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
+0.00
hit rate
40%
mean α
+0.00%
signals 14d
18
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: 40% hit rate, +0.00% mean alpha, trader score +0.00. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | CRWD | @OphirGottlieb | +0.40 | Reports broad sell-side price-target increases for CrowdStrike after prior targets averaged $211.10. | -4.2% | tweet ↗ |
| 2026-08-27 | RBRK | @OphirGottlieb | +0.40 | Frames Rubrik as model-, chip-, and cloud-agnostic infrastructure for agentic AI security. | -13.1% | tweet ↗ |
| 2026-08-27 | CRWD | @OphirGottlieb | +0.75 | Endorses CrowdStrike's rerating and sees durable AI-driven business growth. | -4.2% | tweet ↗ |
| 2026-08-27 | JMIA | @OphirGottlieb | +0.55 | Discloses that the author increased an already full JMIA position by 20% yesterday. | -1.8% | tweet ↗ |
| 2026-08-27 | OKTA | @OphirGottlieb | +0.25 | Discloses a long RBRK position and expects a possible beat, raise, and rerating after peer reports. | -3.9% | tweet ↗ |
| 2026-08-27 | RBRK | @OphirGottlieb | +0.55 | Discloses a long RBRK position and expects a possible beat, raise, and rerating after peer reports. | -13.1% | tweet ↗ |
| 2026-08-27 | CRWD | @OphirGottlieb | +0.25 | Discloses a long RBRK position and expects a possible beat, raise, and rerating after peer reports. | -4.2% | tweet ↗ |
| 2026-08-27 | CBRS | @OphirGottlieb | +0.65 | Continuing to add gently to CBRS for underappreciated upside. — Author says they have been adding gently and want the speculative upside exposure. | · | tweet ↗ |
| 2026-08-26 | CRWD | @OphirGottlieb | +0.80 | Argues AI expansion structurally enlarges CrowdStrike's market and is already driving ARR. | +15.4% | tweet ↗ |
| 2026-08-26 | CRWD | @OphirGottlieb | +0.75 | Argues CrowdStrike proves cybersecurity has become revenue-generating AI infrastructure. | +15.4% | tweet ↗ |
| 2026-08-26 | NVDA | @OphirGottlieb | -0.25 | Says market action implies skepticism toward Nvidia's claims or the quality of its revenue. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @OphirGottlieb | +0.85 | Nvidia CFO forecast over $400B revenue by year-end and 70% growth next year despite supply constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | CRWD | @OphirGottlieb | +0.50 | CrowdStrike raised full-year revenue-growth guidance for a second consecutive quarter to 24.7%. | +15.4% | tweet ↗ |
| 2026-08-21 | NVDA | @OphirGottlieb | +0.25 | Argues Nvidia demonstrated that agent harnesses are becoming more important than models. | +1.3% | tweet ↗ |
| 2026-08-15 | · | @OphirGottlieb | · | Observes AI enabling product professionals without prior technical skills to become software developers. | · | 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.