Author
@jzrdan jzrdan
grade Cx.com/jzrdan ↗
UK-based long-only SaaS and AI conviction buyer who discloses every add
Posts real-time tickered buy/add calls and position disclosu
trader score
+1.76
hit rate
65%
mean α
+1.20%
signals 14d
123
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: 65% hit rate, +1.20% mean alpha, trader score +1.76. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 96 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | META | @jzrdan | +0.40 | Reports a 4% weekly portfolio gain led by CRM, SaaS, META, ELF, and V. | — | tweet ↗ |
| 2026-08-28 | V | @jzrdan | +0.40 | Reports a 4% weekly portfolio gain led by CRM, SaaS, META, ELF, and V. | — | tweet ↗ |
| 2026-08-28 | ELF | @jzrdan | +0.40 | Reports a 4% weekly portfolio gain led by CRM, SaaS, META, ELF, and V. | — | tweet ↗ |
| 2026-08-28 | CRM | @jzrdan | +0.70 | Reports a 4% weekly portfolio gain led by CRM, SaaS, META, ELF, and V. | — | tweet ↗ |
| 2026-08-28 | · | @jzrdan | · | Warns that an earnings bubble rather than valuation bubble could still end disastrously. | · | tweet ↗ |
| 2026-08-28 | LMT | @jzrdan | +0.65 | Adds LMT to a watchlist while seeking a future entry after citing strong fundamentals and valuation. | — | tweet ↗ |
| 2026-08-28 | SHOP | @jzrdan | +0.00 | Links to commentary on software holdings and portfolio actions without details in the wrapper. | — | tweet ↗ |
| 2026-08-28 | ADBE | @jzrdan | +0.00 | Links to commentary on software holdings and portfolio actions without details in the wrapper. | — | tweet ↗ |
| 2026-08-28 | NOW | @jzrdan | +0.00 | Links to commentary on software holdings and portfolio actions without details in the wrapper. | — | tweet ↗ |
| 2026-08-28 | CRM | @jzrdan | +0.00 | Links to commentary on software holdings and portfolio actions without details in the wrapper. | — | tweet ↗ |
| 2026-08-27 | IREN | @jzrdan | -0.75 | Calls IREN one to avoid due to poor management, weak transparency and an unreassuring call. | -12.5% | tweet ↗ |
| 2026-08-27 | ADBE | @jzrdan | +0.80 | Strong multi-company thesis that AI will boost software revenue, earnings and future returns. | +0.8% | tweet ↗ |
| 2026-08-27 | SHOP | @jzrdan | +0.80 | Strong multi-company thesis that AI will boost software revenue, earnings and future returns. | -0.9% | tweet ↗ |
| 2026-08-27 | NOW | @jzrdan | +0.80 | Strong multi-company thesis that AI will boost software revenue, earnings and future returns. | +4.5% | tweet ↗ |
| 2026-08-27 | CRM | @jzrdan | +0.80 | Strong multi-company thesis that AI will boost software revenue, earnings and future returns. | +1.6% | 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.