Author
@Speculator_io Speculator_io
grade Bx.com/Speculator_io ↗
Bullish AI/semis/space supply-chain cartographer who maps themes into tickered baskets
Builds and posts thematic equity baskets that decompose a de
trader score
+0.14
hit rate
50%
mean α
+0.17%
signals 14d
36
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 14 scored bets: 50% hit rate, +0.17% mean alpha, trader score +0.14. Their last-14d mentions, direction-adjusted, have moved -8.8% since posting (mean over 28 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Speculator_io | · | Advocates patient, highly selective investing and concentrating only in the best opportunities. | · | tweet ↗ |
| 2026-08-27 | NVDA | @Speculator_io | +0.55 | Notes Nvidia's 18x forward P/E is below 20x for the first time in ten years. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @Speculator_io | · | Rejects a bubble characterization, though the linked subject is not visible. | · | tweet ↗ |
| 2026-08-26 | · | @Speculator_io | · | Strongly rejects the idea that the AI investment theme is over. | · | tweet ↗ |
| 2026-08-23 | AMZN | @Speculator_io | +0.40 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | +3.0% | tweet ↗ |
| 2026-08-23 | AEP | @Speculator_io | +0.60 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | +1.1% | tweet ↗ |
| 2026-08-23 | DTE | @Speculator_io | +0.60 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | · | tweet ↗ |
| 2026-08-23 | FE | @Speculator_io | +0.60 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | · | tweet ↗ |
| 2026-08-23 | VST | @Speculator_io | +0.60 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | +0.6% | tweet ↗ |
| 2026-08-23 | VIST | @Speculator_io | +0.60 | Reports Peter Thiel's concentrated public portfolio and its heavy allocation to energy holdings. | +0.8% | tweet ↗ |
| 2026-08-21 | NBIS | @Speculator_io | +0.30 | Presents leading post-earnings reactions as a screen for potential future winners. | -4.5% | tweet ↗ |
| 2026-08-21 | SITM | @Speculator_io | +0.30 | Presents leading post-earnings reactions as a screen for potential future winners. | -9.3% | tweet ↗ |
| 2026-08-21 | SIMO | @Speculator_io | +0.30 | Presents leading post-earnings reactions as a screen for potential future winners. | -4.9% | tweet ↗ |
| 2026-08-21 | AXTI | @Speculator_io | +0.30 | Presents leading post-earnings reactions as a screen for potential future winners. | -17.1% | tweet ↗ |
| 2026-08-21 | AEHR | @Speculator_io | +0.30 | Presents leading post-earnings reactions as a screen for potential future winners. | -20.6% | 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.