Author

@BinDollarSign BinDollarSign

Bullish AI-infrastructure curator weaving analyst notes and 13F flows into thematic baskets

Aggregates and synthesizes AI buildout news, broker notes, e

trader score
-1.47
hit rate
40%
mean α
-0.47%
signals 14d
250

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 -1.47. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 185 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SPCX@BinDollarSign-0.35Dismisses enormous company-reported addressable-market figures as marketing.·
2026-08-28UBER@BinDollarSign-0.35Dismisses enormous company-reported addressable-market figures as marketing.
2026-08-28PYPL@BinDollarSign-0.35Questions PYPL's rejection of its only takeover offer after buyers withdrew.
2026-08-28MSFT@BinDollarSign+0.25Bullish cybersecurity thesis links AI-agent proliferation to new identity and security demand.
2026-08-28OKTA@BinDollarSign+0.75Bullish cybersecurity thesis links AI-agent proliferation to new identity and security demand.
2026-08-28CRWD@BinDollarSign+0.75Bullish cybersecurity thesis links AI-agent proliferation to new identity and security demand.
2026-08-28PANW@BinDollarSign+0.75Bullish cybersecurity thesis links AI-agent proliferation to new identity and security demand.
2026-08-28GOOGL@BinDollarSign+0.25Bullish cybersecurity thesis links AI-agent proliferation to new identity and security demand.
2026-08-28ASTS@BinDollarSign-0.60Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions.
2026-08-28SPCX@BinDollarSign-0.60Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions.·
2026-08-28RKLB@BinDollarSign+0.55Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions.
2026-08-28PL@BinDollarSign-0.60Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions.
2026-08-28LUNR@BinDollarSign-0.60Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions.
2026-08-28RKLB@BinDollarSign-0.40September hike odds jumped to about 62% after Warsh's speech as yields rose.
2026-08-28SPX@BinDollarSign-0.30September hike odds jumped to about 62% after Warsh's speech as yields rose.·

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.