Author

@WallStDiaries WallStDiaries

Prolific bilingual AI-infra and space/defense news curator who threads catalysts into bullish thematic baskets

Relays and contextualizes a high volume of US/global tech, s

trader score
-0.20
hit rate
40%
mean α
-0.13%
signals 14d
506

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: 40% hit rate, -0.13% mean alpha, trader score -0.20. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 319 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28OWL@WallStDiaries+0.10Blue Owl provided $2.4B financing for IREN's purchase of Nvidia Blackwell Ultra servers.
2026-08-28IREN@WallStDiaries+0.30Blue Owl provided $2.4B financing for IREN's purchase of Nvidia Blackwell Ultra servers.
2026-08-28·@WallStDiaries·Spot gold fell 3% intraday to $4,463.24 per ounce amid rate concerns.·
2026-08-28CRCL@WallStDiaries+0.25Circle signed a multiyear principal sponsorship agreement with Chelsea beginning in 2026/27.
2026-08-28·@WallStDiaries·Rate-hike odds rose from 34% to 58% as hawkish Fed remarks triggered broad asset losses.·
2026-08-28MSFT@WallStDiaries-0.05Microsoft executive acknowledged AI data centers strain emissions goals while reaffirming sustainability efforts.
2026-08-28·@WallStDiaries·Japan reportedly spent a record $96.5B over one month defending the yen.·
2026-08-28CVX@WallStDiaries+0.25Chevron and other US energy firms are reportedly near a major Venezuela oil-investment agreement.
2026-08-28ETHA@WallStDiaries+0.45US spot Ethereum ETFs recorded $226M of daily net inflows, indicating strengthening institutional demand.
2026-08-28·@WallStDiaries·Hawkish Fed remarks keep further rate increases possible because inflation remains above target.·
2026-08-28·@WallStDiaries·September 25-bp hike odds rose to 48% on Kalshi and about 56% on FedWatch.·
2026-08-28SUPX@WallStDiaries+0.35SuperX secured an initial order of 128 Nvidia B300 AI servers for Q4 2026 deployment.·
2026-08-28PSQL@WallStDiaries+0.20Claims Pasqal has begun quantum processing, but details require linked context.·
2026-08-28·@WallStDiaries·Summary of Warsh's hawkish policy remarks emphasizes persistent inflation and readiness to act.·
2026-08-28ETH@WallStDiaries+0.40BofA data show crypto-fund weekly inflows at their highest since October 2025.·

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.