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
+1.20
hit rate
70%
mean α
+0.45%
signals 14d
27
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, +0.45% mean alpha, trader score +1.20. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @munster_gene | +0.50 | Views stabilized January Duo lead times as positive versus expectations despite supply uncertainty. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @munster_gene | +0.60 | Raises confidence in a 20M FY27 Duo estimate versus the Street's 10M based on exceptional lead times. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @munster_gene | +0.55 | Interprets seven-week iPhone Duo lead times as evidence of a fast demand start. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @munster_gene | +0.35 | Treats a preorder queue five minutes after opening as an early positive demand indicator. | +1.2% | tweet ↗ |
| 2026-10-15 | SPCX | @munster_gene | +0.25 | Calls Roadster an engineering success and anticipates Tesla and SpaceX being combined. | · | tweet ↗ |
| 2026-10-15 | TSLA | @munster_gene | +0.35 | Calls Roadster an engineering success and anticipates Tesla and SpaceX being combined. | +2.7% | tweet ↗ |
| 2026-10-15 | SPCX | @munster_gene | +0.30 | Relays Elon's claims about joint Tesla-SpaceX engineering behind Roadster capabilities. | · | tweet ↗ |
| 2026-10-15 | TSLA | @munster_gene | +0.50 | Relays Elon's claims about joint Tesla-SpaceX engineering behind Roadster capabilities. | +2.7% | tweet ↗ |
| 2026-10-15 | AAPL | @munster_gene | +0.05 | Says personalized bots are moving the AI goalposts just as Apple gains product-level AI momentum. | +1.7% | tweet ↗ |
| 2026-10-15 | AAPL | @munster_gene | +0.50 | Reports Chinese test approval for AI Siri and calls it a major step, while distinguishing testing from availability. | +1.7% | tweet ↗ |
| 2026-10-14 | GOOGL | @munster_gene | -0.40 | Argues transactional personal AI threatens Google's search-routing economics despite recent share gains. | -7.9% | tweet ↗ |
| 2026-10-13 | · | @munster_gene | · | Frames near-term AI investing conditions as stormy but the long-term outlook as exceptional. | · | tweet ↗ |
| 2026-10-13 | AAPL | @munster_gene | +0.70 | Argues paid Siri could become a high-margin $24B-plus annual business for Apple. | +1.9% | tweet ↗ |
| 2026-10-13 | AAPL | @munster_gene | +0.50 | Estimates home launches add under 1% to FY27 revenue and sees larger five-year AI-bot upside. | +1.9% | tweet ↗ |
| 2026-10-12 | META | @munster_gene | +0.70 | Argues personalized AI bots will monetize smoothly and attributes Meta's gain to its paid Muse model. | -13.5% | 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.