Author
@JeffGabel JeffGabel
grade Bx.com/JeffGabel ↗
Conviction-driven defense-tech thematic researcher who lives in the ONDS / autonomous-warfare supply chain
Original research and community-style idea generation on aut
trader score
-3.59
hit rate
20%
mean α
-1.92%
signals 14d
69
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: 20% hit rate, -1.92% mean alpha, trader score -3.59. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 38 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | INFQ | @JeffGabel | +0.25 | Highlights an apparent Pentagon meeting as positive attention. | — | tweet ↗ |
| 2026-08-27 | CRM | @JeffGabel | +0.20 | Views a government-focused Salesforce role as potentially interesting. | +1.6% | tweet ↗ |
| 2026-08-27 | ONDS | @JeffGabel | +0.50 | Praises ONDS multidomain capabilities while noting presentation and cost concerns. | -9.7% | tweet ↗ |
| 2026-08-26 | PNG.V | @JeffGabel | +0.25 | Flags tomorrow's reports and a favorable sonar-demand observation. | · | tweet ↗ |
| 2026-08-26 | KRKNF | @JeffGabel | +0.25 | Flags tomorrow's reports and a favorable sonar-demand observation. | -8.1% | tweet ↗ |
| 2026-08-25 | · | @JeffGabel | · | Autonomous drones reportedly use thermal imaging and AI to evade interceptors. | · | tweet ↗ |
| 2026-08-25 | OUST | @JeffGabel | +0.30 | Author casually suggests OUST as an NDAA-compliant alternative. | -4.4% | tweet ↗ |
| 2026-08-25 | ONDS | @JeffGabel | +0.45 | Suggests Ondas's Iron Wave experience may support a future U.S. containerized UGV deployment. | -4.1% | tweet ↗ |
| 2026-08-25 | · | @JeffGabel | · | Calls for consolidation in the defense-tools market around reliable battlefield products. | · | tweet ↗ |
| 2026-08-25 | AVAV | @JeffGabel | +0.20 | Positively notes AVAV directed-energy capability while criticizing the promotional video. | +0.4% | tweet ↗ |
| 2026-08-25 | SPCX | @JeffGabel | +0.65 | Enthusiastically endorses repeated SpaceX launches. | · | tweet ↗ |
| 2026-08-25 | · | @JeffGabel | · | Argues autonomous defense systems are cheaper and easier to maintain, easing adoption. | · | tweet ↗ |
| 2026-08-25 | ONDS | @JeffGabel | +0.35 | Highlights market urgency, safety and financial proof points in the counter-drone market around ONDS. | -4.1% | tweet ↗ |
| 2026-08-25 | ESLT | @JeffGabel | +0.05 | Points readers to technical optical-component material involving LPTH and ESLT, without a clear stance. | · | tweet ↗ |
| 2026-08-25 | LPTH | @JeffGabel | +0.05 | Points readers to technical optical-component material involving LPTH and ESLT, without a clear stance. | -18.6% | 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.