Author
@TheWiseAdapter TheWiseAdapter
grade Cx.com/TheWiseAdapter ↗
Disciplined, transparent AI-memory/infrastructure swing trader with falsifiable valuation skepticism
Trades the AI capex supercycle — real-time tickered buys, sc
trader score
-0.46
hit rate
55%
mean α
-0.39%
signals 14d
95
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: 55% hit rate, -0.39% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 70 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @TheWiseAdapter | · | Says compute is starved, implying bullish AI compute demand but no ticker. | · | tweet ↗ |
| 2026-07-02 | · | @TheWiseAdapter | · | Weak jobs and delayed hike seen as good for risk-on despite leverage-driven selloff. | · | tweet ↗ |
| 2026-07-02 | SNDK | @TheWiseAdapter | +0.75 | Only add here; buy most AI related stocks. — Explicitly says will only add and buy AI-related stocks after leverage clearout. | — | tweet ↗ |
| 2026-07-02 | MU | @TheWiseAdapter | +0.75 | Only add here; buy most AI related stocks. — Explicitly says will only add and buy AI-related stocks after leverage clearout. | — | tweet ↗ |
| 2026-07-02 | INTC | @TheWiseAdapter | +0.65 | Only add here; buy most AI related stocks. — Explicitly says will only add and buy AI-related stocks after leverage clearout. | — | tweet ↗ |
| 2026-07-02 | DELL | @TheWiseAdapter | +0.65 | Only add here; buy most AI related stocks. — Explicitly says will only add and buy AI-related stocks after leverage clearout. | — | tweet ↗ |
| 2026-07-02 | · | @TheWiseAdapter | · | Discusses SaaS bid after guidance beats then unwind pattern. | · | tweet ↗ |
| 2026-07-02 | SNDK | @TheWiseAdapter | +0.45 | Framework on hawkish Fed comments and no AI compute surplus, citing Meta and Reuters. | — | tweet ↗ |
| 2026-07-02 | META | @TheWiseAdapter | +0.15 | Framework on hawkish Fed comments and no AI compute surplus, citing Meta and Reuters. | — | tweet ↗ |
| 2026-07-02 | MU | @TheWiseAdapter | +0.45 | Framework on hawkish Fed comments and no AI compute surplus, citing Meta and Reuters. | — | tweet ↗ |
| 2026-07-02 | INTC | @TheWiseAdapter | +0.35 | Framework on hawkish Fed comments and no AI compute surplus, citing Meta and Reuters. | — | tweet ↗ |
| 2026-07-01 | META | @TheWiseAdapter | +0.10 | AI buildout framework argues demand, memory and infra bottlenecks persist for years. | -4.9% | tweet ↗ |
| 2026-07-01 | IGV | @TheWiseAdapter | +0.35 | AI buildout framework argues demand, memory and infra bottlenecks persist for years. | +0.2% | tweet ↗ |
| 2026-07-01 | MU | @TheWiseAdapter | +0.65 | AI buildout framework argues demand, memory and infra bottlenecks persist for years. | -5.5% | tweet ↗ |
| 2026-07-01 | META | @TheWiseAdapter | -0.10 | Calls timing of META news and another item a fixed market. | -4.9% | 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.