Author
@wliang wliang
grade Cx.com/wliang ↗
High-conviction retail AI-capex theme trader mapping megacaps down to micro-cap chokepoints
Posts a continuous bullish narrative around the AI/data-cent
trader score
-0.92
hit rate
40%
mean α
-1.79%
signals 14d
168
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, -1.79% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved -11.7% since posting (mean over 133 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | BTC | @wliang | +0.35 | BTC chart color suggests risk-on market may persist until around September. | · | tweet ↗ |
| 2026-07-02 | MSTR | @wliang | +0.35 | Claims to have nailed MSTR move from 149 to 82 and back up 20%. | — | tweet ↗ |
| 2026-07-02 | CRWV | @wliang | +0.55 | Calls neocloud selloff an overreaction and good dips to buy. | — | tweet ↗ |
| 2026-07-02 | META | @wliang | -0.05 | Calls neocloud selloff an overreaction and good dips to buy. | — | tweet ↗ |
| 2026-07-02 | IREN | @wliang | +0.55 | Calls neocloud selloff an overreaction and good dips to buy. | — | tweet ↗ |
| 2026-07-02 | NBIS | @wliang | +0.55 | Calls neocloud selloff an overreaction and good dips to buy. | — | tweet ↗ |
| 2026-07-02 | OUST | @wliang | +0.25 | Discloses VPG investment and bullish robotics supply thesis. | — | tweet ↗ |
| 2026-07-02 | TEL | @wliang | +0.00 | Discloses VPG investment and bullish robotics supply thesis. | — | tweet ↗ |
| 2026-07-02 | AMBA | @wliang | +0.25 | Discloses VPG investment and bullish robotics supply thesis. | — | tweet ↗ |
| 2026-07-02 | HON | @wliang | +0.00 | Discloses VPG investment and bullish robotics supply thesis. | — | tweet ↗ |
| 2026-07-02 | VPG | @wliang | +0.65 | Discloses VPG investment and bullish robotics supply thesis. | — | tweet ↗ |
| 2026-07-02 | VPG | @wliang | +0.35 | VPG DTS won 2026 Supplier of the Year for crash testing tech. | — | tweet ↗ |
| 2026-07-01 | MSTR | @wliang | +0.55 | MSTR bounced off ~$82 support and author watches BTC climb. | +7.9% | tweet ↗ |
| 2026-07-01 | BTC | @wliang | +0.35 | MSTR bounced off ~$82 support and author watches BTC climb. | · | tweet ↗ |
| 2026-07-01 | ROBO | @wliang | -0.10 | Says VPG buy confirmations are stacking and should ramp soon despite sector weakness. | · | 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.