Author
@MrMTrades MrMTrades
grade Cx.com/MrMTrades ↗
AI-capex momentum trader stitching the spend chain into ticker'd, level-based long setups
Posts long-biased swing/position trade ideas on AI-infrastru
trader score
-4.73
hit rate
15%
mean α
-2.43%
signals 14d
89
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: 15% hit rate, -2.43% mean alpha, trader score -4.73. Their last-14d mentions, direction-adjusted, have moved -7.6% since posting (mean over 74 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @MrMTrades | +0.75 | Author expects Micron to reach new highs soon on hyperscaler capex demand. | — | tweet ↗ |
| 2026-07-03 | NBIS | @MrMTrades | +0.75 | Added NBIS here on this overreaction. — Explicitly says NBIS is a great spot and author added on the pullback. | — | tweet ↗ |
| 2026-07-02 | VRT | @MrMTrades | +0.45 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-02 | NBIS | @MrMTrades | +0.55 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-02 | MU | @MrMTrades | +0.35 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-02 | SNDK | @MrMTrades | +0.35 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-02 | CRWV | @MrMTrades | +0.55 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-02 | META | @MrMTrades | +0.45 | Argues AI trade is only beginning and buildout continues; next year capex 1.2T. | — | tweet ↗ |
| 2026-07-01 | NBIS | @MrMTrades | +0.25 | Explains neocloud selloff from META compute seller news and says reaction likely excessive. | -5.9% | tweet ↗ |
| 2026-07-01 | CRWV | @MrMTrades | +0.25 | Explains neocloud selloff from META compute seller news and says reaction likely excessive. | -4.6% | tweet ↗ |
| 2026-07-01 | META | @MrMTrades | +0.35 | Explains neocloud selloff from META compute seller news and says reaction likely excessive. | -4.9% | tweet ↗ |
| 2026-06-30 | VRT | @MrMTrades | +0.65 | Bullish AI power bottleneck thesis with VRT reclaiming 20-day line after consolidation. | -10.2% | tweet ↗ |
| 2026-06-30 | MXL | @MrMTrades | +0.75 | Initiated MXL position on infrastructure revenue growth and PT rerating. — Author initiated MXL position, citing +136% YoY infrastructure revenue and PT doublings. | -27.3% | tweet ↗ |
| 2026-06-30 | AMD | @MrMTrades | +0.65 | AMD at new ATH with data center revenue +57% YoY, Q1 beat, and Bernstein $600 target noted. | -10.9% | tweet ↗ |
| 2026-06-30 | MODD | @MrMTrades | +0.55 | MODD commercial insulin pump rollout with first patients using FDA-cleared Pivot pump. | +2.2% | 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.