Author

@TheWiseIC TheWiseIC

grade Bx.com/TheWiseIC ↗

High-conviction concentrated long picker of platform networks with a standing Tesla/Waymo bear thesis

Builds and publicly accumulates concentrated long positions

trader score
+0.83
hit rate
70%
mean α
+0.34%
signals 14d
45

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: 70% hit rate, +0.34% mean alpha, trader score +0.83. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 33 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28TRI@TheWiseIC+0.45Constructive platform thesis and conditional interest in buying TRI if valuation improves.·
2026-08-28KNX.TO@TheWiseIC+0.35Constructive platform thesis and conditional interest in buying TRI if valuation improves.·
2026-08-28DSG@TheWiseIC+0.35Constructive platform thesis and conditional interest in buying TRI if valuation improves.·
2026-08-27UBER@TheWiseIC+0.75Forecasts a Tesla valuation rerating and discloses a long UBER thesis based on AV distribution.+2.4%
2026-08-27TSLA@TheWiseIC-0.75Forecasts a Tesla valuation rerating and discloses a long UBER thesis based on AV distribution.-1.7%
2026-08-26·@TheWiseIC·Expresses a strongly negative view of Jim Cramer's stock-picking ability.·
2026-08-26META@TheWiseIC+0.20Reports META's lawsuit is over with no required product changes and discloses a recent position.+0.3%
2026-08-24·@TheWiseIC·Views widespread weakness as creating attractive quality-company opportunities·
2026-08-23HUMN@TheWiseIC+0.65Discloses ownership of HUMN as exposure to superior Chinese robotics companies.·
2026-08-23RDDT@TheWiseIC+0.55Argues citation declines are industry-wide and Reddit remains positioned for AI deals.-0.2%
2026-08-22APP@TheWiseIC+0.55Names three prospective long-term winners meeting Rule-of-40, valuation, and drawdown criteria.+3.9%
2026-08-22GDDY@TheWiseIC+0.55Names three prospective long-term winners meeting Rule-of-40, valuation, and drawdown criteria.·
2026-08-22RDDT@TheWiseIC+0.55Names three prospective long-term winners meeting Rule-of-40, valuation, and drawdown criteria.-0.2%
2026-08-22META@TheWiseIC+0.65Author plans to add META long term and make it sizable if shares keep falling. — Author sees META's valuation as attractive and explicitly plans to add, potentially building a sizable position.+5.1%
2026-08-21APP@TheWiseIC+0.45Discloses a new APP position due to valuation while noting lower conviction than in RDDT.+3.9%

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.