Author
@Yeah_Dave Yeah_Dave
grade Bx.com/Yeah_Dave ↗
Transparent high-conviction AI-compute and space thematic trader who shows his accounting work
Posts real-time tickered, reasoned long calls and position u
trader score
-2.26
hit rate
30%
mean α
-1.72%
signals 14d
14
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: 30% hit rate, -1.72% mean alpha, trader score -2.26. Their last-14d mentions, direction-adjusted, have moved -14.1% since posting (mean over 6 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @Yeah_Dave | · | Says high-beta and momentum exposure was added early but slowly, while overall risk remains greatly reduced. | · | tweet ↗ |
| 2026-10-09 | ASTS | @Yeah_Dave | +0.70 | Discloses adding ASTS in the $40s and argues pessimism and competitive risks are largely priced in. | -21.9% | tweet ↗ |
| 2026-10-09 | SPCX | @Yeah_Dave | +0.00 | Discloses adding ASTS in the $40s and argues pessimism and competitive risks are largely priced in. | · | tweet ↗ |
| 2026-10-06 | SPCX | @Yeah_Dave | -0.40 | Discloses a hedge against SPCX based on unlocks, debt issuance and technical resistance. | · | tweet ↗ |
| 2026-10-06 | · | @Yeah_Dave | · | Short after hours and likely buy puts tomorrow, depending on price. — Author states a current short and probable put purchase, but the underlying requires thread context. | · | tweet ↗ |
| 2026-10-06 | SPCX | @Yeah_Dave | -0.60 | Author discloses opening an SPCX hedge due to enthusiasm, future unlocks and an anticipated Anthropic IPO. | · | tweet ↗ |
| 2026-10-04 | IWM | @Yeah_Dave | +0.55 | IWM held its bounce despite yields, while record short positioning creates upside potential if yields stabilize | -2.0% | tweet ↗ |
| 2026-10-03 | RKLB | @Yeah_Dave | +0.60 | Predicts remarkable profit-margin expansion for Rocket Lab. | -28.8% | tweet ↗ |
| 2026-10-02 | SPCX | @Yeah_Dave | -0.20 | Skeptically suggests SpaceX can merely claim it will develop the capability quickly. | · | tweet ↗ |
| 2026-10-02 | ASTS | @Yeah_Dave | +0.20 | Reports SpaceX may deploy $6B in an effort to outbid AST SpaceMobile. | -31.9% | tweet ↗ |
| 2026-10-02 | SPCX | @Yeah_Dave | -0.10 | Reports SpaceX may deploy $6B in an effort to outbid AST SpaceMobile. | · | tweet ↗ |
| 2026-10-02 | ASTS | @Yeah_Dave | -0.25 | Assigns low odds to a near-term T-Mobile definitive agreement with AST SpaceMobile. | -31.9% | tweet ↗ |
| 2026-10-02 | ASTS | @Yeah_Dave | +0.85 | Added ASTS in the $50s on spectrum and regulatory catalysts. — Discloses a new add and a detailed thesis favoring ASTS over SpaceX in a spectrum contest. | -31.9% | tweet ↗ |
| 2026-10-02 | SPCX | @Yeah_Dave | -0.65 | Added ASTS in the $50s on spectrum and regulatory catalysts. — Discloses a new add and a detailed thesis favoring ASTS over SpaceX in a spectrum contest. | · | 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.