@MrMojoRisinX MrMojoRisinX
Sophisticated anon PM dissecting merger-arb and special-situation deal mechanics
Analyzes event-driven, merger-arb, activist and special-situ
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, +0.54% mean alpha, trader score +0.64. Their last-14d mentions, direction-adjusted, have moved +3.6% since posting (mean over 7 mentions with price data).
Author is focused on hedge-budget construction, event-driven/special-situation setups, and a satirical but bearish read on SPCX-style proxies. The clearest actionable call is adding XLC as a hedge-budget replacement, while the most repeated single-name stance is negative on SPCX. Late-window activity broadened into activist, CME selloff, SATS hedge-structure, and MSOS cannabis observations, but without enough evidence of a hard pivot.
The week is broad and event-driven rather than concentrated in one deep thesis: hedge-budget XLC, bearish SPCX proxy commentary, and special-situation monitoring dominate. There is no clear flip or fading pattern from the provided signals; most claims appear newly surfaced or consistent within a short window. Pump-risk is modest overall, though MSOS is a narrow two-signal theme and SPCX is the most repeated ticker-specific bearish stance.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | ABVX | @MrMojoRisinX | +0.30 | Suggests ABVX dual-track process may lead to similar outcomes, but context is thin. | +9.1% | tweet ↗ |
| 2026-06-30 | GLAS | @MrMojoRisinX | +0.30 | Mentions insider buy as signal for GLAS. | · | tweet ↗ |
| 2026-06-29 | MSOS | @MrMojoRisinX | +0.30 | Says MSOS appears marginal but still feels directionally underappreciated. | +1.0% | tweet ↗ |
| 2026-06-26 | · | @MrMojoRisinX | · | Comments on regulatory scrutiny and cost of media merger buyer review. | · | tweet ↗ |
| 2026-06-25 | · | @MrMojoRisinX | · | Discusses regulatory advantage but potential cost and margin risks for an unnamed company. | · | tweet ↗ |
| 2026-06-25 | AMZN | @MrMojoRisinX | +0.30 | Rank orders AMZN, NVDA, MSFT by fundamentals and moving average/VWAP trend context. | +6.9% | tweet ↗ |
| 2026-06-25 | NVDA | @MrMojoRisinX | +0.20 | Rank orders AMZN, NVDA, MSFT by fundamentals and moving average/VWAP trend context. | -0.5% | tweet ↗ |
| 2026-06-25 | MSFT | @MrMojoRisinX | +0.10 | Rank orders AMZN, NVDA, MSFT by fundamentals and moving average/VWAP trend context. | +10.7% | tweet ↗ |
| 2026-06-25 | SMH | @MrMojoRisinX | -0.60 | SMH downside puts look compelling — Says downside puts on SMH look compelling with light delta. | -7.0% | tweet ↗ |
| 2026-06-23 | JUSHF | @MrMojoRisinX | +0.25 | Suggests Jushi may need to evaluate strategic alternatives including sale to Trulieve. | · | tweet ↗ |
| 2026-06-23 | TRLV | @MrMojoRisinX | +0.10 | Suggests Jushi may need to evaluate strategic alternatives including sale to Trulieve. | · | tweet ↗ |
| 2026-06-22 | CHTR | @MrMojoRisinX | -0.55 | Says CHTR fundamentals trajectory will not improve in scenarios. | +9.3% | 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.