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
+0.22
hit rate
55%
mean α
+0.31%
signals 14d
103

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: 55% hit rate, +0.31% mean alpha, trader score +0.22. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 87 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@Spybef0rey0ubuy·Reports semiconductor ETFs approaching nine consecutive down days, their longest streak since 2006.·
2026-10-16NOW@Spybef0rey0ubuy+0.45Suggests ServiceNow may reverse higher and reach 200 by year-end.+12.0%
2026-10-16IREN@Spybef0rey0ubuy+0.55Calls IREN deeply oversold at support and asserts that a bounce is coming.-7.7%
2026-10-16RKLB@Spybef0rey0ubuy+0.50Believes buyers will step in after support held and produce a relief rally.+3.5%
2026-10-16·@Spybef0rey0ubuy·Explains that nominal stock count does not ensure diversification when exposures are correlated.·
2026-10-15SOFI@Spybef0rey0ubuy+0.00Presents balanced bullish-growth and bearish-valuation interpretations without choosing a side.-3.1%
2026-10-15SPCX@Spybef0rey0ubuy+0.25Promotes a known SPCX bull and a community following the SpaceX story.·
2026-10-15IREN@Spybef0rey0ubuy-0.25Notes lower highs, persistent selling and a retest of support while leaving the next move unresolved.-18.0%
2026-10-15TSM@Spybef0rey0ubuy+0.60Reports an earnings beat and adds that buyers are defending trendline support.-0.9%
2026-10-15·@Spybef0rey0ubuy·Hyperbolically urges selling everything and predicts stocks will go to zero.·
2026-10-15PANW@Spybef0rey0ubuy-0.20Reports a CEO filing notice covering 500,000 shares while noting the sale is not yet confirmed.+2.8%
2026-10-15ASTS@Spybef0rey0ubuy-0.40Questions ASTS's moat and argues SPCX has scale and cost advantages.-10.5%
2026-10-15SPCX@Spybef0rey0ubuy+0.45Questions ASTS's moat and argues SPCX has scale and cost advantages.·
2026-10-15AMD@Spybef0rey0ubuy+0.35Includes AMD in a high-beta rebound basket and cites its beta.-8.1%
2026-10-14CRWV@Spybef0rey0ubuy+0.45Suggests panic selling could create a rebound toward 60 and an unfilled gap.-17.6%

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.