Author

@TylerHardt TylerHardt

Forensic AI-bubble bear who dissects hyperscaler accounting and special situations

Original fundamental and macro analysis on financial Twitter

trader score
+0.17
hit rate
60%
mean α
+0.09%
signals 14d
88

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, +0.09% mean alpha, trader score +0.17. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 63 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28OIL@TylerHardt+0.00Argues oil-price intervention will shift trading activity toward refined products.·
2026-08-28USO@TylerHardt+0.00Argues oil-price intervention will shift trading activity toward refined products.
2026-08-27·@TylerHardt·The author sharply disputes widely quoted Venezuelan oil-reserve estimates.·
2026-08-27NVDA@TylerHardt+0.00The author mocks an $800 SpaceX target and mentions NVDA without a clear stance.-4.6%
2026-08-27SPCX@TylerHardt-0.65The author mocks an $800 SpaceX target and mentions NVDA without a clear stance.·
2026-08-26ZM@TylerHardt+0.65Argues Zoom is inexpensive at 9.6x forward earnings while growth and margins accelerate.+4.9%
2026-08-26OIL@TylerHardt+0.00Argues crude-price manipulation does not alter refined-product supply, demand, or consumer prices.·
2026-08-26USO@TylerHardt+0.00Argues crude-price manipulation does not alter refined-product supply, demand, or consumer prices.+1.8%
2026-08-26QURE@TylerHardt+0.20Expresses upbeat support for QURE without a trade instruction.-4.4%
2026-08-26GDX@TylerHardt+0.80I do not own enough gold and intend to increase exposure. — Explicitly says existing gold exposure is insufficient, implying an intended add.-2.7%
2026-08-26GLD@TylerHardt+0.80I do not own enough gold and intend to increase exposure. — Explicitly says existing gold exposure is insufficient, implying an intended add.-3.0%
2026-08-26SPCX@TylerHardt-0.70Argues Starlink's valuation is undermined by reported 20% monthly customer churn.·
2026-08-25OIL@TylerHardt+0.45Positive oil reaction is implied, but the linked chart is required for interpretation.·
2026-08-25USO@TylerHardt+0.45Positive oil reaction is implied, but the linked chart is required for interpretation.+2.8%
2026-08-25UBER@TylerHardt+0.35Notes UBER attempting to break out of its trading range.-1.9%

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.