@Reformed_Trader Reformed_Trader
High-conviction space/physical-AI swing trader who charts and discloses every move
Posts real-time tickered swing/position trade calls and adds
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 70% hit rate, +5.65% mean alpha, trader score +3.92. Their last-14d mentions, direction-adjusted, have moved +10.8% since posting (mean over 53 mentions with price data).
Reformed_Trader is overwhelmingly focused on ASTS as the pure-play D2D and Starlink-adjacent rerating trade, using both technical reversal signals and market-access validation to argue the setup is still early. Secondary attention moved into physical AI and robotics microcaps, while later posts flagged semis as extended and proposed rotation toward software, crypto, and hyperscalers. Explicit position disclosure is limited to CCXI and MBLY exposure tied to the humanoid/physical AI theme.
Conviction is concentrated in ASTS, where the author repeatedly framed technical recovery, SpaceX validation, and market ignorance as a rerating setup. Late in the window, attention broadened into robotics and physical AI microcaps, while semis were flagged as extended and possible rotation beneficiaries included software, crypto, and hyperscalers. No valid ticker-tagged directional call was available for conviction_trades, and the explicit position disclosure was limited to CCXI with MBLY context unclear.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @Reformed_Trader | · | Macro opinion that Powell-conditioned market looked backward. | · | tweet ↗ |
| 2026-07-02 | · | @Reformed_Trader | · | Says semiconductor breakdown was technical after losing 20sma. | · | tweet ↗ |
| 2026-07-02 | ASTS | @Reformed_Trader | +0.30 | Suggests AST SpaceMobile as a growth story adjacent to Starlink. | — | tweet ↗ |
| 2026-07-02 | ASTS | @Reformed_Trader | +0.35 | Weekly chart shows reclaim and momentum indicators; wants close over 90 or 100. | — | tweet ↗ |
| 2026-07-02 | · | @Reformed_Trader | · | Negative opinion on algos driving US market moves. | · | tweet ↗ |
| 2026-07-02 | · | @Reformed_Trader | · | Mentions cited TAM of $740B for mobile satellite connectivity. | · | tweet ↗ |
| 2026-07-02 | ASTS | @Reformed_Trader | +0.25 | SpaceX quote frames mobile satellite opportunity as bigger than home Wi-Fi. | — | tweet ↗ |
| 2026-07-02 | ORCL | @Reformed_Trader | +0.20 | Expects rotation into software, crypto, and hyperscalers if top or consolidation occurs. | — | tweet ↗ |
| 2026-07-02 | IGV | @Reformed_Trader | +0.25 | Expects rotation into software, crypto, and hyperscalers if top or consolidation occurs. | — | tweet ↗ |
| 2026-07-02 | ETH | @Reformed_Trader | +0.25 | Expects rotation into software, crypto, and hyperscalers if top or consolidation occurs. | · | tweet ↗ |
| 2026-07-02 | BTC | @Reformed_Trader | +0.25 | Expects rotation into software, crypto, and hyperscalers if top or consolidation occurs. | · | tweet ↗ |
| 2026-07-02 | · | @Reformed_Trader | · | Reply expects possible rotation into software, crypto, and hyperscalers. | · | tweet ↗ |
| 2026-07-02 | SOXX | @Reformed_Trader | -0.30 | Warns SOXX overshot channel with bearish divergence, increasing top conditions. | — | tweet ↗ |
| 2026-07-01 | ASTS | @Reformed_Trader | +0.15 | Defends context around Cramer ASTS mentions and says know what you own. | -1.1% | tweet ↗ |
| 2026-07-01 | · | @Reformed_Trader | · | Reply contextualizes Cramer mentions with no clear ticker in standalone text. | · | 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.