@DilBradly DilBradly
Theme-to-ticker PM bridging AI-power supply chains and under-covered South African equities
Builds top-down thematic baskets (AI data-center power, copp
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 20 scored bets: 35% hit rate, -1.21% mean alpha, trader score -1.68. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 12 mentions with price data).
DilBradly is most actionable on KEEL and DRAM, with a disclosed KEEL long setup and explicit DRAM add, while also holding NKE from $44.5 and newly disclosing HOOD exposure. The distinctive read is a mix of single-name technical longs and macro caution: bearish oil commentary, gold downside risk tied to a stronger DXY, and negative sentiment on JSERNI. The week shows selective risk-taking in equities while commodity/index commentary remains defensive.
The author is leaning into selective equity longs, especially KEEL and DRAM, while maintaining disclosed exposure to NKE and HOOD. Commodity views are defensive, with oil framed bearishly and gold flagged for downside risk after a weekly break. Concentration is limited, though KEEL is the only ticker with both a setup signal and an explicit long call.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | PRX | @DilBradly | -0.15 | Reports MTN up 1.9% and PRX down 1%. | · | tweet ↗ |
| 2026-07-03 | MTN | @DilBradly | +0.15 | Reports MTN up 1.9% and PRX down 1%. | · | tweet ↗ |
| 2026-07-02 | JSEDTC | @DilBradly | +0.55 | Looking to add more JSEDTC into FVG and retest zone at R85. — Forward-looking add intent with retest zone and special dividend upside. | · | tweet ↗ |
| 2026-07-02 | · | @DilBradly | · | Discusses liquidity grab, lighter positioning and changing macro setup without ticker. | · | tweet ↗ |
| 2026-07-02 | JSEANG | @DilBradly | +0.65 | Upweight golds at key levels and watch supports hold. — Author says to upweight gold equities at key levels amid supportive macro. | · | tweet ↗ |
| 2026-07-02 | JSEHAR | @DilBradly | +0.65 | Upweight golds at key levels and watch supports hold. — Author says to upweight gold equities at key levels amid supportive macro. | · | tweet ↗ |
| 2026-07-02 | JSECCD | @DilBradly | +0.25 | Gives valuation math at R26.50, R1bn core valuation on R800m NPAT. | · | tweet ↗ |
| 2026-07-02 | · | @DilBradly | · | Calls rotation out of growth into value and EM/SA gold proxy. | · | tweet ↗ |
| 2026-07-02 | JSEOPA | @DilBradly | +0.15 | Says position reached half-exit level for risk reduction at R17.20. | · | tweet ↗ |
| 2026-07-02 | PRX | @DilBradly | -0.25 | Reports MTN +1.2% and PRX -3.5%. | · | tweet ↗ |
| 2026-07-02 | MTN | @DilBradly | +0.15 | Reports MTN +1.2% and PRX -3.5%. | · | tweet ↗ |
| 2026-07-01 | · | @DilBradly | · | Watches gold levels and reversal signals around 3950-4065 zone. | · | tweet ↗ |
| 2026-07-01 | JSEBVT | @DilBradly | +0.00 | Added JSEMTH; Motus looks set to rally over R112 close — Says added JSEMTH after decent numbers and cheap valuation, and expects rally over R112 close. | · | tweet ↗ |
| 2026-07-01 | JSEMTH | @DilBradly | +0.65 | Added JSEMTH; Motus looks set to rally over R112 close — Says added JSEMTH after decent numbers and cheap valuation, and expects rally over R112 close. | · | tweet ↗ |
| 2026-07-01 | AMZN | @DilBradly | +0.35 | Will be looking to add AMBA dips — Calls AMBA and OUST top robotics plays, discloses PATH/AMZN positions, plans to add AMBA dips. | +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.