Author
@APompliano APompliano
grade Cx.com/APompliano ↗
Disclosed, reasoning-heavy perma-bull macro pundit fusing Bitcoin and AI-infra secular theses
Publishes podcast-driven macro and thematic commentary, fram
trader score
-0.87
hit rate
27%
mean α
-1.14%
signals 14d
45
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 11 scored bets: 27% hit rate, -1.14% mean alpha, trader score -0.87. Their last-14d mentions, direction-adjusted, have moved +3.8% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @APompliano | · | Dismisses Fed rhetoric but warns actual rate hikes are the meaningful risk | · | tweet ↗ |
| 2026-08-28 | · | @APompliano | · | Bullish Bitcoin framework based on potential convergence with M2 money supply | · | tweet ↗ |
| 2026-08-27 | NVDA | @APompliano | +0.40 | Summarizes Nvidia's rise alongside hot inflation and weaker Bitcoin before promoting a product. | -4.6% | tweet ↗ |
| 2026-08-27 | BRR | @APompliano | +0.65 | Describes BRR's AI-centered strategy and future expansion across financial services. | · | tweet ↗ |
| 2026-08-27 | · | @APompliano | · | Frames AI as abundant intelligence and Bitcoin as economic scarcity. | · | tweet ↗ |
| 2026-08-26 | NVDA | @APompliano | +0.65 | Highlights Nvidia's claimed $1B daily revenue as extraordinary. | +3.8% | tweet ↗ |
| 2026-08-26 | BTC | @APompliano | +0.50 | Recalls a prior thesis that AI profits would rotate into bitcoin and gold. | · | tweet ↗ |
| 2026-08-26 | BTC | @APompliano | +0.70 | Frames bitcoin, gold, and land as protection from monetary debasement. | · | tweet ↗ |
| 2026-08-25 | · | @APompliano | · | Speculates that Bessent and Druckenmiller coordinated a WSJ opinion article. | · | tweet ↗ |
| 2026-08-25 | · | @APompliano | · | Argues perpetual money printing debases the dollar and leaves Bitcoin with unlimited upside. | · | tweet ↗ |
| 2026-08-25 | · | @APompliano | · | Predicts substantial government money creation, implying currency debasement and inflation. | · | tweet ↗ |
| 2026-08-25 | · | @APompliano | · | Describes demonstrated man-made snowfall and glacier-protection implications from cloud-seeding technology. | · | tweet ↗ |
| 2026-08-24 | · | @APompliano | · | Shares an AI safety expert's concern that rogue AI threats may be unpredictable and uncontrollable. | · | tweet ↗ |
| 2026-08-24 | · | @APompliano | · | Promotes a broad discussion spanning AGI risk, jobs, bitcoin, robotics and AI bottlenecks. | · | tweet ↗ |
| 2026-08-24 | · | @APompliano | · | Long-term investment framework favors monetary-debasement assets and industrial AI adoption. | · | 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.