Author

@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

trader score
+0.80
hit rate
65%
mean α
+0.47%
signals 14d
83

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, +0.47% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 11 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@DilBradly·Retrospectively says a three-bar reversal correctly warned of gold's move.·
2026-08-27JSEBYI@DilBradly+0.45Calls Bytes a comeback amid SaaS breakouts.·
2026-08-27GOLD@DilBradly+0.10References gold trading within a technical fair-value-gap setup.-0.9%
2026-08-27NPH@DilBradly+0.35Discloses ownership of four dividend-paying shares and lists distributions.·
2026-08-27RBO@DilBradly+0.35Discloses ownership of four dividend-paying shares and lists distributions.·
2026-08-27DTC@DilBradly+0.35Discloses ownership of four dividend-paying shares and lists distributions.·
2026-08-27BLU@DilBradly+0.35Discloses ownership of four dividend-paying shares and lists distributions.·
2026-08-27·@DilBradly·Says two sectors expected to be harmed by AI are breaking out, though the sectors are only visible in media.·
2026-08-26·@DilBradly·Defines a bearish candlestick pattern but names no asset and lacks chart context.·
2026-08-26·@DilBradly·Sell gold rallies after a three-bar reversal. — Explicitly advises selling gold rallies after a bearish reversal.·
2026-08-26BLU@DilBradly+0.45Argues BLU captured a shift from prepaid data sales into pinless top-ups using reported rand figures.·
2026-08-26BLU@DilBradly+0.55Expects changing revenue mix and BEE resolution to accelerate a distribution in specie.·
2026-08-25BLU@DilBradly+0.55Reports BLU dividends and a conditional buyback alongside leverage and EBITDA figures.·
2026-08-25·@DilBradly·Highlights Optasia's 40% decline, de-rating and shutdown concerns while speculating about acquisition interest.·
2026-08-25BLU@DilBradly+0.55Detailed earnings preview expects cash-flow movements, buybacks, debt reduction and capital-allocation updates.·

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.