@BottomPhishing BottomPhishing
O'Neil-style swing trader posting daily breadth reports, leveled watchlists and original volume research
Publishes long daily market-structure reports (breadth, dist
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 30% hit rate, -1.21% mean alpha, trader score -1.87. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 133 mentions with price data).
BottomPhishing is mostly publishing market-structure and macro tape reads rather than explicit trade calls, with recurring focus on oil, Fed messaging, breadth, and growth leadership. Distinctive read is that lower oil and Iran deal progress can offset hawkish Fed pressure, while domestic chip headlines create a tactical catalyst for INTC and AAPL. The week shifted from constructive exposure upgrades to a hawkish FOMC selloff, then back toward a tentative bounce on breadth and oil below $80.
Conviction flipped within the window: constructive exposure upgrade and risk-on oil relief gave way to a hawkish FOMC selloff, then partially recovered into a breadth-led bounce. There were no explicit CALL_DIRECTIONAL trades or position disclosures, so the signal is thematic rather than portfolio-actionable. Concentration risk is highest in SPCX, where IPO enthusiasm quickly became a liquidity and reversal watch.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | ENVA | @BottomPhishing | +0.55 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | · | tweet ↗ |
| 2026-07-02 | SNDK | @BottomPhishing | -0.45 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | — | tweet ↗ |
| 2026-07-02 | MU | @BottomPhishing | -0.35 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | — | tweet ↗ |
| 2026-07-02 | AFRM | @BottomPhishing | +0.55 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | — | tweet ↗ |
| 2026-07-02 | ICHR | @BottomPhishing | +0.25 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | — | tweet ↗ |
| 2026-07-02 | MXL | @BottomPhishing | +0.25 | Long market report: Dow/credit services leadership, weak jobs, semis repricing, rotation and exposure cut. | — | tweet ↗ |
| 2026-07-02 | · | @BottomPhishing | · | Says oil premium from Hormuz is gone and gold rose as dollar weakened on soft jobs data. | · | tweet ↗ |
| 2026-07-02 | · | @BottomPhishing | · | Says chip valuation unwind continues and Nasdaq will lag until semis find a floor. | · | tweet ↗ |
| 2026-07-02 | · | @BottomPhishing | · | Soft jobs print strengthens Fed hold case; rate-sensitive groups rallied. | · | tweet ↗ |
| 2026-07-02 | · | @BottomPhishing | · | June payrolls 57K versus 113K-115K consensus with downward revisions and participation drop. | · | tweet ↗ |
| 2026-07-02 | ENVA | @BottomPhishing | +0.60 | Credit Services leads at +18.46 with ENVA, AFRM and V; rotation is measurable. | · | tweet ↗ |
| 2026-07-02 | V | @BottomPhishing | +0.45 | Credit Services leads at +18.46 with ENVA, AFRM and V; rotation is measurable. | — | tweet ↗ |
| 2026-07-02 | AFRM | @BottomPhishing | +0.60 | Credit Services leads at +18.46 with ENVA, AFRM and V; rotation is measurable. | — | tweet ↗ |
| 2026-07-02 | NVDA | @BottomPhishing | -0.25 | Semiconductor repricing with SMH -4.5%, MU -5.5%, SNDK -11%, KOSPI -7.9%. | — | tweet ↗ |
| 2026-07-02 | SNDK | @BottomPhishing | -0.75 | Semiconductor repricing with SMH -4.5%, MU -5.5%, SNDK -11%, KOSPI -7.9%. | — | 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.