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
-2.58
hit rate
35%
mean α
-2.66%
signals 14d
96
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: 35% hit rate, -2.66% mean alpha, trader score -2.58. Their last-14d mentions, direction-adjusted, have moved -9.8% since posting (mean over 55 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @JeffGabel | · | Gives an unnamed asset a 40 target and 20-25 billion market-cap estimate over 5-7 years. | · | tweet ↗ |
| 2026-10-15 | AVAV | @JeffGabel | -0.20 | Views AVAV as the more important direct competitor in a defense-autonomy platform comparison. | +0.0% | tweet ↗ |
| 2026-10-15 | AMZN | @JeffGabel | +0.05 | Argues drone regulation and public acceptance could unlock broad commercial use cases. | -2.7% | tweet ↗ |
| 2026-10-15 | AVAV | @JeffGabel | +0.05 | Expresses concern about crowded unmanned-boat competition while expecting some drone orders. | +0.0% | tweet ↗ |
| 2026-10-15 | AVAV | @JeffGabel | +0.55 | Bullish defense-autonomy thesis highlights AVAV capabilities and directed-energy sales potential. | +0.0% | tweet ↗ |
| 2026-10-15 | AMPX | @JeffGabel | +0.35 | Briefly praises AMPX supply-chain execution. | -2.6% | tweet ↗ |
| 2026-10-15 | KAZR | @JeffGabel | +0.50 | Links Kazakhstan's tungsten resources and defense demand to a positive KAZR investment theme. | · | tweet ↗ |
| 2026-10-15 | AVAV | @JeffGabel | +0.30 | Positively evaluates AVAV's defense marketing as clear and mission-focused. | +0.0% | tweet ↗ |
| 2026-10-14 | AVAV | @JeffGabel | +0.40 | Reports a collaboration MOU and suggests AVAV may supply a vessel for Taiwan's coast guard. | +2.2% | tweet ↗ |
| 2026-10-14 | ODYS | @JeffGabel | +0.40 | Calls a budget update good news for ODYS without supplying the underlying details. | · | tweet ↗ |
| 2026-10-14 | MDB | @JeffGabel | -0.60 | Reports another executive departure and additional director share sales, concluding MDB appears broken. | +4.2% | tweet ↗ |
| 2026-10-14 | ASTS | @JeffGabel | +0.45 | Expresses support for ASTS while discussing constrained reach. | -5.6% | tweet ↗ |
| 2026-10-14 | · | @JeffGabel | · | Anticipates a major announcement tied to Israel's new low-altitude defense corps. | · | tweet ↗ |
| 2026-10-14 | DUKR | @JeffGabel | +0.40 | Highlights long-standing Israeli drone technology and current royalty revenue. | · | tweet ↗ |
| 2026-10-14 | XTND | @JeffGabel | +0.65 | Praises XTND's performance in the urban-conflict use case expected to suit it. | · | 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.