Moods AI
The macro research desk for self-directed investors
Public Track Record

Public calls, with what happened next.

See what is still live, what came off the board, and how the relative baskets moved after publication.

Track-record performance is temporarily unavailable; narrative status is served from the public board snapshot.
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Total public calls
1
1 live now, 0 off the board.
Positive since publication
0
Calls with a positive relative return from first public publication.
Average since publication
0.0%
Best call summary will appear here once enough public history exists.
Latest public revision
Apr 30, 2026
Current Positions

What the public book is holding right now.

The current public positions from calls marked Buy now or Prepare.

The chart shows the current public book rebased from the first date shown. The table below shows each narrative’s own return since first publication. Those numbers use different starting points, so they will not match exactly.

Book as of
—
0 live expressions in the current public book.
Public book path
Not enough history yet
1D
0.0%
Current book, rolling 1d.
5D
0.0%
Current book, rolling 5d.
14D
0.0%
Current book, rolling 14d.
1M
0.0%
Current book, rolling 1m.
3M
0.0%
Current book, rolling 3m.
How to read this: the chart and window boxes describe the live book as it exists today. The row-level Since public number starts at that narrative’s first public publication date, which may be earlier than the chart start and before the current book composition changed.
Net book summary
Sector tilt: No dominant tilt yet.
Regional tilt: No dominant tilt yet.
Factor tilt: No dominant tilt yet.
Repeated legs: None
ExpressionDecision nowWeightSince public5D1M3MNext catalyst
Call History

Call history

LiveLiveWait#1 on board1 public publication

Data-Center Power And Thermal Constraint

The market is paying for AI infrastructure before ETN earnings on May 5, 2026 proves power, cooling, orders, backlog, and margin are still converting.

Serving from the latest public board snapshot while live performance data is unavailable.

Since publication
0.0%
First published Apr 26, 2026
Since publication
0.0%
5D
0.0%
1M
0.0%
3M
0.0%
More
Relative basket path
Not enough history yet
As of —. Basket-level path shown on a relative long-short basis.
Current context
Next catalyst: ETN earnings
Coverage: 0.0%
Last public revision: Apr 30, 2026
Current stance: Wait.
Expression: LONG VRT, ETN.
What would change the view: Stand down if ETN earnings on May 5, 2026 fails to confirm orders, backlog, electrical-segment relevance, capacity spending, or margin conversion. Stand down if VRT later loses the conversion signature: orders stop growing, margin compresses, product mix stops mattering, or capacity spend no longer tracks data-center power-and-thermal demand. Stand down if the basket reaches +100% over three months without fresh catalyst proof; that would be momentum, not mechanism. This deserves publication only because the next dated check can prove whether the physical AI layer still owns the next dollar, and if ETN earnings on May 5, 2026 does not confirm the electrical leg, this note failed.
Timeline
WaitApr 30, 2026
Late entry: the basket has already moved +68.4% over three months, so the easy discovery return belongs to someone else.