Author
@TheRealBirnbaum TheRealBirnbaum
grade Cx.com/TheRealBirnbaum ↗
Long-only AI/compute perma-bull arguing fundamental theses against every bubble call
Writes long-form, position-disclosed fundamental bull theses
trader score
-2.41
hit rate
30%
mean α
-1.30%
signals 14d
87
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: 30% hit rate, -1.30% mean alpha, trader score -2.41. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 60 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @TheRealBirnbaum | +0.40 | Expresses confidence in HIMS management and views IREN as quantitatively cheap. | — | tweet ↗ |
| 2026-08-28 | HIMS | @TheRealBirnbaum | +0.60 | Expresses confidence in HIMS management and views IREN as quantitatively cheap. | — | tweet ↗ |
| 2026-08-28 | BN | @TheRealBirnbaum | +0.95 | Discloses an enduring BN holding backed by a strong undervaluation thesis. | — | tweet ↗ |
| 2026-08-28 | IREN | @TheRealBirnbaum | +0.80 | Interprets strong market dislike of IREN and HIMS as a contrarian bullish signal. | — | tweet ↗ |
| 2026-08-28 | HIMS | @TheRealBirnbaum | +0.80 | Interprets strong market dislike of IREN and HIMS as a contrarian bullish signal. | — | tweet ↗ |
| 2026-08-27 | IREN | @TheRealBirnbaum | +0.65 | Contrarian bullish view cites expected explosive free-cash-flow growth per share. | -12.5% | tweet ↗ |
| 2026-08-27 | NBIS | @TheRealBirnbaum | +0.70 | Explicitly states continuing long positions and expects them to outperform. | -4.3% | tweet ↗ |
| 2026-08-27 | IREN | @TheRealBirnbaum | +0.70 | Explicitly states continuing long positions and expects them to outperform. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @TheRealBirnbaum | +0.55 | Defends IREN against criticism and views perceived suppression as an opportunity. | -12.5% | tweet ↗ |
| 2026-08-27 | GOOGL | @TheRealBirnbaum | -0.15 | Argues restrictive policy could have prevented Google's US creation, implying economic harm. | +1.7% | tweet ↗ |
| 2026-08-27 | IREN | @TheRealBirnbaum | +0.00 | Comments skeptically on another person's small IREN position without stating own direction. | -12.5% | tweet ↗ |
| 2026-08-27 | AMD | @TheRealBirnbaum | +0.30 | Observes that AMD has risen sharply since another user's bearish posts. | -2.3% | tweet ↗ |
| 2026-08-27 | AMD | @TheRealBirnbaum | -0.20 | Reports Cathie Wood selling AMD and criticizes the decision as impatient. | -2.3% | tweet ↗ |
| 2026-08-27 | NVDA | @TheRealBirnbaum | +0.65 | Mocks repeated overearning claims and says Nvidia bears have been run over. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @TheRealBirnbaum | +0.55 | Mocks bearish reactions to Nvidia earnings and invokes the bullish wall-of-worry framing. | -4.6% | 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.