Author
@howardlindzon howardlindzon
grade Cx.com/howardlindzon ↗
Fintech-founder pundit riffing AI/semi as 1999 redux with disclosed long bets
Posts short real-time market commentary, thematic narratives
trader score
+0.74
hit rate
55%
mean α
+0.33%
signals 14d
22
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, +0.33% mean alpha, trader score +0.74. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AAPL | @howardlindzon | +0.30 | Notes rare divergence with Apple up 5% while Nasdaq is down 2%. | — | tweet ↗ |
| 2026-06-30 | CRCL | @howardlindzon | -0.35 | Says Stripe hurt Circle like Anthropic pressures SaaS companies. | +3.2% | tweet ↗ |
| 2026-06-30 | · | @howardlindzon | · | Bull market narrative expanding to biotechs, healthcare, and financials beyond AI and semis. | · | tweet ↗ |
| 2026-06-30 | · | @howardlindzon | · | Discloses being investors in getdynasty_com while promoting wealth and tax planning. | · | tweet ↗ |
| 2026-06-28 | · | @howardlindzon | · | Frames geopolitical divergence and memory/semiconductor inflation as a wilder macro setup. | · | tweet ↗ |
| 2026-06-28 | · | @howardlindzon | · | Frames degenerate economy as lucrative, dangerous, and worth embracing through education. | · | tweet ↗ |
| 2026-06-28 | · | @howardlindzon | · | Newsletter headline references memory wars, inflation, deflation, and speculation but no explicit stance. | · | tweet ↗ |
| 2026-06-26 | AAPL | @howardlindzon | -0.25 | Says Apple will make memory companies pay for tech cost pressure and questions acquisitions. | +8.8% | tweet ↗ |
| 2026-06-25 | CBOE | @howardlindzon | -0.15 | Compares Kalshi raising at $40B to CBOE and implies prediction-market valuation is staggering. | +1.6% | tweet ↗ |
| 2026-06-23 | CBOE | @howardlindzon | -0.35 | Author says perps are crushing old regulated exchange favorites like CBOE and CME. | -3.3% | tweet ↗ |
| 2026-06-23 | CME | @howardlindzon | -0.35 | Author says perps are crushing old regulated exchange favorites like CBOE and CME. | -2.3% | tweet ↗ |
| 2026-06-23 | META | @howardlindzon | -0.25 | Author mocks Zuckerberg launching a prediction market and says betting is a commodity. | +3.7% | tweet ↗ |
| 2026-06-22 | SPCX | @howardlindzon | -0.35 | Says SpaceX was down $250B today and calls IPO both success and insult. | · | tweet ↗ |
| 2026-06-22 | SMH | @howardlindzon | +0.35 | Says he luckily used SMH, implying held exposure. | -11.5% | tweet ↗ |
| 2026-06-22 | NFLX | @howardlindzon | -0.25 | Notes Google and Amazon down 5%, with Netflix and Palantir also weak while market holds. | +6.5% | 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.