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
-0.86
hit rate
25%
mean α
-0.74%
signals 14d
26
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: 25% hit rate, -0.74% mean alpha, trader score -0.86. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @APompliano | · | Discloses physical AI and robotics are material portfolio exposure and still undervalued. | · | tweet ↗ |
| 2026-07-02 | · | @APompliano | · | Says data is screaming the bull market will continue for the foreseeable future. | · | tweet ↗ |
| 2026-07-01 | AMZN | @APompliano | +0.35 | Positive comment on Amazon same-day delivery implying strong business admiration. | +0.4% | tweet ↗ |
| 2026-07-01 | GME | @APompliano | +0.00 | Historical recap of Dave Portnoy in GME meme-stock craze, no current stance. | +0.8% | tweet ↗ |
| 2026-06-30 | · | @APompliano | · | General bullish comments on bitcoin and American open-source AI models. | · | tweet ↗ |
| 2026-06-29 | · | @APompliano | · | Says bulls beat bears in first half and are likely to keep winning rest of year. | · | tweet ↗ |
| 2026-06-29 | · | @APompliano | · | Predicts AI investing profits will rotate back into bitcoin and gold. | · | tweet ↗ |
| 2026-06-27 | GOOG | @APompliano | -0.50 | Cites Jordi Visser arguing Gemini has fallen behind and open source pressures GOOG. | +6.4% | tweet ↗ |
| 2026-06-27 | · | @APompliano | · | Quotes Friedman blaming Washington money creation for inflation. | · | tweet ↗ |
| 2026-06-27 | MU | @APompliano | +0.25 | Podcast agenda frames AI trade, memory shortage, AI supply chain and bitcoin themes. | -13.8% | tweet ↗ |
| 2026-06-26 | SPY | @APompliano | +0.45 | Cites forecast that S&P could rise 10%-22% if AI bears are wrong. | +2.2% | tweet ↗ |
| 2026-06-26 | · | @APompliano | · | Claims major AI labs are effectively being nationalized. | · | tweet ↗ |
| 2026-06-26 | · | @APompliano | · | Long-term view that AI can transform education, healthcare and financial advice. | · | tweet ↗ |
| 2026-06-25 | SPY | @APompliano | +0.20 | Notes S&P is up 7.5% YTD despite a down day and money printing. | +1.4% | tweet ↗ |
| 2026-06-25 | · | @APompliano | · | Argues concerns about demise of the US dollar are overblown. | · | 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.