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
+0.91
hit rate
55%
mean α
+0.85%
signals 14d
35
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: 55% hit rate, +0.85% mean alpha, trader score +0.91. Their last-14d mentions, direction-adjusted, have moved +3.9% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | VST | @Mindset4Money_X | +0.70 | Argues that energy scarcity and a 13x forward P/E support VST from current levels. | — | tweet ↗ |
| 2026-08-28 | NOW | @Mindset4Money_X | +0.55 | Views NOW's prior 60% selloff as irrational while warning another severe drawdown is possible. | — | tweet ↗ |
| 2026-08-28 | PYPL | @Mindset4Money_X | -0.45 | Interprets Stripe's withdrawal as evidence that competing with PayPal is preferable to acquiring it. | — | tweet ↗ |
| 2026-08-27 | RDDT | @Mindset4Money_X | +0.70 | Explicitly calls RDDT cheap. | -0.6% | tweet ↗ |
| 2026-08-27 | NKE | @Mindset4Money_X | -0.30 | Signals disagreement with NKE as an answer but leaves the rebuttal in linked content. | +3.0% | tweet ↗ |
| 2026-08-27 | NOW | @Mindset4Money_X | -0.25 | Expresses shocked disbelief at an unseen $138 NOW-related figure. | +4.5% | tweet ↗ |
| 2026-08-27 | PANW | @Mindset4Money_X | -0.25 | Agrees with PANW CEO's bearish view that neocloud scarcity is not a moat. | -2.9% | tweet ↗ |
| 2026-08-26 | NVDA | @Mindset4Money_X | -0.30 | Suggests an attached NVDA chart strongly supports noted bear Michael Burry, but details require the image. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Mindset4Money_X | +0.70 | Uses analysts' $700B 2028 revenue expectation and 26x seven-year growth to argue NVDA's story remains early. | +3.8% | tweet ↗ |
| 2026-08-26 | CRM | @Mindset4Money_X | +0.50 | Reports Salesforce free cash flow growing 4.5-fold over four years, excluding stock compensation. | +24.5% | tweet ↗ |
| 2026-08-26 | CRWD | @Mindset4Money_X | +0.55 | Reports CrowdStrike ARR compounding at 38% annually over six years. | +15.4% | tweet ↗ |
| 2026-08-26 | SHOP | @Mindset4Money_X | +0.50 | Says select SaaS stocks remain successful despite claims that the sector is dead. | +1.7% | tweet ↗ |
| 2026-08-26 | NOW | @Mindset4Money_X | +0.50 | Says select SaaS stocks remain successful despite claims that the sector is dead. | +15.0% | tweet ↗ |
| 2026-08-26 | PLTR | @Mindset4Money_X | +0.50 | Says select SaaS stocks remain successful despite claims that the sector is dead. | +5.0% | tweet ↗ |
| 2026-08-26 | CRM | @Mindset4Money_X | +0.50 | Says select SaaS stocks remain successful despite claims that the sector is dead. | +24.5% | 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.