Author
@nelsonrangel nelsonrangel
grade Cx.com/nelsonrangel ↗
Named contrarian who reads mega-cap AI bubble via valuation and insider selling
Posts contrarian fundamental/macro commentary, flagging over
trader score
-0.07
hit rate
39%
mean α
-0.03%
signals 14d
22
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 18 scored bets: 39% hit rate, -0.03% mean alpha, trader score -0.07. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @nelsonrangel | · | Argues market pricing is signaling the necessary Fed stance and that policy is behind the curve. | · | tweet ↗ |
| 2026-08-28 | · | @nelsonrangel | · | Reports rising yields and argues the Fed is 75 basis points behind the curve on hikes. | · | tweet ↗ |
| 2026-08-26 | ANPDY | @nelsonrangel | +0.60 | Reports record first-half revenue, 12.9% growth, overseas expansion and a 10% dividend raise | · | tweet ↗ |
| 2026-08-25 | NKE | @nelsonrangel | +0.80 | Sell semiconductors and buy NKE as an AI-bubble contrarian trade. — Explicitly proposes rotating from semiconductors into NKE. | +0.3% | tweet ↗ |
| 2026-08-24 | BAC | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | -0.0% | tweet ↗ |
| 2026-08-24 | UBS | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | +2.2% | tweet ↗ |
| 2026-08-24 | COF | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | -0.3% | tweet ↗ |
| 2026-08-24 | JPM | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | +0.3% | tweet ↗ |
| 2026-08-24 | DB | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | +5.0% | tweet ↗ |
| 2026-08-24 | BNP | @nelsonrangel | -0.20 | Bessent says a major financial institution will be sanctioned; author lists speculative candidates. | · | tweet ↗ |
| 2026-08-24 | · | @nelsonrangel | · | Warns large systematic long-end Treasury purchases would fuel liquidity, asset inflation and CPI. | · | tweet ↗ |
| 2026-08-22 | · | @nelsonrangel | · | Reduce semiconductor exposure to avoid a potential AI data-center spending bust. — Explicitly urges followers to cut semiconductor exposure because suppliers are preparing for a bust. | · | tweet ↗ |
| 2026-08-22 | · | @nelsonrangel | · | Reports 50% US tariffs on $20B of Canadian goods and expects additional upward pressure on yields. | · | tweet ↗ |
| 2026-08-21 | TROW | @nelsonrangel | -0.10 | T. Rowe Price agrees to acquire F/M Investments, adding 19B in assets and 20 ETFs. | · | tweet ↗ |
| 2026-08-20 | SPY | @nelsonrangel | -0.45 | Reports the S&P 500 falling as the Treasury yield-control plan failed. | +0.9% | 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.