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
-0.16
hit rate
60%
mean α
-0.12%
signals 14d
123
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: 60% hit rate, -0.12% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 80 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MELI | @MoneyNomads1 | +0.75 | Prefers MELI based on its first $10B quarter and sustained 30%+ growth rather than rate forecasting. | — | tweet ↗ |
| 2026-08-28 | TEL | @MoneyNomads1 | +0.70 | Discloses a longstanding TEL holding and argues its banking charter and regulated stablecoin are differentiators. | — | tweet ↗ |
| 2026-08-28 | IREN | @MoneyNomads1 | +0.60 | Discloses IREN ownership and frames the gap between contracted and live AI revenue as the thesis. | — | tweet ↗ |
| 2026-08-28 | · | @MoneyNomads1 | · | Frames persistent inflation and hike odds as favoring assets that do not depend on lower rates. | · | tweet ↗ |
| 2026-08-28 | BORG | @MoneyNomads1 | +0.65 | Discloses a long-term BORG holding based on real revenue, product usage, and EU licensing. | · | tweet ↗ |
| 2026-08-28 | EQT | @MoneyNomads1 | +0.70 | Discloses EQT ownership based on power, gas, grid and storage constraints in the AI buildout. | — | tweet ↗ |
| 2026-08-28 | SOFI | @MoneyNomads1 | +0.65 | Discloses holding SOFI and argues its profitable self-funded model can benefit relative to traditional banks. | — | tweet ↗ |
| 2026-08-27 | NVDA | @MoneyNomads1 | -0.25 | Argues Nvidia suppliers outperformed after earnings and discloses ownership of COHR. | -4.6% | tweet ↗ |
| 2026-08-27 | COHR | @MoneyNomads1 | +0.70 | Argues Nvidia suppliers outperformed after earnings and discloses ownership of COHR. | -5.5% | tweet ↗ |
| 2026-08-27 | TEL | @MoneyNomads1 | +0.70 | Discloses a multi-year TEL holding and cites bank blockchain adoption as the thesis. | -0.2% | tweet ↗ |
| 2026-08-27 | NVDA | @MoneyNomads1 | +0.60 | Reports Nvidia revenue and guidance above Street expectations while disclosing an existing holding. | -4.6% | tweet ↗ |
| 2026-08-27 | BTC | @MoneyNomads1 | +0.70 | Frames Bitcoin's 24% weekly rise and unchanged skepticism as a continuing opportunity. | · | tweet ↗ |
| 2026-08-27 | TENB | @MoneyNomads1 | +0.60 | Watches TENB as a cybersecurity beneficiary of expanding AI data-center capex. | +0.1% | tweet ↗ |
| 2026-08-27 | MELI | @MoneyNomads1 | +0.70 | Discloses ownership of MELI and GRAB and gives a long-term operating thesis for both. | +1.8% | tweet ↗ |
| 2026-08-27 | GRAB | @MoneyNomads1 | +0.60 | Discloses ownership of MELI and GRAB and gives a long-term operating thesis for both. | +0.6% | 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.