Author
@wey_how12640 wey_how12640
grade Cx.com/wey_how12640 ↗
Disciplined long-only momentum trader riding the AI hardware supply chain
Posts real-time ticker'd long entries, trims, stops and port
trader score
-2.45
hit rate
20%
mean α
-2.38%
signals 14d
82
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: 20% hit rate, -2.38% mean alpha, trader score -2.45. Their last-14d mentions, direction-adjusted, have moved -12.9% since posting (mean over 68 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRM | @wey_how12640 | +0.65 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | +0.7% | tweet ↗ |
| 2026-10-15 | LAZR | @wey_how12640 | -0.60 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | · | tweet ↗ |
| 2026-10-15 | TEAM | @wey_how12640 | +0.65 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | +4.8% | tweet ↗ |
| 2026-10-15 | AMD | @wey_how12640 | -0.60 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | -8.1% | tweet ↗ |
| 2026-10-15 | TWST | @wey_how12640 | -0.60 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | -3.2% | tweet ↗ |
| 2026-10-15 | OKTA | @wey_how12640 | +0.65 | Discloses portfolio deletions and new positions, with additional top-ups and trimming across the portfolio. | +2.2% | tweet ↗ |
| 2026-10-15 | CRM | @wey_how12640 | +0.70 | Marks CRM as a new holding based on earnings inflection and triple-digit Agentforce growth. | +0.7% | tweet ↗ |
| 2026-10-15 | OKTA | @wey_how12640 | +0.55 | Labels OKTA as a new holding after a pullback toward the 21 EMA. | +2.2% | tweet ↗ |
| 2026-10-15 | TEAM | @wey_how12640 | +0.40 | Labels TEAM as a new portfolio position while emphasizing process discipline. | +4.8% | tweet ↗ |
| 2026-10-15 | NBIS | @wey_how12640 | +0.45 | Labels NBIS as new and expects possible short covering near the 200-day moving average. | -15.7% | tweet ↗ |
| 2026-10-14 | HPE | @wey_how12640 | -0.40 | Barclays downgraded Dell, HPE and NetApp over insufficient AI-driven revenue inflection. | -10.2% | tweet ↗ |
| 2026-10-14 | NTAP | @wey_how12640 | -0.40 | Barclays downgraded Dell, HPE and NetApp over insufficient AI-driven revenue inflection. | -3.0% | tweet ↗ |
| 2026-10-14 | DELL | @wey_how12640 | -0.40 | Barclays downgraded Dell, HPE and NetApp over insufficient AI-driven revenue inflection. | -10.1% | tweet ↗ |
| 2026-10-14 | DELL | @wey_how12640 | -0.40 | Barclays downgraded the three companies, citing no meaningful AI inflection to drive significant revenue growth. | -10.1% | tweet ↗ |
| 2026-10-14 | NTAP | @wey_how12640 | -0.40 | Barclays downgraded the three companies, citing no meaningful AI inflection to drive significant revenue growth. | -3.0% | 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.