@1NavOB 1NavOB
Transparent perma-bull retail trader chasing AI, space, and memory momentum names
Posts real-time bullish takes, entries, and position/size di
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 75% hit rate, +2.93% mean alpha, trader score +3.28. Their last-14d mentions, direction-adjusted, have moved -3.0% since posting (mean over 44 mentions with price data).
Author is concentrated around RKLB, treating pullbacks near the mid-70s as buyable while defending fundamentals, NASA relevance, and a reported Iridium acquisition. Distinctive read is a speculative space-connectivity consolidation thesis around ASTS/SPCX/AMZN, plus opportunistic hindsight around AI-capacity trades like NBIS/IREN. Late week tone turns more cautious on NBIS and ASTS while RKLB remains the clearest bullish anchor.
Conviction is concentrated in RKLB, with repeated defenses of fundamentals, a stated buy level near $75, and positive framing of reported Iridium M&A. The space-cell basket is mixed after bullish ASTS/SPCX consolidation claims gave way to later ASTS disappointment, while NBIS shifted from hindsight bullishness to confirmation that the selloff was real. Pump-risk is highest in RKLB because it accounts for most signals in the dominant theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | SCHD | @1NavOB | +0.25 | Calls the day a flight to value and tags SCHD. | — | tweet ↗ |
| 2026-07-02 | NBIS | @1NavOB | -0.50 | Author says NBIS weakness confirms the selloff is real after falling from 288 to 211. | — | tweet ↗ |
| 2026-07-02 | ASTS | @1NavOB | -0.25 | Short comment implies disappointment or being caught by Jim-related ASTS move. | — | tweet ↗ |
| 2026-07-01 | MSTR | @1NavOB | -0.05 | Notes MSTR is up 12% but says he would not be the buyer. | +7.9% | tweet ↗ |
| 2026-07-01 | META | @1NavOB | +0.25 | Questions whether META announcement is bad for NBIS and argues all capacity is needed. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @1NavOB | +0.25 | Questions whether META announcement is bad for NBIS and argues all capacity is needed. | -5.9% | tweet ↗ |
| 2026-06-30 | BTC | @1NavOB | +0.30 | States the U.S. President disclosed a Bitcoin position. | · | tweet ↗ |
| 2026-06-30 | BTC | @1NavOB | +0.20 | Says bitcoin-native market is doing its own thing; stance is mild and vague. | · | tweet ↗ |
| 2026-06-30 | EOSE | @1NavOB | -0.85 | Says EOSE thesis is broken and leadership is important. | -11.1% | tweet ↗ |
| 2026-06-30 | NBIS | @1NavOB | +0.55 | Says NBIS was the move and barely corrects, a hindsight recap. | -21.9% | tweet ↗ |
| 2026-06-29 | SPCX | @1NavOB | +0.65 | Says IPO at 135 was the move and discusses SPCX flagging at 300 later. | · | tweet ↗ |
| 2026-06-29 | NBIS | @1NavOB | +0.20 | Says riding IREN then flipping NBIS was the move in hindsight. | -17.4% | tweet ↗ |
| 2026-06-29 | IREN | @1NavOB | +0.20 | Says riding IREN then flipping NBIS was the move in hindsight. | -15.4% | tweet ↗ |
| 2026-06-29 | ASTS | @1NavOB | +0.75 | Expresses bullish need for ASTS to reach 100. | -1.9% | tweet ↗ |
| 2026-06-29 | RKLB | @1NavOB | +0.55 | Says to drown out noise and rely on RKLB fundamentals. | +2.5% | 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.