Author

@B_Funk_ 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
+0.36
hit rate
35%
mean α
+0.21%
signals 14d
36

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: 35% hit rate, +0.21% mean alpha, trader score +0.36. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 13 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28RSP@B_Funk_+0.35States RSP has outperformed SPY by 3% year to date, rebutting a Goldman claim.
2026-08-28SPY@B_Funk_-0.10States RSP has outperformed SPY by 3% year to date, rebutting a Goldman claim.
2026-08-28GS@B_Funk_+0.00States RSP has outperformed SPY by 3% year to date, rebutting a Goldman claim.
2026-08-28·@B_Funk_·Predicts a market breakout and peak rates after Warsh hikes, with chop until then.·
2026-08-28·@B_Funk_·Observes that rates remain below their level at a prior announcement.·
2026-08-27NVDA@B_Funk_+0.55Mocks Burry's shorts and anticipates further shorting, implying bullish opposition.-4.6%
2026-08-27PLTR@B_Funk_+0.55Mocks Burry's shorts and anticipates further shorting, implying bullish opposition.+0.2%
2026-08-27·@B_Funk_·Argues PCE composition overstates inflation through portfolio-management spending.·
2026-08-26NVDA@B_Funk_+0.80Forecasts 70% fiscal-2028 growth and argues NVDA deserves twice its current multiple.+3.8%
2026-08-26·@B_Funk_·Attributes broad high-beta sector weakness to basket trading rather than company news.·
2026-08-26·@B_Funk_·Argues reported inflation largely reflects market-linked fees and is not problematic.·
2026-08-26ASTS@B_Funk_+0.50Claims TMUS is choosing ASTS and criticizes the financial press for missing the development.-3.1%
2026-08-26TMUS@B_Funk_+0.10Claims TMUS is choosing ASTS and criticizes the financial press for missing the development.+1.0%
2026-08-25·@B_Funk_·Rejects a $30T revenue forecast but expects an unnamed company to far exceed Street expectations, possibly reaching $3T.·
2026-08-25·@B_Funk_·Sarcastically dismisses the macroeconomic significance of tariffs on $20B of goods relative to a $32.5T economy.·

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.