Author

@WalksWallstreet WalksWallstreet

Data-stacking AI-infrastructure bull who anchors calls in historical base rates

Synthesizes AI/data-center and megacap-tech theses from quan

trader score
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hit rate
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mean α
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signals 14d
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Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-23·@WalksWallstreet·Quantifies Montreal prices as roughly 50% below New York City and argues NYC prices are excessive.·
2026-08-19BTC@WalksWallstreet+0.55Views Bitcoin as nearing the end of a normal bear market, with a historical bottom expected in Q4·
2026-08-18SPCX@WalksWallstreet+0.78Accumulate SPCX in the purple buy box as lockup selling builds an IPO base. — Plans to accumulate SPCX during expected lockup-driven selling and calls it a long-term must-own.·

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.