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
+0.61
hit rate
45%
mean α
+0.32%
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: 45% hit rate, +0.32% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -8.1% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRWV | @dalibali2 | +0.55 | Argues CoreWeave equity should return at least 20% based on a 15% unsecured yield. | -22.2% | tweet ↗ |
| 2026-10-13 | AAPL | @dalibali2 | -0.45 | Criticizes Apple's product responsiveness and expects no meaningful update for two years. | +1.9% | tweet ↗ |
| 2026-10-10 | AAPL | @dalibali2 | -0.45 | Mockingly claims Apple lacks AI capability. | +3.3% | tweet ↗ |
| 2026-10-06 | · | @dalibali2 | · | Expresses extreme bearishness toward security-software buyers at current levels. | · | tweet ↗ |
| 2026-10-04 | · | @dalibali2 | · | Argues frontier AI development may eventually require government subsidies beyond free-market incentives. | · | tweet ↗ |
| 2026-10-03 | TLT | @dalibali2 | -0.85 | Explicitly disparages TLT and alleges poor growth, losses, leverage, and market-share erosion. | +5.0% | 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.