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
+0.49
hit rate
55%
mean α
+0.29%
signals 14d
90
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, +0.29% mean alpha, trader score +0.49. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 62 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @TheWiseAdapter | · | Notes algorithms reacting negatively to repeated nonfinancial uses of 'hike' in Warsh's speech. | · | tweet ↗ |
| 2026-08-28 | RBRK | @TheWiseAdapter | -0.45 | Calls for profit-taking in overextended SaaS and rotation toward AI hardware. | — | tweet ↗ |
| 2026-08-28 | INTC | @TheWiseAdapter | +0.40 | Calls for profit-taking in overextended SaaS and rotation toward AI hardware. | — | tweet ↗ |
| 2026-08-28 | AVGO | @TheWiseAdapter | +0.50 | Calls for profit-taking in overextended SaaS and rotation toward AI hardware. | — | tweet ↗ |
| 2026-08-28 | MU | @TheWiseAdapter | +0.50 | Calls for profit-taking in overextended SaaS and rotation toward AI hardware. | — | tweet ↗ |
| 2026-08-28 | SIVE | @TheWiseAdapter | -0.70 | Accuses a promoter of falsely claiming SIVE worked directly with MRVL. | · | tweet ↗ |
| 2026-08-28 | MRVL | @TheWiseAdapter | +0.00 | Accuses a promoter of falsely claiming SIVE worked directly with MRVL. | — | tweet ↗ |
| 2026-08-28 | SIVE | @TheWiseAdapter | -0.75 | Says SIVE's prior-quarter earnings were even worse and rejects the stock. | · | tweet ↗ |
| 2026-08-28 | SIVE | @TheWiseAdapter | -0.60 | Explicitly declines interest in SIVE. | · | tweet ↗ |
| 2026-08-27 | GOOGL | @TheWiseAdapter | -0.10 | Says Google warrants are already incorporated in forecasts, limiting novelty. | +1.7% | tweet ↗ |
| 2026-08-27 | MRVL | @TheWiseAdapter | -0.15 | Expects AVGO to reverse higher because the MRVL-Google deal was already forecast and does not impair its thesis. | -10.3% | tweet ↗ |
| 2026-08-27 | AVGO | @TheWiseAdapter | +0.65 | Expects AVGO to reverse higher because the MRVL-Google deal was already forecast and does not impair its thesis. | -0.7% | tweet ↗ |
| 2026-08-27 | GOOGL | @TheWiseAdapter | +0.00 | Expects AVGO to reverse higher because the MRVL-Google deal was already forecast and does not impair its thesis. | +1.7% | tweet ↗ |
| 2026-08-27 | AVGO | @TheWiseAdapter | +0.00 | Places AVGO on tomorrow's watch list without entry intent. | -0.7% | tweet ↗ |
| 2026-08-27 | AVGO | @TheWiseAdapter | +0.55 | Identifies AVGO as the favored play without concrete trade mechanics. | -0.7% | 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.