Author
@DougKass DougKass
grade Ax.com/DougKass ↗
Veteran contrarian short-seller dismantling AI/bull-market consensus with data and balance sheets
Active long/short PM posting real-time, tickered short and l
trader score
+0.29
hit rate
45%
mean α
+0.29%
signals 14d
93
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, +0.29% mean alpha, trader score +0.29. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSOS | @DougKass | +0.80 | Discloses a supersized cannabis position based on expected favorable rescheduling. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DougKass | -0.25 | Contrasts NVDA's $18 rise yesterday with a $9 decline today and sparse coverage. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DougKass | -0.75 | Discloses shorting NVDA yesterday and this morning based on forecast and order concerns. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DougKass | -0.80 | Explicitly discloses shorting NVDA yesterday and this morning. | — | tweet ↗ |
| 2026-08-28 | · | @DougKass | · | Predicts Warsh will emphasize price stability and concern about inflation. | · | tweet ↗ |
| 2026-08-28 | · | @DougKass | · | Warns a possible Democratic congressional win would bring anti-market policy. | · | tweet ↗ |
| 2026-08-28 | · | @DougKass | · | Says an unspecified industry and memory companies are overearning. | · | tweet ↗ |
| 2026-08-28 | · | @DougKass | · | Questions whether unprecedented AI capital spending will earn adequate returns. | · | tweet ↗ |
| 2026-08-27 | NVDA | @DougKass | -0.50 | Interprets Nvidia's unusual year-ahead revenue forecast as a negative signal. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @DougKass | -0.40 | Disagrees that Nvidia's forecast is good for hyperscalers and cites their negative reaction. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @DougKass | · | Sell utilities because data-center demand is already reflected in lofty valuations. — Explicitly says to sell the utilities sector on crowded expectations and lofty valuations. | · | tweet ↗ |
| 2026-08-27 | NVDA | @DougKass | -0.60 | Argues Nvidia's projected free cash flow is dwarfed by external AI-financing obligations. | -4.6% | tweet ↗ |
| 2026-08-26 | DKS | @DougKass | -0.65 | Derisive wordplay expresses a clearly bearish view of DKS. | +4.2% | tweet ↗ |
| 2026-08-26 | DKS | @DougKass | -0.40 | Reports Telsey cutting DKS's price target from $255 to $145. | +4.2% | tweet ↗ |
| 2026-08-25 | NVDA | @DougKass | +0.00 | Author attacks prior bullish DKS coverage after a 30% drop and criticizes CNBC's limited accountability. | +2.1% | 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.