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
-0.85
hit rate
60%
mean α
-0.39%
signals 14d
291
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, -0.39% mean alpha, trader score -0.85. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 129 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPCX | @BlueJay87476298 | +0.40 | Highlights a Tesla-SpaceX co-branded Roadster product with strong enthusiasm. | · | tweet ↗ |
| 2026-10-16 | TSLA | @BlueJay87476298 | +0.40 | Highlights a Tesla-SpaceX co-branded Roadster product with strong enthusiasm. | +4.9% | tweet ↗ |
| 2026-10-16 | META | @BlueJay87476298 | +0.30 | Relays Alexandr Wang's constructive vision for Muse personal agents expanding human agency. | -9.4% | tweet ↗ |
| 2026-10-15 | NVDA | @BlueJay87476298 | +0.20 | Relays Jensen Huang's view that AI progress and safety must advance together. | -2.9% | tweet ↗ |
| 2026-10-15 | PLTR | @BlueJay87476298 | +0.30 | Relays Joe Lonsdale's view that only exceptional evaluators can recognize elite technical talent. | -1.9% | tweet ↗ |
| 2026-10-15 | PLTR | @BlueJay87476298 | +0.40 | Relays Alex Karp's favorable description of PLTR's specialized-talent culture and fellowship. | -1.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.70 | Call notes emphasize very strong AI demand, constrained supply and durable advanced-packaging leadership. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.60 | TSMC Q3 revenue and profit beat expectations and Q4 revenue guidance exceeded consensus. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.50 | Details TSMC's technology roadmap, capacity strategy, AI demand and GlobalFoundries cooperation. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.60 | TSMC Q3 results beat consensus while Q4 guidance and AI demand remained strong. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.70 | Call notes emphasize strong AI demand, supply shortages and advanced-packaging advantages. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BlueJay87476298 | +0.60 | TSMC Q3 revenue and profit beat expectations, with above-consensus Q4 revenue guidance. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @BlueJay87476298 | · | Argues German automakers face structural decline as China shifts toward domestic EV and software leaders. | · | tweet ↗ |
| 2026-10-15 | MS | @BlueJay87476298 | +0.00 | Summarizes cross-asset consensus and disagreements among Goldman, JPMorgan and Morgan Stanley. | -1.4% | tweet ↗ |
| 2026-10-15 | GS | @BlueJay87476298 | +0.00 | Summarizes cross-asset consensus and disagreements among Goldman, JPMorgan and Morgan Stanley. | -1.8% | 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.