Author
@gnoble79 gnoble79
grade Ax.com/gnoble79 ↗
Forensic fundamental short-seller waging a valuation war on the Musk/AI bubble
Posts original, valuation-driven bear theses on hype names (
trader score
-0.51
hit rate
45%
mean α
-0.35%
signals 14d
32
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: 45% hit rate, -0.35% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved -3.2% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @gnoble79 | · | Author argues Mag 7 trade is dying and stock-picking market is emerging. | · | tweet ↗ |
| 2026-07-03 | KLAC | @gnoble79 | -0.20 | Author cites LRCX down 10% since a prior post and says the short-term victory lap was bad. | — | tweet ↗ |
| 2026-07-03 | LRCX | @gnoble79 | -0.20 | Author cites LRCX down 10% since a prior post and says the short-term victory lap was bad. | — | tweet ↗ |
| 2026-07-03 | · | @gnoble79 | · | Author says bubble is in unsustainable margins, but ticker context is absent. | · | tweet ↗ |
| 2026-07-02 | NVDA | @gnoble79 | +0.05 | Discusses broad sector rotation and whether Nvidia and Mag 7 remain leaders. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.25 | Sarcastically pushes back on claim that TSLA is not an auto company. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.65 | Questions TSLA valuation at 15x revenues and 250x earnings as excessive. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.20 | Sarcastically repeats that TSLA is not an auto company. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.20 | Sarcastically says TSLA is not a car company. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.20 | Sarcastically says TSLA is not an auto company. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.20 | Sarcastically says TSLA is not an auto company. | — | tweet ↗ |
| 2026-07-02 | TSLA | @gnoble79 | -0.20 | Sarcastically says TSLA is not an auto company. | — | tweet ↗ |
| 2026-06-28 | · | @gnoble79 | · | Explicitly says nobody is more bearish on AI than the author. | · | tweet ↗ |
| 2026-06-28 | · | @gnoble79 | · | Long macro liquidity tightening thesis warns stocks and Bitcoin may face pressure into year-end and 2027. | · | tweet ↗ |
| 2026-06-27 | GLD | @gnoble79 | +0.55 | Argues gold scarcity and collapsed sentiment make miners/gold attractive longer term after correction. | +1.2% | 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.