Author
@Mindset4Money_X Mindset4Money_X
grade Cx.com/Mindset4Money_X ↗
Contrarian megacap-tech bull who argues SaaS and AI compounders on valuation
Posts bottom-up fundamental and relative-valuation takes on
trader score
-0.46
hit rate
50%
mean α
-0.45%
signals 14d
46
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, -0.45% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 40 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | PLTR | @Mindset4Money_X | +0.70 | Highlights impressive FCF growth and CEO belief it can 5x over two years. | — | tweet ↗ |
| 2026-07-02 | IREN | @Mindset4Money_X | -0.60 | Criticizes founders awarding themselves $1 billion at shareholder expense. | — | tweet ↗ |
| 2026-07-01 | AMD | @Mindset4Money_X | -0.25 | Questions why AMD is worth over 3x NVDA, implying skepticism on relative value. | -4.3% | tweet ↗ |
| 2026-07-01 | NVDA | @Mindset4Money_X | +0.25 | Questions why AMD is worth over 3x NVDA, implying skepticism on relative value. | -1.4% | tweet ↗ |
| 2026-07-01 | META | @Mindset4Money_X | +0.75 | Asks if META is the best deal on the market after compute reassurance. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @Mindset4Money_X | +0.40 | Jokes that Meta can rent excess compute by calling it META Cloud. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @Mindset4Money_X | +0.70 | Meme-style victory post around META capex debate and stock move. | -4.9% | tweet ↗ |
| 2026-06-30 | AMZN | @Mindset4Money_X | +0.10 | Compares both at 13x forward operating cash flows. | +1.8% | tweet ↗ |
| 2026-06-30 | MSFT | @Mindset4Money_X | +0.10 | Compares both at 13x forward operating cash flows. | +4.7% | tweet ↗ |
| 2026-06-30 | MSFT | @Mindset4Money_X | +0.55 | States MSFT is too cheap and implies buying more. | +4.7% | tweet ↗ |
| 2026-06-30 | AMD | @Mindset4Money_X | +0.50 | Reports +345% since thesis was posted. | -10.9% | tweet ↗ |
| 2026-06-30 | META | @Mindset4Money_X | +0.00 | Favorable R/R thesis for Reddit with growth drivers and peer comparisons. | +3.5% | tweet ↗ |
| 2026-06-30 | RDDT | @Mindset4Money_X | +0.55 | Favorable R/R thesis for Reddit with growth drivers and peer comparisons. | +12.2% | tweet ↗ |
| 2026-06-28 | MSFT | @Mindset4Money_X | +0.30 | Starts thread on quality companies where stocks track cashflows, naming MSFT. | +4.7% | tweet ↗ |
| 2026-06-28 | UBER | @Mindset4Money_X | +0.45 | Argues UBER profitability is much higher while valuation is lower. | -2.3% | 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.