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
-1.05
hit rate
22%
mean α
-0.83%
signals 14d
30
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 9 scored bets: 22% hit rate, -0.83% mean alpha, trader score -1.05. Their last-14d mentions, direction-adjusted, have moved -8.0% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @APompliano | · | Attributes the U.S. stock market's long-run rise to persistent government money creation. | · | tweet ↗ |
| 2026-10-15 | · | @APompliano | · | Suggests investors should endure October volatility to capture December returns. | · | tweet ↗ |
| 2026-10-15 | SPCX | @APompliano | +0.70 | Discloses shareholder status and strongly supports a Tesla-SpaceX merger. | · | tweet ↗ |
| 2026-10-15 | TSLA | @APompliano | +0.80 | Discloses shareholder status and strongly supports a Tesla-SpaceX merger. | +2.7% | tweet ↗ |
| 2026-10-14 | · | @APompliano | · | Argues widespread bubble warnings make an actual market bubble less likely. | · | tweet ↗ |
| 2026-10-14 | · | @APompliano | · | Suggests stocks may keep reaching records even if interest rates rise. | · | tweet ↗ |
| 2026-10-14 | BTC | @APompliano | +0.70 | Presents Bitcoin as an attractive risk-reward asset over a two-decade horizon. | · | tweet ↗ |
| 2026-10-14 | · | @APompliano | · | Reports Berkshire Hathaway made an additional investment in private company Bending Spoons. | · | tweet ↗ |
| 2026-10-14 | · | @APompliano | · | Endorses a seasonal claim that the next 60 days are the year's strongest for stocks. | · | tweet ↗ |
| 2026-10-14 | · | @APompliano | · | Reports year-over-year inflation at 3.7% and compares it with prior expectations. | · | tweet ↗ |
| 2026-10-12 | · | @APompliano | · | Bitcoin is expected to perform strongly during the fourth quarter. | · | tweet ↗ |
| 2026-10-12 | · | @APompliano | · | A cited thesis predicts banking-sector disruption from AI agents, regulation and crypto. | · | tweet ↗ |
| 2026-10-12 | · | @APompliano | · | Author argues models now exceed average-human intelligence and should make more organizational decisions | · | tweet ↗ |
| 2026-10-11 | COIN | @APompliano | +0.45 | Says Coinbase is fine-tuning its own models for faster and cheaper performance. | -8.3% | tweet ↗ |
| 2026-10-11 | SVIA | @APompliano | +0.55 | States the company's goal to build a private, secure and accurate personal-finance AI agent. | · | 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.