Author
@AntonLaVay AntonLaVay
grade Ax.com/AntonLaVay ↗
Mechanistic AI supply-chain hunter and crypto-options quant with disclosed, high-conviction positions
Original bottom-up and supply-chain research on AI infrastru
trader score
+0.05
hit rate
50%
mean α
+0.02%
signals 14d
75
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, +0.02% mean alpha, trader score +0.05. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @AntonLaVay | · | Sarcastically criticizes renewed concern about inflation. | · | tweet ↗ |
| 2026-08-27 | SNOW | @AntonLaVay | +0.00 | Flags SNOW earnings on September 2 for attention. | -0.3% | tweet ↗ |
| 2026-08-26 | NVDA | @AntonLaVay | +0.70 | Argues a strong Nvidia post-earnings move will lift AI infrastructure suppliers broadly | +3.8% | tweet ↗ |
| 2026-08-26 | BE | @AntonLaVay | +0.60 | Argues a strong Nvidia post-earnings move will lift AI infrastructure suppliers broadly | -3.4% | tweet ↗ |
| 2026-08-26 | OKTA | @AntonLaVay | +0.40 | Reiterates bullish SaaS and BE views and anticipates Snowflake earnings using CRM and Okta read-throughs | +23.7% | tweet ↗ |
| 2026-08-26 | BE | @AntonLaVay | +0.55 | Reiterates bullish SaaS and BE views and anticipates Snowflake earnings using CRM and Okta read-throughs | -3.4% | tweet ↗ |
| 2026-08-26 | CRM | @AntonLaVay | +0.40 | Reiterates bullish SaaS and BE views and anticipates Snowflake earnings using CRM and Okta read-throughs | +24.5% | tweet ↗ |
| 2026-08-26 | SNOW | @AntonLaVay | +0.60 | Reiterates bullish SaaS and BE views and anticipates Snowflake earnings using CRM and Okta read-throughs | +4.0% | tweet ↗ |
| 2026-08-26 | NVDA | @AntonLaVay | +0.85 | Expresses emphatic approval and excitement about Nvidia | +3.8% | tweet ↗ |
| 2026-08-26 | BE | @AntonLaVay | +0.40 | Uses Pelosi's purchases during sharp drops as a favorable bottoming indicator for TEM and BE | -3.4% | tweet ↗ |
| 2026-08-26 | TEM | @AntonLaVay | +0.40 | Uses Pelosi's purchases during sharp drops as a favorable bottoming indicator for TEM and BE | -6.5% | tweet ↗ |
| 2026-08-25 | BE | @AntonLaVay | +0.35 | Long-followed BE setup improved as price tested its 200-day average and a prominent investor added. | -3.1% | tweet ↗ |
| 2026-08-25 | BTC | @AntonLaVay | +0.25 | Says crypto has only recently recovered and urges Bitcoin and Ether communities to stop fighting. | · | tweet ↗ |
| 2026-08-25 | ETH | @AntonLaVay | +0.25 | Says crypto has only recently recovered and urges Bitcoin and Ether communities to stop fighting. | · | tweet ↗ |
| 2026-08-24 | BE | @AntonLaVay | +0.55 | Argues self-powered data centers are a durable trend, with BE identified as the beneficiary. | +3.3% | 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.