Author
@rubicon59 rubicon59
grade Ax.com/rubicon59 ↗
Bottom-up AI-supply-chain stockpicker hunting mispriced memory, semis, and app-layer names
Builds original fundamental and valuation theses on under-fo
trader score
-1.05
hit rate
45%
mean α
-0.56%
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: 45% hit rate, -0.56% mean alpha, trader score -1.05. Their last-14d mentions, direction-adjusted, have moved -11.1% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | 4377.T | @rubicon59 | +0.25 | Reports Japanese security 4377 nearing an all-time high. | · | tweet ↗ |
| 2026-10-13 | AVGO | @rubicon59 | +0.40 | Author disputes negative reporting and frames lower prices as a chance to buy outstanding chip businesses. | -10.0% | tweet ↗ |
| 2026-10-13 | DRAM | @rubicon59 | +0.25 | Author disputes negative reporting and frames lower prices as a chance to buy outstanding chip businesses. | — | tweet ↗ |
| 2026-10-13 | INTC | @rubicon59 | +0.25 | Author disputes negative reporting and frames lower prices as a chance to buy outstanding chip businesses. | -15.4% | tweet ↗ |
| 2026-10-13 | NVDA | @rubicon59 | +0.40 | Author disputes negative reporting and frames lower prices as a chance to buy outstanding chip businesses. | -7.7% | tweet ↗ |
| 2026-10-12 | HACK | @rubicon59 | -0.60 | Reports a disappointing sharp slowdown in earnings growth that does not support the valuation multiple. | +0.5% | tweet ↗ |
| 2026-10-08 | SPCX | @rubicon59 | +0.25 | The author endorses another person's directional accuracy regarding SPCX. | · | tweet ↗ |
| 2026-10-08 | SPCX | @rubicon59 | +0.20 | The author expects developments around SPCX to become interesting quickly. | · | tweet ↗ |
| 2026-10-06 | INTC | @rubicon59 | +0.25 | States that Intel does not need Elon Musk, mildly rejecting a dependency concern. | -22.7% | tweet ↗ |
| 2026-10-06 | SPCX | @rubicon59 | +0.65 | Declares the bear case invalidated across three named stocks. | · | tweet ↗ |
| 2026-10-06 | AVGO | @rubicon59 | +0.65 | Declares the bear case invalidated across three named stocks. | -14.4% | tweet ↗ |
| 2026-10-06 | NVDA | @rubicon59 | +0.65 | Declares the bear case invalidated across three named stocks. | -11.8% | tweet ↗ |
| 2026-10-06 | AVGO | @rubicon59 | +0.75 | Calls Broadcom one of the market's best current opportunities. | -14.4% | tweet ↗ |
| 2026-10-06 | SPCX | @rubicon59 | +0.35 | Expresses mild approval of SPCX's start. | · | tweet ↗ |
| 2026-10-06 | APP | @rubicon59 | +0.80 | Buying cheaper APP shares. — Thanks the market for cheaper AppLovin shares, implying active accumulation. | -6.6% | 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.