | -0.7% | tweet ↗ |
| 2026-08-27 | NVDA | @MF_Camillus | +0.10 | Corrects the calendar-year interpretation of Nvidia FY2028 without a strong price stance. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @MF_Camillus | +0.55 | Contrasts extremely valued software with cheap memory stocks and expects superior memory returns. | +0.0% | tweet ↗ |
| 2026-08-27 | CRWD | @MF_Camillus | -0.65 | Contrasts extremely valued software with cheap memory stocks and expects superior memory returns. | -4.2% | tweet ↗ |
| 2026-08-27 | MU | @MF_Camillus | +0.55 | Contrasts extremely valued software with cheap memory stocks and expects superior memory returns. | -0.3% | tweet ↗ |
| 2026-08-27 | SNOW | @MF_Camillus | -0.65 | Contrasts extremely valued software with cheap memory stocks and expects superior memory returns. | -0.3% | 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.