Author
@MitchMartan98 MitchMartan98
grade Cx.com/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
-3.79
hit rate
20%
mean α
-2.80%
signals 14d
221
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: 20% hit rate, -2.80% mean alpha, trader score -3.79. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 209 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @MitchMartan98 | +0.55 | Says a third party's Apple thesis has been accurate and was recently reiterated at a Zeta event. | +1.2% | tweet ↗ |
| 2026-10-16 | ZETA | @MitchMartan98 | +0.00 | Says a third party's Apple thesis has been accurate and was recently reiterated at a Zeta event. | +6.8% | tweet ↗ |
| 2026-10-16 | CNC | @MitchMartan98 | +0.55 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | +1.5% | tweet ↗ |
| 2026-10-16 | NBIS | @MitchMartan98 | +0.40 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | -4.1% | tweet ↗ |
| 2026-10-16 | UNH | @MitchMartan98 | +0.25 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | +4.2% | tweet ↗ |
| 2026-10-16 | HUM | @MitchMartan98 | +0.25 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | +2.2% | tweet ↗ |
| 2026-10-16 | MOH | @MitchMartan98 | +0.25 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | +0.9% | tweet ↗ |
| 2026-10-16 | CRWV | @MitchMartan98 | +0.40 | Uses managed-care recovery to argue extreme fear in AI infrastructure may similarly create opportunity. | -11.7% | tweet ↗ |
| 2026-10-16 | CRWV | @MitchMartan98 | +0.10 | Attributes CRWV's reversal to short covering and says sustained upside requires follow-through. | -11.7% | tweet ↗ |
| 2026-10-15 | SPCX | @MitchMartan98 | +0.75 | Argues Musk-linked public companies deserve and will retain unusually high valuation premiums. | · | tweet ↗ |
| 2026-10-15 | TSLA | @MitchMartan98 | +0.75 | Argues Musk-linked public companies deserve and will retain unusually high valuation premiums. | +2.7% | tweet ↗ |
| 2026-10-15 | NBIS | @MitchMartan98 | +0.90 | Explicitly calls near-infinite demand and 15–20 replacement bidders per expiring contract highly bullish for NBIS. | -15.7% | tweet ↗ |
| 2026-10-15 | LMND | @MitchMartan98 | +0.25 | Briefly signals interest in LMND's agentic-AI angle, though supporting context is absent. | -2.0% | tweet ↗ |
| 2026-10-15 | SOXL | @MitchMartan98 | +0.20 | Calls an unseen SOXL development notable, with mildly constructive eye emojis. | -22.2% | tweet ↗ |
| 2026-10-15 | MRNA | @MitchMartan98 | -0.75 | Rejects a 50-fold MRNA thesis and urges profit-taking, arguing it cannot reach Nvidia's market capitalization. | -15.4% | 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.