Author
@MMMTwealth MMMTwealth
grade Ax.com/MMMTwealth ↗
CPA running deep bottom-up theses on overlooked AI-adjacent small caps
Publishes original fundamental research and valuation models
trader score
-0.39
hit rate
35%
mean α
-0.27%
signals 14d
189
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: 35% hit rate, -0.27% mean alpha, trader score -0.39. Their last-14d mentions, direction-adjusted, have moved -9.8% since posting (mean over 148 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @MMMTwealth | · | Mocks premature dip-buying enthusiasm after only 74 minutes of positive candles. | · | tweet ↗ |
| 2026-10-16 | · | @MMMTwealth | · | Rejects claims that a few hours of positive price action confirmed a market bottom. | · | tweet ↗ |
| 2026-10-16 | COPX | @MMMTwealth | +0.50 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | -8.6% | tweet ↗ |
| 2026-10-16 | DLO | @MMMTwealth | +0.50 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | +2.7% | tweet ↗ |
| 2026-10-16 | AMZN | @MMMTwealth | +0.35 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | -0.8% | tweet ↗ |
| 2026-10-16 | UNH | @MMMTwealth | +0.50 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | +4.2% | tweet ↗ |
| 2026-10-16 | NU | @MMMTwealth | +0.50 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | +4.1% | tweet ↗ |
| 2026-10-16 | LLY | @MMMTwealth | +0.50 | Advocates diversified exposure beyond AI while remaining bullish on selected non-AI holdings. | +1.3% | tweet ↗ |
| 2026-10-16 | · | @MMMTwealth | · | Argues sizing, timing and portfolio management matter more than idea generation alone. | · | tweet ↗ |
| 2026-10-15 | LMND | @MMMTwealth | +0.80 | Argues Lemonade leads incumbents in agentic insurance and recurring customer interactions. | -2.0% | tweet ↗ |
| 2026-10-15 | HL | @MMMTwealth | +0.40 | Reports prior-day portfolio gain and completed positive performance by holding. | -11.0% | tweet ↗ |
| 2026-10-15 | SOFI | @MMMTwealth | +0.50 | Reports prior-day portfolio gain and completed positive performance by holding. | -3.1% | tweet ↗ |
| 2026-10-15 | HROW | @MMMTwealth | +0.50 | Reports prior-day portfolio gain and completed positive performance by holding. | -1.1% | tweet ↗ |
| 2026-10-15 | LMND | @MMMTwealth | +0.50 | Reports prior-day portfolio gain and completed positive performance by holding. | -2.0% | tweet ↗ |
| 2026-10-15 | COIN | @MMMTwealth | +0.50 | Reports prior-day portfolio gain and completed positive performance by holding. | -10.5% | 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.