Author

@gnoble79 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
+0.93
hit rate
55%
mean α
+1.14%
signals 14d
41

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, +1.14% mean alpha, trader score +0.93. Their last-14d mentions, direction-adjusted, have moved +3.4% since posting (mean over 22 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15IREN@gnoble79-0.85Fade the bullish commentator and use IREN as a short idea. — Explicitly identifies IREN as a short idea obtained by fading another commentator.-18.0%
2026-10-15·@gnoble79·Recaps an unnamed completed short against another person's long position.·
2026-10-15OPEN@gnoble79-0.70States OPEN has fallen about 80% from $10 while mocking a prior bullish commentator.-14.7%
2026-10-15·@gnoble79·Reports an existing profitable short from $8 but omits the instrument.·
2026-10-15OPEN@gnoble79-0.55Mocking rhetorical question conveys a bearish stance toward OPEN.-14.7%
2026-10-15OPEN@gnoble79-0.65Mocking commentary expresses strong bearish sentiment toward OPEN.-14.7%
2026-10-15OPEN@gnoble79-0.50Mocks OPEN's characterization of itself as a high-alpha company.-14.7%
2026-10-15OPEN@gnoble79-0.40Hostile comment about an OPEN insider conveys negative sentiment but little financial analysis.-14.7%
2026-10-15OPEN@gnoble79-0.80Reports a 75% return already earned on an OPEN short position.-14.7%
2026-10-15OPEN@gnoble79-0.85Recaps a year-old sell call on OPEN at $8 and cites subsequent long/short performance.-14.7%
2026-10-14OOEN@gnoble79-0.90Discloses having shorted the named stock at 8 while expressing extreme bearishness.·
2026-10-14OPEN@gnoble79-0.90Discloses having shorted the named stock at 8 while expressing extreme bearishness.-0.5%
2026-10-14·@gnoble79·Frames high market dispersion as favorable for simultaneous long and short opportunities.·
2026-10-13·@gnoble79·The author criticizes housing-bubble investment behavior and reliance on repeated Fed bailouts.·
2026-10-13OPEN@gnoble79-0.70The author closes a profitable ABTC short after a 93.4% decline and recaps continuing OPEN and BETR shorts.-6.2%

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.