Author
@Gobbb111 Gobbb111
grade Cx.com/Gobbb111 ↗
Conviction long-side trader of AI-datacenter-power and speculative small caps
Posts long-biased, tickered theses with explicit price targe
trader score
-0.71
hit rate
46%
mean α
-1.39%
signals 14d
20
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 13 scored bets: 46% hit rate, -1.39% mean alpha, trader score -0.71. Their last-14d mentions, direction-adjusted, have moved -16.8% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | NBIS | @Gobbb111 | +0.20 | Projects IREN could rise 4–6x in 12–18 months based on forecast revenue and NBIS valuation multiples. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @Gobbb111 | +0.95 | Projects IREN could rise 4–6x in 12–18 months based on forecast revenue and NBIS valuation multiples. | -18.0% | tweet ↗ |
| 2026-10-14 | SPCX | @Gobbb111 | +0.75 | Promotes a six-name AI exposure basket and cites rapid growth metrics and an ETF proxy. | · | tweet ↗ |
| 2026-10-14 | MN | @Gobbb111 | +0.70 | Promotes a six-name AI exposure basket and cites rapid growth metrics and an ETF proxy. | · | tweet ↗ |
| 2026-10-14 | META | @Gobbb111 | +0.70 | Promotes a six-name AI exposure basket and cites rapid growth metrics and an ETF proxy. | -12.9% | tweet ↗ |
| 2026-10-14 | MU | @Gobbb111 | -0.40 | Argues future outsized wealth will come from SPCX and related names rather than MU. | -4.0% | tweet ↗ |
| 2026-10-14 | SPCX | @Gobbb111 | +0.80 | Argues future outsized wealth will come from SPCX and related names rather than MU. | · | tweet ↗ |
| 2026-10-14 | IREN | @Gobbb111 | +0.90 | Calls IREN deeply undervalued with minimum targets of $60 and $120 in 2027. | -18.5% | tweet ↗ |
| 2026-10-13 | IREN | @Gobbb111 | +0.55 | Argues IREN is undervalued versus neocloud peers and expects its AI pivot to pay off eventually. | -28.4% | tweet ↗ |
| 2026-10-12 | IREN | @Gobbb111 | +0.65 | Discloses continued holding of IREN and expects it could reach the high $40s within days. | -28.4% | tweet ↗ |
| 2026-10-09 | NBIS | @Gobbb111 | +0.10 | IREN is materially undervalued with targets near $80 and $200 for 2027. — Uses peer valuation and forecast ARR to assert large IREN upside. | -28.2% | tweet ↗ |
| 2026-10-09 | IREN | @Gobbb111 | +0.85 | IREN is materially undervalued with targets near $80 and $200 for 2027. — Uses peer valuation and forecast ARR to assert large IREN upside. | -29.2% | tweet ↗ |
| 2026-10-09 | CRSP | @Gobbb111 | +0.70 | Presents six biotech stocks as potential 10x plays with operating and revenue evidence. | -7.5% | tweet ↗ |
| 2026-10-09 | IBRX | @Gobbb111 | +0.75 | Presents six biotech stocks as potential 10x plays with operating and revenue evidence. | -21.8% | tweet ↗ |
| 2026-10-09 | HIMS | @Gobbb111 | +0.75 | Presents six biotech stocks as potential 10x plays with operating and revenue evidence. | -10.4% | 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.