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
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hit rate
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mean α
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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
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-05 | · | @LongYield | · | Characterizes inflation as causing immediate economic destruction. | · | 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.