Author
@stocktalkjay stocktalkjay
grade Cx.com/stocktalkjay ↗
AI-infra-focused daily market aggregator weaving macro, flows, and sector rotation
Posts frequent, dense market recaps and news relays — macro
trader score
+0.85
hit rate
55%
mean α
+0.59%
signals 14d
66
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: 55% hit rate, +0.59% mean alpha, trader score +0.85. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @stocktalkjay | · | Jobs cooling and lower hike odds, with short covering into long weekend. | · | tweet ↗ |
| 2026-07-02 | SPX | @stocktalkjay | +0.00 | Notes S&P closed flat at 0.00% after expected intraday churn. | · | tweet ↗ |
| 2026-07-02 | · | @stocktalkjay | · | Reuters-cited schedule for Fed chair monetary policy testimony. | · | tweet ↗ |
| 2026-07-02 | · | @stocktalkjay | · | Notes unusual move in USDJPY without a ticker or clear stance. | · | tweet ↗ |
| 2026-07-01 | TSLA | @stocktalkjay | +0.00 | Chinese market recap: flows, sector rotation, Meta AI impact, Fed comments, and Tesla deliveries watch. | -7.5% | tweet ↗ |
| 2026-07-01 | · | @stocktalkjay | · | States S&P 500 July has been green every year since 2014. | · | tweet ↗ |
| 2026-07-01 | SPX | @stocktalkjay | -0.35 | Goldman CTA positioning update shows near-term net selling risk and SPX key levels. | · | tweet ↗ |
| 2026-07-01 | · | @stocktalkjay | · | Reports Fed Chair Warsh saying he wants the Fed balance sheet to shrink. | · | tweet ↗ |
| 2026-07-01 | META | @stocktalkjay | +0.45 | Reports Meta building a cloud business to sell excess AI compute resources and premarket surge. | -4.9% | tweet ↗ |
| 2026-06-30 | · | @stocktalkjay | · | Mentions Sell Call level is 7890, but underlying is unstated. | · | tweet ↗ |
| 2026-06-30 | · | @stocktalkjay | · | Notes Fed Chair Kevin Warsh speech Wednesday 9am ET before market open. | · | tweet ↗ |
| 2026-06-30 | VIX | @stocktalkjay | +0.00 | Discusses MOC flows, JPM collar sell call 7850, upcoming Tesla deliveries and jobs data. | · | tweet ↗ |
| 2026-06-30 | TSLA | @stocktalkjay | +0.00 | Discusses MOC flows, JPM collar sell call 7850, upcoming Tesla deliveries and jobs data. | -6.5% | tweet ↗ |
| 2026-06-30 | · | @stocktalkjay | · | Reports new JPM collar: sell call 7890, buy put 7090, sell put 5990, expiring 9/30. | · | tweet ↗ |
| 2026-06-30 | · | @stocktalkjay | · | Reports USD/JPY broke 162, a 40-year low for yen against dollar. | · | 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.