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
+0.71
hit rate
50%
mean α
+0.53%
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 6 scored bets: 50% hit rate, +0.53% mean alpha, trader score +0.71.
Recent signals1receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @modestproposal1 | · | Sarcastically argues distressed companies have no remaining catalyst short of bankruptcy. | · | 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.