Author
@ConvexDispatch ConvexDispatch
grade Bx.com/ConvexDispatch ↗
Convexity-seeking thematic bull on crypto-treasury, China AI, and HTZ-as-robotaxi
Posts high-conviction long theses expressed through equities
trader score
+0.61
hit rate
50%
mean α
+1.61%
signals 14d
6
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: 50% hit rate, +1.61% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 3 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-20 | · | @ConvexDispatch | · | Expresses a positive view of recent sugar price action. | · | tweet ↗ |
| 2026-08-20 | TLT | @ConvexDispatch | +0.35 | Suggests yield-curve control would strengthen the bullish case for long-duration Treasuries. | +0.7% | tweet ↗ |
| 2026-08-20 | BABA | @ConvexDispatch | +0.65 | Discloses a long Alibaba position and says strong AI-cloud execution strengthened the strategic thesis. | -8.9% | tweet ↗ |
| 2026-08-18 | SB1 | @ConvexDispatch | +0.45 | Sugar retested its breakout, but the author sees prices above 20 as a potential sell area. | · | tweet ↗ |
| 2026-08-17 | · | @ConvexDispatch | · | Says discretionary stocks face broad weakness and need a trend change. | · | tweet ↗ |
| 2026-08-17 | HTZ | @ConvexDispatch | +0.25 | Notes declining shortable shares and highlights the $2 level for this week. | -0.9% | 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.