Author
@knowledge_vital knowledge_vital
Institutional research feed synthesizing AI-capex, macro and consumer signals into skeptical theses
Curate and synthesize corporate read-throughs, macro prints
trader score
+2.37
hit rate
75%
mean α
+2.82%
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, +2.82% mean alpha, trader score +2.37. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @knowledge_vital | · | Reports Treasury restrictions on Banque Misr's UAE branches and judges the action limited. | · | tweet ↗ |
| 2026-08-28 | · | @knowledge_vital | · | Says Warsh's remarks should increase the odds of a September rate hike. | · | tweet ↗ |
| 2026-08-28 | · | @knowledge_vital | · | Argues a proposed food-processing policy is noise and reflects the absence of a credible trade strategy. | · | tweet ↗ |
| 2026-08-27 | NVDA | @knowledge_vital | +0.75 | Argues SpaceX's projected compute build is central to Nvidia's guide and could drive massive spending. | -4.6% | tweet ↗ |
| 2026-08-27 | SPCX | @knowledge_vital | +0.65 | Argues SpaceX's projected compute build is central to Nvidia's guide and could drive massive spending. | · | tweet ↗ |
| 2026-08-27 | LUCK | @knowledge_vital | -0.60 | Lucky Strike attributed its weak quarter to World Cup viewing reducing bowling visits. | · | tweet ↗ |
| 2026-08-27 | · | @knowledge_vital | · | Condemns the potential new round of chip import tariffs as economically harmful. | · | tweet ↗ |
| 2026-08-26 | NVDA | @knowledge_vital | +0.20 | Reports Nvidia's statement that memory remains a bottleneck through fiscal 2028. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @knowledge_vital | +0.60 | Quotes Nvidia defending AI financing as part of a historic computing-platform shift. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @knowledge_vital | +0.70 | Nvidia CFO expects roughly 70% fiscal-2028 revenue growth versus the Street's 45%. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @knowledge_vital | -0.25 | Highlights $63.1B receivables and a sequential rise in DSO due to extended customer terms. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @knowledge_vital | · | WSJ quote says Warsh has offered insufficient economic substance at Fed meetings. | · | tweet ↗ |
| 2026-08-25 | · | @knowledge_vital | · | Boston Fed President Collins emphasizes persistent above-target inflation and pervasive price concerns. | · | tweet ↗ |
| 2026-08-25 | · | @knowledge_vital | · | Reports June home-price growth accelerated to 1.5% year over year, weakening the disinflation case. | · | tweet ↗ |
| 2026-08-25 | DKS | @knowledge_vital | -0.55 | Places Dick's among a broad recent series of disappointing consumer-company earnings. | +8.7% | 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.