Author

@Spybef0rey0ubuy Spybef0rey0ubuy

Anon AI/semis reply-trader with a capex-regime macro frame and open positions

Reacts in real time to AI/semi and software tape with macro

trader score
+0.44
hit rate
45%
mean α
+0.42%
signals 14d
37

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, +0.42% mean alpha, trader score +0.44. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 32 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02MU@Spybef0rey0ubuy+0.25Says MU needs a pump from the dip.
2026-07-01META@Spybef0rey0ubuy+0.55META launching AI cloud infrastructure to compete with AWS, Azure and Google Cloud.-4.9%
2026-07-01AMZN@Spybef0rey0ubuy-0.35META launching AI cloud infrastructure to compete with AWS, Azure and Google Cloud.+0.4%
2026-07-01GOOGL@Spybef0rey0ubuy-0.35META launching AI cloud infrastructure to compete with AWS, Azure and Google Cloud.-0.4%
2026-07-01MSFT@Spybef0rey0ubuy-0.35META launching AI cloud infrastructure to compete with AWS, Azure and Google Cloud.+1.6%
2026-06-30RKLB@Spybef0rey0ubuy+0.65Author says they are holding RKLB calls through the week.-1.2%
2026-06-29MSFT@Spybef0rey0ubuy+0.80Strong bullish MSFT dip-buy thesis with valuation, growth, backlog and insider/politician buys.+5.9%
2026-06-29NKE@Spybef0rey0ubuy+0.00Mentions NKE earnings tomorrow without standalone stance.+6.3%
2026-06-29NVDA@Spybef0rey0ubuy-0.45Recaps NVDA decline from $235 to $190 and says author warned readers.-0.1%
2026-06-29CBRS@Spybef0rey0ubuy-0.70Bearish note on AI IPO crash from $386 peak to $181, down 48%.·
2026-06-28·@Spybef0rey0ubuy·Predicts the market will rip green tomorrow.·
2026-06-28AMD@Spybef0rey0ubuy+0.35Questions NVDA bullish narrative versus AMD's much stronger 6-month performance.-0.7%
2026-06-28NVDA@Spybef0rey0ubuy-0.45Questions NVDA bullish narrative versus AMD's much stronger 6-month performance.+1.2%
2026-06-28CRWV@Spybef0rey0ubuy+0.25CRWV is up 147% since IPO and author is watching a possible setup.-15.4%
2026-06-28WEN@Spybef0rey0ubuy+0.25Meme-style forward reference to WEN when market opens, stance depends on image context.+10.3%

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.