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
+1.18
hit rate
55%
mean α
+0.34%
signals 14d
23
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: 55% hit rate, +0.34% mean alpha, trader score +1.18. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @nelsonrangel | · | Argues AI and semiconductor concentration caused avoidable portfolio damage | · | tweet ↗ |
| 2026-10-15 | NKE | @nelsonrangel | +0.75 | Calls Nike's rally constructive and its prior 1x-sales selling irrational | +0.4% | tweet ↗ |
| 2026-10-15 | · | @nelsonrangel | · | Highlights high market dispersion and the importance of stock selection | · | tweet ↗ |
| 2026-10-14 | · | @nelsonrangel | · | Observes continued relative strength in pharmaceutical and consumer-staples sectors. | · | tweet ↗ |
| 2026-10-12 | NKE | @nelsonrangel | -0.10 | Nike's China weakness is framed as a broad premium-consumer macro problem rather than company-specific failure. | +5.5% | tweet ↗ |
| 2026-10-12 | EWZ | @nelsonrangel | +0.00 | PredictIt election pricing shows Bolsonaro's odds rising, with EWZ cited as the market proxy. | -2.2% | tweet ↗ |
| 2026-10-12 | IGV | @nelsonrangel | +0.50 | Author defends software and alleges losing semiconductor bulls are manufacturing software-sector FUD. | -0.6% | tweet ↗ |
| 2026-10-12 | SMH | @nelsonrangel | -0.35 | Author defends software and alleges losing semiconductor bulls are manufacturing software-sector FUD. | -10.8% | tweet ↗ |
| 2026-10-09 | NKE | @nelsonrangel | +0.45 | Views NKE's gap fill and recent buying as increasingly constructive, while acknowledging bottom uncertainty. | +7.5% | tweet ↗ |
| 2026-10-08 | · | @nelsonrangel | · | Warns that leveraged AI investors will promote the trade to prevent an alleged bubble from collapsing. | · | tweet ↗ |
| 2026-10-08 | · | @nelsonrangel | · | Condemns the AI industry's integrity over a disputed $20B revenue figure. | · | tweet ↗ |
| 2026-10-08 | · | @nelsonrangel | · | Says AI-centered markets are selling off while Latin America and Africa attract capital. | · | tweet ↗ |
| 2026-10-08 | SBUX | @nelsonrangel | -0.90 | Harshly criticizes Starbucks' CEO, citing a 43% profit collapse and urging the board to fire him. | +8.1% | tweet ↗ |
| 2026-10-08 | · | @nelsonrangel | · | Observes relative strength in software and consumer staples. | · | tweet ↗ |
| 2026-10-07 | PFE | @nelsonrangel | +0.50 | Reports FDA approval for expanded use of Pfizer's breast-cancer treatment Tukysa. | +7.3% | 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.