Author
@mukund mukund
grade Ax.com/mukund ↗
Framework-driven AI value-chain analyst tracing where compute spend actually accrues
Writes original fundamental and macro-framework theses on th
trader score
-0.62
hit rate
40%
mean α
-0.26%
signals 14d
2
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: 40% hit rate, -0.26% mean alpha, trader score -0.62. Their last-14d mentions, direction-adjusted, have moved +7.4% since posting (mean over 2 mentions with price data).
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | ANF | @mukund | +0.60 | ANF substantially beat Q2 EPS and sales estimates and raised FY2026 EPS guidance. | +1.8% | tweet ↗ |
| 2026-08-19 | AAOI | @mukund | -0.25 | Questions management credibility after bold revenue claims and a 14% decline, while noting recovery potential. | -13.1% | 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.