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
-0.16
hit rate
50%
mean α
-0.08%
signals 14d
39
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: 50% hit rate, -0.08% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @howardlindzon | · | Argues February's software collapse actually marked the sector's rebirth. | · | tweet ↗ |
| 2026-08-27 | NVDA | @howardlindzon | +0.55 | Discloses an existing Nvidia position used as a hedge and says it continues to work. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @howardlindzon | · | Says Chanos may have a valid thesis but its timing is not attractive. | · | tweet ↗ |
| 2026-08-26 | · | @howardlindzon | · | Advocates selectively removing stocks from passive indexes based on investor values. | · | tweet ↗ |
| 2026-08-26 | META | @howardlindzon | +0.25 | Suggests Meta's willingness to pay $18B reflects valuable private information or conviction. | +0.3% | tweet ↗ |
| 2026-08-26 | · | @howardlindzon | · | Discloses that the author primarily holds passive index exposure. | · | tweet ↗ |
| 2026-08-26 | NVDA | @howardlindzon | +0.50 | Reports Salesforce, Okta, Nvidia and CrowdStrike all trading higher after earnings. | +3.8% | tweet ↗ |
| 2026-08-26 | OKTA | @howardlindzon | +0.50 | Reports Salesforce, Okta, Nvidia and CrowdStrike all trading higher after earnings. | +23.7% | tweet ↗ |
| 2026-08-26 | CRWD | @howardlindzon | +0.50 | Reports Salesforce, Okta, Nvidia and CrowdStrike all trading higher after earnings. | +15.4% | tweet ↗ |
| 2026-08-26 | CRM | @howardlindzon | +0.50 | Reports Salesforce, Okta, Nvidia and CrowdStrike all trading higher after earnings. | +24.5% | tweet ↗ |
| 2026-08-26 | NVDA | @howardlindzon | +0.60 | Relays Jensen Huang's statement that revenue growth is accelerating to 70%, with shares rising. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @howardlindzon | -0.25 | Reports Nvidia's initial post-earnings price move was downward. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @howardlindzon | -0.15 | Sarcastically labels Nvidia earnings day a circular-revenue festival. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @howardlindzon | · | Argues market prices are more trustworthy than media narratives and support prediction-market adoption. | · | tweet ↗ |
| 2026-08-25 | · | @howardlindzon | · | Approvingly references Druckenmiller using AI to criticize Treasury Secretary Bessent. | · | 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.