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
+0.87
hit rate
71%
mean α
+1.02%
signals 14d
8
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 7 scored bets: 71% hit rate, +1.02% mean alpha, trader score +0.87. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 3 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @modestproposal1 | +0.55 | Credits Nvidia with deliberately preserving fragmented cloud supply by constraining GPUs and backing CoreWeave. | — | tweet ↗ |
| 2026-08-28 | CRWV | @modestproposal1 | +0.20 | Credits Nvidia with deliberately preserving fragmented cloud supply by constraining GPUs and backing CoreWeave. | — | tweet ↗ |
| 2026-08-28 | NVDA | @modestproposal1 | +0.55 | Predicts Nvidia's strategy to preserve a fragmented market will become a future business-school case study. | — | tweet ↗ |
| 2026-08-26 | · | @modestproposal1 | · | Mocks an explanation for why GDI trails GDP and questions the claimed measurement correction. | · | tweet ↗ |
| 2026-08-20 | DASH | @modestproposal1 | +0.35 | Argues DASH's key opportunity is moving grocery usage from fill-in orders to weekly baskets. | +6.5% | tweet ↗ |
| 2026-08-20 | DASH | @modestproposal1 | -0.10 | Cites third-party data showing CART grocery baskets are 2.5-2.7 times DASH's size. | +6.5% | tweet ↗ |
| 2026-08-20 | CART | @modestproposal1 | +0.25 | Cites third-party data showing CART grocery baskets are 2.5-2.7 times DASH's size. | -1.0% | tweet ↗ |
| 2026-08-19 | · | @modestproposal1 | · | Develops a broad framework for AI capability, economics, financing and reflexive buildout risk. | · | 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.