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
+0.75
hit rate
55%
mean α
+0.36%
signals 14d
41

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, +0.36% mean alpha, trader score +0.75. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 23 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@jeffkilburg·States that investors face greater risk from being underinvested, implying a bullish market stance.·
2026-08-26NVDA@jeffkilburg+0.30Affirms that Nvidia has outsized importance for the market.+3.8%
2026-08-26SOXX@jeffkilburg+0.25Says chip demand remains strong despite demanding $92B revenue expectations and 97% growth.-1.3%
2026-08-26NVDA@jeffkilburg+0.45Says chip demand remains strong despite demanding $92B revenue expectations and 97% growth.+3.8%
2026-08-26SMH@jeffkilburg+0.25Says chip demand remains strong despite demanding $92B revenue expectations and 97% growth.-0.5%
2026-08-25SOXX@jeffkilburg+0.35Highlights a semiconductor opportunity ahead of Nvidia earnings without trade mechanics.-1.1%
2026-08-25NVDA@jeffkilburg+0.35Highlights a semiconductor opportunity ahead of Nvidia earnings without trade mechanics.+2.1%
2026-08-25SMH@jeffkilburg+0.35Highlights a semiconductor opportunity ahead of Nvidia earnings without trade mechanics.-0.5%
2026-08-25SPCX@jeffkilburg+0.25Reports that SPCX is adding roughly 3,000 jobs in Louisiana.·
2026-08-24·@jeffkilburg·Bonds will be bought on September 9, according to Bessent. — States a dated forward bond-buying call attributed to Bessent.·
2026-08-24·@jeffkilburg·Notes persistent 30-year futures shorts and potential for a 30 bp yield decline.·
2026-08-24·@jeffkilburg·WTI was down $1.60 or 2% but remained above $85.·
2026-08-23RSP@jeffkilburg-0.30Explicitly endorses ESN's equal-weight approach and claims it is superior to RSP.-0.4%
2026-08-23ESN@jeffkilburg+0.70Explicitly endorses ESN's equal-weight approach and claims it is superior to RSP.·
2026-08-21PLTR@jeffkilburg+0.65Celebrates PLTR trading above $181 and suggests short sellers are under pressure.+3.5%

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.