Author
@WallStDiaries WallStDiaries
grade Cx.com/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
+0.67
hit rate
50%
mean α
+0.33%
signals 14d
454
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: 50% hit rate, +0.33% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 302 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRCL | @WallStDiaries | +0.45 | Circle announced expansion to 40 markets, a $400M acquisition and $100M investment. | +4.5% | tweet ↗ |
| 2026-10-16 | MSFT | @WallStDiaries | +0.10 | NiSource signed a 20-year power agreement for Microsoft's Indiana data-center campus. | -0.9% | tweet ↗ |
| 2026-10-16 | NI | @WallStDiaries | +0.55 | NiSource signed a 20-year power agreement for Microsoft's Indiana data-center campus. | · | tweet ↗ |
| 2026-10-16 | GE | @WallStDiaries | +0.45 | Turkish Airlines agreed to buy over 300 CFM engines plus long-term fleet support. | -9.0% | tweet ↗ |
| 2026-10-16 | THYAO | @WallStDiaries | +0.15 | Turkish Airlines agreed to buy over 300 CFM engines plus long-term fleet support. | · | tweet ↗ |
| 2026-10-16 | SOXX | @WallStDiaries | -0.65 | Reports an eight-session chip-stock decline and nearly $2T in erased value. | -3.1% | tweet ↗ |
| 2026-10-16 | USO | @WallStDiaries | +0.45 | Trump's stated consideration of a MOAB strike is framed as raising oil risk premiums. | +4.8% | tweet ↗ |
| 2026-10-16 | MSFT | @WallStDiaries | +0.50 | Argues Microsoft uniquely retains positive free cash flow among hyperscalers. | -0.9% | tweet ↗ |
| 2026-10-16 | CRWV | @WallStDiaries | -0.75 | Frames CoreWeave's debt and 16% bond yields as a financing crisis threatening AI spending. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @WallStDiaries | · | US Treasury is surveying dealers on bond-buyback effects and future borrowing strategy. | · | tweet ↗ |
| 2026-10-16 | · | @WallStDiaries | · | Reports stablecoin transaction volume exceeding $1T amid defensive liquidity demand. | · | tweet ↗ |
| 2026-10-16 | NVDA | @WallStDiaries | +0.55 | Reports Nvidia's market value exceeding the combined value of Meta, Amazon and AMD. | -1.5% | tweet ↗ |
| 2026-10-16 | XLU | @WallStDiaries | +0.40 | EIA forecasts record US power demand from AI, crypto and electrification through 2027. | +0.8% | tweet ↗ |
| 2026-10-16 | · | @WallStDiaries | · | BLS data show gasoline surged 20.3% and drove half the monthly goods-PPI increase. | · | tweet ↗ |
| 2026-10-16 | NVDA | @WallStDiaries | -0.05 | Jensen Huang called for US-China AI-safety cooperation and possible chip-sale restrictions. | -1.5% | 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.