Author

@FarmerJoe0x FarmerJoe0x

High-conviction anon memory-supercycle bull bridging NAND/AI thesis and crypto plays

Builds and relentlessly reiterates a structural memory/NAND

trader score
+1.14
hit rate
60%
mean α
+0.92%
signals 14d
100

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, +0.92% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved -9.0% since posting (mean over 46 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@FarmerJoe0x·KOSPI is reported up 4.5%, framed as leverage-fueled risk appetite.·
2026-07-02ETH@FarmerJoe0x+0.35Long-form thesis that onchain perps can grow massively and ETH-settled Lighter may benefit.·
2026-07-02META@FarmerJoe0x-0.25Sarcastic reaction to Meta vibe-coded mini-games and metaverse glasses concept.
2026-07-02META@FarmerJoe0x+0.55Author says Meta remains committed to big model training and compute capex.
2026-07-02NVDA@FarmerJoe0x+0.35Bullish memory-stock framework says selling was mechanical and thesis remains intact.
2026-07-02·@FarmerJoe0x·Claims Citadel/Ken Griffin are active market makers on Lighter tokenized stocks next week.·
2026-07-02·@FarmerJoe0x·Positive broad take on crypto creator coins and internet capital markets.·
2026-07-02·@FarmerJoe0x·Broad market bullish view says the stock market is cheap and it is a good time to buy.·
2026-07-02·@FarmerJoe0x·Bearish on small-cap low-quality names into next earnings season.·
2026-07-02·@FarmerJoe0x·Long thesis that Lighter token could re-rate after Robinhood integration and potential ETF access.·
2026-07-02HOOD@FarmerJoe0x+0.35Connects DTCC tokenization plans, Lighter, and Robinhood integration as a tokenized-stock thesis.
2026-07-02META@FarmerJoe0x-0.25Bullish on AI stocks broadly but critical of Meta execution and Zuck's comment.
2026-07-02HOOD@FarmerJoe0x+0.25States Robinhood is in DTCC Tokenized Stocks working group and pilot includes major assets.
2026-07-02META@FarmerJoe0x-0.45Critical take says Meta's issue is people, not tech.
2026-07-02·@FarmerJoe0x·Defends memory bulls despite AI bear criticism, citing 200% YTD gains.·

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.