Author
@Don7Spy Don7Spy
grade Bx.com/Don7Spy ↗
Valuation-driven AI/semis/space bubble bear who trades it with disciplined, disclosed options
Posts ticker-specific bear theses on overvalued AI, semicond
trader score
-0.01
hit rate
50%
mean α
-0.01%
signals 14d
72
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: 50% hit rate, -0.01% mean alpha, trader score -0.01. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 59 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRWD | @Don7Spy | -0.80 | Recaps a profitable CRWD bearish put spread one day after entry. | — | tweet ↗ |
| 2026-08-27 | · | @Don7Spy | · | Author says software has rebounded enough that they are nearing a short stance on the sector. | · | tweet ↗ |
| 2026-08-27 | VEEV | @Don7Spy | +0.70 | Celebrates VEEV nearly doubling over three months after the move. | -1.9% | tweet ↗ |
| 2026-08-27 | MRVL | @Don7Spy | +0.00 | States that Marvell earnings are scheduled for this afternoon. | -10.3% | tweet ↗ |
| 2026-08-27 | NET | @Don7Spy | -0.20 | Short CRWD via Oct. 16 $220/$190 put spread. — Explicit swing-short alert with a bearish put-spread entry and valuation thesis. | -2.7% | tweet ↗ |
| 2026-08-27 | CRWD | @Don7Spy | -0.90 | Short CRWD via Oct. 16 $220/$190 put spread. — Explicit swing-short alert with a bearish put-spread entry and valuation thesis. | -4.2% | tweet ↗ |
| 2026-08-27 | RBRK | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | -13.1% | tweet ↗ |
| 2026-08-27 | IGV | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | -0.7% | tweet ↗ |
| 2026-08-27 | NOW | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | +4.5% | tweet ↗ |
| 2026-08-27 | FIG | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | · | tweet ↗ |
| 2026-08-27 | CRM | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | +1.6% | tweet ↗ |
| 2026-08-27 | TEAM | @Don7Spy | +0.50 | Lists large same-day gains across software stocks and the IGV ETF. | +2.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Don7Spy | -0.25 | Recaps CRM and OKTA gains while mocking extremely bullish Nvidia valuation targets. | +3.8% | tweet ↗ |
| 2026-08-26 | OKTA | @Don7Spy | +0.70 | Recaps CRM and OKTA gains while mocking extremely bullish Nvidia valuation targets. | +23.7% | tweet ↗ |
| 2026-08-26 | CRM | @Don7Spy | +0.45 | Recaps CRM and OKTA gains while mocking extremely bullish Nvidia valuation targets. | +24.5% | 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.