Author
@Stansberry Stansberry
Institutional research brand pairing passive-flow macro warnings with quality-compounder and moat stock theses
Publishes reasoned long-term investment frameworks and singl
trader score
+0.28
hit rate
45%
mean α
+0.08%
signals 14d
52
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, +0.08% mean alpha, trader score +0.28. Their last-14d mentions, direction-adjusted, have moved +4.0% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Stansberry | · | Suggests Wall Street may destroy AI's economics after excessive investment. | · | tweet ↗ |
| 2026-10-16 | · | @Stansberry | · | Warns that AI capital spending is turning Big Tech free cash flow into cash burn. | · | tweet ↗ |
| 2026-10-15 | · | @Stansberry | · | Warns AI giants may receive government-backed debt guarantees while taxpayers absorb losses. | · | tweet ↗ |
| 2026-10-15 | · | @Stansberry | · | Argues competition and user switching could make expensive AI models behave like commodities. | · | tweet ↗ |
| 2026-10-15 | · | @Stansberry | · | Frames long-term Treasurys as potentially attractive but vulnerable if rates continue rising. | · | tweet ↗ |
| 2026-10-14 | DXY | @Stansberry | +0.40 | Argues the U.S. dollar remains the best major currency and should retain that status. | · | tweet ↗ |
| 2026-10-14 | · | @Stansberry | · | Highlights a constructive view on human ingenuity amid opposing outlooks for AI. | · | tweet ↗ |
| 2026-10-13 | GOOGL | @Stansberry | -0.10 | Raises the risk that AI infrastructure debt could become systemically important and require a government backstop. | -9.5% | tweet ↗ |
| 2026-10-13 | ORCL | @Stansberry | -0.10 | Raises the risk that AI infrastructure debt could become systemically important and require a government backstop. | -11.9% | tweet ↗ |
| 2026-10-13 | MSFT | @Stansberry | -0.10 | Raises the risk that AI infrastructure debt could become systemically important and require a government backstop. | -3.5% | tweet ↗ |
| 2026-10-13 | NVDA | @Stansberry | -0.10 | Raises the risk that AI infrastructure debt could become systemically important and require a government backstop. | -7.7% | tweet ↗ |
| 2026-10-13 | · | @Stansberry | · | Warns the US may be heading toward higher taxes and tighter regulation, posing portfolio implications. | · | tweet ↗ |
| 2026-10-13 | · | @Stansberry | · | Endorses gold as an asset that belongs in every portfolio. | · | tweet ↗ |
| 2026-10-12 | · | @Stansberry | · | Suggests Europe's regulatory strategy could become investable as AI enters its next phase. | · | tweet ↗ |
| 2026-10-12 | GE | @Stansberry | +0.10 | Reports GEV's value rising from $35B to $265B and major outperformance versus GE. | -7.5% | 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.