Author
@qcapital2020 qcapital2020
grade Bx.com/qcapital2020 ↗
Skeptical, independent macro-commentary voice dissecting the AI-capex bubble two-sidedly
Posts reasoned macro/regime commentary and selective tickere
trader score
-0.06
hit rate
60%
mean α
-0.07%
signals 14d
12
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: 60% hit rate, -0.07% mean alpha, trader score -0.06. Their last-14d mentions, direction-adjusted, have moved +10.0% since posting (mean over 9 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | CRWV | @qcapital2020 | -0.75 | CoreWeave CDS implies severe default risk and compares unfavorably with Lehman before bankruptcy. | -22.2% | tweet ↗ |
| 2026-10-15 | OPEN | @qcapital2020 | -0.85 | Harshly criticizes four speculative companies after declines of 73% to 89%. | -14.7% | tweet ↗ |
| 2026-10-15 | FRMI | @qcapital2020 | -0.80 | Harshly criticizes four speculative companies after declines of 73% to 89%. | -25.0% | tweet ↗ |
| 2026-10-15 | OKLO | @qcapital2020 | -0.80 | Harshly criticizes four speculative companies after declines of 73% to 89%. | -12.2% | tweet ↗ |
| 2026-10-15 | RGTI | @qcapital2020 | -0.75 | Harshly criticizes four speculative companies after declines of 73% to 89%. | -8.8% | tweet ↗ |
| 2026-10-15 | CRWV | @qcapital2020 | -0.60 | Mockingly questions the prospect of a US government rescue of CoreWeave. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @qcapital2020 | · | Reports the portfolio was down 3.6% for the day. | · | tweet ↗ |
| 2026-10-14 | ORCL | @qcapital2020 | -0.50 | Expresses recurring disappointment with ORCL's price action. | -3.4% | tweet ↗ |
| 2026-10-13 | ORCL | @qcapital2020 | +0.40 | Pushes back on bearish ORCL calls by arguing the current decline already equals 80% of prior major drawdowns. | -11.9% | tweet ↗ |
| 2026-10-09 | · | @qcapital2020 | · | Frames tokenization and 24/7 markets as a potentially large investment theme, citing Citi's 2030 forecast. | · | tweet ↗ |
| 2026-10-06 | · | @qcapital2020 | · | Reports Mark Schmehl's fund returns and assets under management. | · | tweet ↗ |
| 2026-10-06 | BB | @qcapital2020 | +0.65 | Discloses that BlackBerry is the author's best-performing stock this year. | -6.9% | 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.