Author
@DilBradly DilBradly
grade Bx.com/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
-0.88
hit rate
45%
mean α
-0.65%
signals 14d
70
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: 45% hit rate, -0.65% mean alpha, trader score -0.88. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @DilBradly | · | Frames U.S. Middle East policy as an effort to preserve oil's relevance. | · | tweet ↗ |
| 2026-10-15 | TLT | @DilBradly | +0.75 | Discloses that the author took a long position in TLT. | +1.7% | tweet ↗ |
| 2026-10-15 | · | @DilBradly | · | Cites Korean and South African performance as evidence of EM and value leadership over DM and growth. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Reports sharp declines in the KOSPI and Nikkei. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Identifies a potential rotation from equities into bonds, supported by record bond call activity. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Argues gold is pricing softer U.S. growth and the possible end of the AI trade despite noisy inflation reactions. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | States that the value trade is returning through defensive healthcare. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Asserts that 60/40 portfolio rebalancing flows are active. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Reports Moody's sees South Africa on a path toward upgrades and favors emerging over developed markets. | · | tweet ↗ |
| 2026-10-14 | JSEEXX | @DilBradly | +0.70 | Added JSEEXX and JSETGA this week. — Author explicitly reports adding two positions this week. | · | tweet ↗ |
| 2026-10-14 | JSETGA | @DilBradly | +0.70 | Added JSEEXX and JSETGA this week. — Author explicitly reports adding two positions this week. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Describes flows rotating toward South African and Brazilian value assets with several prospective catalysts. | · | tweet ↗ |
| 2026-10-14 | NVDA | @DilBradly | -0.70 | Warns circular AI accounting risks will ultimately reach Nvidia after suppliers sell off. | -4.7% | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | States copper and oil are the only attractive plays amid metal weakness. | · | tweet ↗ |
| 2026-10-14 | · | @DilBradly | · | Short below 4100. — Declares a short call active on a break below 4100, but the underlying is unspecified. | · | 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.