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
-1.46
hit rate
40%
mean α
-1.02%
signals 14d
92
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, -1.02% mean alpha, trader score -1.46. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 37 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | GME | @JackFarley96 | -0.45 | Argues semiconductor profits are vastly larger than GME's, undermining the comparison. | — | tweet ↗ |
| 2026-08-28 | · | @JackFarley96 | · | Argues quantitative tightening is extremely slow when implemented through roll-off rather than sales. | · | tweet ↗ |
| 2026-08-28 | · | @JackFarley96 | · | Reports that markets repriced the September rate-hike probability to roughly 60%. | · | tweet ↗ |
| 2026-08-28 | · | @JackFarley96 | · | Says agricultural assets are moving higher, without naming an instrument. | · | tweet ↗ |
| 2026-08-27 | NVDA | @JackFarley96 | +0.00 | Reports NVDA announced $36 billion of additional commitments in AI cloud agreements. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Explicitly states a bullish view on tin. | · | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Dismisses a future bearish argument that hybrid bonding will reduce tin usage. | · | tweet ↗ |
| 2026-08-27 | NVDA | @JackFarley96 | +0.55 | Expresses strong tin bullishness based on AI demand while also praising NVDA. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Notes an unnamed asset was limit-up for two consecutive days with little social attention. | · | tweet ↗ |
| 2026-08-27 | LRCX | @JackFarley96 | +0.65 | Recaps a well-timed MRVL calls exit and an LRCX bottom call after both moves occurred. | -5.2% | tweet ↗ |
| 2026-08-27 | MRVL | @JackFarley96 | -0.35 | Recaps a well-timed MRVL calls exit and an LRCX bottom call after both moves occurred. | -10.3% | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Calls an unnamed company a decent short while clarifying no current personal or model position. | · | tweet ↗ |
| 2026-08-27 | CAKE | @JackFarley96 | -0.55 | Sarcastically criticizes CAKE's entry into the highly competitive Italian restaurant category. | +1.8% | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Acknowledges a prior local semiconductor top but says semiconductors should move past it. | · | tweet ↗ |
| 2026-08-27 | · | @JackFarley96 | · | Says leveraged ETF/options positioning is less bearish but not bullish, with semiconductor exposure institutional-led. | · | 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.