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
-1.06
hit rate
40%
mean α
-0.47%
signals 14d
14
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: 40% hit rate, -0.47% mean alpha, trader score -1.06. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 12 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NVDA | @benbstwits | +0.05 | Argues Iran conflict and Israeli-linked Mellanox are relevant to Nvidia security and Trump policy. | — | tweet ↗ |
| 2026-07-01 | META | @benbstwits | +0.25 | Bloomberg says company debates selling AI model access or raw compute on its infrastructure. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @benbstwits | +0.55 | Says Meta will put excellent AI models into Facebook and Instagram. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @benbstwits | +0.20 | Notes Reddit and Meta moving in sympathy. | -4.9% | tweet ↗ |
| 2026-07-01 | RDDT | @benbstwits | +0.20 | Notes Reddit and Meta moving in sympathy. | -1.6% | tweet ↗ |
| 2026-06-26 | NVDA | @benbstwits | +0.65 | Bullish statement that Nvidia GPUs improve lives and future needs more GPUs. | +1.2% | tweet ↗ |
| 2026-06-25 | GOOGL | @benbstwits | +0.65 | full port Mag6; all signs point to Google — Speculates he needs to know which Mag6 to full port until death; says all signs point to Google. | +4.7% | tweet ↗ |
| 2026-06-25 | META | @benbstwits | +0.55 | Rhetorical bullish question asking whether one can own too much META. | +7.4% | tweet ↗ |
| 2026-06-23 | AMZN | @benbstwits | +0.25 | Amazon logistics expansion viewed as bullish for industrial real estate options. | +3.7% | tweet ↗ |
| 2026-06-23 | · | @benbstwits | · | Speculates GPU depreciation tax change could affect AI funding. | · | tweet ↗ |
| 2026-06-23 | NVDA | @benbstwits | +0.35 | Claims Iran war is necessary for Nvidia, implying benefit. | -2.6% | tweet ↗ |
| 2026-06-23 | META | @benbstwits | +0.45 | Favors Google and Meta ad economics versus oil companies. | +3.7% | tweet ↗ |
| 2026-06-23 | GOOGL | @benbstwits | +0.45 | Favors Google and Meta ad economics versus oil companies. | +4.0% | tweet ↗ |
| 2026-06-23 | NVDA | @benbstwits | +0.65 | Says NVDA produced $150B LTM net income vs prior debate over $100B. | -2.6% | 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.