Author
@LongYield LongYield
grade Bx.com/LongYield ↗
Long-only fundamental analyst framing megacap tech through an AI-infrastructure capital-cycle lens
Publishes balanced, reasoning-heavy earnings breakdowns and
trader score
+1.31
hit rate
65%
mean α
+1.18%
signals 14d
1
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: 65% hit rate, +1.18% mean alpha, trader score +1.31.
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-24 | · | @LongYield | · | Macro consumer framework: top 10% drives nearly half of spending; luxury/discount win. | · | 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.