Author
@B_Funk_ B_Funk_
grade Cx.com/B_Funk_ ↗
Earnings-backed AI perma-bull who argues this is not 1999 with valuation comps
Posts conviction long theses and real-time reply-driven call
trader score
-0.10
hit rate
45%
mean α
-0.09%
signals 14d
128
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: 45% hit rate, -0.09% mean alpha, trader score -0.10. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 52 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | AVGO | @B_Funk_ | +0.65 | Discloses bullish long-dated option bets on NVDA and AVGO based on growth-adjusted valuation. | -6.6% | tweet ↗ |
| 2026-10-15 | NVDA | @B_Funk_ | +0.65 | Discloses bullish long-dated option bets on NVDA and AVGO based on growth-adjusted valuation. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @B_Funk_ | · | Rejects the AI-compute bear case and argues the sector reset has already occurred or is underway. | · | tweet ↗ |
| 2026-10-15 | NVDA | @B_Funk_ | +0.60 | Argues hyperscaler spending remains strong and NVDA's valuation already discounts weaker growth. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @B_Funk_ | · | Argues low valuations and high growth make a market or sector top unlikely. | · | tweet ↗ |
| 2026-10-15 | ASTS | @B_Funk_ | +0.70 | Identifies ASTS as the sole preferred choice, expressing a clear bullish preference. | -10.5% | tweet ↗ |
| 2026-10-15 | · | @B_Funk_ | · | States that housing prices have risen over the past 12 months. | · | tweet ↗ |
| 2026-10-15 | · | @B_Funk_ | · | States that home prices are higher over the past year. | · | tweet ↗ |
| 2026-10-15 | AMZN | @B_Funk_ | +0.45 | Calls market fears about META, GOOGL, and AMZN default risk irrational, implying the stocks are mispriced. | -2.7% | tweet ↗ |
| 2026-10-15 | GOOGL | @B_Funk_ | +0.45 | Calls market fears about META, GOOGL, and AMZN default risk irrational, implying the stocks are mispriced. | -8.3% | tweet ↗ |
| 2026-10-15 | META | @B_Funk_ | +0.45 | Calls market fears about META, GOOGL, and AMZN default risk irrational, implying the stocks are mispriced. | -12.8% | tweet ↗ |
| 2026-10-14 | · | @B_Funk_ | · | Argues reducing inflation by 0.5 percentage points risks severe labor-market damage. | · | tweet ↗ |
| 2026-10-14 | · | @B_Funk_ | · | Criticizes Fed forward guidance and its inflation-target policy as damaging and credibility-impaired. | · | tweet ↗ |
| 2026-10-14 | · | @B_Funk_ | · | Warns that forcing the last 0.5 percentage point of disinflation could cause recession and 10% unemployment. | · | tweet ↗ |
| 2026-10-14 | · | @B_Funk_ | · | Argues lower rates would improve housing supply and affordability, reducing rental demand and rents. | · | 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.