Author
@BastianelliLore BastianelliLore
grade Ax.com/BastianelliLore ↗
High-conviction concentrated bull on AI-native compounders via an AI-equals-data framework
Builds and defends long-term fundamental theses on a tight b
trader score
+1.47
hit rate
50%
mean α
+1.80%
signals 14d
33
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: 50% hit rate, +1.80% mean alpha, trader score +1.47. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TSLA | @BastianelliLore | +0.30 | Brief expression of readiness around Tesla implies a positive lean but lacks mechanics. | — | tweet ↗ |
| 2026-08-27 | NBIS | @BastianelliLore | +0.55 | Unsupervised Avride operation in H1 2027 could add tens of billions to NBIS value | -4.3% | tweet ↗ |
| 2026-08-26 | SPCX | @BastianelliLore | +0.70 | Quotes Musk asserting xAI's development velocity is unmatched. | · | tweet ↗ |
| 2026-08-26 | LMND | @BastianelliLore | +0.75 | Strongly praises Lemonade's execution. | -1.3% | tweet ↗ |
| 2026-08-25 | ZETA | @BastianelliLore | +0.50 | Views Zeta's heavy AI code generation and sub-1% revenue cost as strong ROI. | +9.5% | tweet ↗ |
| 2026-08-25 | NBIS | @BastianelliLore | +0.75 | Author argues OpenAI and Anthropic growth will translate into future NBIS revenue. | -5.8% | tweet ↗ |
| 2026-08-25 | ZETA | @BastianelliLore | +0.90 | Buy ZETA at current prices. — Author explicitly says to buy ZETA and cites management's ongoing repurchase intent. | +9.5% | tweet ↗ |
| 2026-08-25 | PLTR | @BastianelliLore | +0.15 | Author praises Zeta's sales conversion and cites synergies with Palantir. | +7.9% | tweet ↗ |
| 2026-08-25 | ZETA | @BastianelliLore | +0.65 | Author praises Zeta's sales conversion and cites synergies with Palantir. | +9.5% | tweet ↗ |
| 2026-08-25 | ZETA | @BastianelliLore | +0.70 | Author calls Athena's enterprise adoption and revenue contribution an amazing result. | +9.5% | tweet ↗ |
| 2026-08-24 | SPCX | @BastianelliLore | +0.45 | Money-face emoji expresses a positive lean toward both named tickers. | · | tweet ↗ |
| 2026-08-24 | RKLB | @BastianelliLore | +0.45 | Money-face emoji expresses a positive lean toward both named tickers. | -5.7% | tweet ↗ |
| 2026-08-23 | NBIS | @BastianelliLore | +0.65 | views a potential ban on Chinese open models as reducing risk for NBIS | -4.5% | tweet ↗ |
| 2026-08-23 | META | @BastianelliLore | +0.60 | Says Meta is becoming attractive at the current price after previously selling at $678. | +5.1% | tweet ↗ |
| 2026-08-23 | SPCX | @BastianelliLore | +0.80 | Discloses a 3% SPCX position at $112 and an existing TSLA holding, backed by a long-term AI infrastructure thesis. | · | 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.