Author
@MotherCabriniNY MotherCabriniNY
grade Cx.com/MotherCabriniNY ↗
Sardonic short-biased skeptic doing balance-sheet forensics on the AI-infra bubble
Reacts to and dissects AI-infrastructure and special-situati
trader score
+3.31
hit rate
75%
mean α
+2.98%
signals 14d
7
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: 75% hit rate, +2.98% mean alpha, trader score +3.31. Their last-14d mentions, direction-adjusted, have moved +2.8% since posting (mean over 6 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | ENVX | @MotherCabriniNY | +0.20 | Enovix's executive chairman explains why five specialized R&D groups are justified for battery and equipment work. | -1.2% | tweet ↗ |
| 2026-08-25 | ENVX | @MotherCabriniNY | -0.35 | Highlights an alleged contradiction between Honor's relationship claim and ENVX's post-resignation call transcript. | -0.6% | tweet ↗ |
| 2026-08-24 | ENVX | @MotherCabriniNY | +0.15 | Reports ENVX opening a high-volume Malaysian factory with a $1.2B commitment. | +2.8% | tweet ↗ |
| 2026-08-24 | · | @MotherCabriniNY | · | Presents a bearish long-form thesis that the AI boom is structurally fragile. | · | tweet ↗ |
| 2026-08-19 | ENVX | @MotherCabriniNY | -0.80 | Criticizes ENVX's slow dicing line and alleged failure to disclose operational problems. | -1.2% | tweet ↗ |
| 2026-08-17 | ENVX | @MotherCabriniNY | -0.65 | Questions management's customer relationships and proximity to winning Honor business. | -6.7% | tweet ↗ |
| 2026-08-17 | ENVX | @MotherCabriniNY | -0.90 | Explicitly remains short ENVX and cites rising selling, facility and licensing concerns. | -6.7% | 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.