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
-0.44
hit rate
45%
mean α
-0.56%
signals 14d
327
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, -0.56% mean alpha, trader score -0.44. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 303 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | VIX | @LongGameEquity | +0.55 | Highlights VIX breaking above the psychologically important 20 level. | · | tweet ↗ |
| 2026-10-16 | NBIS | @LongGameEquity | +0.85 | Selects NBIS as the best neocloud based on growth, execution and lower leverage. | -4.1% | tweet ↗ |
| 2026-10-16 | ORCL | @LongGameEquity | -0.55 | Selects NBIS as the best neocloud based on growth, execution and lower leverage. | -1.6% | tweet ↗ |
| 2026-10-16 | IREN | @LongGameEquity | -0.55 | Selects NBIS as the best neocloud based on growth, execution and lower leverage. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @LongGameEquity | -0.55 | Selects NBIS as the best neocloud based on growth, execution and lower leverage. | -11.7% | tweet ↗ |
| 2026-10-16 | AMD | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -2.3% | tweet ↗ |
| 2026-10-16 | NBIS | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -4.1% | tweet ↗ |
| 2026-10-16 | AVGO | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -2.2% | tweet ↗ |
| 2026-10-16 | ORCL | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -1.6% | tweet ↗ |
| 2026-10-16 | IREN | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @LongGameEquity | -0.20 | Reports a broad AI-stock selloff with percentage declines. | -11.7% | tweet ↗ |
| 2026-10-16 | AMD | @LongGameEquity | +0.60 | Long-term bullish AI and data-center thesis naming AMD as a stock investors should own. | -2.3% | tweet ↗ |
| 2026-10-15 | TSLA | @LongGameEquity | +0.45 | Rocket emoji implies optimism for Tesla the next trading day, but media context is missing. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @LongGameEquity | -0.40 | Mocks the demonstrated technology's utility and anticipates an emotional bull reaction. | +2.7% | tweet ↗ |
| 2026-10-15 | SPCX | @LongGameEquity | -0.15 | Warns that rumored merger hype could dilute Tesla holders and consolidate control. | · | 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.