Author
@MorganLBrennan MorganLBrennan
grade Bx.com/MorganLBrennan ↗
CNBC anchor breaking space-economy, defense and AI-infra news straight from executives
Financial journalist who relays scoops, CEO/CFO interview co
trader score
+1.26
hit rate
50%
mean α
+1.06%
signals 14d
11
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 16 scored bets: 50% hit rate, +1.06% mean alpha, trader score +1.26. Their last-14d mentions, direction-adjusted, have moved -5.3% since posting (mean over 5 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-20 | · | @MorganLBrennan | · | Reports Castelion raised over $1 billion at a $13 billion valuation to expand hypersonic-weapons production. | · | tweet ↗ |
| 2026-08-20 | WMT | @MorganLBrennan | -0.25 | Author questions whether Walmart's customer reinvestment comes at shareholders' expense. | -0.7% | tweet ↗ |
| 2026-08-19 | · | @MorganLBrennan | · | Highlights drought and water-source risks that can undermine traditional nuclear generation reliability. | · | tweet ↗ |
| 2026-08-19 | · | @MorganLBrennan | · | Author invokes the debasement-trade framework without naming assets. | · | tweet ↗ |
| 2026-08-19 | · | @MorganLBrennan | · | Mortgage rates are rising, but their spread over the 10-year Treasury has narrowed. | · | tweet ↗ |
| 2026-08-18 | RTX | @MorganLBrennan | +0.50 | RTX has a new $23B contract to increase annual Tomahawk production from 60 to 1000. | -6.1% | tweet ↗ |
| 2026-08-18 | BHP | @MorganLBrennan | +0.50 | BHP's CEO forecasts a 10-million-ton copper supply requirement by 2035, equal to one Escondida annually. | +6.8% | tweet ↗ |
| 2026-08-18 | IWM | @MorganLBrennan | +0.55 | Explicitly introduces a positive investment case for small-cap stocks. | -1.5% | tweet ↗ |
| 2026-08-17 | SPCX | @MorganLBrennan | +0.30 | Reports a new spaceflight record associated with SPCX. | · | tweet ↗ |
| 2026-08-17 | KRMN | @MorganLBrennan | +0.55 | Highlights drone tariffs, missile contracts, replenishment needs, and launch demand as KRMN drivers. | -26.2% | tweet ↗ |
| 2026-08-17 | · | @MorganLBrennan | · | Flags major questions about China's economy and global spillovers without a specific conclusion. | · | 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.