Author
@bespokeinvest bespokeinvest
Institutional research desk publishing rigorous original breadth and earnings-quality data
Publish reproducible quantitative market data — breadth dive
trader score
+0.95
hit rate
60%
mean α
+0.57%
signals 14d
193
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: 60% hit rate, +0.57% mean alpha, trader score +0.95. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 96 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | VIX | @bespokeinvest | +0.30 | Reports that VIX moved back above the 20 level. | · | tweet ↗ |
| 2026-10-16 | SMH | @bespokeinvest | -0.10 | Reports SMH flat over a month after an intervening 15% rally and 15% decline. | -2.3% | tweet ↗ |
| 2026-10-16 | CRWV | @bespokeinvest | -0.55 | Reports CRWV breaking below its July closing low after its March 2025 IPO at $40. | -11.7% | tweet ↗ |
| 2026-10-16 | META | @bespokeinvest | -0.40 | Reports META down 9.11% from its September closing high. | -9.4% | tweet ↗ |
| 2026-10-16 | SOX | @bespokeinvest | -0.35 | Maps hypothetical 50%, 75% and 85% semiconductor drawdowns to prior historical price levels. | · | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Notes Treasury yields following crude higher as oil returns above $100 per barrel. | · | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Reports sentiment returning to extreme fear, matching the level from one year earlier. | · | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Highlights October seasonality and upcoming Black Monday anniversary as volatility context. | · | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Suggests the AI-stock plunge has lowered the bar for positive earnings reactions. | · | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Reports crude approaching $100 after a steady weekly advance. | · | tweet ↗ |
| 2026-10-16 | QQQ | @bespokeinvest | -0.45 | Notes QQQ approaching $700 and nearing a 5% weekly decline. | -0.8% | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Notes private-equity stocks peaked just as policy opened access to retirement-plan capital. | · | tweet ↗ |
| 2026-10-16 | CRWV | @bespokeinvest | -0.55 | Reports CRWV falling another 8% and moving below Wednesday's close. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @bespokeinvest | · | Reports industrial production and capacity utilization above estimates and import prices slightly above forecast. | · | tweet ↗ |
| 2026-10-16 | SPX | @bespokeinvest | +0.30 | Reports the strongest S&P 500 daily breadth since June 12 while contextualizing its gain frequency. | · | 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.