Author
@gregrieben gregrieben
grade Cx.com/gregrieben ↗
Intermarket macro-trader narrating the AI/semis theme and its commodity linkages
Posts short, frequent, both-sided commentary and intermarket
trader score
-1.74
hit rate
40%
mean α
-1.84%
signals 14d
51
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: 40% hit rate, -1.84% mean alpha, trader score -1.74. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 37 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SMH | @gregrieben | -0.60 | Frames an AI-trade breakdown using semiconductor losses and CoreWeave credit stress. | -2.3% | tweet ↗ |
| 2026-10-16 | CRWV | @gregrieben | -0.80 | Frames an AI-trade breakdown using semiconductor losses and CoreWeave credit stress. | -11.7% | tweet ↗ |
| 2026-10-16 | MU | @gregrieben | -0.40 | Warns against becoming highly bullish on semiconductors after the depicted move. | -0.1% | tweet ↗ |
| 2026-10-16 | SMH | @gregrieben | -0.40 | Warns against becoming highly bullish on semiconductors after the depicted move. | -2.3% | tweet ↗ |
| 2026-10-16 | TSLA | @gregrieben | -0.30 | Questions whether a jet-thruster car would materially improve Tesla's profits. | +4.9% | tweet ↗ |
| 2026-10-15 | · | @gregrieben | · | Reports AAII sentiment and CNN Fear and Greed readings. | · | tweet ↗ |
| 2026-10-15 | LULU | @gregrieben | +0.40 | Suggests the bearish consumer-brand narrative may be ending for Nike and Lululemon. | -0.1% | tweet ↗ |
| 2026-10-15 | NKE | @gregrieben | +0.40 | Suggests the bearish consumer-brand narrative may be ending for Nike and Lululemon. | +0.4% | tweet ↗ |
| 2026-10-15 | · | @gregrieben | · | Suggests forced selling by weak uranium-stock holders has run its course. | · | tweet ↗ |
| 2026-10-15 | CRWV | @gregrieben | +0.10 | Argues CoreWeave is not the key trigger for an AI-bubble collapse. | -22.2% | tweet ↗ |
| 2026-10-15 | U.UN | @gregrieben | +0.00 | Highlights a charted gap between spot uranium and uranium equities without predicting resolution. | · | tweet ↗ |
| 2026-10-15 | URA | @gregrieben | +0.00 | Highlights a charted gap between spot uranium and uranium equities without predicting resolution. | -5.6% | tweet ↗ |
| 2026-10-15 | EWY | @gregrieben | -0.70 | Reports a 16% four-day KOSPI decline using EWY as the market vehicle. | -3.2% | tweet ↗ |
| 2026-10-15 | NBIS | @gregrieben | -0.40 | Says uranium investments were sold alongside the neo-cloud trade. | -15.7% | tweet ↗ |
| 2026-10-15 | URA | @gregrieben | -0.40 | Says uranium investments were sold alongside the neo-cloud trade. | -5.6% | 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.