Author

@emollick

trader score
+1.36
hit rate
59%
mean α
+0.45%
signals 14d
59

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 17 scored bets: 59% hit rate, +0.45% mean alpha, trader score +1.36. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 4 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@emollick·Argues short-horizon benchmarks miss economically valuable long-horizon work and may overstate adequate intelligence.·
2026-10-15·@emollick·Paper-based claim that small models need larger-model orchestration and error checking for complex tasks.·
2026-10-15·@emollick·Cites research showing small accuracy gains compound into large outcome gains on long-horizon tasks.·
2026-10-15·@emollick·Claims model harnesses now solve several formerly difficult long-duration and reasoning benchmarks.·
2026-10-15·@emollick·Sarcastically rejects the idea that AI capability will stop improving.·
2026-10-15·@emollick·Argues agent systems require greater trust in orchestrators and AI-assisted troubleshooting.·
2026-10-15·@emollick·Observes that large multi-agent workflows make chain-of-thought inspection impractical.·
2026-10-15·@emollick·Says agentic systems reduce chain-of-thought observability and require interim outputs, tests and AI debugging.·
2026-10-15GOOGL@emollick-0.35Criticizes Google's Gemini 4 launch for lacking the product innovation shown in earlier AI offerings.-8.3%
2026-10-14·@emollick·Frames AI as creating major uncertainty around game creation, industry winners and intellectual property.·
2026-10-14·@emollick·Predicts AI will transform game development across major studios, communities and independent developers.·
2026-10-14·@emollick·Argues firms risk costly lock-in if their systems cannot benefit from continued frontier-model improvement.·
2026-10-13·@emollick·Predicts consumer agents will autonomously make refund and negotiation requests at massive scale.·
2026-10-12·@emollick·Reports an AI agent autonomously testing and diagnosing a customer-service subscription issue.·
2026-10-12·@emollick·Warns that people overinterpret the Artificial Analysis Index and its component scores.·

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.