Author
@mweinbach
grade Cx.com/mweinbach ↗
Max Weinbach is a consumer-tech analyst with credible product and sector read-throughs, but his feed and bylines are mostly phones, computers, software, AI tools, and device commen
trader score
-1.28
hit rate
35%
mean α
-0.36%
signals 14d
44
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: 35% hit rate, -0.36% mean alpha, trader score -1.28. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @mweinbach | -0.05 | Recalls Apple's prior warning that the newest iPhones would be difficult to obtain. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @mweinbach | +0.45 | Rapid sellouts and delayed delivery dates are presented as evidence of strong iPhone demand. | +1.2% | tweet ↗ |
| 2026-10-15 | · | @mweinbach | · | Positively assesses a safer, differently tuned open-weight Muse Spark model. | · | tweet ↗ |
| 2026-10-15 | AAPL | @mweinbach | +0.25 | Reports Meta-Apple optimization work enabling multimodal and clustered local model execution. | +1.7% | tweet ↗ |
| 2026-10-15 | META | @mweinbach | +0.30 | Reports Meta-Apple optimization work enabling multimodal and clustered local model execution. | -12.8% | tweet ↗ |
| 2026-10-13 | · | @mweinbach | · | Assesses Muse Wonder Full as strong at coding but weak across many tasks versus competing models. | · | tweet ↗ |
| 2026-10-13 | AAPL | @mweinbach | +0.45 | Argues Apple HomeView and HomePod mini 2 may perform well because of deep iPhone context. | +1.9% | tweet ↗ |
| 2026-10-13 | · | @mweinbach | · | Recommends Argon over AGY based on comparative use in OpenCode. | · | tweet ↗ |
| 2026-10-13 | GOOGL | @mweinbach | +0.35 | Calls Argon the best knowledge-work model while criticizing Google's consumer interface for it. | -9.5% | tweet ↗ |
| 2026-10-13 | · | @mweinbach | · | Reports using Argon to recreate personal Windows applications with CLI tools and skills. | · | tweet ↗ |
| 2026-10-13 | AAPL | @mweinbach | -0.20 | Describes an Apple model problem and suggests Gemini 4 technology could improve the product. | +1.9% | tweet ↗ |
| 2026-10-13 | AAPL | @mweinbach | +0.45 | Strongly praises HomePod mini 2 as Mac speakers. | +1.9% | tweet ↗ |
| 2026-10-13 | AAPL | @mweinbach | +0.35 | Expresses strong purchase interest in Apple's HomeView for multiple rooms. | +1.9% | tweet ↗ |
| 2026-10-12 | META | @mweinbach | +0.65 | Expresses strong enthusiasm for Meta's progress. | -13.5% | tweet ↗ |
| 2026-10-11 | XPEV | @mweinbach | +0.55 | Reports XPeng public autonomous-driving test rides in Europe and compares it with Tesla. | -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.