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
+1.65
hit rate
60%
mean α
+1.75%
signals 14d
74
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: 60% hit rate, +1.75% mean alpha, trader score +1.65. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 44 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AAOI | @B_Funk_ | +0.45 | Says AAOI can be much higher this time next year if management delivers. | — | tweet ↗ |
| 2026-07-02 | AAOI | @B_Funk_ | +0.45 | AAOI under $10B market cap despite management forecast of $5.6B revenue run rate in 2H 2027. | — | tweet ↗ |
| 2026-07-02 | ASTS | @B_Funk_ | +0.45 | Calls ASTS the choice of 60 MNOs globally for direct-to-device. | — | tweet ↗ |
| 2026-07-02 | NVDA | @B_Funk_ | +0.55 | Contrasts NVDA lower multiple and 70% earnings growth with NKE negative growth, rejecting AI-top view. | — | tweet ↗ |
| 2026-07-02 | NKE | @B_Funk_ | -0.10 | Contrasts NVDA lower multiple and 70% earnings growth with NKE negative growth, rejecting AI-top view. | — | tweet ↗ |
| 2026-07-02 | NBIS | @B_Funk_ | +0.25 | Brief reply cites NBIS as counterexample, implying constructive stance. | — | tweet ↗ |
| 2026-07-02 | META | @B_Funk_ | -0.55 | Says META gave up 40% of prior gain as investors realize compute narrative pumped stock. | — | tweet ↗ |
| 2026-07-01 | ASTS | @B_Funk_ | +0.75 | Calls news great for ASTS and says countries/telcos will line up to use AST tech. | -1.1% | tweet ↗ |
| 2026-07-01 | ASTS | @B_Funk_ | +0.80 | Says every telecom company and country will run to ASTS. | -1.1% | tweet ↗ |
| 2026-07-01 | XLF | @B_Funk_ | +0.35 | Sector ETF momentum cited as evidence rate hikes are unlikely and cuts by Q1 2027. | +1.5% | tweet ↗ |
| 2026-07-01 | XLRE | @B_Funk_ | +0.35 | Sector ETF momentum cited as evidence rate hikes are unlikely and cuts by Q1 2027. | +1.1% | tweet ↗ |
| 2026-07-01 | XLV | @B_Funk_ | +0.35 | Sector ETF momentum cited as evidence rate hikes are unlikely and cuts by Q1 2027. | +2.6% | tweet ↗ |
| 2026-07-01 | · | @B_Funk_ | · | Says compute demand is very bullish. | · | tweet ↗ |
| 2026-07-01 | META | @B_Funk_ | +0.35 | Argues META compute rental move is genius and extends runway for spending. | -4.9% | tweet ↗ |
| 2026-07-01 | · | @B_Funk_ | · | Says capex is not slowing and Zuck is using a diversion like 2022. | · | 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.