Author
@xiaomustock xiaomustock
grade Bx.com/xiaomustock ↗
High-conviction AI-memory and optical-interconnect supply-chain bull who shows his work and his losses
Builds and relentlessly reiterates a concentrated long thesi
trader score
+1.03
hit rate
35%
mean α
+0.89%
signals 14d
18
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: 35% hit rate, +0.89% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-21 | HYPE | @xiaomustock | +0.55 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | · | tweet ↗ |
| 2026-08-21 | CRCL | @xiaomustock | +0.40 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | -1.0% | tweet ↗ |
| 2026-08-21 | MSTR | @xiaomustock | +0.40 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | +6.8% | tweet ↗ |
| 2026-08-21 | COIN | @xiaomustock | +0.40 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | -4.2% | tweet ↗ |
| 2026-08-21 | BNB | @xiaomustock | +0.55 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | · | tweet ↗ |
| 2026-08-21 | BTC | @xiaomustock | +0.55 | Recaps short-lived Bitcoin trades for small profits and regret over missing the larger rally. | · | tweet ↗ |
| 2026-08-20 | · | @xiaomustock | · | Argues U.S. debt resolution depends on AI productivity and that memory is the key AI bottleneck. | · | tweet ↗ |
| 2026-08-20 | BTC | @xiaomustock | +0.65 | Long-term debt-crisis framework expects Bitcoin to outperform gold as sovereign-debt risk grows. | · | tweet ↗ |
| 2026-08-20 | MRVL | @xiaomustock | +0.50 | Reports Google taking a $12.2B stake in MRVL tied to $120B of ASIC orders. | -13.7% | tweet ↗ |
| 2026-08-20 | GOOGL | @xiaomustock | -0.10 | Reports Google taking a $12.2B stake in MRVL tied to $120B of ASIC orders. | +1.7% | tweet ↗ |
| 2026-08-20 | · | @xiaomustock | · | Says markets are rotating into crypto and gold while abandoning memory technology. | · | tweet ↗ |
| 2026-08-19 | MU | @xiaomustock | +0.45 | Argues SK Hynix's discounted valuation makes its 50% payout comparable to Micron's full payout. | -0.5% | tweet ↗ |
| 2026-08-19 | SKHY | @xiaomustock | +0.30 | Reports Hynix's buyback and return of 50% of free cash flow to shareholders. | · | tweet ↗ |
| 2026-08-17 | 000660.KS | @xiaomustock | -0.30 | Says Korean selling dragged memory lower after the author added SK Hynix shares yesterday. | · | tweet ↗ |
| 2026-08-17 | SNDK | @xiaomustock | +0.30 | Says SK Hynix offers strong value after SanDisk, Micron and CXMT gains; no public SK Hynix ticker is specified. | -16.9% | 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.