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
-0.63
hit rate
45%
mean α
-0.29%
signals 14d
38
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: 45% hit rate, -0.29% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @knowledge_vital | · | Reports the September U.S. deficit and compares it with recent months and last year. | · | tweet ↗ |
| 2026-10-15 | · | @knowledge_vital | · | Reports Schwab margin debt rising monthly to $187.9B, up 93% year over year. | · | tweet ↗ |
| 2026-10-14 | · | @knowledge_vital | · | Quotes the October Beige Book on broad fuel, commodity, tariff and insurance price pressure. | · | tweet ↗ |
| 2026-10-13 | META | @knowledge_vital | -0.45 | The author sees renewed equity-offering risk at Meta given its rally and projected $200B of 2027 capex. | -15.7% | tweet ↗ |
| 2026-10-13 | · | @knowledge_vital | · | The quoted Trump remark signals continued hostility toward the Houthis. | · | tweet ↗ |
| 2026-10-13 | · | @knowledge_vital | · | Attributes weak AI trading to crowded tech exposure and speculative options appetite. | · | tweet ↗ |
| 2026-10-13 | · | @knowledge_vital | · | Argues slower debt and equity issuance would constrain AI-sector capital spending. | · | tweet ↗ |
| 2026-10-12 | META | @knowledge_vital | +0.30 | Describes Meta's Muse agent autonomously modifying an Instacart order using launch context. | -13.5% | tweet ↗ |
| 2026-10-12 | · | @knowledge_vital | · | Says questions about Anthropic and OpenAI are weighing on the AI space. | · | tweet ↗ |
| 2026-10-12 | · | @knowledge_vital | · | Headline says investor concern is slowing borrowing by AI companies | · | tweet ↗ |
| 2026-10-11 | · | @knowledge_vital | · | Zelenskiy says Russia already violated the announced energy ceasefire by attacking a power plant. | · | tweet ↗ |
| 2026-10-09 | T | @knowledge_vital | -0.60 | Argues SpaceX's structural advantages create persistent risk for legacy carriers. | -5.6% | tweet ↗ |
| 2026-10-09 | TMUS | @knowledge_vital | -0.60 | Argues SpaceX's structural advantages create persistent risk for legacy carriers. | -1.4% | tweet ↗ |
| 2026-10-09 | VZ | @knowledge_vital | -0.60 | Argues SpaceX's structural advantages create persistent risk for legacy carriers. | +7.2% | tweet ↗ |
| 2026-10-09 | · | @knowledge_vital | · | Treasury Secretary Bessent hired former Fed nominee Judy Shelton as an adviser. | · | 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.