Author

@howardlindzon howardlindzon

Fintech-founder pundit riffing AI/semi as 1999 redux with disclosed long bets

Posts short real-time market commentary, thematic narratives

trader score
-1.52
hit rate
35%
mean α
-1.55%
signals 14d
8

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 17 scored bets: 35% hit rate, -1.55% mean alpha, trader score -1.52. Their last-14d mentions, direction-adjusted, have moved +6.5% since posting (mean over 3 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@howardlindzon·Expresses constructive surprise that markets remain resilient despite numerous macro risks.·
2026-10-15·@howardlindzon·Argues Nvidia leadership now backstops AI hardware, warning momentum shorts against the sector.·
2026-10-14CRWV@howardlindzon-0.90Calls CoreWeave a financial-era monstrosity and expresses disgust.-17.6%
2026-10-12VIX@howardlindzon-0.20Author humorously states a very low implied VIX level·
2026-10-11ARKG@howardlindzon+0.50Author discloses existing long positions in ARKG and Lilly.-6.1%
2026-10-11LLY@howardlindzon+0.50Author discloses existing long positions in ARKG and Lilly.+8.0%
2026-10-11·@howardlindzon·Author uses Stocktwits Momentum 25 lists to begin the investing week.·
2026-10-05·@howardlindzon·Newsletter headline states that technology stocks remain market leaders.·

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.