@mmlionfund mmlionfund

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

mmlionfund is mostly aggregating and framing AI-related dispersion: negative on SPCX valuation and IT consulting pressure, constructive on IREN power capacity, FIG AI traction, RBRK-AgentCore, and NVDA strategy durability. The distinctive read is valuation discipline rather than blanket AI enthusiasm, using AMZN scale, ACN weakness, and S&P concentration data to separate durable platforms from stretched or disrupted models. No explicit position adds, trims, or flips appear in the payload; late-week focus shifts toward market concentration and NVDA strategic framing.

No explicit adds, trims, exits, or directional trade calls are present, so the author is not disclosing portfolio action in this payload. The week is concentrated in AI valuation and infrastructure dispersion: bearish SPCX and ACN-style consulting pressure, constructive FIG, RBRK, IREN, UBER, and NVDA-related framing. SPCX is the clearest repeated negative view, while late-week posts add market-concentration and NVDA strategy context rather than a documented flip.

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.