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
-0.70
hit rate
55%
mean α
-0.32%
signals 14d
99
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: 55% hit rate, -0.32% mean alpha, trader score -0.70. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 78 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @mukund | +0.45 | Reports the AAPL Duo sold out and treats the demand as evidence of a wealthy U.S. market. | +1.2% | tweet ↗ |
| 2026-10-16 | IBN | @mukund | +0.00 | Provides IBN's next-day earnings expectations and key margin and liquidity issues to monitor. | · | tweet ↗ |
| 2026-10-16 | MNDY | @mukund | +0.20 | Reports MNDY's price gain, post-earnings momentum, low volume, and prior Barclays/JPMorgan downgrades. | +17.9% | tweet ↗ |
| 2026-10-15 | TSLA | @mukund | +0.55 | Expresses strong enthusiasm for the Tesla Roadster. | +2.7% | tweet ↗ |
| 2026-10-15 | CRWV | @mukund | -0.20 | Reports that three CRWV co-founders sold $3.3 billion of shares after the company's IPO. | -22.2% | tweet ↗ |
| 2026-10-15 | DELL | @mukund | -0.40 | Reports Barclays downgraded DELL to Equal-Weight with a $574 target amid enterprise AI-spending concerns. | -3.6% | tweet ↗ |
| 2026-10-15 | IBN | @mukund | -0.10 | Provides next-day IBN estimates and warns funding pressure and weak CASA growth may squeeze margins. | · | tweet ↗ |
| 2026-10-15 | HDB | @mukund | -0.10 | Provides next-day HDB estimates and highlights projected margin compression and liquidity deployment. | · | tweet ↗ |
| 2026-10-14 | · | @mukund | · | Views Canada's loss of 120,000 working-age residents as a negative demographic trend. | · | tweet ↗ |
| 2026-10-14 | COST | @mukund | +0.15 | Notes that Costco now sells Kirkland-brand paneer and reacts positively. | +2.2% | tweet ↗ |
| 2026-10-14 | AA | @mukund | -0.10 | Lists tomorrow's AA earnings expectations and flags tariff and cost pressure. | -5.4% | tweet ↗ |
| 2026-10-14 | ERIC | @mukund | -0.15 | Lists tomorrow's ERIC earnings expectations and warns memory-cost inflation may pressure margins. | +11.3% | tweet ↗ |
| 2026-10-14 | IBKR | @mukund | +0.00 | Reports tomorrow's earnings date and consensus revenue and EPS expectations. | -4.6% | tweet ↗ |
| 2026-10-14 | GOOGL | @mukund | +0.60 | Calls Gemini and Copilot game-changing and sufficient for most workplace users. | -7.9% | tweet ↗ |
| 2026-10-14 | MSFT | @mukund | +0.50 | Calls Gemini and Copilot game-changing and sufficient for most workplace users. | -1.7% | 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.