Author

@MoneyNomads1 MoneyNomads1

grade Bx.com/MoneyNomads1 ↗

Conviction long-term holder threading AI-infra and crypto-infra picks-and-shovels theses

Posts ticker'd, evidence-backed bullish theses and position

trader score
-0.33
hit rate
50%
mean α
-0.34%
signals 14d
104

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: 50% hit rate, -0.34% mean alpha, trader score -0.33. Their last-14d mentions, direction-adjusted, have moved -7.7% since posting (mean over 80 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NVDA@MoneyNomads1+0.15Discloses Nvidia ownership while favoring bearish bond-market evidence on CoreWeave.-1.5%
2026-10-16ASST@MoneyNomads1-0.20Reports a $630M high-cost preferred offering and a large Bitcoin purchase funded by the issuer.+20.3%
2026-10-16OPEN@MoneyNomads1-0.15Discloses Opendoor ownership but says one day of lower yields is insufficient and will not add.-6.4%
2026-10-16FANG@MoneyNomads1+0.20Discloses prior partial sales into strength while retaining the remainder of FANG.+0.9%
2026-10-15AMZN@MoneyNomads1+0.35Discloses holdings in Anthropic's early backers and argues an IPO would value their stakes.-2.7%
2026-10-15GOOGL@MoneyNomads1+0.35Discloses holdings in Anthropic's early backers and argues an IPO would value their stakes.-8.3%
2026-10-15LINK@MoneyNomads1-0.10Discloses a long-held LINK position and a conditional future exit if usage fails to benefit the token.-2.4%
2026-10-15NBIS@MoneyNomads1+0.10Discloses holding both AI-infrastructure names despite debt contagion, with 15% borrowing as the key risk.-15.7%
2026-10-15IREN@MoneyNomads1+0.10Discloses holding both AI-infrastructure names despite debt contagion, with 15% borrowing as the key risk.-18.0%
2026-10-15PGY@MoneyNomads1+0.05Reports hotter-than-forecast CPI and says high rates lasting into 2027 are now the base case.+6.6%
2026-10-15WBTN@MoneyNomads1+0.10Reports WBTN built Marvel's Nov. 16 comics app while noting subscriber monetization risk.·
2026-10-15LSAK@MoneyNomads1+0.30Reports an executive-chairman share purchase and contemporaneous fund sales from Form 4 data.·
2026-10-14KSPI@MoneyNomads1+0.35Author will hold KSPI through its Nov. 9 Q3 report and identifies a key metric.-3.3%
2026-10-14TEL@MoneyNomads1+0.40Discloses a multiyear TEL holding tied to its stablecoin bank charter.-1.0%
2026-10-14NBIS@MoneyNomads1+0.10Owns four AI-build names but distinguishes cash-funded hyperscalers from capital-dependent landlords.-14.7%

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.