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
-0.97
hit rate
29%
mean α
-0.97%
signals 14d
9
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 14 scored bets: 29% hit rate, -0.97% mean alpha, trader score -0.97. Their last-14d mentions, direction-adjusted, have moved -4.4% since posting (mean over 9 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVO | @TacticzH | -0.15 | Notes NVO is 75% below its all-time high and questions whether apparent valuation cheapness is genuine. | +0.6% | tweet ↗ |
| 2026-10-13 | ASML | @TacticzH | +0.60 | Characterizes ASML's earnings as broadly strong with demand exceeding expectations. | -8.5% | tweet ↗ |
| 2026-10-13 | ASML | @TacticzH | +0.55 | ASML says planned 2027-28 supply will not meet demand and it may expand 2028 capacity. | -8.5% | tweet ↗ |
| 2026-10-13 | JPM | @TacticzH | -0.10 | Jamie Dimon warns of fiscal, inflation, valuation, rate and geopolitical risks despite economic strength. | +0.0% | tweet ↗ |
| 2026-10-12 | NVO | @TacticzH | +0.00 | Points to an overview of GLP-1 trial results but gives no findings or comparative stance. | +1.2% | tweet ↗ |
| 2026-10-12 | LLY | @TacticzH | +0.00 | Points to an overview of GLP-1 trial results but gives no findings or comparative stance. | +7.7% | tweet ↗ |
| 2026-10-10 | ASML | @TacticzH | +0.30 | Expresses concise approval of ASML. | -11.7% | tweet ↗ |
| 2026-10-09 | TSM | @TacticzH | +0.75 | Forecasts strong five-year semiconductor demand and little cyclicality risk for ASML and TSMC. | -7.7% | tweet ↗ |
| 2026-10-09 | ASML | @TacticzH | +0.75 | Forecasts strong five-year semiconductor demand and little cyclicality risk for ASML and TSMC. | -11.7% | 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.