Author
@RealNickMugalli RealNickMugalli
grade Bx.com/RealNickMugalli ↗
Prolific AI-infrastructure analyst mapping the compute stack with dated price targets
Publishes long-form, ticker'd theses and pre-market/recap br
trader score
+1.35
hit rate
65%
mean α
+0.68%
signals 14d
192
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, +0.68% mean alpha, trader score +1.35. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 102 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @RealNickMugalli | · | Reports USD/JPY above 160 and calls for renewed intervention | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports a hawkish Warsh speech, sharply higher yields and markets pricing future rate hikes | · | tweet ↗ |
| 2026-08-28 | IREN | @RealNickMugalli | -0.90 | Says IREN's 14% earnings-day selloff is deserved and should deepen | — | tweet ↗ |
| 2026-08-28 | NVDA | @RealNickMugalli | +0.85 | Calls semiconductor selling irrational after Nvidia's strong earnings and urges a rebound | — | tweet ↗ |
| 2026-08-28 | SKHY | @RealNickMugalli | +0.75 | Calls semiconductor selling irrational after Nvidia's strong earnings and urges a rebound | · | tweet ↗ |
| 2026-08-28 | AVGO | @RealNickMugalli | +0.75 | Calls semiconductor selling irrational after Nvidia's strong earnings and urges a rebound | — | tweet ↗ |
| 2026-08-28 | MU | @RealNickMugalli | +0.75 | Calls semiconductor selling irrational after Nvidia's strong earnings and urges a rebound | — | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports markets pricing a 50% chance of a September hike after Warsh's hawkish speech | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports USD/JPY at 160 following policy statements from Warsh and Bessent | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports a 30-year bond selloff after Warsh hinted inflation progress may be insufficient | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports the US two-year yield rising to 4.286%, its highest since July 31 | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports Warsh explicitly rejecting characterization of his speech as forward guidance | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Forecasts Warsh will reduce forward guidance and shift Fed communication toward long-term fundamentals | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Highlights Druckenmiller's concentrated sizing philosophy across bond and currency trades | · | tweet ↗ |
| 2026-08-28 | · | @RealNickMugalli | · | Reports CXMT's first-half revenue surged 873% and exceeded guidance while the company swung to profit. | · | 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.