@SPYJared SPYJared
Data-journalist market commentator anchoring the AI/semis rally in historical base rates
Publishes statistic-dense, chart-driven market commentary on
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 35% hit rate, -0.20% mean alpha, trader score -0.29. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 14 mentions with price data).
SPYJared is mainly tracking SpaceX/SPCX volatility and capital-market supply, with a secondary focus on AI megacap funding and liquidity risk. The distinctive read is that AI may not be the problem, but liquidity and supply could pressure the rally, while Goldilocks conditions could broaden S&P 500 upside beyond AI. No directional calls or position disclosures appeared in this window; tone on SPCX shifted from market-cap excitement to supply and drawdown caution.
No explicit adds, trims, exits, or directional trade calls appeared in this author window. The strongest observable shift is SPCX tone fading from market-cap excitement on June 16-17 to drawdown and supply-overhang caution by June 18-19. Concentration sits in SPCX-related commentary, creating pump-risk despite the later cautionary framing.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-26 | NVDA | @SPYJared | +0.35 | Author says Micron and Nvidia can still look cheap if the earnings boom lasts. | +1.2% | tweet ↗ |
| 2026-06-26 | MU | @SPYJared | +0.45 | Author says Micron and Nvidia can still look cheap if the earnings boom lasts. | -13.8% | tweet ↗ |
| 2026-06-25 | AAPL | @SPYJared | -0.35 | Micron earnings and memory scarcity are framed as good for suppliers but harder for chip buyers like Apple. | +12.2% | tweet ↗ |
| 2026-06-25 | MU | @SPYJared | +0.55 | Micron earnings and memory scarcity are framed as good for suppliers but harder for chip buyers like Apple. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @SPYJared | +0.65 | Micron beat, guided higher and showed record margins with supply-locking customer deals. | -19.6% | tweet ↗ |
| 2026-06-24 | ORCL | @SPYJared | -0.35 | Magnificent 7 plus AVGO and ORCL lost roughly $2.7T this month amid AI bill scrutiny. | -11.0% | tweet ↗ |
| 2026-06-24 | AVGO | @SPYJared | -0.35 | Magnificent 7 plus AVGO and ORCL lost roughly $2.7T this month amid AI bill scrutiny. | -5.7% | tweet ↗ |
| 2026-06-24 | VZ | @SPYJared | -0.10 | GOOGL joining Dow replacing VZ; warns Dow inclusion is lagging signal. | -6.8% | tweet ↗ |
| 2026-06-24 | GOOGL | @SPYJared | +0.15 | GOOGL joining Dow replacing VZ; warns Dow inclusion is lagging signal. | +4.2% | tweet ↗ |
| 2026-06-23 | CRM | @SPYJared | -0.25 | PLTR hit fresh one-year lows and CRM is trying to end its worst losing streak. | +8.3% | tweet ↗ |
| 2026-06-23 | PLTR | @SPYJared | -0.45 | PLTR hit fresh one-year lows and CRM is trying to end its worst losing streak. | +10.8% | tweet ↗ |
| 2026-06-23 | · | @SPYJared | · | Dollar Index breaking above 100/101 and reaching one-year highs; says not necessarily bearish. | · | tweet ↗ |
| 2026-06-22 | QQQ | @SPYJared | +0.35 | Uses Nasdaq post-Greenspan history to argue AI rally may keep running. | -3.4% | tweet ↗ |
| 2026-06-22 | SPCX | @SPYJared | -0.45 | SPCX closed down for a third straight day and is near its opening print. | · | tweet ↗ |
| 2026-06-21 | F | @SPYJared | +0.10 | Frames AI infrastructure as becoming a power and battery storage story, mentioning Ford's EDF deal. | -5.0% | 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.