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
-2.56
hit rate
30%
mean α
-1.58%
signals 14d
112
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: 30% hit rate, -1.58% mean alpha, trader score -2.56. Their last-14d mentions, direction-adjusted, have moved -4.4% since posting (mean over 78 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SIVE | @MMMTwealth | -0.25 | Rejects using another investor's SIVE position as sufficient justification for the trade. | · | tweet ↗ |
| 2026-08-28 | AAOI | @MMMTwealth | +0.60 | Calls SIVE an execution-risk gamble and favors cheaper, capacity-constrained AAOI and LITE. | — | tweet ↗ |
| 2026-08-28 | SIVE | @MMMTwealth | -0.75 | Calls SIVE an execution-risk gamble and favors cheaper, capacity-constrained AAOI and LITE. | · | tweet ↗ |
| 2026-08-28 | LITE | @MMMTwealth | +0.55 | Calls SIVE an execution-risk gamble and favors cheaper, capacity-constrained AAOI and LITE. | — | tweet ↗ |
| 2026-08-28 | NBIS | @MMMTwealth | +0.75 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-28 | NVDA | @MMMTwealth | +0.75 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-28 | AAOI | @MMMTwealth | +0.75 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-28 | SMTC | @MMMTwealth | +0.65 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-28 | SPCX | @MMMTwealth | +0.75 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | · | tweet ↗ |
| 2026-08-28 | MU | @MMMTwealth | +0.65 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-27 | NVDA | @MMMTwealth | +0.85 | Forecasts at least a 2x NVDA return in 2–4 years using detailed revenue, margin and EPS assumptions. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @MMMTwealth | +0.70 | Sarcastically contrasts Burry's view with NVDA's projected 80% EPS CAGR and 13x FY2028 valuation. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWD | @MMMTwealth | -0.75 | Explicitly rejects owning CrowdStrike at its current valuation multiples. | -4.2% | tweet ↗ |
| 2026-08-26 | · | @MMMTwealth | · | Expresses bullish valuation enthusiasm using an FY2028 EPS estimate and growth multiple, but omits the ticker. | · | tweet ↗ |
| 2026-08-26 | NBIS | @MMMTwealth | +0.35 | Reports positive after-hours moves for AAOI, CRDO, and NBIS. | -2.2% | 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.