Author
@NotesontheNoise NotesontheNoise
grade Cx.com/NotesontheNoise ↗
Free, tickered AI value-chain trader sequencing capex flow from chips to apps
Posts conviction long ideas and rotation calls across the AI
trader score
+0.87
hit rate
80%
mean α
+2.12%
signals 14d
1
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 5 scored bets: 80% hit rate, +2.12% mean alpha, trader score +0.87.
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-21 | · | @NotesontheNoise | · | Argues the post-2025 period reflects a different market regime. | · | 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.