Author

@jzrdan 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
+0.77
hit rate
75%
mean α
+0.70%
signals 14d
42

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: 75% hit rate, +0.70% mean alpha, trader score +0.77. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 33 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@jzrdan·Continue routine buys; increase deposits after a further 10% to 15% drop. — States a forward buying plan and a condition for increasing deployment after a deeper decline.·
2026-10-15META@jzrdan+0.85Discloses META as the portfolio's second-largest holding and expresses decade-long bullishness.-12.8%
2026-10-15TSLA@jzrdan-0.30Praises Musk's marketing but doubts the technology and practical utility behind the demonstration.+2.7%
2026-10-15ADBE@jzrdan+0.45Observes strong relative price performance in ADBE and NKE despite broad AI-sector weakness.+4.8%
2026-10-15NKE@jzrdan+0.45Observes strong relative price performance in ADBE and NKE despite broad AI-sector weakness.+0.4%
2026-10-15·@jzrdan·Argues that market weakness does not invalidate sound holdings and warns against selling good businesses.·
2026-10-14·@jzrdan·Calls a long-awaited correction as Asian markets and US AI-linked futures weaken sharply.·
2026-10-14NVDA@jzrdan+0.00Argues CoreWeave has no future if it depends on Jensen and Nvidia for survival.-4.7%
2026-10-14CRWV@jzrdan-0.85Argues CoreWeave has no future if it depends on Jensen and Nvidia for survival.-17.6%
2026-10-14SOFI@jzrdan+0.50Discloses portfolio exposure and maintains a bullish long-term SOFI thesis despite a 7% drop.+2.8%
2026-10-13HOOD@jzrdan-0.15Questions how long Robinhood can sustain an apparently uncapped bonus promotion.-14.0%
2026-10-13NFLX@jzrdan+0.85Build the NFLX position higher now. — Calls live-sports rights a potential moat and explicitly says this triggers a larger NFLX position.-6.5%
2026-10-12NVDA@jzrdan-0.35Reducing NVDA and stretched AI-related holdings to prepare for a correction. — Discloses profit-taking in NVDA and AI stocks because valuations appear stretched.-6.8%
2026-10-12CRM@jzrdan+0.40BofA upgraded Salesforce to Buy and raised its price target from $160 to $285.+6.3%
2026-10-12SHOP@jzrdan+0.20Author identifies the listed names as stocks currently held through earnings season.-5.9%

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.