Author
@MikaelXeeland MikaelXeeland
grade Bx.com/MikaelXeeland ↗
High-conviction AI-infra/Bitcoin-miner bull who reasons from power scarcity and capex
Builds and shares long-form, position-disclosed fundamental
trader score
-1.12
hit rate
25%
mean α
-1.20%
signals 14d
320
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: 25% hit rate, -1.20% mean alpha, trader score -1.12. Their last-14d mentions, direction-adjusted, have moved -2.7% since posting (mean over 194 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @MikaelXeeland | +0.85 | Argues impairments mask IREN's AI transition and forecasts a doubling within 6–12 months. | — | tweet ↗ |
| 2026-08-28 | IREN | @MikaelXeeland | +0.75 | Discloses a long IREN position and cites contracted revenue operating leverage as the thesis. | — | tweet ↗ |
| 2026-08-28 | · | @MikaelXeeland | · | Interprets Warsh's hawkish rhetoric as supporting a September hold while preserving a later hike option. | · | tweet ↗ |
| 2026-08-28 | IREN | @MikaelXeeland | +0.40 | H.C. Wainwright reiterated Buy on IREN with a $90 target and cited contracted AI revenue and financing. | — | tweet ↗ |
| 2026-08-28 | IREN | @MikaelXeeland | +0.75 | States an $85 price target for IREN. | — | tweet ↗ |
| 2026-08-28 | ENSU | @MikaelXeeland | +0.75 | Discloses a small ENSU moonshot position backed by microbattery differentiation, GLW collaboration and asymmetric upside. | · | tweet ↗ |
| 2026-08-28 | GLW | @MikaelXeeland | +0.25 | Discloses a small ENSU moonshot position backed by microbattery differentiation, GLW collaboration and asymmetric upside. | — | tweet ↗ |
| 2026-08-27 | IREN | @MikaelXeeland | +0.75 | Reaffirms a long-term IREN portfolio holding and unchanged thesis despite expected short-term weakness. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @MikaelXeeland | +0.35 | Discloses a long IREN position alongside detailed FY26 metrics and a balanced transition-risk thesis. | -12.5% | tweet ↗ |
| 2026-08-27 | GLXY | @MikaelXeeland | +0.40 | Likes GLXY as a crypto play but says it previously lagged miner-to-AI peers. | -8.2% | tweet ↗ |
| 2026-08-27 | IREN | @MikaelXeeland | +0.70 | Bullish FY26 recap highlights contracts, $4B ARR, sold-out capacity, and 8x cloud growth. | -12.5% | tweet ↗ |
| 2026-08-27 | CIFR | @MikaelXeeland | +0.65 | Explicitly bullish on four AI-infrastructure stocks. | -9.5% | tweet ↗ |
| 2026-08-27 | WULF | @MikaelXeeland | +0.65 | Explicitly bullish on four AI-infrastructure stocks. | -6.9% | tweet ↗ |
| 2026-08-27 | HUT | @MikaelXeeland | +0.65 | Explicitly bullish on four AI-infrastructure stocks. | -8.8% | tweet ↗ |
| 2026-08-27 | IREN | @MikaelXeeland | +0.65 | Explicitly bullish on four AI-infrastructure stocks. | -12.5% | 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.