Author

@farzyness farzyness

Reasoned but perma-bullish Tesla/Musk-ecosystem AI and robotics thesis evangelist

Posts long-form and reactive bullish theses on the Tesla/Spa

trader score
+1.64
hit rate
65%
mean α
+0.57%
signals 14d
34

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: 65% hit rate, +0.57% mean alpha, trader score +1.64. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 8 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@farzyness·Declares the beginning of an agentic technology era.·
2026-08-28SPCX@farzyness+0.75Presents a bullish thesis for model-agnostic Grok orchestration and vertically owned compute.·
2026-08-27·@farzyness·Rejects an AI bubble thesis and predicts large wealth gains for AI-stock owners.·
2026-08-27·@farzyness·Predicts an era of unusually rapid growth among many very large companies.·
2026-08-27SPCX@farzyness+0.60States that the referenced SpaceX growth trajectory implies roughly 92% CAGR.·
2026-08-26NVDA@farzyness+0.85Calls Nvidia's earnings unbelievable and says its growth story is just beginning.+3.8%
2026-08-25·@farzyness·Presents a multi-year bullish thesis on accelerating AI adoption and US dominance.·
2026-08-24SPCX@farzyness+0.80Claims investors are materially underestimating Grok bot's future contribution to SpaceX revenue.·
2026-08-24·@farzyness·Argues AI data-center investment will continue globally because AI capacity is increasingly profitable.·
2026-08-24·@farzyness·Frames long-term AI competition around token cost and speed as model quality commoditizes.·
2026-08-24·@farzyness·Argues AI adopters will dominate non-adopters and that failure to adopt will drive job losses.·
2026-08-24SPCX@farzyness+0.35States that the SpaceX-Nvidia partnership continues to expand.·
2026-08-24NVDA@farzyness+0.35States that the SpaceX-Nvidia partnership continues to expand.+4.4%
2026-08-24·@farzyness·Argues banning US data centers would export AI investment, jobs, power development and strategic advantage.·
2026-08-23·@farzyness·Urges AI leaders to demonstrate tangible benefits instead of merely explaining them.·

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.