Author
@OphirGottlieb OphirGottlieb
grade Bx.com/OphirGottlieb ↗
Conviction AI-infrastructure analyst surfacing second-derivative buildout winners with disclosed Top Picks
Publishes original, long-only fundamental theses on AI-infra
trader score
+0.37
hit rate
45%
mean α
+0.27%
signals 14d
17
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: 45% hit rate, +0.27% mean alpha, trader score +0.37. Their last-14d mentions, direction-adjusted, have moved -7.6% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @OphirGottlieb | · | Speculates that a fund may recently have blown out. | · | tweet ↗ |
| 2026-10-15 | META | @OphirGottlieb | +0.40 | Sees a possible red-to-green reversal and says TSM strength validates META capex. | -12.8% | tweet ↗ |
| 2026-10-15 | TSM | @OphirGottlieb | +0.50 | Sees a possible red-to-green reversal and says TSM strength validates META capex. | -0.9% | tweet ↗ |
| 2026-10-15 | META | @OphirGottlieb | +0.55 | Argues hyperscaler capex will remain strong and META's spending is being validated. | -12.8% | tweet ↗ |
| 2026-10-15 | · | @OphirGottlieb | · | Frames AI as a separating winners-and-losers trade favoring usage-driven companies. | · | tweet ↗ |
| 2026-10-15 | RBRK | @OphirGottlieb | +0.45 | Presents four profitable or usage-driven companies as resilient to frontier-model spending risks. | +8.5% | tweet ↗ |
| 2026-10-15 | CRWD | @OphirGottlieb | +0.45 | Presents four profitable or usage-driven companies as resilient to frontier-model spending risks. | +5.3% | tweet ↗ |
| 2026-10-15 | DOCN | @OphirGottlieb | +0.70 | Presents four profitable or usage-driven companies as resilient to frontier-model spending risks. | -14.8% | tweet ↗ |
| 2026-10-15 | SITM | @OphirGottlieb | +0.70 | Presents four profitable or usage-driven companies as resilient to frontier-model spending risks. | -8.2% | tweet ↗ |
| 2026-10-15 | · | @OphirGottlieb | · | Notes buyers entering Treasuries as rates fall in a flight to safety. | · | tweet ↗ |
| 2026-10-14 | · | @OphirGottlieb | · | Downplays the inflation scare and urges a long investment horizon. | · | tweet ↗ |
| 2026-10-09 | · | @OphirGottlieb | · | High overnight rates are expected to keep $8T in money markets, weakening a bullish liquidity thesis. | · | tweet ↗ |
| 2026-10-08 | DOCN | @OphirGottlieb | +0.40 | Quotes DOCN describing growing customer demand for agent-friendly cloud infrastructure. | -24.8% | tweet ↗ |
| 2026-10-08 | · | @OphirGottlieb | · | Suggests AI progress will soon encounter and transcend major capability boundaries. | · | tweet ↗ |
| 2026-10-08 | NDX | @OphirGottlieb | +0.20 | Dismisses a 1.3% Nasdaq decline as a normal one-day October move. | · | 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.