Author
@DeepValueBagger DeepValueBagger
grade Bx.com/DeepValueBagger ↗
Opinionated AI-hardware supply-chain bull and SaaS skeptic who shows his book
Posts conviction long calls and bear theses, mostly in repli
trader score
+1.77
hit rate
65%
mean α
+1.72%
signals 14d
61
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, +1.72% mean alpha, trader score +1.77. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 48 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TTWO | @DeepValueBagger | +0.45 | Likes the GTA thesis for TTWO and expects presales news before the November 19 launch. | — | tweet ↗ |
| 2026-08-28 | ASTS | @DeepValueBagger | +0.00 | Lists current prices for BAER, TE and ASTS, reacting negatively to BAER's decline. | — | tweet ↗ |
| 2026-08-28 | TE | @DeepValueBagger | +0.00 | Lists current prices for BAER, TE and ASTS, reacting negatively to BAER's decline. | — | tweet ↗ |
| 2026-08-28 | BAER | @DeepValueBagger | -0.40 | Lists current prices for BAER, TE and ASTS, reacting negatively to BAER's decline. | · | tweet ↗ |
| 2026-08-28 | · | @DeepValueBagger | · | Reports an August P&L gain of $72.9K and realized volatility profits. | · | tweet ↗ |
| 2026-08-28 | SIVE | @DeepValueBagger | -0.80 | Recaps a prior short call after a 36% decline and 21% post-earnings drop. | · | tweet ↗ |
| 2026-08-27 | IREN | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -12.5% | tweet ↗ |
| 2026-08-27 | BMNR | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -7.1% | tweet ↗ |
| 2026-08-27 | HIMS | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -8.9% | tweet ↗ |
| 2026-08-27 | MSTR | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -7.3% | tweet ↗ |
| 2026-08-27 | QS | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -4.9% | tweet ↗ |
| 2026-08-27 | EOSE | @DeepValueBagger | -0.50 | Recaps large historical declines in a bearish basket the author previously warned against. | -4.7% | tweet ↗ |
| 2026-08-27 | IREN | @DeepValueBagger | -0.65 | Expresses satisfaction with IREN's negative outcome | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @DeepValueBagger | +0.30 | Reports Druckenmiller initiated an 87,100-share IREN position worth about $4 million | -12.5% | tweet ↗ |
| 2026-08-27 | NBIS | @DeepValueBagger | +0.70 | Recaps a prior bearish IREN stance and moving followers into profitable NBIS exposure | -4.3% | 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.