Author
@sspencer_smb sspencer_smb
grade Ax.com/sspencer_smb ↗
Disciplined Musk-complex trader fusing deep AI-infra valuation work with intraday level trading
Trades and analyzes megacap/AI-infrastructure equities with
trader score
+1.47
hit rate
60%
mean α
+0.60%
signals 14d
138
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, +0.60% mean alpha, trader score +1.47. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 99 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @sspencer_smb | · | Contrasts AI leaders' messaging and endorses Jensen's consistently positive stance toward AI. | · | tweet ↗ |
| 2026-08-28 | · | @sspencer_smb | · | Expresses an extreme long-run concern about widespread access to dangerous technology. | · | tweet ↗ |
| 2026-08-28 | MSFT | @sspencer_smb | -0.35 | Mocks investors chasing Microsoft above 500 after selling below 400. | — | tweet ↗ |
| 2026-08-28 | QQQ | @sspencer_smb | +0.55 | Argues hawkish policy lowers long yields and benefits long-duration technology stocks. | — | tweet ↗ |
| 2026-08-28 | · | @sspencer_smb | · | Forecasts stocks will likely rise after selling pressure is absorbed and long-end expectations decline. | · | tweet ↗ |
| 2026-08-28 | QQQ | @sspencer_smb | -0.45 | Recaps a missed, momentary opportunity to short QQQ during Warsh's remarks. | — | tweet ↗ |
| 2026-08-28 | CRM | @sspencer_smb | -0.25 | Identifies CRM as short-term overbought at the 260 level without stating a trade entry. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @sspencer_smb | +0.35 | Positive firsthand assessment of Google's phone upgrade, AI speed, and promotional economics. | — | tweet ↗ |
| 2026-08-28 | PYPL | @sspencer_smb | -0.40 | Contrasts post-spinoff performance: eBay rose fivefold while PayPal gained only 25%. | — | tweet ↗ |
| 2026-08-28 | EBAY | @sspencer_smb | +0.55 | Contrasts post-spinoff performance: eBay rose fivefold while PayPal gained only 25%. | — | tweet ↗ |
| 2026-08-28 | · | @sspencer_smb | · | Sarcastically criticizes the design and execution of tariff policy. | · | tweet ↗ |
| 2026-08-27 | SPCX | @sspencer_smb | +0.35 | Expresses approval of the figures associated with SPCX without providing them. | · | tweet ↗ |
| 2026-08-27 | · | @sspencer_smb | · | Look to buy dips into known support on a day like today. — Gives forward buy-the-dip guidance, but no specific ticker is identified. | · | tweet ↗ |
| 2026-08-27 | INTC | @sspencer_smb | +0.50 | Views a buy program as constructive for trend reversal and cites a favorable close above 92. | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @sspencer_smb | +0.00 | References chart-based big-picture thoughts but text does not reveal the stance. | -4.6% | 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.