Author
@mmlionfund mmlionfund
grade Bx.com/mmlionfund ↗
Disciplined bottom-up SaaS/AI fundamental analyst with skeptical capex eye and transparent positions
Posts ticker'd fundamental theses, position disclosures, and
trader score
+0.73
hit rate
45%
mean α
+0.30%
signals 14d
57
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: 45% hit rate, +0.30% mean alpha, trader score +0.73. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPCX | @mmlionfund | +0.00 | Compares neocloud annual recurring revenue per active megawatt. | · | tweet ↗ |
| 2026-08-28 | IREN | @mmlionfund | +0.00 | Compares neocloud annual recurring revenue per active megawatt. | — | tweet ↗ |
| 2026-08-28 | CRWV | @mmlionfund | +0.00 | Compares neocloud annual recurring revenue per active megawatt. | — | tweet ↗ |
| 2026-08-28 | NBIS | @mmlionfund | +0.00 | Compares neocloud annual recurring revenue per active megawatt. | — | tweet ↗ |
| 2026-08-28 | MRVL | @mmlionfund | +0.50 | Relays Rosenblatt's view that MRVL's post-earnings selloff is a buying opportunity. | — | tweet ↗ |
| 2026-08-28 | RBRK | @mmlionfund | -0.35 | May trim RBRK near current levels. — Defensive call, slowing net-new business and valuation motivate a possible trim. | — | tweet ↗ |
| 2026-08-27 | NVDA | @mmlionfund | +0.10 | Quantifies rapid Uber agent growth and a 52% drop in AI session cost while spending stayed stable. | -4.6% | tweet ↗ |
| 2026-08-27 | UBER | @mmlionfund | +0.35 | Quantifies rapid Uber agent growth and a 52% drop in AI session cost while spending stayed stable. | +2.4% | tweet ↗ |
| 2026-08-27 | UBER | @mmlionfund | +0.00 | Presents a chart comparing autonomous-vehicle hardware cost per vehicle. | +2.4% | tweet ↗ |
| 2026-08-27 | GOOGL | @mmlionfund | +0.00 | Presents a chart comparing autonomous-vehicle hardware cost per vehicle. | +1.7% | tweet ↗ |
| 2026-08-27 | TSLA | @mmlionfund | +0.00 | Presents a chart comparing autonomous-vehicle hardware cost per vehicle. | -1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @mmlionfund | -0.10 | Reports NVDA's announced $12.9 billion acquisition of Hugging Face. | -4.6% | tweet ↗ |
| 2026-08-26 | IREN | @mmlionfund | -0.65 | Calls neoclouds poor businesses operating in a commodity industry | -10.4% | tweet ↗ |
| 2026-08-26 | CRWV | @mmlionfund | -0.65 | Calls neoclouds poor businesses operating in a commodity industry | -4.3% | tweet ↗ |
| 2026-08-26 | GLXY | @mmlionfund | -0.65 | Calls neoclouds poor businesses operating in a commodity industry | -5.8% | 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.