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
+0.83
hit rate
60%
mean α
+0.57%
signals 14d
61

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: 60% hit rate, +0.57% mean alpha, trader score +0.83. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 54 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NOW@Spybef0rey0ubuy+0.65Says NOW's breakout is continuing toward a gap fill.
2026-08-28PYPL@Spybef0rey0ubuy-0.65Uses PYPL's valuation and five-year decline to warn that a low forward multiple can reflect worsening earnings.
2026-08-28CRM@Spybef0rey0ubuy+0.55Highlights a completed CRM move from $180 to $261 as a missed trade.
2026-08-27ASTS@Spybef0rey0ubuy-0.70Quantifies a 2,900% share-count increase and argues dilution severely erodes existing holders' ownership.-5.5%
2026-08-27NOW@Spybef0rey0ubuy+0.80Declares a confirmed breakout and targets the $160-$170 gap-fill zone with fundamental support.+4.5%
2026-08-27NVDA@Spybef0rey0ubuy+0.85Endorses a highly positive Nvidia earnings assessment and expects a new all-time high.-4.6%
2026-08-27ADBE@Spybef0rey0ubuy+0.65Notes broken channel resistance and identifies $300 as the next watched level.+0.8%
2026-08-26NVDA@Spybef0rey0ubuy-0.35Questions Nvidia's AI premium by contrasting its YTD return with CAKE.+3.8%
2026-08-26CAKE@Spybef0rey0ubuy+0.35Questions Nvidia's AI premium by contrasting its YTD return with CAKE.-2.8%
2026-08-26ASTS@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-3.1%
2026-08-26RKLB@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-2.7%
2026-08-26AAOI@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-6.6%
2026-08-26HOOD@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-3.9%
2026-08-26ONDS@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-3.9%
2026-08-26SMCI@Spybef0rey0ubuy-0.25Quantifies high-beta risk across named retail favorites and warns about drawdowns.-0.8%

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.