Author

@SPYJared SPYJared

Data-journalist market commentator anchoring the AI/semis rally in historical base rates

Publishes statistic-dense, chart-driven market commentary on

trader score
+0.07
hit rate
50%
mean α
+0.03%
signals 14d
51

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: 50% hit rate, +0.03% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 23 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28ADBE@SPYJared+0.40Frames software leadership as rotating and highlights cooled former leaders as potential setups.
2026-08-28CRWD@SPYJared+0.45Frames software leadership as rotating and highlights cooled former leaders as potential setups.
2026-08-28TYL@SPYJared+0.40Frames software leadership as rotating and highlights cooled former leaders as potential setups.·
2026-08-28CRM@SPYJared+0.45Frames software leadership as rotating and highlights cooled former leaders as potential setups.
2026-08-28TOST@SPYJared+0.40Frames software leadership as rotating and highlights cooled former leaders as potential setups.
2026-08-28APPF@SPYJared+0.40Frames software leadership as rotating and highlights cooled former leaders as potential setups.·
2026-08-28BTC@SPYJared+0.00Links an August comparison chart of ARKK and Bitcoin without standalone direction.·
2026-08-28ARKK@SPYJared+0.00Links an August comparison chart of ARKK and Bitcoin without standalone direction.
2026-08-28BTC@SPYJared+0.60Reports both up over 20% in August and historically favorable subsequent risk-asset performance.·
2026-08-28ARKK@SPYJared+0.50Reports both up over 20% in August and historically favorable subsequent risk-asset performance.
2026-08-27NVDA@SPYJared+0.00Links to an NVDA chart without standalone findings.-4.6%
2026-08-27NVDA@SPYJared+0.45Frames NVDA's $99B investment footprint as financing infrastructure for the AI ecosystem.-4.6%
2026-08-26NVDA@SPYJared+0.20Contrasts flat NVDA performance over two months with an approximately 20% SOXX decline+3.8%
2026-08-26SOXX@SPYJared-0.40Contrasts flat NVDA performance over two months with an approximately 20% SOXX decline-1.3%
2026-08-26NVDA@SPYJared+0.65Argues Nvidia networking is a rapidly growing second engine alongside GPUs+3.8%

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.