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
+0.50
hit rate
50%
mean α
+0.72%
signals 14d
12
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: 50% hit rate, +0.72% mean alpha, trader score +0.50. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 8 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @MichaelWigginsO | · | Author says choppy period will end and market will catch a bid higher. | · | tweet ↗ |
| 2026-07-02 | · | @MichaelWigginsO | · | Choppy market view; high beta drawdowns near but not yet at capitulation threshold. | · | tweet ↗ |
| 2026-07-02 | META | @MichaelWigginsO | +0.55 | Author buys when FCF expected to grow over 12 months and is patient on META. | — | tweet ↗ |
| 2026-07-01 | CRWD | @MichaelWigginsO | -0.25 | Says GPU rental business model is under pressure and AI infrastructure buildout is pausing. | +0.4% | tweet ↗ |
| 2026-07-01 | NBIS | @MichaelWigginsO | -0.25 | Says GPU rental business model is under pressure and AI infrastructure buildout is pausing. | -5.9% | tweet ↗ |
| 2026-06-30 | BE | @MichaelWigginsO | +0.70 | Sets BE price target of 480 by end-2027 and argues valuation may prove cheap. | -10.5% | tweet ↗ |
| 2026-06-29 | RBRK | @MichaelWigginsO | +0.75 | Bullish thesis with $150 author target by end of 2027. | +9.3% | tweet ↗ |
| 2026-06-28 | · | @MichaelWigginsO | · | Reports YTD portfolio performance of +22% versus Nasdaq +8%. | · | tweet ↗ |
| 2026-06-25 | LUNR | @MichaelWigginsO | +0.75 | Argues LUNR is very cheap with 2027 revenue and profitability thesis. | +4.7% | tweet ↗ |
| 2026-06-25 | MU | @MichaelWigginsO | +0.90 | MU price target is $1,800 by end of 2027 — Author states explicit MU price target and bullish risk-reward thesis. | -19.6% | tweet ↗ |
| 2026-06-24 | LUNR | @MichaelWigginsO | +0.75 | Buy 5% of LUNR and wait 12 to 18 months — Explicit buy-and-wait process for LUNR with position sizing and horizon. | +2.4% | tweet ↗ |
| 2026-06-23 | OSCR | @MichaelWigginsO | +0.45 | Reports 40% return over 12 months and walking away with gains. | +7.5% | 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.