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
-0.31
hit rate
50%
mean α
-0.13%
signals 14d
22
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, -0.13% mean alpha, trader score -0.31. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-24 | QQQ | @_SeanDavid | -0.20 | Notes QQQ weak two days while author's growth strategy is green and not tethered to AI. | +0.3% | tweet ↗ |
| 2026-06-23 | META | @_SeanDavid | +0.35 | Says Quest remains top and glasses are becoming mainstream on similar tech. | +3.7% | tweet ↗ |
| 2026-06-23 | META | @_SeanDavid | +0.75 | Bullish on Zuck and Meta consumer understanding, negative on Snap. | +3.7% | tweet ↗ |
| 2026-06-23 | SNAP | @_SeanDavid | -0.45 | Bullish on Zuck and Meta consumer understanding, negative on Snap. | +8.5% | tweet ↗ |
| 2026-06-23 | NVDA | @_SeanDavid | -0.25 | Warns AI revenue and margins are driven by supply-demand imbalance and rising memory costs. | -2.6% | tweet ↗ |
| 2026-06-23 | CRM | @_SeanDavid | +0.45 | Says Slack investment now looks juicy for CRM. | +8.3% | tweet ↗ |
| 2026-06-23 | · | @_SeanDavid | · | Claims it has been AI or nothing, highlighting AI trade dominance. | · | tweet ↗ |
| 2026-06-22 | SNAP | @_SeanDavid | -0.20 | Author questions whether anyone pre-ordered SNAP product. | +4.5% | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author believes AI is transformative but ecosystem risk is high. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author estimates AI handling 10% of work could represent $11T of GDP. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author summarizes AI arc from supply to work to value to GDP. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author frames data flywheels as the AI moat. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author analyzes AI monetization using revenue per unit frameworks. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author says AI output is paid work, not FLOPs. | · | tweet ↗ |
| 2026-06-22 | · | @_SeanDavid | · | Author says token costs are down over 90% and falling unit cost is opportunity. | · | 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.