Author
@moneyballinvest moneyballinvest
grade Cx.com/moneyballinvest ↗
AI-semis hype-thesis commentator stacking $1T price-target calls on consensus narratives
Posts high-conviction bullish (occasionally skeptical) calls
trader score
+0.19
hit rate
40%
mean α
+0.10%
signals 14d
42
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: 40% hit rate, +0.10% mean alpha, trader score +0.19. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | QBTS | @moneyballinvest | -0.50 | Argues GOOGL is the preferred quantum-computing investment over three pure-play peers. | -9.0% | tweet ↗ |
| 2026-10-15 | GOOGL | @moneyballinvest | +0.75 | Argues GOOGL is the preferred quantum-computing investment over three pure-play peers. | -8.3% | tweet ↗ |
| 2026-10-15 | IONQ | @moneyballinvest | -0.50 | Argues GOOGL is the preferred quantum-computing investment over three pure-play peers. | -9.0% | tweet ↗ |
| 2026-10-15 | RGTI | @moneyballinvest | -0.50 | Argues GOOGL is the preferred quantum-computing investment over three pure-play peers. | -8.8% | tweet ↗ |
| 2026-10-15 | AAPL | @moneyballinvest | -0.20 | Explores Starlink wireless competition as a threat to carrier iPhone sales, while noting a possible upgrade tailwind. | +1.7% | tweet ↗ |
| 2026-10-15 | T | @moneyballinvest | -0.15 | Explores Starlink wireless competition as a threat to carrier iPhone sales, while noting a possible upgrade tailwind. | -10.9% | tweet ↗ |
| 2026-10-15 | TMUS | @moneyballinvest | -0.15 | Explores Starlink wireless competition as a threat to carrier iPhone sales, while noting a possible upgrade tailwind. | -6.7% | tweet ↗ |
| 2026-10-15 | VZ | @moneyballinvest | -0.15 | Explores Starlink wireless competition as a threat to carrier iPhone sales, while noting a possible upgrade tailwind. | +0.6% | tweet ↗ |
| 2026-10-15 | NVDA | @moneyballinvest | +0.00 | Questions CRWV's viability due to heavy debt, lease obligations, costly GPUs, and projected negative cash flow. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @moneyballinvest | -0.75 | Questions CRWV's viability due to heavy debt, lease obligations, costly GPUs, and projected negative cash flow. | -22.2% | tweet ↗ |
| 2026-10-15 | MU | @moneyballinvest | +0.75 | Argues memory, led by MU, will become the next AI bottleneck and major investment winner. | -5.8% | tweet ↗ |
| 2026-10-15 | SNDK | @moneyballinvest | +0.50 | Argues memory, led by MU, will become the next AI bottleneck and major investment winner. | -11.2% | tweet ↗ |
| 2026-10-15 | AMD | @moneyballinvest | +0.10 | Argues memory, led by MU, will become the next AI bottleneck and major investment winner. | -8.1% | tweet ↗ |
| 2026-10-15 | AVGO | @moneyballinvest | +0.10 | Argues memory, led by MU, will become the next AI bottleneck and major investment winner. | -6.6% | tweet ↗ |
| 2026-10-15 | TSM | @moneyballinvest | +0.10 | Argues memory, led by MU, will become the next AI bottleneck and major investment winner. | -0.9% | 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.