Author

@MitchMartan98 MitchMartan98

Conviction AI-compute and crypto-equity bull with disciplined rotation and risk-management framework

Posts real-time tickered long calls, sector-rotation theses,

trader score
-0.69
hit rate
40%
mean α
-0.62%
signals 14d
365

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: 40% hit rate, -0.62% mean alpha, trader score -0.69. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 318 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28PENG@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28IREN@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28SMTC@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28CIFR@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28NBIS@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28WYFI@MitchMartan98-0.40Higher yields are said to be punishing debt-heavy small caps and neoclouds.
2026-08-28·@MitchMartan98·Warsh says credit and loan markets show few signs of monetary-policy restraint.·
2026-08-28SPY@MitchMartan98-0.15Reports the immediate rise in yields and the dollar, implying pressure on broad equity ETFs.
2026-08-28QQQ@MitchMartan98-0.15Reports the immediate rise in yields and the dollar, implying pressure on broad equity ETFs.
2026-08-28KLAR@MitchMartan98+0.30Reports the CEO's $9.9M share purchase and argues macro weakness is likely priced in.
2026-08-28SPY@MitchMartan98-0.25Warns that higher long yields would pressure debt-dependent stocks and drive volatility.
2026-08-28QQQ@MitchMartan98-0.30Warns that higher long yields would pressure debt-dependent stocks and drive volatility.
2026-08-27RBRK@MitchMartan98-0.35Author says RBRK's post-earnings reaction is disappointing and attributes it to likely profit-taking.-13.1%
2026-08-27RBRK@MitchMartan98+0.60RBRK beat revenue and EPS expectations and reported strong year-over-year growth.-13.1%
2026-08-27RBRK@MitchMartan98+0.70Author reports RBRK crushed earnings and retrospectively says traders should have stayed long.-13.1%

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.