Author
@dissectmarkets dissectmarkets
grade Cx.com/dissectmarkets ↗
Transparent permabull retail thematic investor stacking AI, memory, and income-ETF names
Posts a high-volume, reply-heavy running diary of long-only
trader score
-0.91
hit rate
55%
mean α
-0.54%
signals 14d
356
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: 55% hit rate, -0.54% mean alpha, trader score -0.91. Their last-14d mentions, direction-adjusted, have moved -6.6% since posting (mean over 280 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MU | @dissectmarkets | +0.50 | Argues local AI and new consumer devices will establish a durable floor for memory demand. | -0.1% | tweet ↗ |
| 2026-10-16 | SNDK | @dissectmarkets | +0.50 | Argues local AI and new consumer devices will establish a durable floor for memory demand. | -4.7% | tweet ↗ |
| 2026-10-16 | DRAM | @dissectmarkets | +0.50 | Argues local AI and new consumer devices will establish a durable floor for memory demand. | — | tweet ↗ |
| 2026-10-16 | JOBY | @dissectmarkets | +0.90 | Calls JOBY a future multibagger and cites its technology and autonomous flight capability. | +2.1% | tweet ↗ |
| 2026-10-16 | AAPL | @dissectmarkets | +0.40 | Reports that the iPhone Duo sold out, endorsing an earlier demand prediction. | +1.2% | tweet ↗ |
| 2026-10-16 | · | @dissectmarkets | · | Compares Bangladesh and India GDP per capita in nominal and inflation-adjusted terms. | · | tweet ↗ |
| 2026-10-16 | NFLX | @dissectmarkets | +0.85 | NFLX is a generational buy around $70. — Explicitly labels NFLX near $70 a generational buying opportunity. | -6.6% | tweet ↗ |
| 2026-10-16 | NOW | @dissectmarkets | +0.30 | NFLX is a generational buy around $70. — Explicitly labels NFLX near $70 a generational buying opportunity. | +12.0% | tweet ↗ |
| 2026-10-16 | · | @dissectmarkets | · | Argues delayed Venezuelan production rebuilding limits the ability to suppress oil prices. | · | tweet ↗ |
| 2026-10-16 | OVL | @dissectmarkets | +0.75 | Would invest available money in OVL rather than accelerate a 3.25% mortgage payoff. — Expresses a clear preference to allocate capital to OVL for yield and dividend growth. | -0.5% | tweet ↗ |
| 2026-10-16 | · | @dissectmarkets | · | States that roughly 75% of global semiconductor manufacturing is located in Asia. | · | tweet ↗ |
| 2026-10-16 | · | @dissectmarkets | · | Uses prior market-status downgrades to frame Indonesia as an emerging long-term equity opportunity. | · | tweet ↗ |
| 2026-10-16 | TSLA | @dissectmarkets | +0.55 | Argues Roadster technology will diffuse into Tesla's mass-market vehicle lineup. | +4.9% | tweet ↗ |
| 2026-10-16 | SOFI | @dissectmarkets | +0.45 | Contrasts Tesla's flying-car claim with SOFI below $15.50, implying SOFI undervaluation. | +0.5% | tweet ↗ |
| 2026-10-16 | TSLA | @dissectmarkets | +0.25 | Contrasts Tesla's flying-car claim with SOFI below $15.50, implying SOFI undervaluation. | +4.9% | 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.