Author
@marketplunger1 marketplunger1
grade Ax.com/marketplunger1 ↗
Supply-side commodity macro thinker pushing metals, energy, and deep-value baskets
Develops and shares thematic, supply-driven commodity/macro
trader score
+1.89
hit rate
74%
mean α
+1.02%
signals 14d
31
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 19 scored bets: 74% hit rate, +1.02% mean alpha, trader score +1.89. Their last-14d mentions, direction-adjusted, have moved +2.3% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @marketplunger1 | · | Suggests crypto could outperform precious metals over 12-18 months. | · | tweet ↗ |
| 2026-07-03 | · | @marketplunger1 | · | Says commodities had been a good ride, a completed-move recap. | · | tweet ↗ |
| 2026-07-02 | MSTR | @marketplunger1 | -0.25 | Mocking comparison to Michael Saylor implies skepticism toward MSTR-style behavior. | — | tweet ↗ |
| 2026-07-02 | · | @marketplunger1 | · | Defense names are starting to pick up again; asks for favorite defense play. | · | tweet ↗ |
| 2026-07-01 | · | @marketplunger1 | · | Bullish humanoid robot commercialization theme with money to be made along the way. | · | tweet ↗ |
| 2026-07-01 | ARKG | @marketplunger1 | +0.40 | Global biotech fund flows up 73% YoY, framed as follow the money. | +0.7% | tweet ↗ |
| 2026-07-01 | XBI | @marketplunger1 | +0.40 | Global biotech fund flows up 73% YoY, framed as follow the money. | +2.5% | tweet ↗ |
| 2026-06-30 | · | @marketplunger1 | · | Suggests gold at $4000 may later look like an incredible gift. | · | tweet ↗ |
| 2026-06-30 | · | @marketplunger1 | · | Resource nationalism thesis framed as extremely bullish for US/allied critical minerals. | · | tweet ↗ |
| 2026-06-29 | · | @marketplunger1 | · | Gold will slowly grind down to $3,700/oz. — Forward-looking bearish gold target. | · | tweet ↗ |
| 2026-06-29 | · | @marketplunger1 | · | Cites bullish materials thesis tied to AI semiconductor buildout. | · | tweet ↗ |
| 2026-06-26 | · | @marketplunger1 | · | Podcast topics include energy trade, healthcare bull thesis, and distressed investing. | · | tweet ↗ |
| 2026-06-25 | · | @marketplunger1 | · | Bullish on US critical minerals assets in Tier-1 jurisdictions. | · | tweet ↗ |
| 2026-06-25 | SFTBY | @marketplunger1 | +0.65 | Says SoftBank investor deck slides make bearishness hard to justify. | -11.7% | tweet ↗ |
| 2026-06-24 | · | @marketplunger1 | · | $3,000 gold is imminent — Forecasts gold moving to $3,000 before bottoming. | · | 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.