Author
@BlueJay87476298 BlueJay87476298
grade Bx.com/BlueJay87476298 ↗
Anon firehose of named sell-side research across AI, semis, macro and Asia supply chain
Aggregates and translates institutional research notes and A
trader score
+1.05
hit rate
65%
mean α
+1.00%
signals 14d
314
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: 65% hit rate, +1.00% mean alpha, trader score +1.05. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 199 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | AVAV | @BlueJay87476298 | -0.25 | UBS cuts AVAV 12-month price target to $166 from $172 while citing FY27 visibility. | — | tweet ↗ |
| 2026-07-03 | JPM | @BlueJay87476298 | +0.00 | Summarizes JPM commodity targets for metals and copper path. | — | tweet ↗ |
| 2026-07-03 | JPM | @BlueJay87476298 | +0.00 | Summarizes JPM oil balance strategy with 2027 oversupply and $60 bearish thesis. | — | tweet ↗ |
| 2026-07-03 | JPM | @BlueJay87476298 | +0.00 | JPM thematic list of global manufacturing and AI-related exporters. | — | tweet ↗ |
| 2026-07-02 | · | @BlueJay87476298 | · | UBS argues AI demand drives multi-year MLCC upcycle. | · | tweet ↗ |
| 2026-07-02 | GS | @BlueJay87476298 | +0.00 | Goldman framework on China credit slowing as shift toward capital efficiency, not tightening. | — | tweet ↗ |
| 2026-07-02 | JPM | @BlueJay87476298 | +0.00 | JPM framework argues UK political clarity reduces sterling risk premium. | — | tweet ↗ |
| 2026-07-02 | GS | @BlueJay87476298 | +0.00 | Goldman AI capex framework compares current cycle to 1990s but notes stronger profits and balance sheets. | — | tweet ↗ |
| 2026-07-02 | · | @BlueJay87476298 | · | Nomura analysis of Nikkei 225 weighted EPS and P/E warns of valuation risk. | · | tweet ↗ |
| 2026-07-02 | GOOGL | @BlueJay87476298 | +0.35 | SemiAnalysis says GOOGL runs three TPU design efforts to hedge architecture risk. | — | tweet ↗ |
| 2026-07-02 | CRWV | @BlueJay87476298 | -0.35 | SemiAnalysis warns neocloud risk is balance sheet, presold compute, debt, and contract visibility. | — | tweet ↗ |
| 2026-07-02 | · | @BlueJay87476298 | · | Nomura analysis says weighted Nikkei P/E near 28x creates AI-led valuation trap risk. | · | tweet ↗ |
| 2026-07-02 | JPM | @BlueJay87476298 | +0.00 | JPM view says Lagarde and Lane comments point to further ECB tightening and final hike in September. | — | tweet ↗ |
| 2026-07-02 | MU | @BlueJay87476298 | +0.45 | Goldman memory LTA thesis says stronger contracts and floor prices support valuation multiple expansion. | — | tweet ↗ |
| 2026-07-02 | GS | @BlueJay87476298 | +0.00 | Goldman AI boom framework says fundamentals are supportive but valuations have front-run macro gains. | — | 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.