Author
@schaeffers schaeffers
Institutional research desk relaying earnings and AI-theme newsflow through an options-sentiment lens
Curate and editorialize the day's earnings prints, analyst a
trader score
+3.18
hit rate
80%
mean α
+2.87%
signals 14d
856
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: 80% hit rate, +2.87% mean alpha, trader score +3.18. Their last-14d mentions, direction-adjusted, have moved -0.0% since posting (mean over 721 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @schaeffers | · | Interprets Warsh's inflation message as hawkish, with price stability still the priority. | · | tweet ↗ |
| 2026-08-28 | NVDA | @schaeffers | +0.30 | Shows Nvidia's three-month semiconductor-index correlation is near zero versus peers near 0.90. | — | tweet ↗ |
| 2026-08-28 | SOX | @schaeffers | +0.00 | Shows Nvidia's three-month semiconductor-index correlation is near zero versus peers near 0.90. | · | tweet ↗ |
| 2026-08-28 | TSM | @schaeffers | +0.00 | Shows Nvidia's three-month semiconductor-index correlation is near zero versus peers near 0.90. | — | tweet ↗ |
| 2026-08-28 | MU | @schaeffers | +0.00 | Shows Nvidia's three-month semiconductor-index correlation is near zero versus peers near 0.90. | — | tweet ↗ |
| 2026-08-28 | INTC | @schaeffers | +0.00 | Shows Nvidia's three-month semiconductor-index correlation is near zero versus peers near 0.90. | — | tweet ↗ |
| 2026-08-28 | MRVL | @schaeffers | -0.65 | Reports MRVL lost key moving averages after a 10% plunge and identifies repair and downside levels. | — | tweet ↗ |
| 2026-08-28 | IREN | @schaeffers | -0.70 | Details post-earnings technical damage, oversold momentum, support, and further downside risk. | — | tweet ↗ |
| 2026-08-28 | · | @schaeffers | · | Summarizes Warsh's message as hawkish because inflation remains too high and rates remain the main tool. | · | tweet ↗ |
| 2026-08-28 | CRWD | @schaeffers | +0.10 | Reports CRWD fell 4.92% on profit-taking but remained up 82% year to date near its all-time high. | — | tweet ↗ |
| 2026-08-28 | APP | @schaeffers | +0.15 | Reports buyers rotating into APP near $300 support despite a 50% year-to-date decline. | — | tweet ↗ |
| 2026-08-28 | GAP | @schaeffers | +0.65 | Reports a Q2 earnings beat, raised full-year guidance, an Old Navy CEO change, and heavy call volume. | — | tweet ↗ |
| 2026-08-28 | DELL | @schaeffers | +0.35 | Summarizes DELL's pre-earnings technical setup, prior reactions, and implied volatility. | — | tweet ↗ |
| 2026-08-28 | MMED | @schaeffers | +0.00 | Lists companies associated with next week's key market events; ticker extraction capped at six. | · | tweet ↗ |
| 2026-08-28 | YEXT | @schaeffers | +0.00 | Lists companies associated with next week's key market events; ticker extraction capped at six. | · | 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.