Author
@Pablo01618 Pablo01618
grade Ax.com/Pablo01618 ↗
Thesis-obsessed semis/AI-infra bull who builds contrarian INTC and physical-AI frameworks early
Writes original, multi-factor secular theses on the semicond
trader score
-0.56
hit rate
30%
mean α
-0.67%
signals 14d
85
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: 30% hit rate, -0.67% mean alpha, trader score -0.56. Their last-14d mentions, direction-adjusted, have moved -9.5% since posting (mean over 54 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Pablo01618 | · | Treats bearish Bank of America commentary as a contrarian local-bottom indicator. | · | tweet ↗ |
| 2026-10-16 | · | @Pablo01618 | · | Argues AI infrastructure demand is outrunning chips, transformers and labor capacity and may require time to normalize. | · | tweet ↗ |
| 2026-10-15 | GFS | @Pablo01618 | +0.40 | Retrospectively claims an earlier semiconductor thesis was accurate. | -9.0% | tweet ↗ |
| 2026-10-15 | TSM | @Pablo01618 | -0.15 | Retrospectively claims an earlier semiconductor thesis was accurate. | -0.9% | tweet ↗ |
| 2026-10-15 | INTC | @Pablo01618 | +0.40 | Retrospectively claims an earlier semiconductor thesis was accurate. | -8.8% | tweet ↗ |
| 2026-10-15 | INTC | @Pablo01618 | +0.75 | Longed INTC again. — Explicitly reports a new long entry in INTC. | -8.8% | tweet ↗ |
| 2026-10-15 | BAC | @Pablo01618 | -0.75 | Argues BAC is more impaired than CRWV or ORCL bonds because of roughly $110B in bond losses. | -2.2% | tweet ↗ |
| 2026-10-15 | ORCL | @Pablo01618 | +0.15 | Argues BAC is more impaired than CRWV or ORCL bonds because of roughly $110B in bond losses. | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @Pablo01618 | +0.15 | Argues BAC is more impaired than CRWV or ORCL bonds because of roughly $110B in bond losses. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @Pablo01618 | · | Reports a 5-for-5 trading day and prior timing misses. | · | tweet ↗ |
| 2026-10-15 | · | @Pablo01618 | · | Characterizes biotech and pharma as extremely volatile and highly sensitive to FDA outcomes. | · | tweet ↗ |
| 2026-10-14 | · | @Pablo01618 | · | Argues banks will internalize blockchain technology while most crypto tokens lose relevance. | · | tweet ↗ |
| 2026-10-14 | HIMS | @Pablo01618 | +0.55 | Says LLY court losses are bullish for HIMS. | -0.0% | tweet ↗ |
| 2026-10-14 | LLY | @Pablo01618 | -0.25 | Says LLY court losses are bullish for HIMS. | +5.4% | tweet ↗ |
| 2026-10-14 | · | @Pablo01618 | · | Predicts a market gamma squeeze based on pervasive bearish positioning and maintains short-term trades. | · | 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.