@JMRothberg JMRothberg
Biotech founder-inventor evangelizing his own AI medical-device companies with technical specifics
Jonathan Rothberg, serial founder/inventor, posts mostly rep
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, +0.67% mean alpha, trader score +2.19. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 5 mentions with price data).
The author is overwhelmingly focused on BFLY, framing its Powered by Butterfly program and Midjourney scanner partnership as the core trade. The distinctive claim is that BFLY supplies 40 ultrasound-on-chip sensors per scanner, with NVDA compute enabling the product and BFLY capturing upfront payments, royalties, and patent value. There are no directional call or position-disclosure signals, but the repetition creates high pump-risk concentration in BFLY.
The week is concentrated almost entirely in BFLY, with repeated bullish framing around Midjourney scanners, 40 BFLY chips, NVDA compute, patents, royalties, and Powered by Butterfly. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals showing adds, trims, exits, or a clear flip. The main risk flag is concentration: BFLY dominates the author's attention and appears repeatedly through near-duplicate partnership and product claims.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | QSI | @JMRothberg | +0.55 | Says QSI next-gen protein sequencing could fundamentally change drug discovery. | · | tweet ↗ |
| 2026-06-29 | BFLY | @JMRothberg | +0.35 | Butterfly Ultrasound-on-Chip cited as enabling 3D brain imaging and whole-body imaging. | · | tweet ↗ |
| 2026-06-29 | BFLY | @JMRothberg | +0.45 | Founder highlights BFLY tech powering highest-resolution 3D brain images from outside skull. | · | tweet ↗ |
| 2026-06-29 | BFLY | @JMRothberg | +0.40 | Founder frames Embedded partner work with Aleph and Midjourney as future-building. | · | tweet ↗ |
| 2026-06-29 | BFLY | @JMRothberg | +0.50 | Founder says BFLY chip can support focused ultrasound and highlights partner applications. | · | tweet ↗ |
| 2026-06-28 | BFLY | @JMRothberg | +0.60 | Issuer-linked partner unveiled high-resolution 3D brain imaging powered by BFLY technology. | · | tweet ↗ |
| 2026-06-26 | BFLY | @JMRothberg | +0.55 | Highlights BFLY ultrasound chip applications across imaging, space and handheld ultrasound. | · | tweet ↗ |
| 2026-06-26 | BFLY | @JMRothberg | +0.60 | Mentions Midjourney and Aleph partner breakthroughs using Butterfly Ultrasound-on-Chip. | · | tweet ↗ |
| 2026-06-26 | BFLY | @JMRothberg | +0.60 | Aleph produced high-resolution 3D living brain images powered by BFLY chip platform. | · | tweet ↗ |
| 2026-06-26 | BFLY | @JMRothberg | +0.55 | Says Aleph achieved a new application using Butterfly Embedded Ultrasound-on-Chip. | · | tweet ↗ |
| 2026-06-25 | BFLY | @JMRothberg | +0.50 | Bullish issuer-linked praise for BFLY platform and Embedded partners. | · | tweet ↗ |
| 2026-06-25 | BFLY | @JMRothberg | +0.50 | Confirms Aleph is a Butterfly Embedded partner building applications on BFLY platform. | · | tweet ↗ |
| 2026-06-25 | BFLY | @JMRothberg | +0.25 | Positive reference to Midjourney scanner powered by BFLY. | · | tweet ↗ |
| 2026-06-24 | NVDA | @JMRothberg | +0.25 | Midjourney Medical full-body scanner uses 40 BFLY modules and NVDA compute, implying chip royalties and AI upside. | -2.1% | tweet ↗ |
| 2026-06-24 | BFLY | @JMRothberg | +0.85 | Midjourney Medical full-body scanner uses 40 BFLY modules and NVDA compute, implying chip royalties and AI upside. | · | 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.