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
+0.43
hit rate
60%
mean α
+0.30%
signals 14d
238
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: 60% hit rate, +0.30% mean alpha, trader score +0.43. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 173 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ADBE | @dissectmarkets | +0.45 | Compares weak realized ROI on BILL with stronger prior dip buys in ADBE and NOW. | — | tweet ↗ |
| 2026-08-28 | NOW | @dissectmarkets | +0.45 | Compares weak realized ROI on BILL with stronger prior dip buys in ADBE and NOW. | — | tweet ↗ |
| 2026-08-28 | BILL | @dissectmarkets | -0.35 | Compares weak realized ROI on BILL with stronger prior dip buys in ADBE and NOW. | — | tweet ↗ |
| 2026-08-28 | WING | @dissectmarkets | +0.80 | Buy CMG and WING on dips. — Explicitly names two restaurant stocks to buy on dips and provides a growth thesis. | — | tweet ↗ |
| 2026-08-28 | CMG | @dissectmarkets | +0.80 | Buy CMG and WING on dips. — Explicitly names two restaurant stocks to buy on dips and provides a growth thesis. | — | tweet ↗ |
| 2026-08-28 | NVDA | @dissectmarkets | +0.85 | Argues Buffett would want to buy NVDA heavily, comparing it with his enthusiasm for AAPL. | — | tweet ↗ |
| 2026-08-28 | AAPL | @dissectmarkets | +0.45 | Argues Buffett would want to buy NVDA heavily, comparing it with his enthusiasm for AAPL. | — | tweet ↗ |
| 2026-08-28 | DIS | @dissectmarkets | +0.35 | Compares ESPN's strategic role at Disney with AWS's historical role at Amazon. | — | tweet ↗ |
| 2026-08-28 | AMZN | @dissectmarkets | +0.25 | Compares ESPN's strategic role at Disney with AWS's historical role at Amazon. | — | tweet ↗ |
| 2026-08-28 | TSM | @dissectmarkets | +0.30 | Credits Nvidia's CEO with reshaping AI hardware standards, suppliers and production capacity. | — | tweet ↗ |
| 2026-08-28 | MRVL | @dissectmarkets | +0.35 | Credits Nvidia's CEO with reshaping AI hardware standards, suppliers and production capacity. | — | tweet ↗ |
| 2026-08-28 | NOK | @dissectmarkets | +0.35 | Credits Nvidia's CEO with reshaping AI hardware standards, suppliers and production capacity. | — | tweet ↗ |
| 2026-08-28 | NVDA | @dissectmarkets | +0.80 | Forecasts Nvidia could reach $1 trillion annual revenue due to supply access and pricing power. | — | tweet ↗ |
| 2026-08-28 | BLOX | @dissectmarkets | +0.80 | Discloses an aggressively purchased BLOX position at $12.50 with celebratory framing. | — | tweet ↗ |
| 2026-08-28 | SOFI | @dissectmarkets | +0.85 | Predicts a much higher SOFI breakout and cites demographic, service and product advantages. | — | 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.