Author
@Balder13946731 Balder13946731
grade Bx.com/Balder13946731 ↗
AI-compute-stack thesis trader weaving model labs, semis, and macro into tickered calls
Builds and broadcasts multi-factor theses on the AI compute
trader score
+0.74
hit rate
55%
mean α
+0.48%
signals 14d
275
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: 55% hit rate, +0.48% mean alpha, trader score +0.74. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 198 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @Balder13946731 | +0.40 | Interprets hawkish cross-asset moves as a bullish cash-on-sidelines setup for future trades. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Balder13946731 | -0.20 | Interprets hawkish cross-asset moves as a bullish cash-on-sidelines setup for future trades. | — | tweet ↗ |
| 2026-08-28 | AMZN | @Balder13946731 | +0.40 | Interprets hawkish cross-asset moves as a bullish cash-on-sidelines setup for future trades. | — | tweet ↗ |
| 2026-08-28 | VIX | @Balder13946731 | +0.00 | Interprets hawkish cross-asset moves as a bullish cash-on-sidelines setup for future trades. | · | tweet ↗ |
| 2026-08-28 | GOOGL | @Balder13946731 | +0.40 | Interprets hawkish cross-asset moves as a bullish cash-on-sidelines setup for future trades. | — | tweet ↗ |
| 2026-08-28 | ARM | @Balder13946731 | -0.40 | Reports Cascade Fund buying $123M of RSG amid a semiconductor selloff. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Balder13946731 | -0.50 | Reports Cascade Fund buying $123M of RSG amid a semiconductor selloff. | — | tweet ↗ |
| 2026-08-28 | RSG | @Balder13946731 | +0.30 | Reports Cascade Fund buying $123M of RSG amid a semiconductor selloff. | · | tweet ↗ |
| 2026-08-28 | SOXS | @Balder13946731 | +0.50 | Reports Cascade Fund buying $123M of RSG amid a semiconductor selloff. | — | tweet ↗ |
| 2026-08-28 | SPY | @Balder13946731 | -0.30 | End-of-day recap details index, sector and stock performance after the session. | — | tweet ↗ |
| 2026-08-28 | IWM | @Balder13946731 | -0.60 | End-of-day recap details index, sector and stock performance after the session. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Balder13946731 | -0.70 | End-of-day recap details index, sector and stock performance after the session. | — | tweet ↗ |
| 2026-08-28 | QQQ | @Balder13946731 | -0.50 | End-of-day recap details index, sector and stock performance after the session. | — | tweet ↗ |
| 2026-08-28 | DIA | @Balder13946731 | +0.05 | End-of-day recap details index, sector and stock performance after the session. | — | tweet ↗ |
| 2026-08-28 | SOXS | @Balder13946731 | +0.60 | End-of-day recap details index, sector and stock performance after the session. | — | 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.