Author

@blondesnmoney blondesnmoney

Deep-value globetrotter mining Korean holdco discounts and specialty-insurance hard markets

Posts original bottom-up value and special-situations theses

trader score
-0.43
hit rate
60%
mean α
-0.29%
signals 14d
48

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, -0.29% mean alpha, trader score -0.43. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 17 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@blondesnmoney·Projects strong HDD pricing growth and premiums for higher-capacity drives.·
2026-08-28·@blondesnmoney·Jokes that Warsh's next message will strongly emphasize a rate hike.·
2026-08-28WDC@blondesnmoney+0.55Explicitly prefers WDC over NVDA.
2026-08-28NVDA@blondesnmoney-0.25Explicitly prefers WDC over NVDA.
2026-08-28STX@blondesnmoney+0.75Bullish multi-year HDD thesis based on AI storage demand, pricing power and low valuations.
2026-08-28WDC@blondesnmoney+0.80Bullish multi-year HDD thesis based on AI storage demand, pricing power and low valuations.
2026-08-28·@blondesnmoney·Currently expresses frustration with AI stocks while joking that another sentiment flip is imminent.·
2026-08-28·@blondesnmoney·Author says an unspecified position was sold and notes a $5 dividend.·
2026-08-27·@blondesnmoney·Posts an apparent satirical fake headline about floating data centers in the Strait of Hormuz.·
2026-08-27SPY@blondesnmoney-0.25Reduce Kazakh fintech and rotate into Korean insurers and U.S. asset managers over SPY. — Describes an active rotation away from Kazakh fintech toward insurers and asset managers.-0.2%
2026-08-26KSPI@blondesnmoney-0.45Predicts a one-to-two-week local top in Kaspi as social-media attention heats up.-1.3%
2026-08-25·@blondesnmoney·Discloses maintaining a personally named basket of speculative securities, without listing components.·
2026-08-25IBKR@blondesnmoney+0.70Celebrates the author's basket reaching a fresh all-time high, led by IBKR and ASIC.-2.4%
2026-08-25ASIC@blondesnmoney+0.70Celebrates the author's basket reaching a fresh all-time high, led by IBKR and ASIC.·
2026-08-25·@blondesnmoney·Describes an unnamed portfolio member as an unusual holding with a P/E above 15.·

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.