Author
@munster_gene munster_gene
grade Ax.com/munster_gene ↗
Named institutional analyst modeling AI-capex demand across the Mag 7
Publishes original above-Street estimates and earnings-setup
trader score
+1.98
hit rate
70%
mean α
+0.56%
signals 14d
9
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: 70% hit rate, +0.56% mean alpha, trader score +1.98. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 8 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | NVDA | @munster_gene | +0.80 | Argues Nvidia's CY27 guide materially enlarges the expected AI compute and distribution opportunity. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @munster_gene | +0.50 | Reports Nvidia guided next-year revenue growth to at least 70% versus 44% expected. | +3.8% | tweet ↗ |
| 2026-08-26 | SPCX | @munster_gene | +0.50 | Recasts customer-segment growth and argues ACIE should outgrow hyperscalers going forward. | · | tweet ↗ |
| 2026-08-26 | META | @munster_gene | +0.10 | Recasts customer-segment growth and argues ACIE should outgrow hyperscalers going forward. | +0.3% | tweet ↗ |
| 2026-08-26 | AMZN | @munster_gene | +0.10 | Recasts customer-segment growth and argues ACIE should outgrow hyperscalers going forward. | +2.4% | tweet ↗ |
| 2026-08-26 | NVDA | @munster_gene | +0.60 | Calls Nvidia's results and guidance strong despite a modest gross-margin miss. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @munster_gene | +0.20 | Reports Meta's $18B national tech-addiction settlement and argues the cost is manageable. | +0.3% | tweet ↗ |
| 2026-08-21 | NVDA | @munster_gene | -0.10 | NVDA earnings preview highlights demand mix, AI spending and potential gross-margin pressure. | +1.3% | tweet ↗ |
| 2026-08-18 | META | @munster_gene | -0.70 | Says current state litigation and safety concerns are only the start of larger risks over the next year. | +6.3% | 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.