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
40%
mean α
-0.63%
signals 14d
15
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, -0.63% mean alpha, trader score -1.20. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | TSLA | @munster_gene | +0.45 | Says TSLA selloff buries the lede and EV winter is ending. | — | tweet ↗ |
| 2026-07-02 | TSLA | @munster_gene | +0.55 | Calls TSLA delivery number huge/monster and says EV winter is ending despite stock down. | — | tweet ↗ |
| 2026-07-02 | TSLA | @munster_gene | +0.35 | Attributes TSLA dip to buy-the-rumor/sell-the-news and sees nothing sinister in numbers. | — | tweet ↗ |
| 2026-07-02 | TSLA | @munster_gene | +0.65 | Frames TSLA June deliveries as monster beat and first sign of exiting EV winter. | — | tweet ↗ |
| 2026-07-01 | TSLA | @munster_gene | +0.55 | Expects Tesla delivery growth acceleration and September roughly flat y/y versus Street down 9%. | -7.5% | tweet ↗ |
| 2026-06-29 | GOOGL | @munster_gene | +0.05 | Says real story is Samsung/SK Hynix $590B capex, underscoring early AI buildout. | +1.8% | tweet ↗ |
| 2026-06-25 | AAPL | @munster_gene | +0.45 | Says AAPL price-hike concerns are understandable but revenue and margins should improve. | +12.2% | tweet ↗ |
| 2026-06-25 | AAPL | @munster_gene | +0.50 | Calls 5% selloff on Mac price hikes an overreaction given inelastic demand. | +12.2% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.55 | Five-year supply agreements rose from one to seven, suggesting durable demand. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.75 | CFO says MU supply constrained in FY28; author sees significant positive AI-demand signal. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.65 | MU results and guide beat street growth and margin expectations. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.10 | Lists key items to watch on MU earnings call. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.15 | HBM4E shipments and margin impact flagged as call topic. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | +0.25 | Provides MU margin expectations and historical margin range into call. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @munster_gene | -0.20 | Expects great MU numbers but sideways to down stock due to high whisper. | -7.0% | 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.