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
-1.33
hit rate
45%
mean α
-0.99%
signals 14d
48
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: 45% hit rate, -0.99% mean alpha, trader score -1.33. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 33 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @tig88411109 | · | Discusses volume, oil, elections, valuation and position sizing while denying a broad uptrend. | · | tweet ↗ |
| 2026-10-16 | · | @tig88411109 | · | Frames Fed policy, AI supply effects, oil and geopolitics as a volatile path toward positive supply shock. | · | tweet ↗ |
| 2026-10-15 | SPCX | @tig88411109 | +0.45 | Explores Tesla-SpaceX product convergence while stressing commercialization, cash flow and valuation. | · | tweet ↗ |
| 2026-10-15 | TSLA | @tig88411109 | +0.60 | Explores Tesla-SpaceX product convergence while stressing commercialization, cash flow and valuation. | +2.7% | tweet ↗ |
| 2026-10-15 | MRNA | @tig88411109 | +0.45 | Take some MRNA profits before final data while retaining a small core position. — Recommends realizing gains before cancer-vaccine data while keeping limited exposure. | -15.4% | tweet ↗ |
| 2026-10-15 | LLY | @tig88411109 | +0.65 | Presents LLY as a defensive hedge with strong long-term metabolic and drug-pipeline prospects. | +1.7% | tweet ↗ |
| 2026-10-15 | MU | @tig88411109 | +0.20 | Analyzes hotter PPI but argues semiconductor input data and weak pass-through do not justify rate hikes. | -5.8% | tweet ↗ |
| 2026-10-15 | NVDA | @tig88411109 | +0.20 | Analyzes hotter PPI but argues semiconductor input data and weak pass-through do not justify rate hikes. | -2.9% | tweet ↗ |
| 2026-10-15 | INTC | @tig88411109 | +0.20 | Analyzes hotter PPI but argues semiconductor input data and weak pass-through do not justify rate hikes. | -8.8% | tweet ↗ |
| 2026-10-15 | MU | @tig88411109 | +0.55 | Rejects AI-bubble comparisons and sees structured buying opportunities, particularly in memory stocks. | -5.8% | tweet ↗ |
| 2026-10-15 | CRWV | @tig88411109 | -0.20 | Rejects AI-bubble comparisons and sees structured buying opportunities, particularly in memory stocks. | -22.2% | tweet ↗ |
| 2026-10-14 | LLY | @tig88411109 | +0.35 | Warns further Fed hikes could trigger systemic stress and favors defensive healthcare exposure such as LLY. | +5.4% | tweet ↗ |
| 2026-10-13 | · | @tig88411109 | · | Explains a portfolio-risk discipline for containing losses under uncertainty and avoiding all-in bets. | · | tweet ↗ |
| 2026-10-13 | GS | @tig88411109 | +0.40 | Uses major-bank earnings to argue consumption and credit remain healthy while AI reshapes finance. | -1.8% | tweet ↗ |
| 2026-10-13 | SHOP | @tig88411109 | +0.20 | Uses major-bank earnings to argue consumption and credit remain healthy while AI reshapes finance. | -4.4% | 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.