Author

@garyblack00 garyblack00

Named growth PM running rigorous valuation teardowns on TSLA and the AI complex

Publishes daily premarket macro summaries plus deep fundamen

trader score
-2.17
hit rate
30%
mean α
-0.71%
signals 14d
70

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: 30% hit rate, -0.71% mean alpha, trader score -2.17. Their last-14d mentions, direction-adjusted, have moved -0.0% since posting (mean over 53 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@garyblack00·September hike odds rose from 35% to 57%, with markets pricing roughly 1.5 hikes by year-end.·
2026-08-28NVDA@garyblack00+0.25Notes mixed market risks and remains explicitly cautious on TSLA due to earnings, competition and valuation.
2026-08-28TSLA@garyblack00-0.68Notes mixed market risks and remains explicitly cautious on TSLA due to earnings, competition and valuation.
2026-08-28MRVL@garyblack00-0.35Notes mixed market risks and remains explicitly cautious on TSLA due to earnings, competition and valuation.
2026-08-28SPX@garyblack00-0.18Notes mixed market risks and remains explicitly cautious on TSLA due to earnings, competition and valuation.·
2026-08-27NVDA@garyblack00+0.50Summarizes Nvidia's 70% growth forecast, CRM's strong outlook and resulting index gains.-4.6%
2026-08-27SPX@garyblack00+0.20Summarizes Nvidia's 70% growth forecast, CRM's strong outlook and resulting index gains.·
2026-08-27CRM@garyblack00+0.50Summarizes Nvidia's 70% growth forecast, CRM's strong outlook and resulting index gains.+1.6%
2026-08-26META@garyblack00+0.20Explains Meta's $17B settlement as removing existential legal tail risk despite remaining claims.+0.3%
2026-08-26NVDA@garyblack00+0.00Author remains cautious on Tesla due to falling estimates, autonomy commoditization and valuation.+3.8%
2026-08-26TSLA@garyblack00-0.70Author remains cautious on Tesla due to falling estimates, autonomy commoditization and valuation.+0.8%
2026-08-26META@garyblack00+0.20Author remains cautious on Tesla due to falling estimates, autonomy commoditization and valuation.+0.3%
2026-08-25META@garyblack00+0.30Meta and state attorneys general reportedly discussed a possible mid-trial settlement.+1.4%
2026-08-25NVDA@garyblack00+0.25Market recap is constructive on AI chips but explicitly cautious on Tesla's earnings trajectory and valuation.+2.1%
2026-08-25META@garyblack00+0.15Market recap is constructive on AI chips but explicitly cautious on Tesla's earnings trajectory and valuation.+1.4%

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.