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
-0.14
hit rate
40%
mean α
-0.07%
signals 14d
22
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: 40% hit rate, -0.07% mean alpha, trader score -0.14. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @DDBlakeFischer | · | Says he sold everything in personal and managed accounts today due to SaaS/IaaS existential risk. | · | tweet ↗ |
| 2026-07-02 | JD | @DDBlakeFischer | +0.00 | Asks for returns comparison across China names and Nasdaq ETF. | — | tweet ↗ |
| 2026-07-02 | BIDU | @DDBlakeFischer | +0.00 | Asks for returns comparison across China names and Nasdaq ETF. | — | tweet ↗ |
| 2026-07-02 | QQQ | @DDBlakeFischer | +0.00 | Asks for returns comparison across China names and Nasdaq ETF. | — | tweet ↗ |
| 2026-07-02 | BABA | @DDBlakeFischer | +0.00 | Asks for returns comparison across China names and Nasdaq ETF. | — | tweet ↗ |
| 2026-07-02 | KWEB | @DDBlakeFischer | +0.00 | Asks for returns comparison across China names and Nasdaq ETF. | — | tweet ↗ |
| 2026-07-01 | SPCX | @DDBlakeFischer | +0.40 | Argues AI/basic compute capacity remains supply-constrained and META surplus rental shows a sellers market. | · | tweet ↗ |
| 2026-07-01 | META | @DDBlakeFischer | +0.50 | Argues AI/basic compute capacity remains supply-constrained and META surplus rental shows a sellers market. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @DDBlakeFischer | +0.00 | Criticizes an unnamed HF favorite as overvalued versus Meta and Microsoft; named tickers are comparators only. | -4.9% | tweet ↗ |
| 2026-07-01 | MSFT | @DDBlakeFischer | +0.00 | Criticizes an unnamed HF favorite as overvalued versus Meta and Microsoft; named tickers are comparators only. | +1.6% | tweet ↗ |
| 2026-07-01 | META | @DDBlakeFischer | +0.45 | Says he bought Google heavily and current largest positions include Amazon, Microsoft, SPGI and Meta. | -4.9% | tweet ↗ |
| 2026-07-01 | AMZN | @DDBlakeFischer | +0.45 | Says he bought Google heavily and current largest positions include Amazon, Microsoft, SPGI and Meta. | +0.4% | tweet ↗ |
| 2026-07-01 | SPGI | @DDBlakeFischer | +0.45 | Says he bought Google heavily and current largest positions include Amazon, Microsoft, SPGI and Meta. | +6.0% | tweet ↗ |
| 2026-07-01 | MSFT | @DDBlakeFischer | +0.45 | Says he bought Google heavily and current largest positions include Amazon, Microsoft, SPGI and Meta. | +1.6% | tweet ↗ |
| 2026-07-01 | GOOGL | @DDBlakeFischer | +0.55 | Says he bought Google heavily and current largest positions include Amazon, Microsoft, SPGI and Meta. | -0.4% | 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.