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
+1.66
hit rate
75%
mean α
+0.90%
signals 14d
44
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: 75% hit rate, +0.90% mean alpha, trader score +1.66. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @_SeanDavid | +0.20 | Despite exceptional results, Nvidia is reported up only 3% since October 2025. | — | tweet ↗ |
| 2026-08-28 | ZM | @_SeanDavid | +0.35 | The author argues software and AI can grow together, macro is stable, and the volatility regime favors bulls. | — | tweet ↗ |
| 2026-08-28 | OKTA | @_SeanDavid | +0.35 | The author argues software and AI can grow together, macro is stable, and the volatility regime favors bulls. | — | tweet ↗ |
| 2026-08-28 | NVDA | @_SeanDavid | +0.35 | The author argues software and AI can grow together, macro is stable, and the volatility regime favors bulls. | — | tweet ↗ |
| 2026-08-28 | CRM | @_SeanDavid | +0.35 | The author argues software and AI can grow together, macro is stable, and the volatility regime favors bulls. | — | tweet ↗ |
| 2026-08-28 | · | @_SeanDavid | · | The author says vertical SaaS remains healthy while point solutions are the real weak spot. | · | tweet ↗ |
| 2026-08-27 | AVRY | @_SeanDavid | +0.55 | AVRY is presented as a concentrated, valuation-aware core portfolio of durable secular-growth businesses. | · | tweet ↗ |
| 2026-08-27 | OKTA | @_SeanDavid | +0.45 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | -3.9% | tweet ↗ |
| 2026-08-27 | MDB | @_SeanDavid | +0.45 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | +1.4% | tweet ↗ |
| 2026-08-27 | NVDA | @_SeanDavid | +0.50 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | -4.6% | tweet ↗ |
| 2026-08-27 | NOW | @_SeanDavid | +0.45 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | +4.5% | tweet ↗ |
| 2026-08-27 | PLTR | @_SeanDavid | +0.50 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | +0.2% | tweet ↗ |
| 2026-08-27 | CRM | @_SeanDavid | +0.45 | The author argues AI and software growth are occurring together, invalidating the software-destruction thesis. | +1.6% | tweet ↗ |
| 2026-08-27 | · | @_SeanDavid | · | Claims data are cited to argue the labor market is steady and shows no recession signal. | · | tweet ↗ |
| 2026-08-26 | · | @_SeanDavid | · | The author reacts negatively to another unspecified development affecting neocloud companies. | · | 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.