Author
@benbstwits benbstwits
grade Cx.com/benbstwits ↗
Named long-only fundamental bull on quality compounders and the AI-infrastructure boom
Posts original tickered fundamental and macro theses, mostly
trader score
+0.61
hit rate
65%
mean α
+0.26%
signals 14d
17
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: 65% hit rate, +0.26% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved +1.1% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | META | @benbstwits | +0.45 | Argues wider compute access creates more content and advertising demand. | +1.2% | tweet ↗ |
| 2026-08-27 | AMZN | @benbstwits | +0.40 | Argues wider compute access creates more content and advertising demand. | +4.0% | tweet ↗ |
| 2026-08-27 | RDDT | @benbstwits | +0.40 | Argues wider compute access creates more content and advertising demand. | -0.6% | tweet ↗ |
| 2026-08-27 | GOOGL | @benbstwits | +0.45 | Argues wider compute access creates more content and advertising demand. | +1.7% | tweet ↗ |
| 2026-08-26 | META | @benbstwits | -0.30 | Reports that Texas and Florida lawsuits against Meta remain active. | +0.3% | tweet ↗ |
| 2026-08-25 | CSGP | @benbstwits | +0.35 | Suggests brokers dislike CSGP but continue paying it, implying durable pricing power. | -1.8% | tweet ↗ |
| 2026-08-25 | TBTC | @benbstwits | +0.10 | Reports 10,000-share bid and ask depth, a 4.5% spread and P/E of 10 for TBTC. | · | tweet ↗ |
| 2026-08-24 | · | @benbstwits | · | Argues tariffs support the dollar, induce US relocation and increase warehouse demand. | · | tweet ↗ |
| 2026-08-24 | MA | @benbstwits | +0.45 | Reports Visa and Mastercard at all-time highs. | -0.8% | tweet ↗ |
| 2026-08-24 | V | @benbstwits | +0.45 | Reports Visa and Mastercard at all-time highs. | -0.2% | tweet ↗ |
| 2026-08-24 | GOOGL | @benbstwits | -0.45 | Criticizes Google's location-targeted sponsored results for sending users to unintended places. | -0.4% | tweet ↗ |
| 2026-08-24 | · | @benbstwits | · | Notes that one US dollar equaled 70 Iranian rial in 1979 to illustrate currency depreciation. | · | tweet ↗ |
| 2026-08-23 | META | @benbstwits | +0.55 | Expresses confidence that Zuckerberg and Meta will overcome market skepticism | +5.1% | tweet ↗ |
| 2026-08-22 | SPCX | @benbstwits | +0.55 | Expresses approval of holding SPCX for the long run. | · | tweet ↗ |
| 2026-08-20 | AMZN | @benbstwits | -0.15 | Speculates that a future one-minute-delivery competitor could take over Amazon. | +2.4% | 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.