trader score
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hit rate
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mean α
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signals 14d
29
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @GaryMarcus | · | Skeptical comment that scale is not all AI needs. | · | tweet ↗ |
| 2026-07-01 | SPCX | @GaryMarcus | -0.40 | Argues resale of excess AI processing capacity by SPCX and META signals AI infrastructure overbuild. | · | tweet ↗ |
| 2026-07-01 | META | @GaryMarcus | -0.40 | Argues resale of excess AI processing capacity by SPCX and META signals AI infrastructure overbuild. | -4.9% | tweet ↗ |
| 2026-06-28 | · | @GaryMarcus | · | Bearish long-run view on AI economics, margins and capex. | · | tweet ↗ |
| 2026-06-28 | · | @GaryMarcus | · | Argues AI model convergence will cause price wars and weak margins. | · | tweet ↗ |
| 2026-06-28 | NVDA | @GaryMarcus | +0.20 | Expects frontier AI price wars; says Nvidia has solid margins versus GenAI peers. | +1.2% | tweet ↗ |
| 2026-06-28 | · | @GaryMarcus | · | Claims AI has no moat and is entering price wars with weak margins. | · | tweet ↗ |
| 2026-06-26 | · | @GaryMarcus | · | Frames AI cycle as a fizzle rather than a pop. | · | tweet ↗ |
| 2026-06-26 | SPCX | @GaryMarcus | -0.65 | Calls SPCX a vibe-driven meme stock rather than news-driven. | · | tweet ↗ |
| 2026-06-26 | TSLA | @GaryMarcus | -0.55 | Says if Elon dumped Tesla, it would fall fast. | +3.6% | tweet ↗ |
| 2026-06-26 | SPCX | @GaryMarcus | -0.65 | Reports SPCX below 150 and down one-third from 225 in less than two weeks. | · | tweet ↗ |
| 2026-06-26 | · | @GaryMarcus | · | Mentions bailout, liquidity crises and misuse of capital as crash harms. | · | tweet ↗ |
| 2026-06-25 | · | @GaryMarcus | · | Quoted summary calls AI scaling investment greatest capital misallocation in history. | · | tweet ↗ |
| 2026-06-25 | · | @GaryMarcus | · | Links source arguing scale cannot solve AI accuracy problems. | · | tweet ↗ |
| 2026-06-25 | · | @GaryMarcus | · | Warns concentrated US frontier AI control could create dystopian outcomes. | · | tweet ↗ |
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.