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
+0.18
hit rate
35%
mean α
+0.14%
signals 14d
4
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: 35% hit rate, +0.14% mean alpha, trader score +0.18. Their last-14d mentions, direction-adjusted, have moved -11.8% since posting (mean over 2 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | BE | @OphirGottlieb | +0.70 | Brookfield and Bloom Energy expand AI infrastructure partnership to $25B. | -10.5% | tweet ↗ |
| 2026-06-29 | AMAT | @OphirGottlieb | +0.30 | AMAT at all-time high. | -13.2% | tweet ↗ |
| 2026-06-26 | · | @OphirGottlieb | · | Says hyperscaler spend can support downstream chip/infra/power/cooling if growth continues. | · | tweet ↗ |
| 2026-06-25 | · | @OphirGottlieb | · | Bullish memory stocks and bearish hyperscalers due to AI spend transfer. | · | 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.