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
+0.57
hit rate
62%
mean α
+0.54%
signals 14d
6
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 13 scored bets: 62% hit rate, +0.54% mean alpha, trader score +0.57. Their last-14d mentions, direction-adjusted, have moved +8.7% since posting (mean over 5 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | ORCL | @MotherCabriniNY | -0.65 | Compares data centers to WeWork and argues tenant-duration mismatch creates major risk. | -11.9% | tweet ↗ |
| 2026-10-13 | CRWV | @MotherCabriniNY | -0.65 | Compares data centers to WeWork and argues tenant-duration mismatch creates major risk. | -30.3% | tweet ↗ |
| 2026-10-12 | JEF | @MotherCabriniNY | -0.45 | Reports alleged fraud involving nearly $900M of iron-ore deals in a Jefferies fund. | · | tweet ↗ |
| 2026-10-12 | AAPL | @MotherCabriniNY | -0.45 | WSJ reportedly says Apple asked suppliers to reduce iPhone 18 component production. | +2.0% | tweet ↗ |
| 2026-10-12 | ENVX | @MotherCabriniNY | -0.65 | Dismisses ENVX's $216M pipeline as promotional rather than firm orders. | +7.7% | tweet ↗ |
| 2026-10-09 | ORCL | @MotherCabriniNY | -0.25 | Cryptic retrospective implies skepticism about ORCL but requires missing context. | -10.8% | 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.