Author
@RichLightShed RichLightShed
LightShed's Rich Greenfield: deep media/streaming/ad-tech analyst tracing catalysts across the ecosystem
Publishes original sell-side-style fundamental and thematic
trader score
+0.57
hit rate
55%
mean α
+0.30%
signals 14d
21
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: 55% hit rate, +0.30% mean alpha, trader score +0.57. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @RichLightShed | · | Predicts creator-economy competition will be the media industry's largest story in 2027. | · | tweet ↗ |
| 2026-10-16 | NFLX | @RichLightShed | +0.45 | Frames Peter Rice as Netflix's strategic bet on fearless leadership and greater risk-taking. | -6.6% | tweet ↗ |
| 2026-10-15 | DIS | @RichLightShed | +0.40 | Praises Disney's creator-economy partnership with Dude Perfect as a smart strategic move. | +1.7% | tweet ↗ |
| 2026-10-14 | NFLX | @RichLightShed | +0.30 | Reports Netflix revenue grew 13% last quarter. | -6.7% | tweet ↗ |
| 2026-10-14 | SKYD | @RichLightShed | +0.20 | Raises the possibility that Skydance can invest aggressively while peers decline. | · | tweet ↗ |
| 2026-10-14 | META | @RichLightShed | +0.60 | Praises Meta's Muse for autonomously deploying six agents and saving effort. | -12.9% | tweet ↗ |
| 2026-10-13 | META | @RichLightShed | +0.35 | Promotes favorable takeaways from Meta leadership on consumer AI priorities. | -15.7% | tweet ↗ |
| 2026-10-13 | META | @RichLightShed | +0.55 | Says Meta is culturally relevant again and regaining consumer trust. | -15.7% | tweet ↗ |
| 2026-10-12 | META | @RichLightShed | +0.80 | Explicitly states that Meta is winning. | -13.5% | tweet ↗ |
| 2026-10-12 | META | @RichLightShed | +0.80 | Enthusiastically praises Zuckerberg's execution at Meta. | -13.5% | tweet ↗ |
| 2026-10-09 | SNE | @RichLightShed | +0.10 | Reports a significant Sony hire aimed at creator-economy storytelling. | · | tweet ↗ |
| 2026-10-09 | NFLX | @RichLightShed | +0.15 | Frames creator competition as the dominant media theme for the next year. | -6.3% | tweet ↗ |
| 2026-10-09 | FOX | @RichLightShed | -0.10 | Frames creator competition as the dominant media theme for the next year. | · | tweet ↗ |
| 2026-10-09 | GOOGL | @RichLightShed | +0.15 | Frames creator competition as the dominant media theme for the next year. | -8.9% | tweet ↗ |
| 2026-10-09 | DIS | @RichLightShed | -0.10 | Frames creator competition as the dominant media theme for the next year. | +4.1% | 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.