Author
@The_Real_Fly The_Real_Fly
grade Cx.com/The_Real_Fly ↗
Fast anon market pundit relaying geopolitics, oil, and AI-infra newsflow
Curates and reacts to breaking macro/geopolitical and equity
trader score
-0.30
hit rate
33%
mean α
-0.27%
signals 14d
33
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 9 scored bets: 33% hit rate, -0.27% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @The_Real_Fly | · | Reports June US nonfarm payrolls of 57K versus 113K expected and 129K prior. | · | tweet ↗ |
| 2026-06-28 | QQQ | @The_Real_Fly | +0.00 | Mentions QQQ stats for July, but no standalone direction is provided. | +0.9% | tweet ↗ |
| 2026-06-28 | · | @The_Real_Fly | · | Reports Nasdaq futures up 226. | · | tweet ↗ |
| 2026-06-28 | · | @The_Real_Fly | · | Reports Nasdaq futures up 110. | · | tweet ↗ |
| 2026-06-28 | · | @The_Real_Fly | · | Axios-cited report says U.S. and Iran agree to pause strikes and plan talks. | · | tweet ↗ |
| 2026-06-27 | · | @The_Real_Fly | · | Trump statement says U.S. aircraft struck Iranian sites after ceasefire violation. | · | tweet ↗ |
| 2026-06-27 | · | @The_Real_Fly | · | Bloomberg-cited GenAI revenue reached $110B and is scaling rapidly. | · | tweet ↗ |
| 2026-06-27 | · | @The_Real_Fly | · | BBG says AI capex ROI may turn positive within 24 months if trends hold. | · | tweet ↗ |
| 2026-06-26 | · | @The_Real_Fly | · | Says capacity is lower due to lack of lithography machines; implied memory supply constraint. | · | tweet ↗ |
| 2026-06-26 | MU | @The_Real_Fly | +0.45 | Compares CXMT yields unfavorably to Micron and SK Hynix. | -13.8% | tweet ↗ |
| 2026-06-26 | · | @The_Real_Fly | · | CXMT included on Pentagon blacklist, framed bullish for memory competitors. | · | tweet ↗ |
| 2026-06-26 | AAPL | @The_Real_Fly | -0.20 | Negative comment on Apple wanting low-quality RAM. | +8.8% | tweet ↗ |
| 2026-06-26 | TXN | @The_Real_Fly | -0.35 | Reports sharp intraday candle drops in TXN and GOOGL. | +2.7% | tweet ↗ |
| 2026-06-26 | GOOGL | @The_Real_Fly | -0.25 | Reports sharp intraday candle drops in TXN and GOOGL. | +6.7% | tweet ↗ |
| 2026-06-25 | · | @The_Real_Fly | · | Reports Nasdaq futures up 125. | · | 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.