@MikaelXeeland MikaelXeeland
High-conviction AI-infra/Bitcoin-miner bull who reasons from power scarcity and capex
Builds and shares long-form, position-disclosed fundamental
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, +1.01% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved -15.8% since posting (mean over 23 mentions with price data).
MikaelXeeland is mainly pointing at a crypto-miner rerating basket, asking whether IREN, CIFR, WULF, HUT, CLSK and KEEL can all make SNDK-like moves over the next year. Outside miners, the author is constructive on NFLX’s multi-year FCF, valuation and ads setup, and wants to buy SPCX lower after lockup due to perceived strategic fit with TSLA. The window is broad bullish but low-detail, with no explicit trims, exits, or position-size disclosures.
The author’s concentration sits in a bullish crypto-miner basket, with IREN appearing twice and the rest of the basket grouped into a one-year SNDK-like move question. Outside miners, the author is constructive on NFLX and selectively bullish on SPCX/TSLA strategic fit, but wants a better SPCX entry after lockup. There is no explicit evidence of a flip, trim, or exit in the provided signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | WULF | @MikaelXeeland | +0.70 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-02 | CIFR | @MikaelXeeland | +0.70 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-02 | IREN | @MikaelXeeland | +0.70 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-02 | HUT | @MikaelXeeland | +0.70 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-02 | NVDA | @MikaelXeeland | +0.55 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-02 | HIVE | @MikaelXeeland | +0.70 | Bullish multi-year AI infrastructure thesis tied to Nvidia demand and power-constrained neoclouds. | — | tweet ↗ |
| 2026-07-01 | CIFR | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -12.3% | tweet ↗ |
| 2026-07-01 | WULF | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -10.2% | tweet ↗ |
| 2026-07-01 | CLSK | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -7.3% | tweet ↗ |
| 2026-07-01 | IREN | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -10.4% | tweet ↗ |
| 2026-07-01 | HUT | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -8.2% | tweet ↗ |
| 2026-07-01 | HIVE | @MikaelXeeland | +0.65 | Argues AI datacenter/neocloud infrastructure thesis holds despite frontier-model ROI scrutiny. | -6.4% | tweet ↗ |
| 2026-07-01 | WULF | @MikaelXeeland | +0.55 | Argues AI compute expansion favors low-carbon power/data center operators like WULF. | -10.2% | tweet ↗ |
| 2026-06-30 | MSTR | @MikaelXeeland | +0.45 | Strategy authorizes Bitcoin monetization framework for reserves, preferred dividends, and buybacks. | +15.9% | tweet ↗ |
| 2026-06-30 | BTC | @MikaelXeeland | +0.05 | Strategy authorizes Bitcoin monetization framework for reserves, preferred dividends, and buybacks. | · | 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.