Author

@MotherCabriniNY 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
-0.50
hit rate
50%
mean α
-0.27%
signals 14d
12

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: 50% hit rate, -0.27% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 4 mentions with price data).

Recent signals12receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01·@MotherCabriniNY·Geopolitical escalation view involving Iran, Hormuz and oil flow risk.·
2026-06-30ORCL@MotherCabriniNY+0.35Says it appears to be game on with ORCL, implying positive momentum.-4.3%
2026-06-29MSTR@MotherCabriniNY-0.25Decrypt headline says Strategy could sell up to $1.25B of Bitcoin under a digital credit framework.+8.7%
2026-06-29BTC@MotherCabriniNY-0.05Decrypt headline says Strategy could sell up to $1.25B of Bitcoin under a digital credit framework.·
2026-06-29·@MotherCabriniNY·Iran official says there is no plan for direct US talks this week.·
2026-06-26OIL@MotherCabriniNY-0.35Short seller says oil selloff frightens and confuses him, implying bearish oil pressure.·
2026-06-25KKK@MotherCabriniNY-0.75Explicitly says short KKK and APO.·
2026-06-25APO@MotherCabriniNY-0.75Explicitly says short KKK and APO.-2.4%
2026-06-24BABA@MotherCabriniNY-0.80Says if true BABA should be delisted and the stock is not real ownership.-3.7%
2026-06-24ENVX@MotherCabriniNY-0.40Says CFO Farhan Ahmad was a big loss, countering positive management-retention claim.·
2026-06-24ENVX@MotherCabriniNY-0.75Got short ENVX again yesterday. — Discloses renewed short position and bearish thesis around cash raises and insider sales.·
2026-06-22·@MotherCabriniNY·Reports former Fed chair Alan Greenspan died at age 100.·

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.