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
-0.02
hit rate
55%
mean α
-0.01%
signals 14d
321
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: 55% hit rate, -0.01% mean alpha, trader score -0.02. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 170 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRM | @BlueJay87476298 | +0.40 | JPMorgan initiates CRM at Overweight with a $250 target. | — | tweet ↗ |
| 2026-08-28 | · | @BlueJay87476298 | · | Framework argues USMCA fragmentation will create persistent trade-policy instability. | · | tweet ↗ |
| 2026-08-28 | MSFT | @BlueJay87476298 | +0.50 | JPMorgan reiterates Overweight and raises Microsoft's target to $625 from $550. | — | tweet ↗ |
| 2026-08-28 | APP | @BlueJay87476298 | +0.00 | JPMorgan assigns Neutral with a $400 price target. | — | tweet ↗ |
| 2026-08-28 | SNDK | @BlueJay87476298 | +0.40 | JPMorgan initiates SNDK at Overweight with a $2,250 target. | — | tweet ↗ |
| 2026-08-28 | QCOM | @BlueJay87476298 | +0.20 | Long-horizon thesis sees optical interconnects as essential to scaling AI networks. | — | tweet ↗ |
| 2026-08-28 | CSCO | @BlueJay87476298 | +0.40 | JPMorgan reiterates Overweight and raises CSCO's target to $150 from $145. | — | tweet ↗ |
| 2026-08-28 | ORCL | @BlueJay87476298 | +0.40 | JPMorgan states Overweight with a $200 target and a bullish infrastructure thesis. | — | tweet ↗ |
| 2026-08-28 | ABNB | @BlueJay87476298 | +0.35 | JPMorgan maintains Neutral and raises Airbnb's target to $170 from $140. | — | tweet ↗ |
| 2026-08-28 | · | @BlueJay87476298 | · | JPMorgan projects persistent DRAM and NAND shortages that strengthen memory suppliers. | · | tweet ↗ |
| 2026-08-28 | · | @BlueJay87476298 | · | Reports broad contraction in Chinese fixed-asset investment with high-tech resilience. | · | tweet ↗ |
| 2026-08-28 | CDNS | @BlueJay87476298 | +0.55 | Presents agentic AI as a usage and monetization growth driver for Cadence. | — | tweet ↗ |
| 2026-08-28 | AMAT | @BlueJay87476298 | +0.40 | JPMorgan reiterates Overweight and raises Applied Materials' target to $660 from $515. | — | tweet ↗ |
| 2026-08-28 | COHR | @BlueJay87476298 | +0.40 | JPMorgan rates Coherent Overweight and raises its target to $465. | — | tweet ↗ |
| 2026-08-28 | CRWV | @BlueJay87476298 | +0.20 | Balances improving margins and backlog monetization against leverage and financing risks. | — | 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.