Author
@mhmd7sn mhmd7sn
grade Cx.com/mhmd7sn ↗
Bilingual AI-infrastructure thematic analyst mapping the compute stack to its beneficiaries
Writes long-form, reasoning-heavy threads (English and Arabi
trader score
-1.95
hit rate
40%
mean α
-3.44%
signals 14d
130
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: 40% hit rate, -3.44% mean alpha, trader score -1.95. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 80 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @mhmd7sn | -0.10 | SK Hynix U.S. listing thesis implies direct comparison and competition with Micron. | — | tweet ↗ |
| 2026-07-03 | CRWV | @mhmd7sn | +0.25 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | META | @mhmd7sn | +0.00 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | IREN | @mhmd7sn | +0.25 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | NBIS | @mhmd7sn | +0.25 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | AMZN | @mhmd7sn | +0.10 | Argues NeoCloud selloff after Meta may be overreaction, with long-term 2030 risks. | — | tweet ↗ |
| 2026-07-03 | SOXX | @mhmd7sn | -0.20 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | PYPL | @mhmd7sn | · | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | NVDA | @mhmd7sn | -0.20 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | CAT | @mhmd7sn | -0.20 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | MU | @mhmd7sn | -0.55 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | AMAT | @mhmd7sn | -0.20 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-03 | TSLA | @mhmd7sn | -0.20 | Reports Michael Burry opened a short on Micron and lists other shorts/longs with valuation critique. | — | tweet ↗ |
| 2026-07-02 | PLTR | @mhmd7sn | +0.55 | Karp CNBC interview frames PLTR as protection layer for enterprise data in AI economy. | — | tweet ↗ |
| 2026-07-02 | · | @mhmd7sn | · | Macro framework about China pushing gold-linked yuan use and changing global financial system. | · | 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.