Author

@garymarcus

trader score
-0.67
hit rate
55%
mean α
-0.75%
signals 14d
81

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: 55% hit rate, -0.75% mean alpha, trader score -0.67. Their last-14d mentions, direction-adjusted, have moved +8.1% since posting (mean over 10 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CRWV@GaryMarcus-0.60Highlights weekly declines of 21% for CoreWeave and 25% for Anthropic's projected IPO valuation.-11.7%
2026-10-16·@GaryMarcus·Characterizes generative AI as fizzling.·
2026-10-15·@GaryMarcus·Declares the token-scaling approach to AI progress dead.·
2026-10-15·@GaryMarcus·Attributes a file-loss incident partly to AI error and partly to inadequate human backups.·
2026-10-15·@GaryMarcus·Suggests an unspecified outcome resulted from a naive user believing AI hype.·
2026-10-15·@GaryMarcus·Warns that unreliable instruction following and weak common sense make AI systems broadly unsafe.·
2026-10-15·@GaryMarcus·Argues Q3 AI growth slowed due to weaker token scaling and rising Chinese open-source competition.·
2026-10-14·@GaryMarcus·States that generative AI harms many people's mental health.·
2026-10-14·@GaryMarcus·Says neurosymbolic AI became ubiquitous, supporting an earlier prediction.·
2026-10-14·@GaryMarcus·Argues an unspecified exponential growth curve is flattening into a sigmoid.·
2026-10-14DELL@GaryMarcus+0.00Says CoreWeave fell more than Dell and questions the referenced chart.-10.1%
2026-10-14CRWV@GaryMarcus-0.45Says CoreWeave fell more than Dell and questions the referenced chart.-17.6%
2026-10-14CRWV@GaryMarcus-0.80Declares that CoreWeave has entered a death watch, expressing strongly bearish sentiment.-17.6%
2026-10-14·@GaryMarcus·Highlights the possible popping of the AI bubble.·
2026-10-14ORCL@GaryMarcus-0.50Reports CRWV near its 52-week low after a 20% weekly fall and notes ORCL also sharply lower.-3.4%

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.