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
-1.86
hit rate
35%
mean α
-1.47%
signals 14d
97
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, -1.47% mean alpha, trader score -1.86. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NDX | @Pablo01618 | +0.00 | Says a prior NDX timing call was off by six minutes. | · | tweet ↗ |
| 2026-08-28 | DXY | @Pablo01618 | -0.65 | Expects DXY's 17-year trendline to break and the index to fall into a lower chart zone. | · | tweet ↗ |
| 2026-08-28 | · | @Pablo01618 | · | Interprets yield moves as bear flattening and fades hawkish pricing due to a deflation thesis. | · | tweet ↗ |
| 2026-08-28 | · | @Pablo01618 | · | Sarcastically doubts that a rebound shown in the linked chart is durable. | · | tweet ↗ |
| 2026-08-28 | · | @Pablo01618 | · | Mocks traders for reacting to Warsh's words rather than his actions. | · | tweet ↗ |
| 2026-08-28 | · | @Pablo01618 | · | Argues a possible oil-policy change would severely hurt Canada through refining and feedstock economics. | · | tweet ↗ |
| 2026-08-27 | WEAT | @Pablo01618 | +0.30 | Observes that wheat and corn funds have quietly moved higher over the past year. | +2.9% | tweet ↗ |
| 2026-08-27 | CORN | @Pablo01618 | +0.30 | Observes that wheat and corn funds have quietly moved higher over the past year. | · | tweet ↗ |
| 2026-08-27 | · | @Pablo01618 | · | States consumer spending is accelerating rather than slowing. | · | tweet ↗ |
| 2026-08-27 | AFRM | @Pablo01618 | +0.35 | Exclamation conveys surprise at AFRM's apparent move, with direction dependent on media. | +0.3% | tweet ↗ |
| 2026-08-27 | MRVL | @Pablo01618 | +0.60 | States MRVL beat results and raised guidance again. | -10.3% | tweet ↗ |
| 2026-08-27 | INTC | @Pablo01618 | +0.35 | Cult framing and concern about losses indicate continued positive allegiance to INTC. | -2.8% | tweet ↗ |
| 2026-08-27 | OKTA | @Pablo01618 | +0.80 | Recaps OKTA calls reaching full intrinsic value from a 0.80 average entry. | -3.9% | tweet ↗ |
| 2026-08-27 | INTC | @Pablo01618 | +0.70 | Urges INTC to hold its chart structure and build upward pressure. | -2.8% | tweet ↗ |
| 2026-08-27 | INTC | @Pablo01618 | +0.80 | Strongly opposes shorting INTC and argues proposed semiconductor tariffs directly support it. | -2.8% | 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.