Author
@LongGameEquity LongGameEquity
grade Bx.com/LongGameEquity ↗
High-conviction AI-stack growth bull who maps compute, power, and SaaS links
Posts conviction-driven, tickered long theses and forward bu
trader score
+0.30
hit rate
55%
mean α
+0.22%
signals 14d
508
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: 55% hit rate, +0.22% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 451 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SOFI | @LongGameEquity | -0.25 | Says a prior SOFI take aged poorly after the outcome. | — | tweet ↗ |
| 2026-08-28 | ZS | @LongGameEquity | -0.20 | Likes cybersecurity's AI theme but argues these stocks' valuation multiples are excessive. | — | tweet ↗ |
| 2026-08-28 | NET | @LongGameEquity | -0.55 | Likes cybersecurity's AI theme but argues these stocks' valuation multiples are excessive. | — | tweet ↗ |
| 2026-08-28 | RBRK | @LongGameEquity | -0.50 | Likes cybersecurity's AI theme but argues these stocks' valuation multiples are excessive. | — | tweet ↗ |
| 2026-08-28 | CRWD | @LongGameEquity | -0.50 | Likes cybersecurity's AI theme but argues these stocks' valuation multiples are excessive. | — | tweet ↗ |
| 2026-08-28 | PANW | @LongGameEquity | -0.35 | Likes cybersecurity's AI theme but argues these stocks' valuation multiples are excessive. | — | tweet ↗ |
| 2026-08-28 | META | @LongGameEquity | +0.75 | Envisions META trading above $1,000 per share. | — | tweet ↗ |
| 2026-08-28 | NVDA | @LongGameEquity | +0.20 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | TLN | @LongGameEquity | +0.70 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | LEU | @LongGameEquity | +0.70 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | GEV | @LongGameEquity | +0.70 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | CEG | @LongGameEquity | +0.70 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | VST | @LongGameEquity | +0.70 | Argues power scarcity is AI's bottleneck and favors electricity-generation companies. | — | tweet ↗ |
| 2026-08-28 | META | @LongGameEquity | +0.35 | Describes Meta using robots to automate maintenance in its AI data centers. | — | tweet ↗ |
| 2026-08-28 | NVDA | @LongGameEquity | +0.10 | Argues investors should look beyond semiconductors toward beaten-down energy as AI's key input. | — | 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.