Author
@dalibali2 dalibali2
grade Ax.com/dalibali2 ↗
Sharp, sarcastic anon SaaS specialist trading the AI-vs-software disruption thesis
Posts bottom-up enterprise-software analysis and two-sided c
trader score
-0.50
hit rate
65%
mean α
-0.86%
signals 14d
20
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, -0.86% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRM | @dalibali2 | -0.35 | Says CRM is not attractive to own until its go-to-market organization is fixed. | — | tweet ↗ |
| 2026-08-27 | NVDA | @dalibali2 | -0.30 | Describes Nvidia's financing, investments and acquisitions as chaotic and overextended. | -4.6% | tweet ↗ |
| 2026-08-27 | CRM | @dalibali2 | -0.55 | Discloses unloading the CRM position. | +1.6% | tweet ↗ |
| 2026-08-27 | · | @dalibali2 | · | Says software rapidly moved from very cheap to uninvestable. | · | tweet ↗ |
| 2026-08-26 | SNAP | @dalibali2 | -0.35 | Sarcastically dismisses Snap's sunglasses as reassurance about the company. | +0.2% | tweet ↗ |
| 2026-08-26 | · | @dalibali2 | · | Suggests pure-play robotic ADRs look undervalued at under $10B combined capitalization. | · | tweet ↗ |
| 2026-08-26 | CRM | @dalibali2 | -0.75 | Equates shorting Salesforce with shorting a penny stock believed to be worth zero. | +24.5% | tweet ↗ |
| 2026-08-24 | META | @dalibali2 | -0.15 | Questions why Meta would charge consumers given its large advertising ecosystem. | +3.4% | tweet ↗ |
| 2026-08-22 | · | @dalibali2 | · | Envisions autonomous agents negotiating corporate M&A deals and management accepting their outcomes. | · | tweet ↗ |
| 2026-08-21 | · | @dalibali2 | · | Suggests oil needs a high-profile corporate treasury-style accumulation advocate. | · | tweet ↗ |
| 2026-08-20 | QQQ | @dalibali2 | -0.80 | Expresses a desire for the Nasdaq to decline by 50%. | +0.8% | tweet ↗ |
| 2026-08-20 | 005930.KS | @dalibali2 | +0.35 | Contrasts Samsung's shareholder returns with Bezos selling Amazon shares. | · | tweet ↗ |
| 2026-08-20 | AMZN | @dalibali2 | -0.35 | Contrasts Samsung's shareholder returns with Bezos selling Amazon shares. | +2.4% | tweet ↗ |
| 2026-08-20 | · | @dalibali2 | · | Frames the AI trade as trust in lab leaders investing in compute before monetization. | · | tweet ↗ |
| 2026-08-19 | TQQQ | @dalibali2 | +0.50 | Discloses a retirement portfolio split 60/40 between XBI and TQQQ and claims strong performance. | -0.3% | 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.