Author
@wallstengine wallstengine
grade Bx.com/wallstengine ↗
High-velocity AI/semis newsflow curator who maps every headline to tickers
Relays and contextualizes the AI-compute newsflow in near re
trader score
-1.90
hit rate
40%
mean α
-1.30%
signals 14d
570
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, -1.30% mean alpha, trader score -1.90. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 348 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @wallstengine | · | Chinese chipmaker CXMT sued the Pentagon over its military-company designation. | · | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | Trump says the U.S. reached an oil agreement giving it majority control over more than 65B barrels. | · | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | Reports Perplexity leading a search benchmark across compute levels with low inference costs. | · | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | States that U.S. yields are rising; the linked chart is needed for magnitude and maturity. | · | tweet ↗ |
| 2026-08-28 | META | @wallstengine | +0.20 | Meta is testing robots to automate routine data-center maintenance, potentially up to 80% of some workloads. | — | tweet ↗ |
| 2026-08-28 | PCG | @wallstengine | -0.50 | California lawmakers blocked a proposal limiting utilities' exposure to insurer wildfire recoveries. | — | tweet ↗ |
| 2026-08-28 | EIX | @wallstengine | -0.50 | California lawmakers blocked a proposal limiting utilities' exposure to insurer wildfire recoveries. | · | tweet ↗ |
| 2026-08-28 | MSFT | @wallstengine | +0.00 | Semafor reports Microsoft and Google withdrew from talks for data-center capacity later leased to Anthropic. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @wallstengine | +0.00 | Semafor reports Microsoft and Google withdrew from talks for data-center capacity later leased to Anthropic. | — | tweet ↗ |
| 2026-08-28 | META | @wallstengine | +0.00 | Meta is running U.S. newspaper ads urging rivals to adopt protections tied to its settlement. | — | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | WaPo reports the U.S. will invest in 17 Venezuelan oil fields. | · | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | Reports Lambda may raise up to $3B in equity ahead of a potential IPO next year. | · | tweet ↗ |
| 2026-08-28 | NVDA | @wallstengine | +0.10 | Nvidia-backed Lambda secured $1B in private debt for a chip transaction. | — | tweet ↗ |
| 2026-08-28 | · | @wallstengine | · | The administration appealed a ruling requiring payments for the $16B Hudson Tunnel project. | · | tweet ↗ |
| 2026-08-28 | USDJPY | @wallstengine | +0.50 | Reports the yen weakened to 160 per dollar for the first time since July 31. | · | 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.