Author
@tig88411109 tig88411109
grade Bx.com/tig88411109 ↗
High-conviction agentic-AI/semiconductor bull weaving macro discipline and geopolitical tail-risk
Publishes long-form fundamental and thematic theses on AI-in
trader score
+1.39
hit rate
60%
mean α
+1.26%
signals 14d
108
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: 60% hit rate, +1.26% mean alpha, trader score +1.39. Their last-14d mentions, direction-adjusted, have moved -4.2% since posting (mean over 64 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @tig88411109 | · | Promotes a framework linking Fed, inflation and employment analysis to investment decisions. | · | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Advocates long-term high-quality technology over gold, Bitcoin and meme stocks under persistently high rates. | · | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Systematically trim profitable AI software positions after the recent overbought rally. — Explicitly recommends staged profit-taking in AI software while retaining the core thesis. | · | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Argues longer Chinese mortgages will not solve weak consumption rooted in income and employment expectations. | · | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Forecasts a high-productivity, strong-profit, relatively high-rate US regime supportive of capital inflows and stocks. | · | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Claims the Fed's former ability to dominate market direction has ended. | · | tweet ↗ |
| 2026-08-28 | IGV | @tig88411109 | +0.35 | Take staged profits in software positions as upside odds decline near valuation ceilings. — Recommends realizing gains from bottom-built software positions after the sector's sharp rerating. | — | tweet ↗ |
| 2026-08-28 | CRM | @tig88411109 | +0.25 | Take staged profits in software positions as upside odds decline near valuation ceilings. — Recommends realizing gains from bottom-built software positions after the sector's sharp rerating. | — | tweet ↗ |
| 2026-08-28 | · | @tig88411109 | · | Advises disciplined preparation using valuation and sentiment instead of chasing or predicting daily prices. | · | tweet ↗ |
| 2026-08-27 | · | @tig88411109 | · | Frames China's political trajectory as creating personal hedging opportunities amid large tail-war risk. | · | tweet ↗ |
| 2026-08-27 | · | @tig88411109 | · | Calls the current US setup highly favorable for investment, driven by productivity, profits and stable consumption. | · | tweet ↗ |
| 2026-08-27 | · | @tig88411109 | · | Promotes a buy-side framework arguing AI has formed a commercial closed loop. | · | tweet ↗ |
| 2026-08-27 | IGV | @tig88411109 | +0.55 | Argues enterprise software gains value as an AI control layer and cites a 50% ETF rebound. | -0.7% | tweet ↗ |
| 2026-08-27 | NOW | @tig88411109 | +0.65 | Argues enterprise software gains value as an AI control layer and cites a 50% ETF rebound. | +4.5% | tweet ↗ |
| 2026-08-27 | NET | @tig88411109 | +0.50 | Uses NOW's rally to validate a bullish enterprise-software thesis centered on AI control layers. | -2.7% | 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.