Author
@nanalyzetweets nanalyzetweets
Skeptical, valuation-anchored research voice puncturing AI/meme hype with numbers
Publishes contrarian fundamental analysis and thematic skept
trader score
+5.59
hit rate
90%
mean α
+2.74%
signals 14d
364
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: 90% hit rate, +2.74% mean alpha, trader score +5.59. Their last-14d mentions, direction-adjusted, have moved +6.6% since posting (mean over 249 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @nanalyzetweets | · | Warns that doubling U.S. debt and rising rates could trigger a debt spiral, with AI as an uncertain offset. | · | tweet ↗ |
| 2026-10-16 | JEPI | @nanalyzetweets | -0.45 | Expresses disapproval of investing in JEPI. | -0.3% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.70 | Calls ASTS a cult stock with dishonest management while advising against shorting it or any stock. | -2.1% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.75 | Alleges ASTS repeatedly lied to shareholders and links the conduct to court proceedings. | -2.1% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.80 | Calls ASTS management incompetent and cites a long record of broken promises. | -2.1% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.80 | Describes ASTS management as incompetent and accuses supporters of ignoring the facts. | -2.1% | tweet ↗ |
| 2026-10-16 | SYK | @nanalyzetweets | +0.25 | Reports SYK's $400 million CMR Surgical investment and exclusive option to acquire the company later. | +4.2% | tweet ↗ |
| 2026-10-16 | PANW | @nanalyzetweets | +0.60 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | +11.3% | tweet ↗ |
| 2026-10-16 | FTNT | @nanalyzetweets | +0.60 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | +6.4% | tweet ↗ |
| 2026-10-16 | CRWD | @nanalyzetweets | +0.60 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | +13.3% | tweet ↗ |
| 2026-10-16 | IHAK | @nanalyzetweets | -0.35 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | · | tweet ↗ |
| 2026-10-16 | WCBR | @nanalyzetweets | -0.35 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | · | tweet ↗ |
| 2026-10-16 | BUG | @nanalyzetweets | -0.35 | Favors large cybersecurity pure plays over broad cyber ETFs and expects the leaders to keep outperforming. | +12.6% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.45 | Challenges an ASTS promoter for omitting whether a $270,000 account reflects passive or active investment. | -2.1% | tweet ↗ |
| 2026-10-16 | ASTS | @nanalyzetweets | -0.80 | Calls the ASTS management team incompetent and says the underlying allegations can be fact-checked. | -2.1% | 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.