Author
@profplum99 profplum99
grade Ax.com/profplum99 ↗
Named PM with original mechanistic theory of passive flows and market structure
Develops and defends an original framework on how passive/in
trader score
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hit rate
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mean α
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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
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -10.1% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @profplum99 | · | Uses the 1999-2000 broadband transition as historical context for infrastructure demand. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Predicts deceleration and says the referenced project or thesis will not work. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Sarcastically dismisses a bitcoin-related claim as magical thinking. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Argues housing scarcity is localized and the deeper shortage is high-quality public services. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Frames the housing shortage as temporary and predicts worsening second-home demographics. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Says local compute supply is exploding and compares the trend to a potentially worse broadband bubble. | · | tweet ↗ |
| 2026-10-14 | · | @profplum99 | · | Sarcastically challenges the claim that prevailing interest rates are non-restrictive. | · | tweet ↗ |
| 2026-10-13 | · | @profplum99 | · | Says holding to maturity can be attractive but warns mechanical market moves remain unforgiving. | · | tweet ↗ |
| 2026-10-13 | · | @profplum99 | · | Explains how above-potential growth effects depend on investment sensitivity and supply constraints. | · | tweet ↗ |
| 2026-10-13 | SPCX | @profplum99 | -0.20 | Uses SPCX to illustrate a reversal in index-construction distortions from prior cycles. | · | tweet ↗ |
| 2026-10-13 | · | @profplum99 | · | Calls the surge in yields a blowoff top, implying yields may peak and bonds stabilize. | · | tweet ↗ |
| 2026-10-13 | · | @profplum99 | · | Warns rising yields create unmatched duration supply and convexity risk in passive bond markets. | · | tweet ↗ |
| 2026-10-13 | · | @profplum99 | · | Argues disease treatment can raise aggregate productivity faster than its treatment costs. | · | tweet ↗ |
| 2026-10-12 | · | @profplum99 | · | Criticizes praise for a Warsh rate hike by comparing it with Trichet's criticized 2008 hike. | · | tweet ↗ |
| 2026-10-12 | · | @profplum99 | · | Argues 25% AI adoption in four years signals unusually rapid and broad economic disruption. | · | 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.