Author
@nft_hu nft_hu
grade Ax.com/nft_hu ↗
Bilingual AI-infrastructure supply-chain specialist who maps NVDA roadmap to upstream beneficiaries
Publishes deep thematic frameworks and watchlists across the
trader score
+1.64
hit rate
65%
mean α
+1.08%
signals 14d
14
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: 65% hit rate, +1.08% mean alpha, trader score +1.64. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 12 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | MRVL | @nft_hu | +0.40 | Calls Marvell increasingly indispensable and highlights its custom-chip and interconnect businesses. | -5.5% | tweet ↗ |
| 2026-08-23 | RKLB | @nft_hu | -0.20 | Describes Neutron fairing tests but says an inaugural launch this year is becoming less likely. | -11.3% | tweet ↗ |
| 2026-08-23 | TSM | @nft_hu | +0.10 | Details Marvell's major AI and semiconductor partnerships with Google, AWS, Nvidia and TSMC. | -0.3% | tweet ↗ |
| 2026-08-23 | NVDA | @nft_hu | +0.15 | Details Marvell's major AI and semiconductor partnerships with Google, AWS, Nvidia and TSMC. | +1.3% | tweet ↗ |
| 2026-08-23 | MRVL | @nft_hu | +0.75 | Details Marvell's major AI and semiconductor partnerships with Google, AWS, Nvidia and TSMC. | -8.6% | tweet ↗ |
| 2026-08-23 | AMZN | @nft_hu | +0.15 | Details Marvell's major AI and semiconductor partnerships with Google, AWS, Nvidia and TSMC. | +3.0% | tweet ↗ |
| 2026-08-23 | GOOGL | @nft_hu | +0.15 | Details Marvell's major AI and semiconductor partnerships with Google, AWS, Nvidia and TSMC. | +0.5% | tweet ↗ |
| 2026-08-21 | · | @nft_hu | · | Celebrates that a Hyperliquid position has exactly doubled. | · | tweet ↗ |
| 2026-08-20 | WOLF | @nft_hu | -0.65 | Argues low utilization prevents WOLF's 200mm cost advantages from reaching financial results. | -1.9% | tweet ↗ |
| 2026-08-20 | WOLF | @nft_hu | +0.55 | Summarizes WOLF leadership, AI data-center growth, Gen5 production and its 200mm transition. | -1.9% | tweet ↗ |
| 2026-08-20 | WOLF | @nft_hu | -0.60 | WOLF missed Q4 expectations, retained negative margins and issued a $140M-$160M Q1 revenue range. | -1.9% | tweet ↗ |
| 2026-08-20 | NVDA | @nft_hu | +0.00 | Identifies Nvidia's August 26 earnings as a key test for semiconductor market conditions. | +0.3% | tweet ↗ |
| 2026-08-20 | HYPE | @nft_hu | +0.35 | Describes conflicting market narratives, favoring cash when bearish and disciplined holding when bullish. | · | tweet ↗ |
| 2026-08-15 | NVDA | @nft_hu | +0.40 | Reports Nvidia's Spectrum-X Ethernet Photonics entering full mass production. | -3.4% | 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.