Author
@JaredSleeper JaredSleeper
grade Ax.com/JaredSleeper ↗
Rigorous software-sector analyst stress-testing the AI-vs-SaaS debate name by name
Writes long-form fundamental theses on public enterprise/app
trader score
+0.18
hit rate
56%
mean α
+0.20%
signals 14d
7
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 9 scored bets: 56% hit rate, +0.20% mean alpha, trader score +0.18.
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @JaredSleeper | · | Reports a new model generated an animation in 12 seconds versus a prior four-minute state of the art. | · | tweet ↗ |
| 2026-08-27 | · | @JaredSleeper | · | Praises Cognition's SWE 1.7 Lightning for fast coding iterations versus waits over 15 minutes. | · | tweet ↗ |
| 2026-08-27 | · | @JaredSleeper | · | Frames simultaneous SaaS and semiconductor strength as confirmation that their opportunities are not either-or. | · | tweet ↗ |
| 2026-08-26 | · | @JaredSleeper | · | Argues massively scaled R&D inference will be a larger AI demand driver than enterprise automation. | · | tweet ↗ |
| 2026-08-20 | · | @JaredSleeper | · | Argues software vendors must sell adaptable AI assurance because product messaging rapidly expires. | · | tweet ↗ |
| 2026-08-19 | · | @JaredSleeper | · | Explains how sticky prices, distorted demand signals and supply investment cause shortages to reverse violently. | · | tweet ↗ |
| 2026-08-18 | · | @JaredSleeper | · | Estimates AI may generate nearly half of daily language worldwide. | · | 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.