Author

@_SeanDavid

grade Bx.com/_SeanDavid ↗

Posts market content: he is listed as Founding Partner & CIO of Avory and associated with Avory Foundational ETF $AVRY, with substantive posts on earnings, drawdowns, software, mac

trader score
+1.77
hit rate
50%
mean α
+0.64%
signals 14d
41

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: 50% hit rate, +0.64% mean alpha, trader score +1.77. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 26 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16OKTA@_SeanDavid-0.30Discloses that OKTA was sold while several unnamed positions were purchased.+13.8%
2026-10-16TSLA@_SeanDavid+0.50Expresses strong enthusiasm about Tesla's Roadster event.+4.9%
2026-10-14ZM@_SeanDavid+0.50Describes Zoom Content Studio's launch and integrated video post-production capabilities.+1.4%
2026-10-14XYZ@_SeanDavid+0.55Constructive product-roadmap thesis citing channel, hardware, AI, Cash App and investing opportunities.+0.8%
2026-10-14TLT@_SeanDavid+0.25Quantifies rate-sensitive versus rate-insensitive inflation and argues Fed-sensitive components remain calm.+3.1%
2026-10-14SPY@_SeanDavid+0.20Quantifies rate-sensitive versus rate-insensitive inflation and argues Fed-sensitive components remain calm.-1.3%
2026-10-14USO@_SeanDavid+0.15Quantifies rate-sensitive versus rate-insensitive inflation and argues Fed-sensitive components remain calm.+10.4%
2026-10-14TLT@_SeanDavid+0.45Recalculates headline and core CPI using real-time rents, producing materially lower inflation readings.+3.1%
2026-10-14SPY@_SeanDavid+0.35Recalculates headline and core CPI using real-time rents, producing materially lower inflation readings.-1.3%
2026-10-14USO@_SeanDavid-0.10Recalculates headline and core CPI using real-time rents, producing materially lower inflation readings.+10.4%
2026-10-14TLT@_SeanDavid+0.40Argues energy base effects should shift from an inflation headwind to a tailwind over time.+3.1%
2026-10-14SPY@_SeanDavid+0.30Argues energy base effects should shift from an inflation headwind to a tailwind over time.-1.3%
2026-10-14USO@_SeanDavid-0.20Argues energy base effects should shift from an inflation headwind to a tailwind over time.+10.4%
2026-10-14TLT@_SeanDavid-0.30Reports September headline CPI at 0.6% monthly and 3.7% yearly, driven mainly by energy.+3.1%
2026-10-14SPY@_SeanDavid-0.20Reports September headline CPI at 0.6% monthly and 3.7% yearly, driven mainly by energy.-1.3%

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.