Author
@MichaelWigginsO MichaelWigginsO
grade Bx.com/MichaelWigginsO ↗
Disciplined AI-infrastructure stock-picker who posts dated, target-bearing fundamental theses
Publishes high-conviction long theses on AI-infrastructure a
trader score
-1.69
hit rate
30%
mean α
-1.08%
signals 14d
33
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: 30% hit rate, -1.08% mean alpha, trader score -1.69. Their last-14d mentions, direction-adjusted, have moved -9.3% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | RBRK | @MichaelWigginsO | +0.80 | Reiterates a $150 end-2027 target and calls RBRK compelling on cash-flow growth and valuation. | — | tweet ↗ |
| 2026-08-28 | MRVL | @MichaelWigginsO | +0.65 | Explicitly argues the market mispriced MRVL's sell-off. | — | tweet ↗ |
| 2026-08-27 | MRVL | @MichaelWigginsO | +0.90 | MRVL target is $440 by late 2027; current sell-off is a buying opportunity. — Sets a forward $440 target and calls the current valuation a steal. | -10.3% | tweet ↗ |
| 2026-08-27 | RNG | @MichaelWigginsO | +0.45 | Identifies RNG as a portfolio holding and celebrates its 4% rise. | +1.2% | tweet ↗ |
| 2026-08-27 | · | @MichaelWigginsO | · | Notes many AI stocks have traded sideways for more than three months and questions remaining momentum. | · | tweet ↗ |
| 2026-08-26 | · | @MichaelWigginsO | · | Agrees that the market does not appear especially bullish. | · | tweet ↗ |
| 2026-08-26 | · | @MichaelWigginsO | · | Says the market feels ready to roll over after a possible final rally. | · | tweet ↗ |
| 2026-08-26 | · | @MichaelWigginsO | · | Discloses a 22% year-to-date gain and a 220% gain since 2024 while describing a difficult, choppy year. | · | tweet ↗ |
| 2026-08-26 | NVDA | @MichaelWigginsO | -0.65 | Continue diversifying away from AI infrastructure exposure. — Calls the AI-infrastructure trade finished and says more diversification away remains, while expressing MRVL concern. | +3.8% | tweet ↗ |
| 2026-08-26 | MRVL | @MichaelWigginsO | -0.45 | Continue diversifying away from AI infrastructure exposure. — Calls the AI-infrastructure trade finished and says more diversification away remains, while expressing MRVL concern. | -11.6% | tweet ↗ |
| 2026-08-25 | HPE | @MichaelWigginsO | +0.85 | HPE can reach $120 per share by the end of 2027. — Sets a $120 target by end-2027 based on a cheap 14x forward-FCF valuation and growth path. | -2.1% | tweet ↗ |
| 2026-08-25 | · | @MichaelWigginsO | · | Argues outperformance comes from long-term differentiated thinking, not macro narratives. | · | tweet ↗ |
| 2026-08-25 | · | @MichaelWigginsO | · | Characterizes the current market as exceptionally difficult. | · | tweet ↗ |
| 2026-08-24 | ZETA | @MichaelWigginsO | +0.55 | Reports a 40% one-year return and discusses profit-taking discipline after the gain. | +7.3% | tweet ↗ |
| 2026-08-24 | · | @MichaelWigginsO | · | Argues buying amid fear offers more upside than buying when the outlook is rosy. | · | 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.