Author

@jonnajarian jonnajarian

CNBC-style options trader synthesizing flow, macro, and hot themes — with paid promos mixed in

Posts unusual options activity reads, macro/sector-rotation

trader score
+1.60
hit rate
60%
mean α
+1.83%
signals 14d
13

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: 60% hit rate, +1.83% mean alpha, trader score +1.60. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 6 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02SPCX@jonnajarian+0.20Reports SPCX premarket price up 0.73%.·
2026-07-01QNC@jonnajarian+0.40Frames data center security providers as important due to hacking risk.·
2026-07-01·@jonnajarian·States prevailing $10M loan rates range from 5.5% to 12%+ APR.·
2026-07-01·@jonnajarian·Says Iran war premium is gone, implying reduced geopolitical risk premium.·
2026-06-29ZSQR@jonnajarian+0.45Paid promo says Z Squared added to Russell indexes, boosting visibility and shareholder base.·
2026-06-26ALOY@jonnajarian+0.55REalloys partnership with U.S. Army for rare earth processing facilities.-9.5%
2026-06-23·@jonnajarian·Mentions Korean KOSPI crash and chips segment but no specific ticker.·
2026-06-23SPCX@jonnajarian+0.30Give it another day then I'll jump back in — Author plans to jump back into SPCX after shares were hit.·
2026-06-21DHI@jonnajarian+0.38Says housing names are heating up and CAT/GNRC are AI power plays amid young bull market.+0.5%
2026-06-21GNRC@jonnajarian+0.42Says housing names are heating up and CAT/GNRC are AI power plays amid young bull market.-9.5%
2026-06-21SHW@jonnajarian+0.38Says housing names are heating up and CAT/GNRC are AI power plays amid young bull market.+9.9%
2026-06-21CAT@jonnajarian+0.42Says housing names are heating up and CAT/GNRC are AI power plays amid young bull market.-2.3%
2026-06-21HD@jonnajarian+0.38Says housing names are heating up and CAT/GNRC are AI power plays amid young bull market.+7.1%

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.