Author
@MollySOShea MollySOShea
grade Cx.com/MollySOShea ↗
Curator of private-market AI, robotics and space narratives from VC and desk notes
Aggregates and re-broadcasts thematic frameworks and founder
trader score
+0.29
hit rate
65%
mean α
+0.12%
signals 14d
44
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 20 scored bets: 65% hit rate, +0.12% mean alpha, trader score +0.29. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSLA | @MollySOShea | +0.25 | Describes Tesla's autonomous Roadster demonstration and emphasizes software-run vehicles. | +4.9% | tweet ↗ |
| 2026-10-16 | · | @MollySOShea | · | Reports rapid growth in AI-agent deployments and argues agents are reshaping software economics. | · | tweet ↗ |
| 2026-10-15 | BRK.B | @MollySOShea | +0.15 | Reports Berkshire investing another $330M in private company Bending Spoons. | · | tweet ↗ |
| 2026-10-14 | OSCR | @MollySOShea | +0.50 | Frames Oscar Health's recovery from a 95% drawdown to a roughly $10B company as a turnaround. | -9.7% | tweet ↗ |
| 2026-10-14 | · | @MollySOShea | · | Announces Harvey as Sourcery's exclusive legal-AI sponsor and gives operating metrics. | · | tweet ↗ |
| 2026-10-14 | · | @MollySOShea | · | Cites decades of life-expectancy and healthcare-spending data to criticize sector outcomes. | · | tweet ↗ |
| 2026-10-14 | OSCR | @MollySOShea | +0.35 | Presents Thrive's long-term AI-healthcare investment thesis across public and private companies. | -9.7% | tweet ↗ |
| 2026-10-14 | AMZN | @MollySOShea | +0.05 | Presents Thrive's long-term AI-healthcare investment thesis across public and private companies. | -2.4% | tweet ↗ |
| 2026-10-14 | LLY | @MollySOShea | +0.20 | Presents Thrive's long-term AI-healthcare investment thesis across public and private companies. | +5.4% | tweet ↗ |
| 2026-10-13 | JPM | @MollySOShea | +0.30 | Uses Berkshire and JPMorgan valuations to argue that US demand can support trillion-dollar firms. | +0.0% | tweet ↗ |
| 2026-10-13 | BRK.B | @MollySOShea | +0.30 | Uses Berkshire and JPMorgan valuations to argue that US demand can support trillion-dollar firms. | · | tweet ↗ |
| 2026-10-13 | COIN | @MollySOShea | +0.30 | Coinbase CEO expects 80% of workloads to move to models that are 99% cheaper within 12–18 months. | -9.5% | tweet ↗ |
| 2026-10-13 | · | @MollySOShea | · | Perplexity CEO says agent demand fits its search infrastructure and drove fivefold revenue growth. | · | tweet ↗ |
| 2026-10-12 | · | @MollySOShea | · | Perplexity's CEO claims a differentiated orchestration position and strong growth. | · | tweet ↗ |
| 2026-10-12 | · | @MollySOShea | · | Reports a single Perplexity customer spending about $1M annually while earning $3M. | · | 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.