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
-2.14
hit rate
30%
mean α
-1.35%
signals 14d
61
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, -1.35% mean alpha, trader score -2.14. Their last-14d mentions, direction-adjusted, have moved -13.3% since posting (mean over 53 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSLA | @moneyqubit | +0.45 | Praises Tesla's attention-driven marketing as efficient capital allocation. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @moneyqubit | +0.65 | Argues Tesla's valuation now rests on robotics and AI rather than cars, with Roadster as a promotional preview. | +2.7% | tweet ↗ |
| 2026-10-14 | DELL | @moneyqubit | +0.20 | Attributes AI-infrastructure losses to a rates scare while maintaining that compute demand remains intact. | -10.1% | tweet ↗ |
| 2026-10-14 | MRVL | @moneyqubit | +0.20 | Attributes AI-infrastructure losses to a rates scare while maintaining that compute demand remains intact. | -6.8% | tweet ↗ |
| 2026-10-14 | ORCL | @moneyqubit | +0.20 | Attributes AI-infrastructure losses to a rates scare while maintaining that compute demand remains intact. | -3.4% | tweet ↗ |
| 2026-10-14 | NVDA | @moneyqubit | +0.30 | Attributes AI-infrastructure losses to a rates scare while maintaining that compute demand remains intact. | -4.7% | tweet ↗ |
| 2026-10-13 | IREN | @moneyqubit | +0.35 | IREN unveiled a proposed 900MW Australian AI data-center campus. | -28.4% | tweet ↗ |
| 2026-10-13 | IREN | @moneyqubit | +0.30 | IREN is sponsoring Nvidia GTC Berlin, giving it exposure to enterprise and AI-infrastructure buyers. | -28.4% | tweet ↗ |
| 2026-10-13 | NVDA | @moneyqubit | +0.05 | IREN is sponsoring Nvidia GTC Berlin, giving it exposure to enterprise and AI-infrastructure buyers. | -7.7% | tweet ↗ |
| 2026-10-13 | TAO | @moneyqubit | +0.75 | Bullish long-term thesis frames Bittensor as decentralized AI infrastructure and a counterweight to closed labs. | · | tweet ↗ |
| 2026-10-12 | CIFR | @moneyqubit | -0.15 | Remains bullish on IREN, arguing an Anthropic customer reveal validates its AI-hosting business. | -38.9% | tweet ↗ |
| 2026-10-12 | WULF | @moneyqubit | -0.15 | Remains bullish on IREN, arguing an Anthropic customer reveal validates its AI-hosting business. | -15.3% | tweet ↗ |
| 2026-10-12 | NBIS | @moneyqubit | -0.15 | Remains bullish on IREN, arguing an Anthropic customer reveal validates its AI-hosting business. | -24.4% | tweet ↗ |
| 2026-10-12 | IREN | @moneyqubit | +0.75 | Remains bullish on IREN, arguing an Anthropic customer reveal validates its AI-hosting business. | -28.4% | tweet ↗ |
| 2026-10-12 | CRWV | @moneyqubit | -0.15 | Remains bullish on IREN, arguing an Anthropic customer reveal validates its AI-hosting business. | -32.4% | 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.