Author
@DDBlakeFischer DDBlakeFischer
grade Ax.com/DDBlakeFischer ↗
Conversational mega-cap quality investor who reasons through moats and unit economics
Posts (mostly in replies) detailed fundamental and competiti
trader score
-0.00
hit rate
50%
mean α
-0.00%
signals 14d
108
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, -0.00% mean alpha, trader score -0.00. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 59 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @DDBlakeFischer | · | Interprets a 1990-2024 return study as showing sales growth mattered more than valuation. | · | tweet ↗ |
| 2026-08-28 | · | @DDBlakeFischer | · | Argues valuation matters for returns but is not the only factor, especially over short horizons. | · | tweet ↗ |
| 2026-08-28 | · | @DDBlakeFischer | · | Reports software stocks rising 42% since a bearish AI-apocalypse thesis and its rebuttal. | · | tweet ↗ |
| 2026-08-28 | SPX | @DDBlakeFischer | +0.55 | Buy the S&P index for long-term wealth building. — Explicitly advocates buying the S&P alongside an optimistic long-run worldview. | · | tweet ↗ |
| 2026-08-28 | MSFT | @DDBlakeFischer | +0.80 | Discloses replacing GOOG with MSFT and holding AMZN plus MSFT at roughly 30% of the portfolio. | — | tweet ↗ |
| 2026-08-28 | GOOG | @DDBlakeFischer | -0.20 | Discloses replacing GOOG with MSFT and holding AMZN plus MSFT at roughly 30% of the portfolio. | — | tweet ↗ |
| 2026-08-28 | AMZN | @DDBlakeFischer | +0.80 | Discloses replacing GOOG with MSFT and holding AMZN plus MSFT at roughly 30% of the portfolio. | — | tweet ↗ |
| 2026-08-27 | NVDA | @DDBlakeFischer | +0.70 | Argues Nvidia is cheaply valued despite an expected 70% growth rate next year. | -4.6% | tweet ↗ |
| 2026-08-27 | AMZN | @DDBlakeFischer | +0.90 | Discloses a 17% AMZN position moving toward 20% via LEAPS, backed by a detailed growth thesis | +4.0% | tweet ↗ |
| 2026-08-27 | GOOGL | @DDBlakeFischer | -0.15 | Discloses a 17% AMZN position moving toward 20% via LEAPS, backed by a detailed growth thesis | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @DDBlakeFischer | +0.55 | Rejects Enron comparisons and argues NVDA customers are constrained by sold-out capacity | -4.6% | tweet ↗ |
| 2026-08-26 | FSLR | @DDBlakeFischer | -0.55 | Argues First Solar is uncompetitive with China and dependent on US government policy. | -0.7% | tweet ↗ |
| 2026-08-26 | · | @DDBlakeFischer | · | Argues today's compute and data-center capacity is already sold out through 2028. | · | tweet ↗ |
| 2026-08-26 | GOOGL | @DDBlakeFischer | -0.45 | Argues YouTube is too small to offset revenue and earnings damage from search deterioration. | +1.3% | tweet ↗ |
| 2026-08-26 | AAPL | @DDBlakeFischer | +0.30 | Argues AI assistants threaten Google search while Amazon and a future Apple agent may benefit. | +2.0% | 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.