Author
@snmart snmart
grade Ax.com/snmart ↗
AI-infrastructure supply-chain hunter chasing obscure upstream packaging and photonics plays
Original bottom-up thematic analysis connecting AI compute d
trader score
+0.38
hit rate
35%
mean α
+0.49%
signals 14d
20
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: 35% hit rate, +0.49% mean alpha, trader score +0.38. Their last-14d mentions, direction-adjusted, have moved -11.5% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @snmart | +0.65 | Predicts buyers will absorb the IREN dip very quickly. | — | tweet ↗ |
| 2026-08-28 | PATH | @snmart | +0.45 | Highlights PATH's high-volume breakout before earnings as evidence of software recovery. | — | tweet ↗ |
| 2026-08-28 | SIVE | @snmart | +0.25 | Reshares an earlier comparative article and says its analysis aged well. | · | tweet ↗ |
| 2026-08-28 | IQE | @snmart | +0.00 | Reshares an earlier comparative article and says its analysis aged well. | · | tweet ↗ |
| 2026-08-27 | PATH | @snmart | +0.55 | Predicts PATH will reach a positive inflection point very soon. | -1.0% | tweet ↗ |
| 2026-08-24 | LIB.V | @snmart | +0.65 | LIB.V reported battery-grade lithium output and outlined production and offtake targets. | · | tweet ↗ |
| 2026-08-24 | ASTS | @snmart | +0.70 | Discloses that 21.5% of the author's portfolio is invested in RKLB and ASTS. | -6.9% | tweet ↗ |
| 2026-08-24 | RKLB | @snmart | +0.70 | Discloses that 21.5% of the author's portfolio is invested in RKLB and ASTS. | -5.7% | tweet ↗ |
| 2026-08-18 | WOLF | @snmart | +0.75 | Strongly bullish contrarian framing says betting opposite Kevin Xu on WOLF and NVTS will create millionaires. | -17.8% | tweet ↗ |
| 2026-08-18 | NVTS | @snmart | +0.75 | Strongly bullish contrarian framing says betting opposite Kevin Xu on WOLF and NVTS will create millionaires. | -12.8% | tweet ↗ |
| 2026-08-16 | IQE | @snmart | +0.65 | Predicts an upward valuation rerating for IQE. | · | tweet ↗ |
| 2026-08-16 | PLTR | @snmart | +0.70 | Attributes past portfolio growth to an approximately tenfold gain in PLTR. | +7.0% | tweet ↗ |
| 2026-08-16 | INDI | @snmart | +0.50 | Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027. | -19.7% | tweet ↗ |
| 2026-08-16 | OUST | @snmart | +0.50 | Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027. | -28.9% | tweet ↗ |
| 2026-08-16 | CCXI | @snmart | +0.50 | Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027. | · | 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.