Author
@VladBastion VladBastion
grade Bx.com/VladBastion ↗
Quant-screen analyst publishing valuation tables mapping the AI/semis supercycle to tickers
Runs a screening platform ('Bastion') and posts proprietary
trader score
-1.80
hit rate
25%
mean α
-1.31%
signals 14d
75
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: 25% hit rate, -1.31% mean alpha, trader score -1.80. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 49 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | — | tweet ↗ |
| 2026-08-28 | AAPL | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | — | tweet ↗ |
| 2026-08-28 | NVDA | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | — | tweet ↗ |
| 2026-08-28 | MU | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | — | tweet ↗ |
| 2026-08-28 | BRK.B | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | · | tweet ↗ |
| 2026-08-28 | AVGO | @VladBastion | +0.20 | Ranks leading S&P 500 companies by estimated 2028 free cash flow. | — | tweet ↗ |
| 2026-08-28 | NVDA | @VladBastion | +0.80 | Highlights NVDA's $303B trailing revenue and forecasts another 2.5x growth as evidence of resilience. | — | tweet ↗ |
| 2026-08-27 | NVDA | @VladBastion | +0.65 | Highlights Nvidia's unique combination of over-60% margin and over-40% expected growth. | -4.6% | tweet ↗ |
| 2026-08-27 | TGT | @VladBastion | +0.45 | Lists five consumer stocks' strong one-year returns. | -1.7% | tweet ↗ |
| 2026-08-27 | FIVE | @VladBastion | +0.50 | Lists five consumer stocks' strong one-year returns. | -2.1% | tweet ↗ |
| 2026-08-27 | DAR | @VladBastion | +0.50 | Lists five consumer stocks' strong one-year returns. | · | tweet ↗ |
| 2026-08-27 | CAKE | @VladBastion | +0.55 | Lists five consumer stocks' strong one-year returns. | +1.8% | tweet ↗ |
| 2026-08-27 | VSCO | @VladBastion | +0.70 | Lists five consumer stocks' strong one-year returns. | · | tweet ↗ |
| 2026-08-27 | CAKE | @VladBastion | -0.45 | Argues CAKE's valuation now resembles an unjustified momentum trade. | +1.8% | tweet ↗ |
| 2026-08-27 | CRL | @VladBastion | +0.35 | Ranks beaten-down stocks by momentum scores and identifies signs of reversal. | · | 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.