Author
@pradeeepk pradeeepk
grade Bx.com/pradeeepk ↗
Bottom-up SaaS and AI-infra fundamentalist running alt-data-driven long/short theses
Posts original, KPI- and alt-data-grounded fundamental these
trader score
-0.01
hit rate
70%
mean α
-0.01%
signals 14d
28
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: 70% hit rate, -0.01% mean alpha, trader score -0.01. Their last-14d mentions, direction-adjusted, have moved +6.0% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TTWO | @pradeeepk | +0.20 | Quotes management saying its engine, tools, and team should accelerate future development. | -2.7% | tweet ↗ |
| 2026-10-15 | TTWO | @pradeeepk | +0.45 | Views AI-accelerated PC porting as positive for launch timing and costs. | -2.7% | tweet ↗ |
| 2026-10-11 | MCD | @pradeeepk | +0.20 | States September quick-service restaurant visit growth was the strongest since April. | +5.6% | tweet ↗ |
| 2026-10-10 | META | @pradeeepk | -0.65 | Explicitly predicts that Meta's Muse product will fail. | -10.6% | tweet ↗ |
| 2026-10-08 | BKNG | @pradeeepk | +0.55 | Cites Goldman data showing BKNG and Priceline US app users outperforming despite META Muse concerns. | -2.6% | tweet ↗ |
| 2026-10-08 | META | @pradeeepk | -0.10 | Cites Goldman data showing BKNG and Priceline US app users outperforming despite META Muse concerns. | -10.9% | tweet ↗ |
| 2026-10-08 | META | @pradeeepk | -0.35 | Says Muse daily users have stayed near two million for ten days and hype is fading. | -10.9% | tweet ↗ |
| 2026-10-08 | TTWO | @pradeeepk | +0.55 | Expects GTA6 leaks to increase launch sales by millions of copies. | -2.7% | tweet ↗ |
| 2026-10-08 | BKNG | @pradeeepk | +0.15 | Cites Jefferies finding only a third of sites work seamlessly with Muse, delaying META commerce monetization. | -2.6% | tweet ↗ |
| 2026-10-08 | META | @pradeeepk | -0.45 | Cites Jefferies finding only a third of sites work seamlessly with Muse, delaying META commerce monetization. | -10.9% | tweet ↗ |
| 2026-10-07 | MCD | @pradeeepk | +0.25 | September was the strongest month for quick-service restaurant foot traffic since April. | +7.6% | tweet ↗ |
| 2026-10-07 | BNKG | @pradeeepk | +0.20 | Website traffic growth is described as satisfactory. | · | tweet ↗ |
| 2026-10-06 | BKNG | @pradeeepk | +0.60 | Warns Muse access failures could hurt META while calling BKNG too cheap. | -1.1% | tweet ↗ |
| 2026-10-06 | META | @pradeeepk | -0.60 | Warns Muse access failures could hurt META while calling BKNG too cheap. | -13.0% | tweet ↗ |
| 2026-10-06 | BLDR | @pradeeepk | +0.30 | Notes year-over-year growth in August single-family housing starts. | +1.1% | 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.