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
-0.50
hit rate
55%
mean α
-0.21%
signals 14d
16
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: 55% hit rate, -0.21% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | MSFT | @Jason | +0.10 | Explains CoreWeave's contract-backed debt structure and argues it supports scalable AI infrastructure growth. | -2.8% | tweet ↗ |
| 2026-10-15 | CRWV | @Jason | +0.65 | Explains CoreWeave's contract-backed debt structure and argues it supports scalable AI infrastructure growth. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @Jason | +0.10 | Explains CoreWeave's contract-backed debt structure and argues it supports scalable AI infrastructure growth. | -2.9% | tweet ↗ |
| 2026-10-13 | · | @Jason | · | Constructive adoption view on AI agents, tempered by slow comprehension and retention. | · | tweet ↗ |
| 2026-10-13 | · | @Jason | · | Calls unspecified technology strongly deflationary. | · | tweet ↗ |
| 2026-10-13 | · | @Jason | · | Jokes that strong demand has made laptop memory three times more expensive. | · | tweet ↗ |
| 2026-10-13 | · | @Jason | · | Predicts lucrative growth for white-hat security work. | · | tweet ↗ |
| 2026-10-12 | · | @Jason | · | Argues open-source AI models will win because most users do not need esoteric capabilities. | · | tweet ↗ |
| 2026-10-11 | · | @Jason | · | Bullish thesis that AI-efficient consolidation of software and services will produce many winners. | · | tweet ↗ |
| 2026-10-09 | · | @Jason | · | Forecasts widespread robot rental adoption and displacement of physical labor over two decades. | · | tweet ↗ |
| 2026-10-08 | VZ | @Jason | -0.75 | Short Verizon. — Explicitly calls for shorting Verizon. | -3.6% | tweet ↗ |
| 2026-10-05 | DIS | @Jason | +0.25 | Argues that a Marvel shorts creator inside Disney+ would be a major success. | +8.6% | tweet ↗ |
| 2026-10-03 | · | @Jason | · | Notes that added Austin housing supply coincided with prices declining for four consecutive years. | · | tweet ↗ |
| 2026-10-03 | · | @Jason | · | Explicitly endorses government support for data-center development. | · | tweet ↗ |
| 2026-10-03 | SPCX | @Jason | +0.55 | Calls the United flight's Starlink service a game changer and wants broader route deployment. | · | 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.