Author
@MTSlive MTSlive
grade Cx.com/MTSlive ↗
High-velocity AI-ecosystem news curator relaying frontier-lab, compute, and policy developments
Aggregates and lightly editorializes a firehose of AI-sector
trader score
+0.19
hit rate
30%
mean α
+0.13%
signals 14d
168
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: 30% hit rate, +0.13% mean alpha, trader score +0.19. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 86 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NVDA | @MTSlive | -0.35 | China sovereign AI stack described as viable threat to Nvidia moat. | — | tweet ↗ |
| 2026-07-02 | MSFT | @MTSlive | +0.35 | Microsoft launched a $2.5B AI deployment business with 6,000 engineers. | — | tweet ↗ |
| 2026-07-02 | JPM | @MTSlive | +0.00 | Mentions JPMorgan using AI for shareholder voting in classroom experiment context. | — | tweet ↗ |
| 2026-07-02 | INTC | @MTSlive | +0.00 | Reports OpenAI proposed giving US government 5% stake and cites valuation details. | — | tweet ↗ |
| 2026-07-01 | META | @MTSlive | +0.35 | Discusses AI enabling hardware platforms and says Meta should make a phone. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @MTSlive | +0.00 | Explains Meta thought-to-text hardware is not close to wearable. | -4.9% | tweet ↗ |
| 2026-07-01 | MSFT | @MTSlive | -0.25 | Reports Microsoft plans thousands of layoffs across sales, engineering, and Xbox. | +1.6% | tweet ↗ |
| 2026-07-01 | META | @MTSlive | +0.35 | Reports Meta planning cloud business to rent excess AI compute and compete with hyperscalers. | -4.9% | tweet ↗ |
| 2026-07-01 | AMZN | @MTSlive | -0.10 | Reports Meta planning cloud business to rent excess AI compute and compete with hyperscalers. | +0.4% | tweet ↗ |
| 2026-07-01 | GOOGL | @MTSlive | -0.10 | Reports Meta planning cloud business to rent excess AI compute and compete with hyperscalers. | -0.4% | tweet ↗ |
| 2026-07-01 | MSFT | @MTSlive | -0.10 | Reports Meta planning cloud business to rent excess AI compute and compete with hyperscalers. | +1.6% | tweet ↗ |
| 2026-07-01 | · | @MTSlive | · | Discusses risks that frontier AI restrictions push customers to competing models. | · | tweet ↗ |
| 2026-07-01 | · | @MTSlive | · | Argues frontier AI restrictions may push labs to internalize downstream businesses. | · | tweet ↗ |
| 2026-07-01 | · | @MTSlive | · | Explains open source security vulnerability problem and AI-driven compression of patch cycles. | · | tweet ↗ |
| 2026-07-01 | · | @MTSlive | · | Says AI models surpassed humans at finding and weaponizing code exploits. | · | 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.