Author

@ConnorJBates_ ConnorJBates_

Disciplined momentum trader surfing AI/semis leadership with positioning-aware, base-rate-grounded chart calls

Identifies and tracks leading themes and stocks via stage an

trader score
-0.02
hit rate
65%
mean α
-0.02%
signals 14d
101

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, -0.02% mean alpha, trader score -0.02. Their last-14d mentions, direction-adjusted, have moved +3.2% since posting (mean over 69 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03·@ConnorJBates_·Quote argues a bull market failing to rally on good news signals the cycle is spent.·
2026-07-03·@ConnorJBates_·Says SaaS, cybersecurity, biotech, airlines and healthcare rotation can continue but many names are extended.·
2026-07-03·@ConnorJBates_·References a chart explaining market behavior over the past month.·
2026-07-02·@ConnorJBates_·Claims 99% of Fintwit is leveraged in semis, memory, optics and neoclouds.·
2026-07-02MEME@ConnorJBates_-0.50MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.·
2026-07-02SNDK@ConnorJBates_-0.15MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.
2026-07-02NBIS@ConnorJBates_-0.15MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.
2026-07-02MU@ConnorJBates_-0.15MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.
2026-07-02CRDO@ConnorJBates_-0.15MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.
2026-07-02BE@ConnorJBates_-0.15MEME ETF failed breakout, is testing H&S neckline, and is down 22% in one month.
2026-07-02·@ConnorJBates_·GS says a 5% market move can trigger $4.7B dealer rebalancing in Korea.·
2026-07-02·@ConnorJBates_·Says Korean retail is in euphoric chase mode, citing Goldman.·
2026-07-02EWY@ConnorJBates_-0.35Korean AI stocks are so volatile that VaR may force exposure cuts.
2026-07-02·@ConnorJBates_·US Momentum pair 30D realized vol is 63.9, levels seen near major market turning points.·
2026-07-02·@ConnorJBates_·US Momentum pair gained 40% in 1H then fell 7.6%, its worst day in 5 months.·

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.