Author
@modestproposal1 modestproposal1
grade Bx.com/modestproposal1 ↗
Anonymous market-structure commentator quantifying semis-vs-software dispersion and AI-era regime shifts
Posts short, often quote-tweeted observations synthesizing o
trader score
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hit rate
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mean α
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signals 14d
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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). Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 4 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | UBER | @modestproposal1 | -0.25 | Skeptical that Uber-Waymo relationship matters to AV market. | -1.4% | tweet ↗ |
| 2026-06-29 | CMCSA | @modestproposal1 | +0.35 | Says Comcast separation positions NBCU to acquire Warner Media from AT&T. | -1.8% | tweet ↗ |
| 2026-06-29 | T | @modestproposal1 | +0.10 | Says Comcast separation positions NBCU to acquire Warner Media from AT&T. | -5.7% | tweet ↗ |
| 2026-06-26 | · | @modestproposal1 | · | Lists last six days of volatile percentage moves. | · | tweet ↗ |
| 2026-06-23 | IGV | @modestproposal1 | +0.00 | Compares count of 5%+ moves to IGV over last 12 months. | +7.2% | 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.