Author

@NeelMacro NeelMacro

High-volume macro-thematic commentator riding the AI-semi and crypto supercycle with tickered calls

Posts a constant stream of macro-to-thematic narratives and

trader score
+0.14
hit rate
45%
mean α
+0.15%
signals 14d
126

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: 45% hit rate, +0.15% mean alpha, trader score +0.14. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 62 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03·@NeelMacro·Long-form bullish framework for semiconductors, AI and chip concentration with buy-the-dip view.·
2026-07-03CRCL@NeelMacro-0.45Notes CRCL panic dropped 17% on referenced news.
2026-07-02·@NeelMacro·Reports Kospi +2.4% after 21% correction and large-cap Korean tech gains.·
2026-07-02DIA@NeelMacro+0.45Dow hitting another all-time high is used to argue against bearish mindset.
2026-07-02ETH@NeelMacro+0.50Reports BTC and ETH gains, resistance/support, and bullish macro driver from weak jobs data.·
2026-07-02BTC@NeelMacro+0.55Reports BTC and ETH gains, resistance/support, and bullish macro driver from weak jobs data.·
2026-07-02·@NeelMacro·Says market is celebrating end of rate hike narrative, a risk-positive macro view.·
2026-07-02QQQ@NeelMacro+0.45Jobs print of 57k vs 114k expected is framed as ending hike narrative and boosting risk/gold.
2026-07-02SPY@NeelMacro+0.40Jobs print of 57k vs 114k expected is framed as ending hike narrative and boosting risk/gold.
2026-07-02GOLD@NeelMacro+0.55Jobs print of 57k vs 114k expected is framed as ending hike narrative and boosting risk/gold.
2026-07-02·@NeelMacro·Brief macro liquidity comment implies continued money printing.·
2026-07-01MSTR@NeelMacro+0.45Reports BTC, ETH and MSTR price moves with specific levels and percent move.+7.9%
2026-07-01ETH@NeelMacro+0.20Reports BTC, ETH and MSTR price moves with specific levels and percent move.·
2026-07-01BTC@NeelMacro+0.25Reports BTC, ETH and MSTR price moves with specific levels and percent move.·
2026-07-01·@NeelMacro·Reports ISM print 53.3 versus 53.8 forecast.·

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.