Author

@jeffkilburg jeffkilburg

Named ETF manager streaming bullish price call-outs on his own Intel-heavy holdings

Fund manager (KKM Financial; runs ESN/Essential 40 and GARY/

trader score
+1.28
hit rate
55%
mean α
+0.35%
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 20 scored bets: 55% hit rate, +0.35% mean alpha, trader score +1.28. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 16 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15SPCX@jeffkilburg+0.55Enthusiastically praises Tesla and SpaceX teams for a flying-car demonstration.·
2026-10-15TSLA@jeffkilburg+0.65Enthusiastically praises Tesla and SpaceX teams for a flying-car demonstration.+2.7%
2026-10-15·@jeffkilburg·Reports a 550-point, roughly 2% Nasdaq futures bounce from the lows.·
2026-10-15TSLA@jeffkilburg-0.25Notes TSLA is down $10 on the day and discourages celebration.+2.7%
2026-10-15SOXX@jeffkilburg-0.25Says TSM was caught in a sector selloff but its earnings support a strong reporting season.-7.1%
2026-10-15TSM@jeffkilburg+0.55Says TSM was caught in a sector selloff but its earnings support a strong reporting season.-0.9%
2026-10-15SOXX@jeffkilburg-0.35Reports SOXX down 15% in a week while still up 65% year to date.-7.1%
2026-10-15SPY@jeffkilburg+0.00Waiting for earnings to establish direction for SPY and QQQ.-1.5%
2026-10-15QQQ@jeffkilburg+0.00Waiting for earnings to establish direction for SPY and QQQ.-3.2%
2026-10-14QQQ@jeffkilburg-0.30Reports QQQ down another 1% in overnight trading.-3.4%
2026-10-14·@jeffkilburg·Expects Warsh to leave policy unchanged on October 28 and favors caution.·
2026-10-14ESN@jeffkilburg+0.15Views LLY as benefiting from rotation out of technology and notes its ETF membership.·
2026-10-14LLY@jeffkilburg+0.45Views LLY as benefiting from rotation out of technology and notes its ETF membership.+5.4%
2026-10-14·@jeffkilburg·States rate-hike probabilities influence the author's equity and fixed-income positioning.·
2026-10-14QQQ@jeffkilburg-0.40Reports falling Treasury yields alongside QQQ reaching new lows and declining 2%.-3.4%

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.