Author
@JaguarAnalytics JaguarAnalytics
Conviction-driven thematic trader with channel-check edge in space-tech, semis, and biotech catalysts
Posts tickered, reasoned forward calls and theses synthesizi
trader score
+0.35
hit rate
45%
mean α
+0.26%
signals 14d
80
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: 45% hit rate, +0.26% mean alpha, trader score +0.35. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 52 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @JaguarAnalytics | · | Reports September FOMC 25-basis-point hike odds rising from 33.9% to 57.5%. | · | tweet ↗ |
| 2026-08-27 | AFRM | @JaguarAnalytics | +0.60 | AFRM reported 330 bps of margin expansion and issued equally strong guidance. | +0.3% | tweet ↗ |
| 2026-08-27 | VEEV | @JaguarAnalytics | +0.65 | Endorses VEEV and advocates buying system-of-record companies. | -1.9% | tweet ↗ |
| 2026-08-27 | RKT | @JaguarAnalytics | +0.85 | Load up RKT if Warsh hints at long-duration Treasury bond buying. — Provides a conditional forward long entry tied to a policy hint. | -3.3% | tweet ↗ |
| 2026-08-27 | BUG | @JaguarAnalytics | +0.70 | Explicitly bullish on the cybersecurity ETF. | -2.7% | tweet ↗ |
| 2026-08-27 | BUG | @JaguarAnalytics | +0.85 | Explicitly says investors are insufficiently bullish on cybersecurity via BUG. | -2.7% | tweet ↗ |
| 2026-08-27 | BUG | @JaguarAnalytics | +0.85 | Explicitly says investors are insufficiently bullish on cybersecurity via BUG. | -2.7% | tweet ↗ |
| 2026-08-27 | BUG | @JaguarAnalytics | +0.85 | Explicitly says investors are insufficiently bullish on cybersecurity via BUG. | -2.7% | tweet ↗ |
| 2026-08-26 | · | @JaguarAnalytics | · | Calls global policy tightening underway and expects a hawkish Jackson Hole tone after hot PCE. | · | tweet ↗ |
| 2026-08-26 | · | @JaguarAnalytics | · | Reports the Bank of Korea raising its policy rate 25 basis points to 3.00%. | · | tweet ↗ |
| 2026-08-26 | VEEV | @JaguarAnalytics | +0.70 | Veeva says Falcon AI demand is outpacing onboarding capacity after a strong quarter. | +13.0% | tweet ↗ |
| 2026-08-26 | BUG | @JaguarAnalytics | +0.30 | Cites Jensen Huang saying cybersecurity companies are emerging. | +7.4% | tweet ↗ |
| 2026-08-26 | CRWD | @JaguarAnalytics | +0.75 | Argues an NSA security breach marked a watershed bullish catalyst for cybersecurity stocks. | +15.4% | tweet ↗ |
| 2026-08-26 | · | @JaguarAnalytics | · | Predicts Nvidia's call could lift Korean equities and semiconductors to record highs. | · | tweet ↗ |
| 2026-08-26 | DRAM | @JaguarAnalytics | +0.45 | Identifies DRAM as an existing Nvidia earnings play, with details in media. | · | 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.