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
+0.16
hit rate
55%
mean α
+0.13%
signals 14d
122
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: 55% hit rate, +0.13% mean alpha, trader score +0.16. Their last-14d mentions, direction-adjusted, have moved +6.1% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @TheRealBirnbaum | · | Says he remains a shareholder and leans toward patience, but no ticker named in standalone text. | · | tweet ↗ |
| 2026-07-03 | PLTR | @TheRealBirnbaum | +0.15 | Discloses owning IREN/NBIS, bullish long term, and selling puts despite IREN pay-package concerns. | — | tweet ↗ |
| 2026-07-03 | TSLA | @TheRealBirnbaum | +0.15 | Discloses owning IREN/NBIS, bullish long term, and selling puts despite IREN pay-package concerns. | — | tweet ↗ |
| 2026-07-03 | NBIS | @TheRealBirnbaum | +0.70 | Discloses owning IREN/NBIS, bullish long term, and selling puts despite IREN pay-package concerns. | — | tweet ↗ |
| 2026-07-03 | IREN | @TheRealBirnbaum | +0.45 | Discloses owning IREN/NBIS, bullish long term, and selling puts despite IREN pay-package concerns. | — | tweet ↗ |
| 2026-07-03 | NBIS | @TheRealBirnbaum | +0.75 | Rejects panic over META compute plans and says NBIS remains as strong a bet as ever. | — | tweet ↗ |
| 2026-07-03 | META | @TheRealBirnbaum | +0.05 | Rejects panic over META compute plans and says NBIS remains as strong a bet as ever. | — | tweet ↗ |
| 2026-07-03 | NBIS | @TheRealBirnbaum | +0.70 | Says META will not compete with NBIS and warns investors not to panic on 20% drop. | — | tweet ↗ |
| 2026-07-03 | META | @TheRealBirnbaum | +0.05 | Says META will not compete with NBIS and warns investors not to panic on 20% drop. | — | tweet ↗ |
| 2026-07-03 | · | @TheRealBirnbaum | · | Bullish valuation/multiple comment but no ticker named in standalone reply. | · | tweet ↗ |
| 2026-07-03 | · | @TheRealBirnbaum | · | Says $6B is a low bar, but no ticker in standalone reply. | · | tweet ↗ |
| 2026-07-03 | PLTR | @TheRealBirnbaum | +0.10 | Argues executive stock comp concern likely won't matter and expects similar outcome for IREN. | — | tweet ↗ |
| 2026-07-03 | TSLA | @TheRealBirnbaum | +0.10 | Argues executive stock comp concern likely won't matter and expects similar outcome for IREN. | — | tweet ↗ |
| 2026-07-03 | IREN | @TheRealBirnbaum | +0.50 | Argues executive stock comp concern likely won't matter and expects similar outcome for IREN. | — | tweet ↗ |
| 2026-07-03 | IREN | @TheRealBirnbaum | +0.25 | Mocks a known IREN short critic, implying defense of IREN but little standalone thesis. | — | 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.