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
-1.24
hit rate
40%
mean α
-0.69%
signals 14d
72
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, -0.69% mean alpha, trader score -1.24. Their last-14d mentions, direction-adjusted, have moved -3.9% since posting (mean over 32 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWV | @mhmd7sn | -0.45 | Reports CRWV fell 24% over the last five trading days. | -11.7% | tweet ↗ |
| 2026-10-16 | MSFT | @mhmd7sn | -0.05 | Argues CoreWeave's debt-heavy model may be the first major test of AI-boom financing sustainability. | -0.9% | tweet ↗ |
| 2026-10-16 | META | @mhmd7sn | -0.05 | Argues CoreWeave's debt-heavy model may be the first major test of AI-boom financing sustainability. | -9.4% | tweet ↗ |
| 2026-10-16 | CRWV | @mhmd7sn | -0.75 | Argues CoreWeave's debt-heavy model may be the first major test of AI-boom financing sustainability. | -11.7% | tweet ↗ |
| 2026-10-16 | NVDA | @mhmd7sn | -0.15 | Argues CoreWeave's debt-heavy model may be the first major test of AI-boom financing sustainability. | -1.5% | tweet ↗ |
| 2026-10-16 | QQQ | @mhmd7sn | -0.60 | Reports Nasdaq down more than 2% as inflation and rising-yield expectations pressure semiconductors. | -0.8% | tweet ↗ |
| 2026-10-15 | TSLA | @mhmd7sn | +0.75 | Enthusiastically praises Tesla for turning science-fiction capabilities into reality. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Argues UAE telecom stocks attract defensive capital because of durable dividend cash flows. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Uses historical selloff frequency to argue U.S. technology markets are increasingly fragile but not yet predictably bearish. | · | tweet ↗ |
| 2026-10-15 | SPX | @mhmd7sn | +0.35 | Reports an intraday S&P 500 rebound as the 10-year Treasury yield fell to 5.06%. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Reports the 10-year Treasury yield at 5.06%, its lowest since September, driving a U.S. equity rebound. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Argues regional bank shares are discounting weaker future profits despite strong recent earnings. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Warns that rising global yields will weaken Egypt's currency and argues cash will lose purchasing power. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Identifies 10,000 as resistance for Abu Dhabi's market and ties a breakout to geopolitics and rates. | · | tweet ↗ |
| 2026-10-15 | · | @mhmd7sn | · | Explains how geography creates divergent country and company outcomes during geopolitical stress. | · | 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.