Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 14 scored bets: 100% hit rate, +2.41% mean alpha, trader score +4.02. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 16 mentions with price data).
This author is mostly talking Tesla, especially FSD, robotaxi/Cybercab use cases, and perceived product superiority versus Chinese competitors. The distinctive read is product-led: generalized robotics, personal/business AI context, and historical platform disruption matter more than first-mover status. No explicit position disclosure, add, trim, exit, or directional trade call appears in the input.
The week is concentrated in bullish Tesla product/autonomy commentary, with repeated references to FSD, robotaxi/Cybercab, China demand, and product superiority. There are no explicit adds, trims, exits, or CALL_DIRECTIONAL trades in the payload, so conviction trajectory is not directly evidenced by trading language. Pump-risk is highest in the Tesla theme because TSLA accounts for nearly all signals there.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @Scobleizer | · | Describes Pliny's AI model-breaking work positively, but names no public ticker. | · | tweet ↗ |
| 2026-07-01 | · | @Scobleizer | · | Promotes ClickUp Brain2 AI product capability, but ClickUp is private/no ticker emitted. | · | tweet ↗ |
| 2026-06-30 | TSLA | @Scobleizer | +0.20 | Suggests Tesla should deploy Cybercab for a user, mildly constructive on product use case. | -6.5% | tweet ↗ |
| 2026-06-30 | TSLA | @Scobleizer | +0.20 | Agrees with a positive Tesla robotaxi-related thought, but context is limited. | -6.5% | tweet ↗ |
| 2026-06-30 | PLTR | @Scobleizer | +0.15 | Mentions building an AI using PalantirTech context, but standalone investment stance is limited. | +10.8% | tweet ↗ |
| 2026-06-30 | AAPL | @Scobleizer | +0.35 | Positive reaction to Vision Pro use case; ticker inferred from product name. | +6.7% | tweet ↗ |
| 2026-06-30 | AAPL | @Scobleizer | +0.25 | Uses Apple and Google history to argue being first is not decisive long term. | +6.7% | tweet ↗ |
| 2026-06-30 | GOOGL | @Scobleizer | +0.25 | Uses Apple and Google history to argue being first is not decisive long term. | +0.7% | tweet ↗ |
| 2026-06-30 | AMZN | @Scobleizer | +0.00 | Historical Amazon price drawdown and recovery levels cited. | +1.8% | tweet ↗ |
| 2026-06-29 | AAPL | @Scobleizer | +0.15 | Compares iPhone keyboard disruption to auto industry buttons going away, with Tesla inferred as buttonless-auto proxy. | +9.5% | tweet ↗ |
| 2026-06-29 | TSLA | @Scobleizer | +0.35 | States only Tesla can achieve the referenced task, a positive company opinion. | -4.5% | tweet ↗ |
| 2026-06-29 | TSLA | @Scobleizer | +0.40 | Says Tesla should raise Roadster price due to buyer demand in China. | -4.5% | tweet ↗ |
| 2026-06-29 | RACE | @Scobleizer | +0.35 | Claims Ferrari sold out Luxe cars in China and expects demand in San Francisco. | +4.5% | tweet ↗ |
| 2026-06-29 | TSLA | @Scobleizer | +0.30 | Says people are getting excited in Tesla audio spaces. | -4.5% | tweet ↗ |
| 2026-06-29 | TSLA | @Scobleizer | +0.45 | Mentions a major Tesla full self-driving software update shipped. | -4.5% | 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.