Author
@JakeMRuth JakeMRuth
grade Cx.com/JakeMRuth ↗
Software engineer turned conviction GTLB/ABNB long who reasons from product experience
Posts long-term, position-disclosing fundamental theses on a
trader score
+2.73
hit rate
70%
mean α
+2.64%
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 20 scored bets: 70% hit rate, +2.64% mean alpha, trader score +2.73. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 6 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | ABNB | @JakeMRuth | +0.25 | Author describes their stock portfolio and notes OSCR, GTLB, ABNB strength while bracing for a drop. | +1.1% | tweet ↗ |
| 2026-07-01 | GTLB | @JakeMRuth | +0.45 | Author describes their stock portfolio and notes OSCR, GTLB, ABNB strength while bracing for a drop. | +1.7% | tweet ↗ |
| 2026-07-01 | OSCR | @JakeMRuth | +0.45 | Author describes their stock portfolio and notes OSCR, GTLB, ABNB strength while bracing for a drop. | +0.9% | tweet ↗ |
| 2026-07-01 | OSCR | @JakeMRuth | +0.70 | Author says OSCR is up sharply, has room to run, and they are not selling. | +0.9% | tweet ↗ |
| 2026-06-24 | MU | @JakeMRuth | +0.55 | Notes MU is up almost 1,500% over the last 3 years. | -7.0% | tweet ↗ |
| 2026-06-23 | · | @JakeMRuth | · | planning on adding as it drifts into low 20s — Plans to add to an unnamed smaller position if it drifts into the low 20s. | · | tweet ↗ |
| 2026-06-23 | GOOG | @JakeMRuth | +0.65 | Explicitly states long GOOG and shrugs off AI talent poaching. | +2.9% | tweet ↗ |
| 2026-06-23 | SPCX | @JakeMRuth | -0.85 | Calls SPCX retail dumb money manipulated as exit capital. | · | 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.