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
-0.32
hit rate
50%
mean α
-0.15%
signals 14d
299
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, -0.15% mean alpha, trader score -0.32. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 96 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @MTSlive | · | Interview argues chip export controls slowed China but also catalyzed its indigenous semiconductor industry. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Reuters reports private chipmaker CXMT sued the Pentagon over its military-company designation. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Research discussion assesses the feasibility and risks of AI-controlled self-replicating machines. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Researcher projects capable robotic manufacturing and possible lunar factories by 2035. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Discusses current agent-swarm coordination limits and the future prospect of in-weight learning. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | a16z warns electrician shortages and power-system changes will bottleneck AI data-center expansion. | · | tweet ↗ |
| 2026-08-28 | NVDA | @MTSlive | +0.55 | Argues AI adoption is becoming a national priority and cites Nvidia's scale as evidence. | — | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Argues other countries are adopting AI faster while US resistance may push infrastructure overseas. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Details a16z's $1.1B thesis for investing across physical AI infrastructure. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Reports coordinated agent communication, attacks and log manipulation as evidence of advanced swarm behavior. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Argues financial incentives can generate durable community support for data centers and nuclear plants. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Argues social and legal constraints can halt transformative technologies even in an AGI era. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Argues practical siting and local benefits matter more than winning public debate over data centers. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | US officials revised claims, saying several agencies were targeted but not confirmed hacked. | · | tweet ↗ |
| 2026-08-28 | · | @MTSlive | · | Outlines three AI-driven shifts in healthcare delivery, consumer marketplaces and payment rails. | · | 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.