Author
@moneyqubit moneyqubit
grade Bx.com/moneyqubit ↗
High-conviction AI-infrastructure thesis builder anchored on power-scarcity and neocloud IREN
Writes long-form, multi-factor fundamental/thematic theses o
trader score
-2.16
hit rate
40%
mean α
-1.36%
signals 14d
66
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, -1.36% mean alpha, trader score -2.16. Their last-14d mentions, direction-adjusted, have moved -8.6% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MRVL | @moneyqubit | +0.75 | Argues MRVL's selloff misreads strong AI connectivity growth and raised FY28 revenue guidance. | — | tweet ↗ |
| 2026-08-28 | IREN | @moneyqubit | +0.55 | Argues IREN's capex is substantially financed and contracted rather than equivalent to dilution. | — | tweet ↗ |
| 2026-08-27 | IREN | @moneyqubit | +0.65 | Argues impairment masks a rapid shift from Bitcoin mining toward funded AI-cloud growth. | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @moneyqubit | +0.65 | Reports exceptional quarterly growth and a $108B Q3 guide while framing AI demand as accelerating. | -4.6% | tweet ↗ |
| 2026-08-22 | ONDS | @moneyqubit | +0.65 | Frames ONDS as an integrated autonomous-defense platform positioned for a decade-long spending cycle. | -9.3% | tweet ↗ |
| 2026-08-22 | IREN | @moneyqubit | +0.60 | Argues IREN could evolve from data-center infrastructure into a vertically integrated AI cloud platform. | -15.4% | tweet ↗ |
| 2026-08-21 | IREN | @moneyqubit | +0.65 | Argues IREN should be valued as AI and data-center infrastructure rather than merely a Bitcoin miner. | -15.4% | tweet ↗ |
| 2026-08-21 | · | @moneyqubit | · | Frames physical AI as the next major economic chapter when reasoning, agents, and robotics converge. | · | tweet ↗ |
| 2026-08-21 | · | @moneyqubit | · | Highlights a benchmark where an agent infers goals and rules from observation without instructions. | · | tweet ↗ |
| 2026-08-21 | · | @moneyqubit | · | Argues orbital AI scaling would make rockets part of the AI infrastructure supply chain. | · | tweet ↗ |
| 2026-08-21 | · | @moneyqubit | · | Explains how nuclear generation and storage flexibility could support variable AI power demand. | · | tweet ↗ |
| 2026-08-21 | · | @moneyqubit | · | Describes capital rotating down the AI stack into nuclear, space, defense, and infrastructure. | · | tweet ↗ |
| 2026-08-21 | IREN | @moneyqubit | +0.45 | Q2 filings show large and growing institutional IREN positions as its AI-infrastructure identity develops. | -15.4% | tweet ↗ |
| 2026-08-20 | IREN | @moneyqubit | +0.70 | Says IREN has proven execution and now faces a much larger opportunity. | -16.8% | tweet ↗ |
| 2026-08-20 | · | @moneyqubit | · | Copper backwardation is interpreted as an intensifying physical supply squeeze. | · | 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.