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
-1.11
hit rate
25%
mean α
-1.33%
signals 14d
29
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 8 scored bets: 25% hit rate, -1.33% mean alpha, trader score -1.11. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | QQQ | @JaredSleeper | +0.00 | Suggests an unspecified strategy is probably correlated with Nasdaq exposure. | -3.4% | tweet ↗ |
| 2026-10-14 | · | @JaredSleeper | · | Suggests low-tech-correlation assets plus a tech tail-risk hedge as a base allocation. | · | tweet ↗ |
| 2026-10-14 | · | @JaredSleeper | · | Warns tech workers with concentrated startup wealth against adding public-tech exposure. | · | tweet ↗ |
| 2026-10-12 | ORCL | @JaredSleeper | -0.45 | Argues NetSuite has deteriorated under Oracle ownership. | -8.2% | tweet ↗ |
| 2026-10-12 | · | @JaredSleeper | · | Says investors should carry less long exposure now than in April, though the asset is unspecified. | · | tweet ↗ |
| 2026-10-12 | · | @JaredSleeper | · | Observes little divergence and no major application-software layoffs yet. | · | tweet ↗ |
| 2026-10-12 | TEAM | @JaredSleeper | +0.45 | Favors app companies with addressable inference spend over those lacking it. | +9.6% | tweet ↗ |
| 2026-10-12 | GTLB | @JaredSleeper | +0.45 | Favors app companies with addressable inference spend over those lacking it. | +0.5% | tweet ↗ |
| 2026-10-12 | WDAY | @JaredSleeper | -0.35 | Favors app companies with addressable inference spend over those lacking it. | +11.5% | tweet ↗ |
| 2026-10-12 | NOW | @JaredSleeper | -0.35 | Favors app companies with addressable inference spend over those lacking it. | +13.3% | tweet ↗ |
| 2026-10-12 | · | @JaredSleeper | · | Expresses surprise that SaaS headcount remains unchanged despite industry disruption. | · | tweet ↗ |
| 2026-10-12 | WCLD | @JaredSleeper | -0.35 | Argues SaaS's rally masks extreme dispersion while AI strengthens the sector's bear case. | · | tweet ↗ |
| 2026-10-12 | TEAM | @JaredSleeper | +0.30 | Argues SaaS's rally masks extreme dispersion while AI strengthens the sector's bear case. | +9.6% | tweet ↗ |
| 2026-10-12 | GTLB | @JaredSleeper | +0.30 | Argues SaaS's rally masks extreme dispersion while AI strengthens the sector's bear case. | +0.5% | tweet ↗ |
| 2026-10-12 | CRWD | @JaredSleeper | +0.30 | Argues SaaS's rally masks extreme dispersion while AI strengthens the sector's bear case. | -2.1% | 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.