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
-8.45
hit rate
10%
mean α
-3.87%
signals 14d
398
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: 10% hit rate, -3.87% mean alpha, trader score -8.45. Their last-14d mentions, direction-adjusted, have moved -15.5% since posting (mean over 282 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASST | @MikaelXeeland | +0.40 | TD Cowen raises ASST's target to $56 from $44 and keeps Buy. | +20.3% | tweet ↗ |
| 2026-10-16 | · | @MikaelXeeland | · | Discloses an unidentified long-term holding in a reply. | · | tweet ↗ |
| 2026-10-16 | BTC | @MikaelXeeland | +0.45 | Views broader retail access as important infrastructure for Bitcoin adoption. | · | tweet ↗ |
| 2026-10-16 | BTC | @MikaelXeeland | +0.25 | Defends Strategy as an operating credit business rather than merely a Bitcoin fund. | · | tweet ↗ |
| 2026-10-16 | MSTR | @MikaelXeeland | +0.40 | Defends Strategy as an operating credit business rather than merely a Bitcoin fund. | +6.7% | tweet ↗ |
| 2026-10-16 | CIFR | @MikaelXeeland | +0.45 | Compares Cipher's 142bp bond spread favorably with data-center peers. | -11.6% | tweet ↗ |
| 2026-10-16 | META | @MikaelXeeland | +0.00 | Compares Cipher's 142bp bond spread favorably with data-center peers. | -9.4% | tweet ↗ |
| 2026-10-16 | HUT | @MikaelXeeland | +0.65 | Discloses holding HUT and highlights its long-term Anthropic-linked lease. | -9.6% | tweet ↗ |
| 2026-10-16 | IREN | @MikaelXeeland | +0.10 | Treats the issue as a schedule delay but wants confirmation of H2 timing. | -7.7% | tweet ↗ |
| 2026-10-16 | MSTR | @MikaelXeeland | +0.40 | Cantor raises MSTR's target to $208 from $186 and keeps Overweight. | +6.7% | tweet ↗ |
| 2026-10-16 | ASST | @MikaelXeeland | +0.25 | Reports ASST upsized its preferred IPO to seven million shares at $90. | +20.3% | tweet ↗ |
| 2026-10-16 | · | @MikaelXeeland | · | Argues neocloud weakness is unfairly spilling into AI-infrastructure stocks. | · | tweet ↗ |
| 2026-10-16 | WULF | @MikaelXeeland | +0.35 | Reports WULF tenant Anthropic received an undisclosed BB+ KBRA rating. | -3.1% | tweet ↗ |
| 2026-10-16 | CLSK | @MikaelXeeland | +0.10 | Cantor cuts CLSK's target to $19 from $26 while keeping Overweight. | -6.2% | tweet ↗ |
| 2026-10-16 | HUT | @MikaelXeeland | +0.10 | Cantor cuts HUT's target to $151 from $180 while keeping Overweight. | -9.6% | 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.