Author
@bert_gilfoyle bert_gilfoyle
grade Ax.com/bert_gilfoyle ↗
Anonymous high-conviction grid-storage obsessive doing deep bottom-up energy-battery analysis
Posts deep, primary-source-driven fundamental and operationa
trader score
+1.77
hit rate
55%
mean α
+2.76%
signals 14d
23
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, +2.76% mean alpha, trader score +1.77. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | IREN | @bert_gilfoyle | +0.35 | Detailed FY27 funding and ARR thesis is constructive but conditional on Q4 execution. | -12.5% | tweet ↗ |
| 2026-08-27 | · | @bert_gilfoyle | · | Cites battery-abuse evidence to argue for earthquake-specific LFP storage resilience standards. | · | tweet ↗ |
| 2026-08-27 | IREN | @bert_gilfoyle | -0.35 | 10-K shows 47.2M shares sold through an ATM for $2.49B gross. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @bert_gilfoyle | -0.30 | Estimates IREN raised about $2.1B of equity during the quarter. | -12.5% | tweet ↗ |
| 2026-08-27 | EOSE | @bert_gilfoyle | -0.75 | Satirical pseudo-release attacks Eos layoffs, logistics, margins, and management credibility. | -4.7% | tweet ↗ |
| 2026-08-26 | EOSE | @bert_gilfoyle | -0.20 | Clarifies a reported workforce warning involved 60-day notice rather than 251 immediate layoffs. | -2.4% | tweet ↗ |
| 2026-08-26 | EOSE | @bert_gilfoyle | -0.25 | Reports 251 Turtle Creek layoffs and suggests they may signal Line 1 relocation. | -2.4% | tweet ↗ |
| 2026-08-26 | NVDA | @bert_gilfoyle | +0.60 | Praises Nvidia for delivering strong results again. | +3.8% | tweet ↗ |
| 2026-08-26 | EOSE | @bert_gilfoyle | +0.25 | Points to $3.07 as the next EOSE level, with the attached chart providing context. | -2.4% | tweet ↗ |
| 2026-08-25 | EOSE | @bert_gilfoyle | -0.45 | Highlights the departing executive's central role in EOSE's pipeline and commercial results. | -7.9% | tweet ↗ |
| 2026-08-25 | EOSE | @bert_gilfoyle | -0.50 | Skull emoji conveys a negative EOSE reaction, with details dependent on linked media. | -7.9% | tweet ↗ |
| 2026-08-24 | · | @bert_gilfoyle | · | Suggests Canada could retain electricity and attract hyperscaler investment amid US opposition. | · | tweet ↗ |
| 2026-08-23 | TSM | @bert_gilfoyle | +0.55 | Reports visible Arizona construction and $100B more investment, bringing the stated total to $265B | -0.3% | tweet ↗ |
| 2026-08-21 | EOSE | @bert_gilfoyle | +0.85 | Uses celebratory language implying EOSE will create substantial wealth. | -14.4% | tweet ↗ |
| 2026-08-20 | GWH | @bert_gilfoyle | -0.45 | Questions whether GWH has a strategic backer and says its latest raise provides little runway. | · | 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.