Author
@StableBread StableBread
grade Ax.com/StableBread ↗
Rigorous long-only fundamental deep-diver on AI-infra SPACs and small-cap value.
Publishes long-form, valuation-driven fundamental research a
trader score
-1.67
hit rate
45%
mean α
-0.65%
signals 14d
190
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: 45% hit rate, -0.65% mean alpha, trader score -1.67. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 67 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | S | @StableBread | +0.00 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | +11.2% | tweet ↗ |
| 2026-10-16 | NBVA | @StableBread | -0.65 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | · | tweet ↗ |
| 2026-10-16 | NBVAF | @StableBread | -0.65 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | · | tweet ↗ |
| 2026-10-16 | GOOGL | @StableBread | +0.10 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | -6.0% | tweet ↗ |
| 2026-10-16 | CRWD | @StableBread | +0.00 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | +13.3% | tweet ↗ |
| 2026-10-16 | MSFT | @StableBread | +0.10 | Details six competitive, economic, funding and execution risks to Nubeva's malware-model opportunity. | -0.9% | tweet ↗ |
| 2026-10-16 | · | @StableBread | · | Compares historical market drawdowns, recessions, economic contraction and bank failures. | · | tweet ↗ |
| 2026-10-16 | NBVAF | @StableBread | +0.55 | Argues AI buyers broaden Nubeva's acquisition pool and make a prior $12M-$19M sale range conservative. | · | tweet ↗ |
| 2026-10-16 | NBVA | @StableBread | +0.55 | Argues AI buyers broaden Nubeva's acquisition pool and make a prior $12M-$19M sale range conservative. | · | tweet ↗ |
| 2026-10-16 | GOOGL | @StableBread | +0.00 | Argues AI buyers broaden Nubeva's acquisition pool and make a prior $12M-$19M sale range conservative. | -6.0% | tweet ↗ |
| 2026-10-16 | MSFT | @StableBread | +0.00 | Argues AI buyers broaden Nubeva's acquisition pool and make a prior $12M-$19M sale range conservative. | -0.9% | tweet ↗ |
| 2026-10-16 | SPX | @StableBread | -0.15 | Compares elevated Shiller CAPE readings with the S&P 500's forward multiple versus 2000. | · | tweet ↗ |
| 2026-10-15 | · | @StableBread | · | Explains the Investment Clock's asset preferences across four growth and inflation regimes. | · | tweet ↗ |
| 2026-10-15 | DGXX | @StableBread | +0.25 | Eye and thumbs-up emojis convey mild approval of DGXX. | -19.5% | tweet ↗ |
| 2026-10-15 | · | @StableBread | · | Argues markets ignore fundamentals during rallies but return to them during selloffs. | · | 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.