@John_Hempton John_Hempton
Abrasive real-money short-seller dissecting dilution mechanics and levered zombie-stock plumbing
PM running a short book who publishes mechanistic bear these
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: 55% hit rate, -0.35% mean alpha, trader score -0.22. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 42 mentions with price data).
Hempton’s actionable ticker commentary is concentrated in AMC, where he frames the position as small, partly covered earlier, and potentially shortable again if bid up. The distinctive read is less a single-name fundamental thesis than a portfolio-style short-seller posture: hundreds of shorts, low concern over any one stock, and frequent performance updates. TSLA appears only as a light Elon-linked wealth joke, not a developed trade.
Conviction is concentrated in a bearish AMC and broader short-book posture, with repeated disclosures of a small position, prior partial cover, and willingness to short more if bid up. He also emphasizes portfolio breadth with 500-plus shorts, reducing the importance of any single name. TSLA is not a real thesis in this window, only a low-confidence Elon-linked positive aside.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | AMC | @John_Hempton | -0.70 | Sarcastically urges buying AMC, implying a negative expected outcome. | — | tweet ↗ |
| 2026-07-02 | AMC | @John_Hempton | -0.90 | Hostile sarcastic comments say AMC will go bust despite urging others to buy more. | — | tweet ↗ |
| 2026-07-02 | AMC | @John_Hempton | -0.55 | Discusses AMC share count dilution from 152M to 892.6M and sarcastically says buy more. | — | tweet ↗ |
| 2026-07-02 | AMC | @John_Hempton | -0.65 | Says AMC holders have been diluted out of existence. | — | tweet ↗ |
| 2026-07-02 | AMC | @John_Hempton | -0.75 | Sarcastically asks someone to buy more AMC as calculated vengeance. | — | tweet ↗ |
| 2026-07-02 | AMC | @John_Hempton | -0.60 | Sarcastically hopes apes continue buying AMC. | — | tweet ↗ |
| 2026-07-02 | · | @John_Hempton | · | Sarcastic reply about buying more; no explicit ticker in standalone text. | · | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.70 | Sarcastically tells someone to max credit card and buy more AMC. | -2.1% | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.60 | Sarcastically asks to buy more AMC. | -2.1% | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.60 | Sarcastically says you should buy more AMC. | -2.1% | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.60 | Sarcastically says the reader can hurt themself by buying more AMC. | -2.1% | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.30 | Mocks AMC only rising pennies and challenges buyers to do better. | -2.1% | tweet ↗ |
| 2026-07-01 | AMC | @John_Hempton | -0.35 | Sarcastically says AMC fell because buyers did insufficient buying and hopes they buy today. | -2.1% | tweet ↗ |
| 2026-06-30 | AMC | @John_Hempton | -0.60 | Sarcastic instruction to buy more AMC while mocking holders. | -0.5% | tweet ↗ |
| 2026-06-30 | AMC | @John_Hempton | -0.60 | Sarcastic request to buy more AMC from a hostile context. | -0.5% | 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.