Author
@Jason Jason
grade Cx.com/Jason ↗
Operator-investor evangelizing the AI/autonomy secular wave with causal, founder-level takes
Commentary and high-conviction thematic calls on AI, autonom
trader score
-0.06
hit rate
45%
mean α
-0.03%
signals 14d
21
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, -0.03% mean alpha, trader score -0.06. Their last-14d mentions, direction-adjusted, have moved +1.9% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @Jason | · | Author expresses demand for running local open-source models in private cloud. | · | tweet ↗ |
| 2026-07-02 | · | @Jason | · | Author predicts Claude and OpenAI will build Slack competitors natively. | · | tweet ↗ |
| 2026-07-02 | · | @Jason | · | Author frames open source as unlimited sovereign intelligence. | · | tweet ↗ |
| 2026-07-02 | · | @Jason | · | Author discusses intelligence and AI sovereignty as an emerging theme. | · | tweet ↗ |
| 2026-07-01 | · | @Jason | · | Warns frontier models will use free or discounted tokens to win application layer and steal IP. | · | tweet ↗ |
| 2026-06-30 | · | @Jason | · | Says ChatGPT is coming for every app, implying pressure on application software broadly. | · | tweet ↗ |
| 2026-06-30 | GOOGL | @Jason | +0.45 | Calls NotebookLM one of Google's best products and asks Sundar Pichai to fund it 10x. | +0.7% | tweet ↗ |
| 2026-06-30 | · | @Jason | · | Compares Ubiquiti favorably to Apple, but no ticker is explicitly provided. | · | tweet ↗ |
| 2026-06-30 | · | @Jason | · | Policy framework for data centers committing to renewable power over seven years. | · | tweet ↗ |
| 2026-06-26 | · | @Jason | · | Warns Iran conflict could drag on, citing inflation and $6 gas risk. | · | tweet ↗ |
| 2026-06-26 | · | @Jason | · | Skeptical comment about supposedly indestructible balance sheets, no ticker named. | · | tweet ↗ |
| 2026-06-26 | NVDA | @Jason | +0.25 | AI risk framework says NVDA and Microsoft need to drive open source 100x for balance. | +1.2% | tweet ↗ |
| 2026-06-26 | MSFT | @Jason | +0.25 | AI risk framework says NVDA and Microsoft need to drive open source 100x for balance. | +4.7% | tweet ↗ |
| 2026-06-26 | MSFT | @Jason | +0.30 | Argues Microsoft needs its own frontier model to compete with OpenAI. | +4.7% | tweet ↗ |
| 2026-06-25 | MSTR | @Jason | -0.35 | Skeptical question about MSTR being bailed out by Tether. | +18.1% | 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.