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
-0.90
hit rate
50%
mean α
-0.64%
signals 14d
72
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, -0.64% mean alpha, trader score -0.90. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @stocktalkjay | · | Reports the implied probability of a September Fed rate hike rising to 57%. | · | tweet ↗ |
| 2026-08-27 | · | @stocktalkjay | · | Notes very small MOC and dark-pool activity before a major Jackson Hole speech as markets await direction. | · | tweet ↗ |
| 2026-08-27 | SPCX | @stocktalkjay | +0.55 | Reports Musk's estimate that SpaceX revenue could reach $3.5T around 2033. | · | tweet ↗ |
| 2026-08-27 | SKHY | @stocktalkjay | +0.65 | SK Hynix CEO sees no memory downturn and expects shortages through the end of 2030. | · | tweet ↗ |
| 2026-08-27 | NVDA | @stocktalkjay | +0.75 | Reports NVDA's largest post-earnings rise in nearly two years, exceeding 9% intraday. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @stocktalkjay | +0.35 | Summarizes macro pressure, positive closing flow and Nvidia's post-earnings rise. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @stocktalkjay | +0.60 | Cites WSJ saying Nvidia posted strong Q2 results and expects 70% 2028 revenue growth. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @stocktalkjay | · | Flags the next morning's PCE and GDP releases for a livestream. | · | tweet ↗ |
| 2026-08-25 | NVDA | @stocktalkjay | +0.10 | Frames Nvidia earnings, Fed remarks and macro data as key near-term market tests. | +2.1% | tweet ↗ |
| 2026-08-25 | SPCX | @stocktalkjay | +0.35 | Reports Musk's plan for a large Louisiana Starbase supporting over 30 daily launches. | · | tweet ↗ |
| 2026-08-25 | BTC | @stocktalkjay | +0.40 | Celebrates Bitcoin reclaiming 80,000 while mocking Cramer's recent exit intent. | · | tweet ↗ |
| 2026-08-24 | BTC | @stocktalkjay | +0.30 | Reports Bitcoin breaking above $80,000. | · | tweet ↗ |
| 2026-08-24 | NVDA | @stocktalkjay | +0.00 | MOC showed inflows while dark-pool positioning was cautious ahead of NVDA earnings and Jackson Hole. | +4.4% | tweet ↗ |
| 2026-08-24 | · | @stocktalkjay | · | Bloomberg says corporate earnings are growing faster than share prices, implying supportive valuation. | · | tweet ↗ |
| 2026-08-24 | · | @stocktalkjay | · | US crude inventories are reported at only 41 days of supply, a 50-year low. | · | 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.