Author
@TacticzH TacticzH
grade Bx.com/TacticzH ↗
Transparent AI-buildout supply-chain generalist who ranks moats and watches valuation
Shares an original, moat-ranked thesis on the AI capex value
trader score
+0.23
hit rate
45%
mean α
+0.27%
signals 14d
8
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, +0.27% mean alpha, trader score +0.23. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 6 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SIVE | @TacticzH | -0.80 | Mocks SIVE's bottleneck thesis after a 70% decline from its recent high. | · | tweet ↗ |
| 2026-08-26 | BABA | @TacticzH | +0.55 | Discloses a June BABA purchase, 25% gain and continuing bull case despite dilution. | -0.8% | tweet ↗ |
| 2026-08-20 | NBIS | @TacticzH | +0.30 | Reports Lone Pine made NBIS its largest position, valued near $1.2B, in its Q2 filing. | -5.0% | tweet ↗ |
| 2026-08-20 | YNDX | @TacticzH | +0.00 | Reports Lone Pine made NBIS its largest position, valued near $1.2B, in its Q2 filing. | · | tweet ↗ |
| 2026-08-20 | BABA | @TacticzH | -0.60 | Alibaba missed revenue slightly and EPS materially as AI investment pressured margins and cash flow | -8.9% | tweet ↗ |
| 2026-08-19 | NBIS | @TacticzH | +0.55 | Rejects a bearish interpretation of NBIS's convertible financing. | -6.6% | tweet ↗ |
| 2026-08-19 | NVO | @TacticzH | -0.35 | Discloses NVO ownership while criticizing its market-share losses and conservative management. | -1.9% | tweet ↗ |
| 2026-08-18 | DLO | @TacticzH | +0.35 | Author enthusiastically endorses positive reading for DLO investors. | +10.2% | 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.