@danprimack danprimack
Axios dealmaking journalist breaking IPO, M&A and VC scoops with skeptical framing
Reports and analyzes private-market activity -- IPOs, merger
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 5 scored bets: 80% hit rate, +0.91% mean alpha, trader score +1.50. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 5 mentions with price data).
Primack is primarily reporting deal, regulatory, and macro scoops rather than making explicit trades. Ticker-relevant focus clusters around Fox/Roku M&A, AI tax proposals hitting mega-cap platforms, and private AI/energy IPO pathways through public-company proxies. No position disclosures or directional trade calls appear in the payload, so conviction is expressed through news emphasis rather than portfolio action.
No explicit adds, trims, exits, or directional trade calls appear in this author window. Coverage is concentrated in reported scoops: ROKU M&A, AI-tax regulatory risk for mega-cap tech, and private-company liquidity paths tied to AI and deep tech. Late-window emphasis moves toward regulatory and geopolitical news, but there is no evidence of an authored position flip.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @danprimack | · | Reports Cumberland Farms filing for an estimated $1B IPO. | · | tweet ↗ |
| 2026-07-02 | · | @danprimack | · | Reports Jersey Mike's publicly filed for IPO. | · | tweet ↗ |
| 2026-07-02 | · | @danprimack | · | Frames possible government stakes in OpenAI and big tech as political-economic disconnect. | · | tweet ↗ |
| 2026-07-02 | MSFT | @danprimack | +0.00 | Newsletter teaser references Microsoft's $2B frontier play without details. | — | tweet ↗ |
| 2026-07-02 | · | @danprimack | · | Says Bessent did not have a sneak peek of the jobs report, implying it was not strong. | · | tweet ↗ |
| 2026-07-01 | SPX | @danprimack | +0.00 | Contrasts claimed 401(k) gains with S&P 500 being up 22% since inauguration. | · | tweet ↗ |
| 2026-06-30 | · | @danprimack | · | Reports Care Bears has been sold, but no public ticker is identified. | · | tweet ↗ |
| 2026-06-30 | · | @danprimack | · | WSJ-cited concern that private investment benchmark gaps hinder 401(k) allocation. | · | tweet ↗ |
| 2026-06-29 | CMCSA | @danprimack | +0.25 | Comcast split could spark M&A despite denial. | -1.8% | tweet ↗ |
| 2026-06-28 | HLN | @danprimack | -0.10 | Reports Haleon nearing deal for supplement-maker Thorne. | · | tweet ↗ |
| 2026-06-24 | META | @danprimack | -0.25 | Criticizes Meta for choosing imitation over invention. | +4.5% | tweet ↗ |
| 2026-06-22 | META | @danprimack | -0.05 | Reports AppsFlyer raising $1B from Moloco, Google, Meta, and Unity. | +3.4% | tweet ↗ |
| 2026-06-22 | U | @danprimack | -0.05 | Reports AppsFlyer raising $1B from Moloco, Google, Meta, and Unity. | +8.0% | tweet ↗ |
| 2026-06-22 | GOOGL | @danprimack | -0.05 | Reports AppsFlyer raising $1B from Moloco, Google, Meta, and Unity. | +2.9% | tweet ↗ |
| 2026-06-20 | · | @danprimack | · | Reports Iran saying it is closing the Strait of Hormuz, a macro/geopolitical supply-chain event. | · | 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.