Author
@TylerHardt TylerHardt
grade Ax.com/TylerHardt ↗
Forensic AI-bubble bear who dissects hyperscaler accounting and special situations
Original fundamental and macro analysis on financial Twitter
trader score
-0.76
hit rate
45%
mean α
-0.56%
signals 14d
111
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, -0.56% mean alpha, trader score -0.76. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 73 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @TylerHardt | · | Observes consumers relying more heavily on credit cards as gasoline costs rise. | · | tweet ↗ |
| 2026-10-16 | · | @TylerHardt | · | Argues strong retail sales mainly reflect higher gasoline spending rather than demand. | · | tweet ↗ |
| 2026-10-16 | AMD | @TylerHardt | -0.30 | Sarcastically characterizes AI-sector investments as circular financing. | -2.3% | tweet ↗ |
| 2026-10-16 | AVGO | @TylerHardt | -0.30 | Sarcastically characterizes AI-sector investments as circular financing. | -2.2% | tweet ↗ |
| 2026-10-16 | NVDA | @TylerHardt | -0.30 | Sarcastically characterizes AI-sector investments as circular financing. | -1.5% | tweet ↗ |
| 2026-10-16 | BX | @TylerHardt | -0.55 | Criticizes Blackstone for committing heavily to data centers as the sector weakens. | +10.7% | tweet ↗ |
| 2026-10-16 | USO | @TylerHardt | +0.55 | Argues depleted inventories and permanently lost output will tighten oil supply. | +4.8% | tweet ↗ |
| 2026-10-15 | CRWV | @TylerHardt | -0.65 | Mocks the CEO's reassurances by implying he is privately selling everything. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @TylerHardt | · | Treats an IPO boom as evidence that the broader market is near a top. | · | tweet ↗ |
| 2026-10-15 | FIS | @TylerHardt | +0.40 | Reports a Buy rating on FIS and approvingly notes its five-times earnings valuation. | · | tweet ↗ |
| 2026-10-15 | QURE | @TylerHardt | +0.40 | UBS raised QURE's price target to $48 from $27 on expected FDA BLA acceptance. | -0.4% | tweet ↗ |
| 2026-10-15 | · | @TylerHardt | · | Reports continued Fed balance-sheet runoff and no reserve-management purchases for three months. | · | tweet ↗ |
| 2026-10-15 | BX | @TylerHardt | -0.30 | Reports another data-center IPO withdrawal and links it to closed capital markets. | +8.0% | tweet ↗ |
| 2026-10-15 | CPT | @TylerHardt | -0.35 | Warns that conditions are about to become difficult for multifamily real estate. | · | tweet ↗ |
| 2026-10-15 | EQR | @TylerHardt | -0.35 | Warns that conditions are about to become difficult for multifamily real estate. | · | 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.