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
-0.08
hit rate
40%
mean α
-0.05%
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: 40% hit rate, -0.05% mean alpha, trader score -0.08. Their last-14d mentions, direction-adjusted, have moved +4.5% since posting (mean over 45 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | QQQ | @Don7Spy | -0.90 | Recaps a profitable QQQ put spread, booked profits and a remaining runner. | -0.8% | tweet ↗ |
| 2026-10-16 | AAPL | @Don7Spy | -0.30 | Reports same-day moves and explicitly frames the session as profit taking. | +1.2% | tweet ↗ |
| 2026-10-16 | SKHY | @Don7Spy | +0.60 | Reports same-day moves and explicitly frames the session as profit taking. | +0.4% | tweet ↗ |
| 2026-10-16 | PLTR | @Don7Spy | +0.30 | Reports same-day moves and explicitly frames the session as profit taking. | +5.8% | tweet ↗ |
| 2026-10-16 | AMD | @Don7Spy | +0.70 | Reports same-day moves and explicitly frames the session as profit taking. | -2.3% | tweet ↗ |
| 2026-10-16 | CRWD | @Don7Spy | +0.60 | Reports same-day moves and explicitly frames the session as profit taking. | +13.3% | tweet ↗ |
| 2026-10-16 | CRWD | @Don7Spy | -0.45 | Celebrates CRWD receiving negative price treatment and references averaging. | +13.3% | tweet ↗ |
| 2026-10-15 | CRWV | @Don7Spy | -0.95 | Says CRWV will eventually go bankrupt after describing a large decline. | -22.2% | tweet ↗ |
| 2026-10-15 | MU | @Don7Spy | -0.30 | Recaps a prior bearish call as already won after declines across several names. | -5.8% | tweet ↗ |
| 2026-10-15 | CAT | @Don7Spy | -0.30 | Recaps a prior bearish call as already won after declines across several names. | -6.6% | tweet ↗ |
| 2026-10-15 | NBIS | @Don7Spy | -0.60 | Recaps a prior bearish call as already won after declines across several names. | -15.7% | tweet ↗ |
| 2026-10-15 | ORCL | @Don7Spy | -0.30 | Recaps a prior bearish call as already won after declines across several names. | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @Don7Spy | -0.30 | Recaps a prior bearish call as already won after declines across several names. | -22.2% | tweet ↗ |
| 2026-10-14 | SKHY | @Don7Spy | -0.80 | Frames Korean equities and leverage as deserving a severe decline. | -7.1% | tweet ↗ |
| 2026-10-14 | KOSPI | @Don7Spy | -0.80 | Frames Korean equities and leverage as deserving a severe decline. | · | 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.