Author
@ronjonbSaaS ronjonbSaaS
grade Cx.com/ronjonbSaaS ↗
High-conviction perma-bull on the AI memory/storage supercycle, transparent but repetitive
Posts real-time forward calls, adds, trims and price targets
trader score
-0.44
hit rate
40%
mean α
-0.40%
signals 14d
108
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: 40% hit rate, -0.40% mean alpha, trader score -0.44. Their last-14d mentions, direction-adjusted, have moved -7.9% since posting (mean over 87 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @ronjonbSaaS | +0.35 | Compares cash and debt, portraying NBIS as financially stronger than CRWV. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @ronjonbSaaS | -0.35 | Compares cash and debt, portraying NBIS as financially stronger than CRWV. | -11.7% | tweet ↗ |
| 2026-10-16 | NVDA | @ronjonbSaaS | -0.05 | Questions whether Jensen Huang has a hidden plan involving CoreWeave. | -1.5% | tweet ↗ |
| 2026-10-16 | CRWV | @ronjonbSaaS | -0.15 | Questions whether Jensen Huang has a hidden plan involving CoreWeave. | -11.7% | tweet ↗ |
| 2026-10-16 | SPCX | @ronjonbSaaS | +0.75 | Sell NBIS after a rebound and use the proceeds to buy more SPCX. — States a concrete plan to rotate from NBIS into additional SPCX after NBIS rebounds. | · | tweet ↗ |
| 2026-10-16 | NBIS | @ronjonbSaaS | -0.20 | Sell NBIS after a rebound and use the proceeds to buy more SPCX. — States a concrete plan to rotate from NBIS into additional SPCX after NBIS rebounds. | -4.1% | tweet ↗ |
| 2026-10-16 | NBIS | @ronjonbSaaS | +0.15 | Rejects treating NBIS and CRWV as equivalent, but the linked basis is unseen. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @ronjonbSaaS | -0.10 | Rejects treating NBIS and CRWV as equivalent, but the linked basis is unseen. | -11.7% | tweet ↗ |
| 2026-10-16 | TSLA | @ronjonbSaaS | +0.75 | Enthusiastically calls Tesla's demonstration the best. | +4.9% | tweet ↗ |
| 2026-10-16 | MU | @ronjonbSaaS | +0.90 | Buy MU while the perceived sale lasts. — Explicitly and repeatedly urges buying MU at current depressed pricing. | -0.1% | tweet ↗ |
| 2026-10-15 | SPCX | @ronjonbSaaS | +0.25 | Reports both securities trading higher overnight. | · | tweet ↗ |
| 2026-10-15 | TSLA | @ronjonbSaaS | +0.25 | Reports both securities trading higher overnight. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @ronjonbSaaS | +0.30 | Celebrates Tesla's overnight price move. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @ronjonbSaaS | +0.90 | Celebrates the Roadster demonstration, a 3.66% overnight rise, and predicts a strong next day. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @ronjonbSaaS | +0.85 | Expresses intense enthusiasm for the Tesla Roadster demonstration. | +2.7% | 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.