@MMMTwealth MMMTwealth

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.

MMMTwealth is running a high-beta long book centered on AAOI, NBIS, OUST, LEU/SMR, SREMF and LMND, with recurring emphasis on underappreciated AI infrastructure, nuclear fuel, metals and AI-applier upside. The distinctive read is that several already-running names still have 2-3x potential despite extended charts, while NBIS remains a core holding he says he has not sold. No clean bearish flip appears in the window; the late-week additions are more thematic expansion into LMND/LLY/ABCL AI appliers and SAIL cybersecurity rather than a retreat from core winners.

Conviction is concentrated in high-beta longs across AAOI/NBIS AI infrastructure, LEU/SMR uranium and nuclear, SREMF metals, and OUST lidar, with repeated gain recaps increasing pump-risk around the winners. There is no clear flip or exit signal; disclosed actions are mostly held positions, especially NBIS, LEU, SMR and OUST. Late-week attention broadens into LMND/LLY/ABCL AI appliers and SAIL cybersecurity, while the only caution is a mild NBIS comparison comment rather than a thesis reversal.

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.