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
+0.42
hit rate
40%
mean α
+0.43%
signals 14d
23
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, +0.43% mean alpha, trader score +0.42. Their last-14d mentions, direction-adjusted, have moved -12.0% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @MichaelWigginsO | · | Argues investment conviction should be assessed over roughly 12 months rather than short-term noise. | · | tweet ↗ |
| 2026-10-15 | · | @MichaelWigginsO | · | Doubts near-term stabilization and argues patience plus selective aggression is an investor's key edge. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelWigginsO | · | Expects sideways markets until risk appetite returns, then broad assets to surge. | · | tweet ↗ |
| 2026-10-13 | AFRM | @MichaelWigginsO | +0.85 | Reaffirms a $100 early-2027 AFRM target based on cash flow and valuation. | -10.0% | tweet ↗ |
| 2026-10-13 | · | @MichaelWigginsO | · | Argues time in the market overcomes recurring volatility and drives long-run performance. | · | tweet ↗ |
| 2026-10-13 | · | @MichaelWigginsO | · | Advocates patience through growth-stock selloffs as the key driver of long-term returns. | · | tweet ↗ |
| 2026-10-12 | MRNA | @MichaelWigginsO | +0.70 | Reports banking a gain above 50% and closing the MRNA position. | -6.4% | tweet ↗ |
| 2026-10-08 | · | @MichaelWigginsO | · | Author rejects the view that earnings seasons stabilize markets, saying only time does. | · | tweet ↗ |
| 2026-10-08 | · | @MichaelWigginsO | · | Author promotes patience using a disclosed 274% strategy return since 2024. | · | tweet ↗ |
| 2026-10-07 | · | @MichaelWigginsO | · | Author reports being up more than 39% year to date. | · | tweet ↗ |
| 2026-10-07 | · | @MichaelWigginsO | · | Current market is compared with 2021, when megacaps held while growth stocks struggled. | · | tweet ↗ |
| 2026-10-06 | · | @MichaelWigginsO | · | Advocates holding positions 12-15 months because most eventually reach targets despite failures. | · | tweet ↗ |
| 2026-10-06 | AAOI | @MichaelWigginsO | +0.85 | Reaffirms a $300 late-2027 target for owned AAOI based on projected growth and cash-flow improvement. | -48.1% | tweet ↗ |
| 2026-10-06 | · | @MichaelWigginsO | · | Declares the market is in a new bull phase while sharing year-to-date performance. | · | tweet ↗ |
| 2026-10-06 | · | @MichaelWigginsO | · | Explicitly states the market is currently bullish, with a wry warning about overconfidence. | · | 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.