Author
@JackFarley96 JackFarley96
grade Bx.com/JackFarley96 ↗
Reasoning-heavy AI-capex and private-credit commentator who rebuts consensus bear theses
Frames and debates the major secular market questions — AI c
trader score
-2.37
hit rate
25%
mean α
-2.14%
signals 14d
33
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: 25% hit rate, -2.14% mean alpha, trader score -2.37. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRWV | @JackFarley96 | +0.35 | Calls CRWV risky but says its 2032 debt may be attractive at current levels. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @JackFarley96 | · | Notes commodities and tech become highly correlated during panic selloffs. | · | tweet ↗ |
| 2026-10-14 | CRWV | @JackFarley96 | -0.40 | Discloses a client-model short in CoreWeave while judging its bonds more attractive near 15%. | -17.6% | tweet ↗ |
| 2026-10-14 | CRWV | @JackFarley96 | -0.45 | Sarcastically mocks surprise over CoreWeave's leverage and borrowing plans. | -17.6% | tweet ↗ |
| 2026-10-14 | SOXX | @JackFarley96 | -0.20 | Explicitly argues SMH is superior to SOXX. | -7.9% | tweet ↗ |
| 2026-10-14 | SMH | @JackFarley96 | +0.65 | Explicitly argues SMH is superior to SOXX. | -6.6% | tweet ↗ |
| 2026-10-14 | SOXX | @JackFarley96 | +0.00 | Describes the author's live long-short portfolio and compares its volatility with SOXX. | -7.9% | tweet ↗ |
| 2026-10-14 | · | @JackFarley96 | · | Reports a 3.8% daily model-portfolio loss despite working hedges. | · | tweet ↗ |
| 2026-10-09 | · | @JackFarley96 | · | Discusses a term-premium measure as distinct from common yield-curve spreads. | · | tweet ↗ |
| 2026-10-09 | NVDA | @JackFarley96 | +0.60 | Argues sell-side NVDA growth assumptions understate chip demand constrained by infrastructure. | -8.0% | tweet ↗ |
| 2026-10-09 | NVDA | @JackFarley96 | +0.70 | Says NVDA demand could support 100% growth versus conservative 70% guidance. | -8.0% | tweet ↗ |
| 2026-10-09 | NVDA | @JackFarley96 | +0.55 | Frames Jensen Huang's $3–4T annual AI-capex forecast as increasingly plausible. | -8.0% | tweet ↗ |
| 2026-10-09 | · | @JackFarley96 | · | Argues uncertainty around Fed leadership makes wider term premia rational. | · | tweet ↗ |
| 2026-10-09 | TSLX | @JackFarley96 | -0.25 | Flags TSLX's frequent use of last-out structures as untested in a true credit cycle. | · | tweet ↗ |
| 2026-10-08 | TSLX | @JackFarley96 | -0.35 | Discloses covering an Ares short and buying OTF while favoring select discounted public BDCs. | · | 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.