{"unit_id": "reply:1799884455756132749", "ticker_idx": 0, "ts": "2024-06-09T19:21:09+00:00", "symbol": "RH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "short companies whos CEOs complain about macro", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short RH; author's rule: short companies whose CEOs complain about macro.", "resolved_tickers": ["RH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@blondesnmoney short companies whos CEOs complain about macro", "reply_text": null, "parent_text": "Meowshid declares war on Restoration Hardware", "quoted_text": null, "parent_author": "blondesnmoney", "ret_m1d": -0.0197503044571683, "ret_signed_m1d": 0.0197503044571683, "alpha_spy_m1d": 0.016670261986220014, "alpha_c_m1d": 0.01655244549830548, "bench_spy_m1d": -0.0030800424709482854, "bench_c_m1d": -0.0031978589588628203, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017121684046154773, "ret_signed_p1d": -0.017121684046154773, "alpha_spy_p1d": -0.014713230660728271, "alpha_c_p1d": -0.01975863577522552, "bench_spy_p1d": 0.002408453385426501, "bench_c_p1d": -0.0026369517290707467, "ret_p1w": -0.15493580468661827, "ret_signed_p1w": 0.15493580468661827, "alpha_spy_p1w": 0.1762926644135543, "alpha_c_p1w": 0.1730585144387604, "bench_spy_p1w": 0.021356859726936017, "bench_c_p1w": 0.01812270975214214, "ret_p1m": -0.1315347994738303, "ret_signed_p1m": 0.1315347994738303, "alpha_spy_p1m": 0.17251842420843055, "alpha_c_p1m": 0.19997897531889985, "bench_spy_p1m": 0.040983624734600266, "bench_c_p1m": 0.06844417584506957, "ret_p3m": -0.0879454235388869, "ret_signed_p3m": 0.0879454235388869, "alpha_spy_p3m": 0.11729820844514982, "alpha_c_p3m": 0.14013965640618753, "bench_spy_p3m": 0.02935278490626292, "bench_c_p3m": 0.05219423286730063, "ret_p6m": 0.3839806787375537, "ret_signed_p6m": -0.3839806787375537, "alpha_spy_p6m": -0.24946129153399865, "alpha_c_p6m": -0.12148053509376533, "bench_spy_p6m": 0.13451938720355505, "bench_c_p6m": 0.2625001436437884, "price_path": [0.1058, 0.0653, 0.0614, 0.0203, 0.0178, 0.0589, 0.1367, 0.085, 0.0488, 0.0451, 0.0842, 0.2714, 0.2714, 0.2221, 0.1338, 0.0892, 0.0321, 0.016, 0.0085, 0.054, -0.0491, -0.0249, -0.0684, -0.0818, -0.1119, -0.1102, -0.1045, -0.1223, -0.1048, -0.0926, -0.0806, -0.1115, -0.0913, -0.0663, -0.0981, -0.1056, -0.0435, 0.0041, 0.025, 0.0165, 0.0177, 0.0738, 0.0622, 0.0669, 0.0612, 0.083, 0.0466, 0.0164, 0.0219, 0.0005, -0.0716, -0.0928, -0.0701, -0.0701, -0.085, -0.0779, -0.0374, -0.0073, 0.004, -0.0164, 0.0316, 0.0195, -0.0198, 0.0, 0.0171, 0.0424, 0.0114, -0.1613, -0.1549, -0.195, -0.195, -0.2048, -0.2116, -0.1849, -0.2154, -0.1998, -0.1264, -0.1076, -0.1287, -0.0892, -0.1212, -0.1212, -0.1311, -0.1165, -0.1315, -0.1045, -0.0256, 0.0026, 0.0084, 0.0743, 0.0446, -0.0006, -0.0039, -0.0593, -0.0518, -0.0746, -0.0484, 0.0257, 0.0579, 0.041, 0.059, 0.0068, -0.0596, -0.097, -0.0744, -0.0958, -0.0655, -0.0813, -0.1039, -0.05, -0.0648, -0.017, -0.0211, -0.0125, -0.0476, -0.001, -0.0403, 0.0337, 0.0233, 0.0012, -0.0247, -0.0678, -0.0738, -0.0738, -0.0812, -0.1033, -0.0879, -0.0943, -0.1185, -0.1089, -0.0982, -0.0636, 0.1751, 0.2043, 0.2075, 0.2218, 0.2738, 0.2569, 0.2615, 0.258, 0.2277, 0.2401, 0.2394, 0.2209, 0.2183, 0.2209, 0.2196, 0.2151, 0.1945, 0.1758, 0.153, 0.1615, 0.205, 0.209, 0.2242, 0.2848, 0.2708, 0.2942, 0.2663, 0.2303, 0.1898, 0.1954, 0.189, 0.184, 0.1387, 0.1738, 0.1611, 0.1783, 0.2031, 0.2129, 0.1814, 0.2162, 0.2162, 0.2045, 0.2173, 0.1921, 0.1786, 0.1525, 0.1641, 0.1817, 0.2296, 0.2585, 0.3435, 0.4206, 0.4079, 0.4112, 0.4112, 0.406, 0.3846, 0.384]}
{"unit_id": "reply:1777325736736510016", "ticker_idx": 0, "ts": "2024-04-08T13:20:51+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST moonshot cause the robots are coming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST as a moonshot play on robotics growth.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@_Capitaltryst_ $OUST moonshot cause the robots are coming", "reply_text": null, "parent_text": "@Citrini7 $ON $WOLF the robots are coming", "quoted_text": null, "parent_author": "_Capitaltryst_", "ret_m1d": 0.015873076744141734, "ret_signed_m1d": 0.015873076744141734, "alpha_spy_m1d": 0.0164321484187937, "alpha_c_m1d": 0.014709298789678193, "bench_spy_m1d": -0.0005590716746519675, "bench_c_m1d": 0.0011637779544635407, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08042330626681105, "ret_signed_p1d": -0.08042330626681105, "alpha_spy_p1d": -0.08157995848752841, "alpha_c_p1d": -0.0854665938608482, "bench_spy_p1d": 0.001156652220717369, "bench_c_p1d": 0.00504328759403716, "ret_p1w": -0.19259256418606718, "ret_signed_p1w": -0.19259256418606718, "alpha_spy_p1w": -0.16508258577815405, "alpha_c_p1w": -0.16984876094772206, "bench_spy_p1w": -0.027509978407913138, "bench_c_p1w": -0.02274380323834513, "ret_p1m": 0.007407476181100492, "ret_signed_p1m": 0.007407476181100492, "alpha_spy_p1m": 0.010453292879234133, "alpha_c_p1m": 0.01686390270084992, "bench_spy_p1m": -0.003045816698133641, "bench_c_p1m": -0.009456426519749428, "ret_p3m": 0.02645502698898361, "ret_signed_p3m": 0.02645502698898361, "alpha_spy_p3m": -0.040091737877113065, "alpha_c_p3m": -0.10141119774680574, "bench_spy_p3m": 0.06654676486609667, "bench_c_p3m": 0.12786622473578935, "ret_p6m": -0.3587301518421103, "ret_signed_p6m": -0.3587301518421103, "alpha_spy_p6m": -0.4618380467694193, "alpha_c_p6m": -0.4306603971047548, "bench_spy_p6m": 0.10310789492730899, "bench_c_p6m": 0.07193024526264447, "price_path": [-0.2847, -0.2963, -0.2984, -0.2984, -0.3407, -0.3524, -0.3598, -0.3513, -0.3291, -0.364, -0.3937, -0.3979, -0.4127, -0.3714, -0.4296, -0.4476, -0.473, -0.4709, -0.5016, -0.472, -0.4783, -0.4646, -0.4286, -0.3873, -0.4402, -0.3937, -0.3746, -0.3862, -0.3862, -0.4074, -0.4243, -0.4233, -0.4317, -0.4148, -0.4106, -0.436, -0.4254, -0.4116, -0.4296, -0.455, -0.4328, -0.4349, -0.4148, -0.4201, -0.4646, -0.4614, -0.4995, -0.4899, -0.4836, -0.4762, -0.4688, -0.4561, -0.4772, -0.472, -0.473, -0.291, -0.1598, -0.1598, 0.0434, 0.055, 0.0582, 0.0571, 0.0159, 0.0, -0.0804, -0.1291, -0.1005, -0.182, -0.1926, -0.2095, -0.2508, -0.2603, -0.2423, -0.2561, -0.2, -0.2138, -0.2085, -0.0825, -0.0159, -0.0402, -0.0159, 0.0169, 0.0222, 0.0392, 0.0074, 0.0434, 0.0952, 0.3122, 0.3164, 0.2677, 0.2804, 0.2339, 0.3725, 0.381, 0.3101, 0.2169, 0.1915, 0.2169, 0.2169, 0.2836, 0.2899, 0.2868, 0.2381, 0.2148, 0.1979, 0.2751, 0.2497, 0.2127, 0.1958, 0.1608, 0.1407, 0.1164, 0.0931, 0.1545, 0.1302, 0.1302, 0.0815, 0.0794, 0.0275, 0.0032, 0.0317, 0.0614, 0.0402, 0.0212, -0.0042, 0.0265, 0.0265, 0.0148, 0.1079, 0.2265, 0.2783, 0.3714, 0.4593, 0.6952, 0.7344, 0.6021, 0.5143, 0.4857, 0.4995, 0.5556, 0.437, 0.419, 0.4772, 0.4243, 0.3979, 0.3894, 0.3164, 0.2455, 0.1757, 0.1619, 0.0984, 0.1196, 0.1185, 0.1556, 0.1513, -0.1672, -0.1767, -0.1524, -0.1693, -0.1704, -0.1481, -0.1862, -0.1905, -0.1968, -0.2074, -0.2339, -0.2423, -0.2497, -0.2497, -0.3016, -0.3206, -0.3386, -0.3757, -0.3545, -0.3397, -0.3429, -0.3503, -0.2952, -0.3344, -0.3344, -0.363, -0.3471, -0.3587, -0.3714, -0.3418, -0.3725, -0.3344, -0.327, -0.3333, -0.3587]}
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{"unit_id": "orig:1792746410615746879", "ticker_idx": 2, "ts": "2024-05-21T02:37:06+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't think HIMS is going to cut appreciably into NVO/LLY sales", "tweet_type": "analysis", "timeline": "unspecified", "summary": "HIMS will do better; NVO and LLY sales won't be meaningfully cut by HIMS competition — both can grow.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Compounding pharmacies (and also online peptide shops that don’t require a prescription at all) have been offering GLP-1s for years now.\n\nI don’t think HIMS is going to cut appreciably into NVO/LLY sales. HIMS will do a lot better though. Both things can be true.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02488888402591427, "ret_signed_m1d": -0.02488888402591427, "alpha_spy_m1d": -0.02244235054253907, "alpha_c_m1d": -0.02244235054253907, "bench_spy_m1d": -0.0024465334833752017, "bench_c_m1d": -0.0024465334833752017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0003239357546940269, "ret_signed_p1d": -0.0003239357546940269, "alpha_spy_p1d": 0.0025554740180735447, "alpha_c_p1d": 0.0025554740180735447, "bench_spy_p1d": -0.0028794097727675716, "bench_c_p1d": -0.0028794097727675716, "ret_p1w": 0.005839319543820887, "ret_signed_p1w": 0.005839319543820887, "alpha_spy_p1w": 0.008756380964483501, "alpha_c_p1w": 0.008756380964483501, "bench_spy_p1w": -0.0029170614206626144, "bench_c_p1w": -0.0029170614206626144, "ret_p1m": 0.10992695110034134, "ret_signed_p1m": 0.10992695110034134, "alpha_spy_p1m": 0.07768902186567228, "alpha_c_p1m": 0.07768902186567228, "bench_spy_p1m": 0.03223792923466906, "bench_c_p1m": 0.03223792923466906, "ret_p3m": 0.14970485939076972, "ret_signed_p3m": 0.14970485939076972, "alpha_spy_p3m": 0.10314847910724345, "alpha_c_p3m": 0.10314847910724345, "bench_spy_p3m": 0.046556380283526266, "bench_c_p3m": 0.046556380283526266, "ret_p6m": 0.012169705349455384, "ret_signed_p6m": 0.012169705349455384, "alpha_spy_p6m": -0.11880390508118066, "alpha_c_p6m": -0.11880390508118066, "bench_spy_p6m": 0.13097361043063604, "bench_c_p6m": 0.13097361043063604, "price_path": [-0.0434, -0.0435, -0.0405, -0.0491, -0.0583, -0.0632, -0.0279, -0.0152, -0.0335, -0.0308, -0.0303, -0.0527, -0.0872, -0.0616, -0.058, -0.0545, -0.0626, -0.0521, -0.0395, -0.0394, -0.0426, -0.0422, -0.039, -0.0368, -0.0328, -0.033, -0.033, -0.0547, -0.0504, -0.0355, -0.0453, -0.0253, -0.0339, -0.0588, -0.0529, -0.0559, -0.0658, -0.0668, -0.0718, -0.0668, -0.0728, -0.0972, -0.091, -0.0731, -0.0899, -0.099, -0.0883, -0.0837, -0.0291, -0.0345, -0.0604, -0.0865, -0.0471, -0.0333, -0.0367, -0.041, -0.0554, -0.0582, -0.0504, -0.0201, -0.0399, -0.0413, -0.0249, 0.0, -0.0003, 0.0066, 0.0053, 0.0053, 0.0058, 0.0104, 0.0148, 0.0214, 0.035, 0.0366, 0.0356, 0.0425, 0.0583, 0.077, 0.078, 0.0798, 0.0998, 0.0937, 0.1019, 0.1099, 0.1099, 0.1031, 0.1005, 0.1082, 0.1263, 0.1221, 0.1318, 0.1273, 0.1385, 0.1289, 0.1182, 0.1182, 0.1387, 0.143, 0.161, 0.1701, 0.1631, 0.1808, 0.1834, 0.1724, 0.1275, 0.0569, 0.0676, 0.0782, 0.0935, 0.0706, 0.0224, 0.0018, 0.0058, -0.0161, 0.0014, 0.0364, 0.0016, -0.0347, -0.0124, -0.0386, 0.0525, 0.1102, 0.1011, 0.1306, 0.16, 0.1615, 0.1497, 0.1493, 0.1844, 0.1869, 0.1897, 0.1879, 0.1851, 0.1901, 0.1831, 0.1722, 0.197, 0.197, 0.1926, 0.1799, 0.138, 0.1255, 0.1324, 0.1237, 0.1482, 0.1658, 0.1517, 0.1515, 0.1298, 0.1283, 0.1409, 0.1489, 0.1452, 0.1526, 0.1527, 0.1337, 0.0944, 0.1046, 0.1028, 0.111, 0.1041, 0.1061, 0.1201, 0.1392, 0.1467, 0.1355, 0.1621, 0.1589, 0.1387, 0.1426, 0.1435, 0.1445, 0.1298, 0.1335, 0.1262, 0.1113, 0.113, 0.1166, 0.1266, 0.0558, 0.0345, 0.021, 0.0051, 0.005, -0.032, -0.0057, 0.0368, 0.0379, 0.021, 0.0122]}
{"unit_id": "reply:1798698795158614096", "ticker_idx": 1, "ts": "2024-06-06T12:49:45+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would rather own CRDO.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AWE.L since the start; prefers CRDO instead.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nick09348805 I don’t like it. I haven’t liked it since the start. I would rather own CRDO.", "reply_text": null, "parent_text": "@Citrini7 Thoughts on $AWE.L @Citrini7 ?", "quoted_text": null, "parent_author": "Nick09348805", "ret_m1d": 0.025541789609703658, "ret_signed_m1d": 0.025541789609703658, "alpha_spy_m1d": 0.025522963042728053, "alpha_c_m1d": 0.01761822489241971, "bench_spy_m1d": 1.882656697560492e-05, "bench_c_m1d": 0.007923564717283949, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05069657346001155, "ret_signed_p1d": 0.05069657346001155, "alpha_spy_p1d": 0.05191211484951741, "alpha_c_p1d": 0.0514890030228603, "bench_spy_p1d": -0.0012155413895058587, "bench_c_p1d": -0.000792429562848751, "ret_p1w": 0.11996905430200866, "ret_signed_p1w": 0.11996905430200866, "alpha_spy_p1w": 0.10539892855574284, "alpha_c_p1w": 0.06133432212035994, "bench_spy_p1w": 0.014570125746265816, "bench_c_p1w": 0.05863473218164872, "ret_p1m": 0.22407116772400015, "ret_signed_p1m": 0.22407116772400015, "alpha_spy_p1m": 0.18335491624550082, "alpha_c_p1m": 0.1554923886222377, "bench_spy_p1m": 0.04071625147849933, "bench_c_p1m": 0.06857877910176247, "ret_p3m": 0.22407116772400015, "ret_signed_p3m": 0.22407116772400015, "alpha_spy_p3m": 0.18815826339862562, "alpha_c_p3m": 0.33191163392840206, "bench_spy_p3m": 0.03591290432537453, "bench_c_p3m": -0.10784046620440191, "ret_p6m": 0.8947367954860204, "ret_signed_p6m": 0.8947367954860204, "alpha_spy_p6m": 0.76065515483841, "alpha_c_p6m": 0.9354642031882286, "bench_spy_p6m": 0.1340816406476104, "bench_c_p6m": -0.040727407702208285, "price_path": [-0.2082, -0.2001, -0.2144, -0.2508, -0.2635, -0.2318, -0.2318, -0.1997, -0.1633, -0.149, -0.1366, -0.1618, -0.1796, -0.18, -0.18, -0.1772, -0.1467, -0.1316, -0.1625, -0.1734, -0.1563, -0.1741, -0.1796, -0.1091, -0.1703, -0.2477, -0.25, -0.2806, -0.3038, -0.3452, -0.3297, -0.3193, -0.3119, -0.2968, -0.2817, -0.2856, -0.3084, -0.3324, -0.3305, -0.3351, -0.3324, -0.334, -0.3301, -0.3289, -0.3158, -0.3127, -0.3096, -0.2682, -0.2608, -0.269, -0.2612, -0.255, -0.2461, -0.2608, -0.2272, -0.2272, -0.1978, -0.2175, -0.0058, 0.0089, -0.0252, -0.0449, 0.0255, 0.0, 0.0507, 0.1057, 0.1029, 0.1254, 0.12, 0.1176, 0.106, 0.1304, 0.1304, 0.0979, 0.0639, 0.0561, 0.1443, 0.1498, 0.2109, 0.2361, 0.2082, 0.2132, 0.2221, 0.2221, 0.2241, 0.2307, 0.2167, 0.2078, 0.1865, 0.1947, 0.2806, 0.3092, 0.1784, 0.1443, 0.1416, 0.1424, 0.183, 0.1358, 0.1033, 0.106, 0.0596, 0.0046, 0.0739, 0.0279, -0.0197, -0.048, -0.0286, -0.0383, 0.0399, 0.0631, 0.0681, 0.1095, 0.1118, 0.1741, 0.1772, 0.2303, 0.2384, 0.3963, 0.363, 0.4106, 0.3626, 0.3692, 0.3197, 0.3622, 0.351, 0.351, 0.2241, 0.2113, 0.0313, -0.0565, -0.0611, -0.0364, 0.0313, 0.0747, 0.1033, 0.0743, 0.0542, 0.0468, 0.1215, 0.1293, 0.1529, 0.1563, 0.154, 0.2086, 0.2171, 0.192, 0.1594, 0.1776, 0.1954, 0.2604, 0.2593, 0.3046, 0.3611, 0.4412, 0.4807, 0.4764, 0.4079, 0.4315, 0.4555, 0.4439, 0.5453, 0.5364, 0.4963, 0.5097, 0.5163, 0.5534, 0.6138, 0.553, 0.459, 0.5646, 0.5507, 0.6196, 0.7163, 0.8197, 0.8576, 0.7988, 0.7976, 0.7752, 0.6215, 0.5387, 0.5712, 0.7005, 0.6629, 0.791, 0.774, 0.8216, 0.8061, 0.769, 0.769, 0.8947]}
{"unit_id": "reply:1780967447824052651", "ticker_idx": 0, "ts": "2024-04-18T14:31:42+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think that NVDA sell was a bit dumb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Disagrees with market's NVDA selloff reaction to TSMC strong demand commentary; implied bullish.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TShirtnJeans2 Yeah I mean selling ON or auto semi exposure on this I get but I think that NVDA sell was a bit dumb", "reply_text": null, "parent_text": "@Citrini7 TSMC: Nvidia customers are going balls to the walls\nMarket: Holly shit! Sales might be too good! Sell!", "quoted_text": null, "parent_author": "TShirtnJeans2", "ret_m1d": -0.007511536965622567, "ret_signed_m1d": -0.007511536965622567, "alpha_spy_m1d": -0.009573506571205592, "alpha_c_m1d": -0.025581696192246706, "bench_spy_m1d": 0.002061969605583025, "bench_c_m1d": 0.01807015922662414, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10004617851593678, "ret_signed_p1d": -0.10004617851593678, "alpha_spy_p1d": -0.09131768075551028, "alpha_c_p1d": -0.0548945088817423, "bench_spy_p1d": -0.008728497760426501, "bench_c_p1d": -0.04515166963419448, "ret_p1w": -0.02408134775632098, "ret_signed_p1w": -0.02408134775632098, "alpha_spy_p1w": -0.03202902683427278, "alpha_c_p1w": -0.04119293726800011, "bench_spy_p1w": 0.007947679077951797, "bench_c_p1w": 0.017111589511679126, "ret_p1m": 0.09221566538986048, "ret_signed_p1m": 0.09221566538986048, "alpha_spy_p1m": 0.032298204251500984, "alpha_c_p1m": -0.011412736158294523, "bench_spy_p1m": 0.059917461138359496, "bench_c_p1m": 0.103628401548155, "ret_p3m": 0.49248711067643325, "ret_signed_p3m": 0.49248711067643325, "alpha_spy_p3m": 0.35803347536062446, "alpha_c_p3m": 0.18054739091658867, "bench_spy_p3m": 0.13445363531580878, "bench_c_p3m": 0.3119397197598446, "ret_p6m": 0.5923115024895107, "ret_signed_p6m": 0.5923115024895107, "alpha_spy_p6m": 0.42472429542480694, "alpha_c_p6m": 0.36195153332762997, "bench_spy_p6m": 0.16758720706470376, "bench_c_p6m": 0.23035996916188073, "price_path": [-0.2955, -0.2929, -0.2753, -0.2723, -0.2792, -0.2623, -0.2586, -0.2734, -0.2557, -0.2187, -0.1812, -0.1943, -0.1721, -0.1775, -0.1481, -0.1468, -0.1482, -0.1273, -0.1419, -0.1425, -0.1425, -0.1798, -0.2032, -0.0725, -0.0692, -0.0659, -0.0706, -0.0828, -0.0657, -0.0283, 0.0066, 0.0153, 0.0476, 0.0945, 0.0337, 0.013, 0.0855, 0.0734, 0.0387, 0.0374, 0.0447, 0.0558, 0.0673, 0.0799, 0.1136, 0.122, 0.0932, 0.0659, 0.0671, 0.0671, 0.0672, 0.0565, 0.0507, 0.0146, 0.0394, 0.0291, 0.0081, 0.028, 0.0702, 0.0415, 0.0157, 0.0324, -0.0075, 0.0, -0.1, -0.0609, -0.0265, -0.059, -0.0241, 0.0362, 0.0364, 0.0204, -0.0193, 0.0135, 0.0486, 0.0882, 0.0695, 0.0678, 0.0481, 0.0615, 0.0677, 0.079, 0.1176, 0.1144, 0.0922, 0.1194, 0.1265, 0.1214, 0.2259, 0.2574, 0.2574, 0.3452, 0.3561, 0.3051, 0.2948, 0.3582, 0.3752, 0.4461, 0.429, 0.4277, 0.4384, 0.4281, 0.4788, 0.5309, 0.5577, 0.5471, 0.6014, 0.6014, 0.5447, 0.495, 0.395, 0.4893, 0.493, 0.4645, 0.4592, 0.4682, 0.4489, 0.5152, 0.5152, 0.4862, 0.5142, 0.5518, 0.5935, 0.5048, 0.5265, 0.5171, 0.4925, 0.3936, 0.4302, 0.3929, 0.4592, 0.448, 0.3495, 0.3262, 0.3354, 0.318, 0.2252, 0.3822, 0.2899, 0.267, 0.1865, 0.2313, 0.1683, 0.2398, 0.2372, 0.2877, 0.3718, 0.3947, 0.4511, 0.4715, 0.5355, 0.503, 0.5178, 0.4615, 0.528, 0.4937, 0.5154, 0.4836, 0.3889, 0.4099, 0.4099, 0.2756, 0.2545, 0.2663, 0.2146, 0.2576, 0.2768, 0.3809, 0.4073, 0.4069, 0.3795, 0.3654, 0.3392, 0.3923, 0.3702, 0.3733, 0.4278, 0.4589, 0.4652, 0.434, 0.4345, 0.3821, 0.4039, 0.4512, 0.4756, 0.5087, 0.5697, 0.5669, 0.5924, 0.5923]}
{"unit_id": "orig:1788300889754665078", "ticker_idx": 0, "ts": "2024-05-08T20:12:11+00:00", "symbol": "BLBD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BLBD earnings were really amazing by every metric", "tweet_type": "analysis", "timeline": "months", "summary": "Long BLBD on blowout earnings; long ESTA on remaining Motiva US upside by year-end.", "resolved_tickers": ["BLBD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Farm & Heavy Construction Machinery'", "bench_c_industry": "Farm & Heavy Construction Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "Two overweighted stocks in the Citrini Research core portfolio showing up today for earnings: BLBD & ESTA.\n\nBLBD earnings were really amazing by every metric.\n\nESTA still has lots of upside from Motiva in the US by eoy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011454456438170335, "ret_signed_m1d": -0.011454456438170335, "alpha_spy_m1d": -0.011357990115615224, "alpha_c_m1d": -0.011454456438170335, "bench_spy_m1d": -9.6466322555111e-05, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24453916039673662, "ret_signed_p1d": 0.24453916039673662, "alpha_spy_p1d": 0.2387771713433675, "alpha_c_p1d": 0.23456729219812922, "bench_spy_p1d": 0.00576198905336911, "bench_c_p1d": 0.009971868198607403, "ret_p1w": 0.4112945724602439, "ret_signed_p1w": 0.4112945724602439, "alpha_spy_p1w": 0.38695133222900036, "alpha_c_p1w": 0.39850800959034705, "bench_spy_p1w": 0.024343240231243568, "bench_c_p1w": 0.012786562869896878, "ret_p1m": 0.5226424734520856, "ret_signed_p1m": 0.5226424734520856, "alpha_spy_p1m": 0.4888637872629562, "alpha_c_p1m": 0.5399323711006421, "bench_spy_p1m": 0.03377868618912938, "bench_c_p1m": -0.017289897648556485, "ret_p3m": 0.2554608396032634, "ret_signed_p3m": 0.2554608396032634, "alpha_spy_p3m": 0.25186607890925217, "alpha_c_p3m": 0.28228591538192693, "bench_spy_p3m": 0.003594760694011212, "bench_c_p3m": -0.026825075778663554, "ret_p6m": 0.12173680296672473, "ret_signed_p6m": 0.12173680296672473, "alpha_spy_p6m": 0.015326470770799405, "alpha_c_p6m": 0.038296752972022396, "bench_spy_p6m": 0.10641033219592533, "bench_c_p6m": 0.08344004999470234, "price_path": [-0.1862, -0.1742, -0.1889, -0.1518, -0.0972, -0.1393, -0.1393, -0.1902, -0.2035, -0.1692, -0.1609, -0.1401, -0.1212, -0.1297, -0.0986, -0.0828, -0.1018, -0.0967, -0.093, -0.1249, -0.1369, -0.1239, -0.122, -0.1208, -0.1465, -0.1529, -0.1321, -0.0879, -0.0754, -0.0344, -0.0322, -0.0402, -0.0237, 0.0083, 0.0213, 0.0213, 0.0224, -0.004, 0.0186, -0.0301, -0.0029, -0.0141, -0.0272, -0.0437, -0.0309, -0.0402, -0.0535, -0.0408, -0.0884, -0.1044, -0.0959, -0.0948, -0.0333, -0.0679, -0.0952, -0.0951, -0.0804, -0.1221, -0.1255, -0.0863, -0.057, -0.0232, -0.0115, 0.0, 0.2445, 0.2983, 0.2989, 0.3388, 0.4113, 0.3974, 0.414, 0.4798, 0.4505, 0.4281, 0.4283, 0.4529, 0.4529, 0.4704, 0.471, 0.5115, 0.5186, 0.4896, 0.443, 0.5416, 0.5226, 0.5011, 0.4976, 0.4909, 0.5344, 0.5194, 0.4861, 0.4888, 0.5269, 0.5269, 0.4552, 0.4337, 0.4065, 0.4457, 0.4323, 0.4486, 0.4345, 0.3556, 0.2637, 0.2877, 0.2877, 0.24, 0.2728, 0.2517, 0.2816, 0.3444, 0.3207, 0.3455, 0.3924, 0.3562, 0.3382, 0.3071, 0.3695, 0.4102, 0.321, 0.3263, 0.3817, 0.3748, 0.3684, 0.3884, 0.3247, 0.2408, 0.2555, 0.2917, 0.2906, 0.2941, 0.3066, 0.2658, 0.2778, 0.2528, 0.3039, 0.2773, 0.2752, 0.2435, 0.2507, 0.2385, 0.3042, 0.3213, 0.2808, 0.3237, 0.3996, 0.3633, 0.3633, 0.2914, 0.2978, 0.2986, 0.2339, 0.2219, 0.2027, 0.2757, 0.3143, 0.3378, 0.337, 0.336, 0.362, 0.4204, 0.4521, 0.4254, 0.4092, 0.4038, 0.3593, 0.2906, 0.2776, 0.228, 0.2251, 0.1383, 0.1438, 0.1193, 0.0996, 0.1478, 0.1486, 0.1761, 0.1974, 0.1955, 0.2168, 0.2088, 0.2099, 0.1814, 0.1553, 0.1155, 0.0964, 0.1303, 0.1311, 0.1505, 0.1425, 0.1217]}
{"unit_id": "orig:1788300889754665078", "ticker_idx": 1, "ts": "2024-05-08T20:12:11+00:00", "symbol": "ESTA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ESTA still has lots of upside from Motiva in the US by eoy", "tweet_type": "analysis", "timeline": "months", "summary": "Long BLBD on blowout earnings; long ESTA on remaining Motiva US upside by year-end.", "resolved_tickers": ["ESTA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "original", "lang": "en", "tweet_text": "Two overweighted stocks in the Citrini Research core portfolio showing up today for earnings: BLBD & ESTA.\n\nBLBD earnings were really amazing by every metric.\n\nESTA still has lots of upside from Motiva in the US by eoy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05248777808212646, "ret_signed_m1d": 0.05248777808212646, "alpha_spy_m1d": 0.05258424440468157, "alpha_c_m1d": 0.049039106178472514, "bench_spy_m1d": -9.6466322555111e-05, "bench_c_m1d": 0.0034486719036539437, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1088780845083841, "ret_signed_p1d": 0.1088780845083841, "alpha_spy_p1d": 0.10311609545501499, "alpha_c_p1d": 0.10029128245402075, "bench_spy_p1d": 0.00576198905336911, "bench_c_p1d": 0.008586802054363352, "ret_p1w": 0.1680000119092988, "ret_signed_p1w": 0.1680000119092988, "alpha_spy_p1w": 0.14365677167805524, "alpha_c_p1w": 0.1390023105055489, "bench_spy_p1w": 0.024343240231243568, "bench_c_p1w": 0.02899770140374991, "ret_p1m": 0.009756097560975618, "ret_signed_p1m": 0.009756097560975618, "alpha_spy_p1m": -0.024022588628153763, "alpha_c_p1m": -0.019734112578306373, "bench_spy_p1m": 0.03377868618912938, "bench_c_p1m": 0.02949021013928199, "ret_p3m": -0.32878045803163114, "ret_signed_p3m": -0.32878045803163114, "alpha_spy_p3m": -0.33237521872564235, "alpha_c_p3m": -0.3662616612813445, "bench_spy_p3m": 0.003594760694011212, "bench_c_p3m": 0.03748120324971338, "ret_p6m": -0.15921950921779726, "ret_signed_p6m": -0.15921950921779726, "alpha_spy_p6m": -0.2656298414137226, "alpha_c_p6m": -0.20085371407166308, "bench_spy_p6m": 0.10641033219592533, "bench_c_p6m": 0.04163420485386582, "price_path": [-0.2554, -0.2353, -0.2732, -0.2728, -0.2386, -0.2195, -0.2195, -0.2663, -0.3015, -0.2827, -0.279, -0.226, -0.2256, -0.2496, -0.1087, -0.1393, -0.0738, -0.102, -0.039, -0.0263, -0.0164, -0.0492, -0.0238, -0.0162, -0.0581, -0.0439, -0.0109, -0.0178, -0.0041, -0.047, -0.0693, -0.0681, -0.0302, -0.0096, -0.0068, -0.0068, -0.0478, -0.0156, 0.03, 0.0283, 0.0568, 0.0574, 0.0806, 0.0379, 0.0349, -0.0098, -0.0045, 0.0096, 0.0176, 0.0258, -0.0755, -0.0581, -0.0304, -0.0449, -0.0529, -0.0542, -0.0439, -0.0242, -0.0125, -0.0341, 0.0308, 0.0611, 0.0525, 0.0, 0.1089, 0.0919, 0.0964, 0.1475, 0.168, 0.1309, 0.1038, 0.0537, 0.0609, 0.04, 0.0361, 0.0447, 0.0447, 0.0355, 0.0092, 0.0068, 0.0191, 0.0111, -0.0088, 0.0515, 0.0098, -0.0611, -0.0542, -0.0909, -0.0745, -0.1274, -0.1321, -0.1569, -0.1512, -0.1512, -0.1662, -0.191, -0.1309, -0.1311, -0.1495, -0.1438, -0.1134, -0.1543, -0.1659, -0.1467, -0.1467, -0.1565, -0.1225, -0.1358, -0.1549, -0.1097, -0.1241, -0.1118, -0.0441, -0.0728, -0.0939, -0.1128, -0.0761, -0.0632, -0.0677, -0.0607, -0.0595, -0.0818, -0.1143, -0.1329, -0.1705, -0.2665, -0.3288, -0.2872, -0.3061, -0.2392, -0.1904, -0.1992, -0.1729, -0.19, -0.1557, -0.1762, -0.1458, -0.1403, -0.1405, -0.1545, -0.1093, -0.1009, -0.0972, -0.0987, -0.1313, -0.106, -0.106, -0.1766, -0.1846, -0.1707, -0.1885, -0.1748, -0.1651, -0.2002, -0.1748, -0.1376, -0.1286, -0.15, -0.174, -0.1422, -0.1717, -0.217, -0.224, -0.2215, -0.1961, -0.0821, -0.1557, -0.2086, -0.1286, -0.184, -0.1171, -0.098, -0.1709, -0.1938, -0.2431, -0.2228, -0.1945, -0.1701, -0.1627, -0.1748, -0.1822, -0.1844, -0.1188, -0.1227, -0.1245, -0.129, -0.1266, -0.1251, -0.1225, -0.1592]}
{"unit_id": "thread:1793118201238462731", "ticker_idx": 1, "ts": "2024-05-22T03:14:28+00:00", "symbol": "Longfor", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "basically round tripping BBB yield to distressed and back in 15 months here on longfor", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on Chinese property sector bonds (incl. Longfor) as distressed-to-recovery trade expected to repeat, targeting ~50% yield pickup over 3-4yr maturity.", "resolved_tickers": ["0960.HK"], "resolution_method": "exchange_ticker", "resolution_reason": "Longfor Group Holdings listed on HKEX", "bench_c": "MCHI", "bench_c_reason": "country_fallback (suffix='HK')", "bench_c_industry": "Real Estate - Development", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Chinese property co bonds always have the wildest charts.\n\nThis trade has happened like 3 times in the past two years. \n\nOne time it will work. Yes some of them will go bust. But the rest of the bonds you pick up with end up yielding you 50% with an average maturity of 3-4 years. https://t.co/WYR5cFQRba\n\n---\n\nbasically round tripping BBB yield to distressed and back in 15 months here on longfor https://t.co/CmStxRl5Hh\n\n---\n\nI had the pleasure of catching the 100%+ YTM to 15% YTM move on this back in late 22. Then it did it again. https://t.co/RjU4o1UZp8", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023066467455741924, "ret_signed_m1d": 0.023066467455741924, "alpha_spy_m1d": 0.020178742740207367, "alpha_c_m1d": 0.014785789481266853, "bench_spy_m1d": 0.0028877247155345565, "bench_c_m1d": 0.00828067797447507, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028493847155521834, "ret_signed_p1d": -0.028493847155521834, "alpha_spy_p1d": -0.021189574521834786, "alpha_c_p1d": -0.01018911733628769, "bench_spy_p1d": -0.007304272633687048, "bench_c_p1d": -0.018304729819234145, "ret_p1w": -0.10447764703360252, "ret_signed_p1w": -0.10447764703360252, "alpha_spy_p1w": -0.09743746102599282, "alpha_c_p1w": -0.0741877872088984, "bench_spy_p1w": -0.0070401860076096945, "bench_c_p1w": -0.030289859824704113, "ret_p1m": -0.22795112301643417, "ret_signed_p1m": -0.22795112301643417, "alpha_spy_p1m": -0.26035790326945696, "alpha_c_p1m": -0.18285267466614652, "bench_spy_p1m": 0.03240678025302279, "bench_c_p1m": -0.045098448350287645, "ret_p3m": -0.3651859891697212, "ret_signed_p3m": -0.3651859891697212, "alpha_spy_p3m": -0.42479994597090764, "alpha_c_p3m": -0.3043294206364019, "bench_spy_p3m": 0.05961395680118642, "bench_c_p3m": -0.06085656853331933, "ret_p6m": -0.21099707926172095, "ret_signed_p6m": -0.21099707926172095, "alpha_spy_p6m": -0.33794356761760114, "alpha_c_p6m": -0.24731586061868416, "bench_spy_p6m": 0.12694648835588018, "bench_c_p6m": 0.0363187813569632, "price_path": [-0.2714, -0.2795, -0.2741, -0.325, -0.3297, -0.3372, -0.348, -0.3677, -0.3467, -0.3657, -0.3636, -0.3555, -0.2646, -0.2741, -0.2592, -0.2849, -0.3175, -0.3297, -0.3175, -0.2795, -0.3094, -0.2768, -0.2551, -0.2673, -0.2497, -0.2497, -0.2497, -0.2605, -0.2904, -0.2904, -0.3134, -0.3039, -0.3012, -0.2904, -0.3012, -0.3616, -0.3623, -0.3745, -0.3758, -0.3758, -0.3826, -0.3745, -0.3664, -0.3589, -0.3351, -0.2537, -0.2008, -0.1995, -0.1995, -0.1384, -0.1316, -0.1533, -0.156, -0.2198, -0.1913, -0.1479, -0.1547, -0.156, -0.156, -0.0638, 0.038, 0.0204, 0.0231, 0.0, -0.0285, -0.0828, -0.076, -0.0923, -0.1045, -0.137, -0.1655, -0.1479, -0.1153, -0.1262, -0.1574, -0.1506, -0.1506, -0.175, -0.1872, -0.194, -0.1615, -0.19, -0.2157, -0.1845, -0.228, -0.2361, -0.2442, -0.2225, -0.2307, -0.2605, -0.2727, -0.2727, -0.251, -0.2225, -0.2293, -0.2442, -0.2673, -0.27, -0.2809, -0.2619, -0.1999, -0.2346, -0.2443, -0.2221, -0.211, -0.2582, -0.2541, -0.2735, -0.3041, -0.3027, -0.3027, -0.3103, -0.3221, -0.2943, -0.3325, -0.3381, -0.3353, -0.3374, -0.3374, -0.3346, -0.3235, -0.3367, -0.3416, -0.3617, -0.3666, -0.3742, -0.3652, -0.3784, -0.3742, -0.4076, -0.4103, -0.3923, -0.4027, -0.4152, -0.411, -0.3881, -0.4117, -0.4006, -0.4041, -0.4034, -0.4034, -0.4228, -0.4541, -0.4673, -0.4589, -0.443, -0.4562, -0.4471, -0.4471, -0.4089, -0.3909, -0.3923, -0.3582, -0.3624, -0.1818, -0.0471, 0.0446, 0.0446, 0.303, 0.1793, 0.1779, 0.1613, -0.1013, -0.129, -0.0707, -0.0707, -0.0624, -0.1096, -0.0401, -0.1721, -0.1374, -0.1415, -0.129, -0.1165, -0.1485, -0.1554, -0.1151, -0.129, -0.1235, -0.1235, -0.0943, -0.0901, -0.0554, -0.0693, 0.0113, -0.0471, -0.0957, -0.136, -0.1499, -0.211]}
{"unit_id": "quote:1781679718753763352", "ticker_idx": 0, "ts": "2024-04-20T13:42:01+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My fair value is and will remain (barring future material developments) 500-600", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Fair value on SMCI 500-600; speculates pre-earnings silence could be a gambit, implying upside from current levels.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "listen I have zero financial incentive either way on this, as I’ve been super public about I sold my SMCI already and it would be a bummer to see it go back above where I sold it, but…\n\nI know this company pretty intimately. I remember back in the day when it was 80 and I was v convinced they’d go above 120 because Charles Liang had stock incentives that unlocked above that level and he’s gotten pretty good at playing market sentiment.\n\nI could be painfully wrong here, and the best indication of that fact is that I didn’t buy back any of my shares but for the sake of pontificating: \n\nI don’t think it’s impossible that this is some sort of gambit. Anyone with eyes can see that stocks are getting punished on in line prints. NFLX getting smacked on a beat. Maybe they don’t preannounce to derisk into earnings. They know as well as anyone there’s a horde of people waiting to get short that definitely took their shot this week.\n\nAgain, I don’t own any SMCI. My fair value is and will remain (barring future material developments) 500-600.", "reply_text": null, "parent_text": null, "quoted_text": "SMCI has the opportunity to do the funniest thing ever…", "parent_author": null, "ret_m1d": -0.004700086453414909, "ret_signed_m1d": -0.004700086453414909, "alpha_spy_m1d": 0.00442502462969907, "alpha_c_m1d": 0.0041544525299924695, "bench_spy_m1d": -0.00912511108311398, "bench_c_m1d": -0.008854538983407378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06253651659240544, "ret_signed_p1d": 0.06253651659240544, "alpha_spy_p1d": 0.05066978104784825, "alpha_c_p1d": 0.04771021928144692, "bench_spy_p1d": 0.011866735544557194, "bench_c_p1d": 0.014826297310958525, "ret_p1w": 0.24173662299660847, "ret_signed_p1w": 0.24173662299660847, "alpha_spy_p1w": 0.22104491815746963, "alpha_c_p1w": 0.20858337263317828, "bench_spy_p1w": 0.020691704839138847, "bench_c_p1w": 0.0331532503634302, "ret_p1m": 0.25373061115914086, "ret_signed_p1m": 0.25373061115914086, "alpha_spy_p1m": 0.19041495645656714, "alpha_c_p1m": 0.14865986696769973, "bench_spy_p1m": 0.06331565470257372, "bench_c_p1m": 0.10507074419144113, "ret_p3m": 0.11797438318813591, "ret_signed_p3m": 0.11797438318813591, "alpha_spy_p3m": 0.008467169963981336, "alpha_c_p3m": -0.03916150525927842, "bench_spy_p3m": 0.10950721322415458, "bench_c_p3m": 0.15713588844741433, "ret_p6m": -0.3339098490390371, "ret_signed_p6m": -0.3339098490390371, "alpha_spy_p6m": -0.501432755962929, "alpha_c_p6m": -0.5153392780308148, "bench_spy_p6m": 0.16752290692389193, "bench_c_p6m": 0.18142942899177772, "price_path": [-0.3442, -0.3367, -0.3387, -0.3087, -0.2846, -0.2614, -0.1862, -0.1916, -0.0749, -0.0494, -0.0466, -0.0265, 0.0325, 0.0781, 0.1039, 0.2281, 0.4002, 0.1204, 0.1204, 0.0984, 0.0239, 0.3605, 0.1994, 0.2222, 0.187, 0.1388, 0.2079, 0.2628, 0.4983, 0.5213, 0.5686, 0.6175, 0.5899, 0.5065, 0.622, 0.657, 0.5761, 0.4907, 0.3956, 0.2705, 0.2503, 0.3551, 0.3566, 0.4543, 0.4296, 0.4271, 0.4086, 0.4086, 0.4465, 0.4085, 0.4164, 0.3361, 0.3222, 0.2949, 0.2611, 0.2671, 0.3072, 0.2531, 0.2311, 0.3616, 0.339, 0.2949, -0.0047, 0.0, 0.0625, 0.0526, 0.0982, 0.1958, 0.2417, 0.1977, 0.0297, 0.0635, 0.0916, 0.1581, 0.1426, 0.1473, 0.1153, 0.1136, 0.0917, 0.1469, 0.3282, 0.2613, 0.2383, 0.2607, 0.2537, 0.2179, 0.1818, 0.2327, 0.2327, 0.2199, 0.1711, 0.1547, 0.0941, 0.0747, 0.0761, 0.1192, 0.0849, 0.0726, 0.0974, 0.0706, 0.0805, 0.2149, 0.1778, 0.2376, 0.2831, 0.2831, 0.2798, 0.2625, 0.1534, 0.1759, 0.1592, 0.2418, 0.1427, 0.1329, 0.1676, 0.1813, 0.1813, 0.1807, 0.2543, 0.2491, 0.2552, 0.2402, 0.2691, 0.252, 0.2231, 0.1385, 0.118, 0.1112, 0.0966, 0.0923, -0.0076, -0.0299, -0.0067, -0.0269, -0.0707, -0.0214, -0.0625, -0.1288, -0.1509, -0.1396, -0.3129, -0.2888, -0.2905, -0.2455, -0.2086, -0.1952, -0.126, -0.123, -0.1303, -0.148, -0.13, -0.1565, -0.1447, -0.2155, -0.2362, -0.3815, -0.374, -0.3896, -0.3896, -0.3839, -0.4094, -0.4218, -0.461, -0.4284, -0.4244, -0.3788, -0.3834, -0.3624, -0.3737, -0.3872, -0.3907, -0.3903, -0.3623, -0.3502, -0.3534, -0.361, -0.4388, -0.4146, -0.4193, -0.4345, -0.4142, -0.4205, -0.425, -0.3342, -0.3675, -0.3405, -0.3519, -0.3334, -0.3391, -0.3339]}
{"unit_id": "reply:1777300887964102662", "ticker_idx": 0, "ts": "2024-04-08T11:42:07+00:00", "symbol": "European banks", "kind": "sector", "geography": "Europe", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think this spread continues to widen", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects the European banks spread (vs some benchmark) to keep widening; bullish on the sector's relative outperformance.", "resolved_tickers": ["EUFN"], "resolution_method": "etf", "resolution_reason": "European banks via iShares EUFN ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@VKMacro I think this spread continues to widen https://t.co/e7yF2Fy3UO https://t.co/3jGiq6PmNn", "reply_text": null, "parent_text": "@Citrini7 European banks - I like pain", "quoted_text": null, "parent_author": "VKMacro", "ret_m1d": -0.006980757361983003, "ret_signed_m1d": -0.006980757361983003, "alpha_spy_m1d": -0.006421685687331036, "alpha_c_m1d": -0.006421685687331036, "bench_spy_m1d": -0.0005590716746519675, "bench_c_m1d": -0.0005590716746519675, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010471273051309904, "ret_signed_p1d": -0.010471273051309904, "alpha_spy_p1d": -0.011627925272027273, "alpha_c_p1d": -0.011627925272027273, "bench_spy_p1d": 0.001156652220717369, "bench_c_p1d": 0.001156652220717369, "ret_p1w": -0.04363003036378732, "ret_signed_p1w": -0.04363003036378732, "alpha_spy_p1w": -0.01612005195587418, "alpha_c_p1w": -0.01612005195587418, "bench_spy_p1w": -0.027509978407913138, "bench_c_p1w": -0.027509978407913138, "ret_p1m": 0.01439793194138339, "ret_signed_p1m": 0.01439793194138339, "alpha_spy_p1m": 0.01744374863951703, "alpha_c_p1m": 0.01744374863951703, "bench_spy_p1m": -0.003045816698133641, "bench_c_p1m": -0.003045816698133641, "ret_p3m": 0.026470284399162214, "ret_signed_p3m": 0.026470284399162214, "alpha_spy_p3m": -0.04007648046693446, "alpha_c_p3m": -0.04007648046693446, "bench_spy_p3m": 0.06654676486609667, "bench_c_p3m": 0.06654676486609667, "ret_p6m": 0.09276697375714948, "ret_signed_p6m": 0.09276697375714948, "alpha_spy_p6m": -0.0103409211701595, "alpha_c_p6m": -0.0103409211701595, "bench_spy_p6m": 0.10310789492730899, "bench_c_p6m": 0.10310789492730899, "price_path": [-0.0925, -0.1012, -0.1008, -0.1008, -0.1187, -0.1239, -0.1165, -0.1117, -0.1073, -0.1108, -0.103, -0.1034, -0.0977, -0.0999, -0.0942, -0.1017, -0.1025, -0.106, -0.1117, -0.1099, -0.1139, -0.1152, -0.1143, -0.1091, -0.1222, -0.1117, -0.1025, -0.0995, -0.0995, -0.089, -0.0951, -0.0842, -0.0816, -0.082, -0.0798, -0.0803, -0.075, -0.0702, -0.0707, -0.0685, -0.0576, -0.0471, -0.0458, -0.0423, -0.0297, -0.0271, -0.038, -0.0279, -0.0336, -0.0275, -0.017, -0.0153, -0.0175, -0.0153, -0.0113, -0.0061, -0.0079, -0.0079, -0.0105, -0.0122, -0.0017, -0.0087, -0.007, 0.0, -0.0105, -0.0196, -0.0288, -0.0449, -0.0436, -0.058, -0.0484, -0.0458, -0.0423, -0.0284, -0.0109, -0.0218, -0.0253, -0.0201, -0.0188, -0.0292, -0.0301, -0.0144, -0.0122, 0.0031, 0.0144, 0.0175, 0.0192, 0.0271, 0.0275, 0.0375, 0.0467, 0.0449, 0.0528, 0.0484, 0.0519, 0.0432, 0.0349, 0.0476, 0.0476, 0.0467, 0.0318, 0.0436, 0.0558, 0.058, 0.0423, 0.0432, 0.0524, 0.0449, 0.0349, 0.0138, 0.0314, 0.0057, -0.0092, 0.0075, 0.0147, 0.0147, 0.022, 0.0071, 0.0233, 0.0152, 0.0084, 0.0084, 0.0084, 0.0202, 0.0143, 0.0265, 0.0265, 0.035, 0.031, 0.0242, 0.035, 0.0445, 0.0517, 0.0445, 0.0508, 0.0477, 0.0432, 0.04, 0.0558, 0.0495, 0.0386, 0.0373, 0.0513, 0.0427, 0.0531, 0.0526, 0.0129, -0.006, -0.0286, -0.0267, -0.0191, -0.0065, 0.0008, 0.0008, 0.0156, 0.0238, 0.0377, 0.049, 0.0621, 0.0571, 0.0666, 0.0657, 0.0869, 0.0837, 0.091, 0.086, 0.0878, 0.0892, 0.0892, 0.0666, 0.0689, 0.0788, 0.058, 0.072, 0.0621, 0.0693, 0.0783, 0.086, 0.0977, 0.0941, 0.0941, 0.1158, 0.1081, 0.1049, 0.1149, 0.1027, 0.1279, 0.1239, 0.1153, 0.0928]}
{"unit_id": "reply:1777302653229224154", "ticker_idx": 0, "ts": "2024-04-08T11:49:07+00:00", "symbol": "APOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$APOG - same thesis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long APOG on same election-unrest thesis as DGLY.", "resolved_tickers": ["APOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Building Products & Equipment'", "bench_c_industry": "Building Products & Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@janetyollen $APOG - same thesis", "reply_text": null, "parent_text": "@Citrini7 $DGLY - election riots regardless who wins.", "quoted_text": null, "parent_author": "janetyollen", "ret_m1d": -0.006037128921315582, "ret_signed_m1d": -0.006037128921315582, "alpha_spy_m1d": -0.005478057246663615, "alpha_c_m1d": -0.007790904069789328, "bench_spy_m1d": -0.0005590716746519675, "bench_c_m1d": 0.0017537751484737463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013080625360353815, "ret_signed_p1d": -0.013080625360353815, "alpha_spy_p1d": -0.014237277581071184, "alpha_c_p1d": -0.010769135077457914, "bench_spy_p1d": 0.001156652220717369, "bench_c_p1d": -0.0023114902828959005, "ret_p1w": -0.053496619299279735, "ret_signed_p1w": -0.053496619299279735, "alpha_spy_p1w": -0.025986640891366597, "alpha_c_p1w": -0.026155128996367072, "bench_spy_p1w": -0.027509978407913138, "bench_c_p1w": -0.027341490302912663, "ret_p1m": 0.08871376518665208, "ret_signed_p1m": 0.08871376518665208, "alpha_spy_p1m": 0.09175958188478572, "alpha_c_p1m": 0.09748214051167314, "bench_spy_p1m": -0.003045816698133641, "bench_c_p1m": -0.00876837532502106, "ret_p3m": 0.04602311968280515, "ret_signed_p3m": 0.04602311968280515, "alpha_spy_p3m": -0.020523645183291528, "alpha_c_p3m": 0.07290259966911372, "bench_spy_p3m": 0.06654676486609667, "bench_c_p3m": -0.026879479986308574, "ret_p6m": 0.1715459101875172, "ret_signed_p6m": 0.1715459101875172, "alpha_spy_p6m": 0.06843801526020821, "alpha_c_p6m": 0.08412450073203126, "bench_spy_p6m": 0.10310789492730899, "bench_c_p6m": 0.08742140945548593, "price_path": [-0.1176, -0.1123, -0.1151, -0.1151, -0.1128, -0.1138, -0.1091, -0.1069, -0.0882, -0.1046, -0.1104, -0.0939, -0.0907, -0.085, -0.0849, -0.1144, -0.0953, -0.0974, -0.1087, -0.1093, -0.0939, -0.0889, -0.0756, -0.0607, -0.1021, -0.0941, -0.0746, -0.0808, -0.0808, -0.0894, -0.0793, -0.0825, -0.0607, -0.0511, -0.0486, -0.0384, -0.0406, -0.0426, -0.0527, -0.0612, -0.0505, -0.0496, -0.0523, -0.0481, -0.0478, -0.0397, -0.0533, -0.0411, -0.0389, -0.0255, -0.0143, 0.0106, -0.0012, -0.0144, -0.0156, -0.0091, -0.0072, -0.0072, -0.0161, -0.0263, -0.0084, -0.0201, -0.006, 0.0, -0.0131, -0.0419, -0.03, -0.0443, -0.0535, -0.0575, -0.0622, 0.0035, -0.0282, -0.0354, 0.0337, 0.0441, 0.0283, 0.0406, 0.0453, 0.0361, 0.0486, 0.0664, 0.0656, 0.0842, 0.0887, 0.104, 0.1045, 0.1216, 0.1068, 0.1149, 0.1246, 0.1031, 0.1159, 0.111, 0.1118, 0.0999, 0.1076, 0.1283, 0.1283, 0.1056, 0.0942, 0.1002, 0.0937, 0.0661, 0.0396, 0.0598, 0.042, 0.0368, 0.0422, 0.0381, 0.0602, 0.0504, 0.0403, 0.0442, 0.0406, 0.0406, 0.0225, 0.0171, 0.0228, 0.0001, -0.0026, 0.0783, 0.0578, 0.039, 0.0368, 0.046, 0.046, 0.03, 0.0182, -0.0132, -0.0044, 0.0187, 0.0297, 0.0546, 0.0951, 0.0786, 0.0755, 0.0502, 0.065, 0.1046, 0.0703, 0.1166, 0.1523, 0.1433, 0.144, 0.1604, 0.142, 0.0776, 0.0324, 0.0422, 0.0321, 0.039, 0.0478, 0.0297, 0.0588, 0.0515, 0.0713, 0.0732, 0.0772, 0.0634, 0.0906, 0.0819, 0.1371, 0.143, 0.1173, 0.1061, 0.1218, 0.1289, 0.1289, 0.0823, 0.0737, 0.0698, 0.0534, 0.048, 0.0701, 0.059, 0.0698, 0.1063, 0.1305, 0.1565, 0.1406, 0.1754, 0.1411, 0.1399, 0.1278, 0.1479, 0.1778, 0.1802, 0.1837, 0.1715]}
{"unit_id": "reply:1764690715777376338", "ticker_idx": 0, "ts": "2024-03-04T16:33:47+00:00", "symbol": "GC=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Still am yeah. Cheap lil shits lol", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long gold calls position.", "resolved_tickers": ["GC=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@VKMacro Still am yeah. Cheap lil shits lol", "reply_text": null, "parent_text": "@Citrini7 weren’t you long gold calls", "quoted_text": null, "parent_author": "VKMacro", "ret_m1d": -0.014544104234918254, "ret_signed_m1d": -0.014544104234918254, "alpha_spy_m1d": -0.015617650246944836, "alpha_c_m1d": -0.015617650246944836, "bench_spy_m1d": 0.0010735460120265827, "bench_c_m1d": 0.0010735460120265827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00746094781717388, "ret_signed_p1d": 0.00746094781717388, "alpha_spy_p1d": 0.017455166007703804, "alpha_c_p1d": 0.017455166007703804, "bench_spy_p1d": -0.009994218190529924, "bench_c_p1d": -0.009994218190529924, "ret_p1w": 0.03059925878180536, "ret_signed_p1w": 0.03059925878180536, "alpha_spy_p1w": 0.03259032886705615, "alpha_c_p1w": 0.03259032886705615, "bench_spy_p1w": -0.00199107008525079, "bench_c_p1w": -0.00199107008525079, "ret_p1m": 0.067667777368001, "ret_signed_p1m": 0.067667777368001, "alpha_spy_p1m": 0.05175500862801563, "alpha_c_p1m": 0.05175500862801563, "bench_spy_p1m": 0.015912768739985372, "bench_c_p1m": 0.015912768739985372, "ret_p3m": 0.10634176529458572, "ret_signed_p3m": 0.10634176529458572, "alpha_spy_p3m": 0.08304736542327174, "alpha_c_p3m": 0.08304736542327174, "bench_spy_p3m": 0.023294399871313987, "bench_c_p3m": 0.023294399871313987, "ret_p6m": 0.18808143646965525, "ret_signed_p6m": 0.18808143646965525, "alpha_spy_p6m": 0.08497376590719408, "alpha_c_p6m": 0.08497376590719408, "bench_spy_p6m": 0.10310767056246117, "bench_c_p6m": 0.10310767056246117, "price_path": [-0.0412, -0.0415, -0.0564, -0.066, -0.0661, -0.0639, -0.0413, -0.0456, -0.0432, -0.0374, -0.0393, -0.0371, -0.0286, -0.0286, -0.0281, -0.0169, -0.0207, -0.0261, -0.0261, -0.0252, -0.0394, -0.0356, -0.0356, -0.043, -0.0431, -0.0453, -0.0488, -0.0335, -0.0335, -0.0433, -0.0544, -0.0468, -0.0431, -0.0462, -0.0444, -0.049, -0.0476, -0.0476, -0.0437, -0.0407, -0.0327, -0.0306, -0.0385, -0.0434, -0.0393, -0.039, -0.0404, -0.0446, -0.047, -0.0589, -0.0602, -0.0546, -0.0501, -0.0501, -0.0426, -0.045, -0.0463, -0.0374, -0.0421, -0.0395, -0.04, -0.034, -0.0145, 0.0, 0.0075, 0.0154, 0.019, 0.0288, 0.0306, 0.0202, 0.0272, 0.0214, 0.0187, 0.0203, 0.0182, 0.019, 0.0306, 0.0191, 0.027, 0.0273, 0.0344, 0.0471, 0.0471, 0.0561, 0.0677, 0.0834, 0.0808, 0.0982, 0.1011, 0.1066, 0.1001, 0.112, 0.1126, 0.1172, 0.129, 0.1199, 0.1249, 0.1325, 0.1013, 0.0992, 0.0977, 0.1002, 0.1025, 0.1075, 0.082, 0.086, 0.0857, 0.0856, 0.0963, 0.0933, 0.0925, 0.1012, 0.1179, 0.1031, 0.1113, 0.128, 0.1239, 0.1391, 0.1493, 0.1436, 0.1282, 0.1026, 0.1014, 0.1014, 0.1121, 0.1051, 0.1063, 0.0969, 0.1081, 0.0981, 0.1116, 0.1193, 0.0885, 0.0897, 0.0896, 0.1031, 0.0862, 0.1009, 0.0919, 0.1004, 0.1004, 0.1115, 0.0938, 0.1003, 0.0939, 0.0857, 0.0977, 0.0992, 0.0991, 0.0969, 0.1143, 0.1143, 0.1279, 0.1121, 0.1145, 0.1202, 0.1404, 0.1399, 0.1441, 0.1628, 0.1592, 0.1578, 0.1312, 0.1295, 0.1355, 0.1396, 0.1106, 0.1239, 0.1226, 0.1357, 0.1458, 0.1498, 0.1454, 0.1341, 0.1282, 0.1288, 0.1438, 0.1485, 0.1628, 0.1648, 0.1519, 0.1584, 0.1799, 0.1814, 0.1859, 0.1845, 0.1706, 0.1845, 0.1889, 0.1881]}
{"unit_id": "thread:1788316922360070566", "ticker_idx": 0, "ts": "2024-05-08T21:15:54+00:00", "symbol": "UTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not selling on this print", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding UTI despite recent run-up; not selling on this print.", "resolved_tickers": ["UTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Education & Training Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@lezmakemoney I would rather see top line growth from UTI than eps right now\n\n---\n\n@lezmakemoney It ran up a lot so it’s reasonable it’ll cool off but I’m not selling on this print", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0035950492133643985, "ret_signed_m1d": -0.0035950492133643985, "alpha_spy_m1d": -0.0034985828908092875, "alpha_c_m1d": -0.0034985828908092875, "bench_spy_m1d": -9.6466322555111e-05, "bench_c_m1d": -9.6466322555111e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0898742304179928, "ret_signed_p1d": -0.0898742304179928, "alpha_spy_p1d": -0.09563621947136192, "alpha_c_p1d": -0.09563621947136192, "bench_spy_p1d": 0.00576198905336911, "bench_c_p1d": 0.00576198905336911, "ret_p1w": -0.07609349413573163, "ret_signed_p1w": -0.07609349413573163, "alpha_spy_p1w": -0.1004367343669752, "alpha_c_p1w": -0.1004367343669752, "bench_spy_p1w": 0.024343240231243568, "bench_c_p1w": 0.024343240231243568, "ret_p1m": -0.11503894636647816, "ret_signed_p1m": -0.11503894636647816, "alpha_spy_p1m": -0.14881763255560754, "alpha_c_p1m": -0.14881763255560754, "bench_spy_p1m": 0.03377868618912938, "bench_c_p1m": 0.03377868618912938, "ret_p3m": 0.03355299269162093, "ret_signed_p3m": 0.03355299269162093, "alpha_spy_p3m": 0.02995823199760972, "alpha_c_p3m": 0.02995823199760972, "bench_spy_p3m": 0.003594760694011212, "bench_c_p3m": 0.003594760694011212, "ret_p6m": -0.0029958743444703506, "ret_signed_p6m": -0.0029958743444703506, "alpha_spy_p6m": -0.10940620654039568, "alpha_c_p6m": -0.10940620654039568, "bench_spy_p6m": 0.10641033219592533, "bench_c_p6m": 0.10641033219592533, "price_path": [-0.0533, -0.0449, -0.0605, -0.0407, -0.1096, -0.1216, -0.1216, -0.1114, -0.1312, -0.1013, -0.0947, -0.0869, -0.0995, -0.1174, -0.0989, -0.0995, -0.0935, -0.0905, -0.0935, -0.1067, -0.13, -0.112, -0.0911, -0.0977, -0.1258, -0.13, -0.1294, -0.1192, -0.109, -0.0989, -0.0953, -0.1001, -0.109, -0.0905, -0.0449, -0.0449, -0.1234, -0.1162, -0.1132, -0.121, -0.1144, -0.0725, -0.0833, -0.0887, -0.0857, -0.1037, -0.1234, -0.1324, -0.145, -0.1474, -0.1264, -0.1288, -0.13, -0.124, -0.1078, -0.0893, -0.0707, -0.0881, -0.0839, -0.0767, -0.0647, -0.0102, -0.0036, 0.0, -0.0899, -0.1001, -0.1019, -0.1055, -0.0761, -0.0857, -0.1025, -0.124, -0.1402, -0.1222, -0.1025, -0.0803, -0.0803, -0.0204, -0.0258, -0.0383, -0.0527, -0.0791, -0.0863, -0.0821, -0.115, -0.1366, -0.1402, -0.136, -0.1378, -0.151, -0.1708, -0.169, -0.1678, -0.1678, -0.1672, -0.1522, -0.1594, -0.1276, -0.1096, -0.1013, -0.0575, -0.0371, -0.0186, -0.0138, -0.0138, -0.0174, -0.0036, -0.0485, -0.0467, -0.021, -0.0156, 0.0156, 0.0815, 0.0875, 0.0971, 0.0935, 0.1324, 0.1354, 0.1294, 0.1198, 0.1642, 0.1468, 0.1594, 0.1348, 0.0983, 0.0689, 0.0336, 0.0485, 0.0138, 0.0294, 0.0222, 0.0, 0.009, 0.0288, 0.0413, 0.0455, 0.0, 0.0012, 0.0443, 0.0413, 0.0383, 0.009, 0.0312, 0.0383, 0.0383, 0.0455, 0.0455, 0.0048, 0.009, -0.009, -0.0515, -0.0078, -0.0168, -0.0294, -0.009, 0.0042, 0.0024, -0.003, -0.003, 0.0132, -0.0138, -0.0228, -0.0156, -0.0336, -0.0383, -0.0318, -0.0258, -0.0563, -0.0593, -0.0767, -0.0767, -0.0893, -0.0671, -0.0731, -0.0731, -0.0491, -0.0246, -0.0377, -0.0066, -0.0168, -0.0264, -0.0455, -0.0449, -0.0359, -0.0168, -0.003, 0.006, 0.0216, 0.0294, -0.003]}
{"unit_id": "quote:1757205993333588110", "ticker_idx": 0, "ts": "2024-02-13T00:52:10+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We definitely topped.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Retracts prior hedge and asserts SMCI has definitively topped; bearish.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "Earlier today I said we probably topped on SMCI. I retract that.\n\nWe definitely topped.", "reply_text": null, "parent_text": null, "quoted_text": "New math just dropped on $SMCI https://t.co/Jz159419oT", "parent_author": null, "ret_m1d": -0.02334836225728054, "ret_signed_m1d": 0.02334836225728054, "alpha_spy_m1d": 0.037313859331707944, "alpha_c_m1d": 0.040610218671564446, "bench_spy_m1d": 0.013965497074427402, "bench_c_m1d": 0.017261856414283905, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11252192695391594, "ret_signed_p1d": -0.11252192695391594, "alpha_spy_p1d": -0.10343419290700173, "alpha_c_p1d": -0.10206601601450838, "bench_spy_p1d": 0.009087734046914209, "bench_c_p1d": 0.010455910939407564, "ret_p1w": -0.004952662456100265, "ret_signed_p1w": 0.004952662456100265, "alpha_spy_p1w": 0.010376869998900418, "alpha_c_p1w": -0.006144108920316804, "bench_spy_p1w": 0.005424207542800152, "bench_c_p1w": -0.01109677137641707, "ret_p1m": 0.5010549228867178, "ret_signed_p1m": -0.5010549228867178, "alpha_spy_p1m": -0.45675039475298074, "alpha_c_p1m": -0.4715618308965648, "bench_spy_p1m": 0.04430452813373709, "bench_c_p1m": 0.029493091990153042, "ret_p3m": 0.00885666755797887, "ret_signed_p3m": -0.00885666755797887, "alpha_spy_p3m": 0.04858004563093865, "alpha_c_p3m": 0.006528257877775667, "bench_spy_p3m": 0.05743671318891752, "bench_c_p3m": 0.015384925435754537, "ret_p6m": -0.37750320072317745, "ret_signed_p6m": 0.37750320072317745, "alpha_spy_p6m": 0.4339109988735549, "alpha_c_p6m": 0.35408961848204235, "bench_spy_p6m": 0.05640779815037744, "bench_c_p6m": -0.0234135822411351, "price_path": [-0.6416, -0.6354, -0.6152, -0.6338, -0.6378, -0.6378, -0.6391, -0.6331, -0.6391, -0.6366, -0.6545, -0.6593, -0.6635, -0.6678, -0.6798, -0.6764, -0.6555, -0.6687, -0.6647, -0.6547, -0.628, -0.6208, -0.5929, -0.6008, -0.6183, -0.6157, -0.634, -0.634, -0.6281, -0.6273, -0.6318, -0.6409, -0.6409, -0.6394, -0.6454, -0.6351, -0.6309, -0.5953, -0.5657, -0.5674, -0.5662, -0.571, -0.571, -0.5877, -0.5979, -0.6065, -0.4651, -0.4488, -0.4221, -0.4059, -0.3991, -0.4009, -0.3738, -0.3519, -0.3309, -0.2628, -0.2677, -0.1619, -0.1389, -0.1363, -0.1181, -0.0647, -0.0233, 0.0, 0.1125, 0.2685, 0.0149, 0.0149, -0.005, -0.0724, 0.2325, 0.0866, 0.1072, 0.0753, 0.0316, 0.0943, 0.144, 0.3574, 0.3782, 0.421, 0.4653, 0.4403, 0.3648, 0.4694, 0.5011, 0.4278, 0.3504, 0.2643, 0.151, 0.1326, 0.2276, 0.229, 0.3175, 0.2951, 0.2929, 0.2761, 0.2761, 0.3104, 0.276, 0.2831, 0.2104, 0.1978, 0.1731, 0.1424, 0.1479, 0.1842, 0.1352, 0.1153, 0.2335, 0.213, 0.1731, -0.0983, -0.0941, -0.0374, -0.0465, -0.0052, 0.0833, 0.1249, 0.085, -0.0672, -0.0366, -0.0111, 0.0491, 0.0351, 0.0394, 0.0104, 0.0089, -0.011, 0.039, 0.2032, 0.1427, 0.1218, 0.1421, 0.1358, 0.1033, 0.0706, 0.1167, 0.1167, 0.1052, 0.0609, 0.0461, -0.0088, -0.0264, -0.0251, 0.0139, -0.0171, -0.0283, -0.0058, -0.0302, -0.0212, 0.1006, 0.067, 0.1212, 0.1624, 0.1624, 0.1594, 0.1437, 0.0448, 0.0652, 0.0501, 0.1249, 0.0352, 0.0263, 0.0577, 0.0701, 0.0701, 0.0696, 0.1363, 0.1315, 0.1371, 0.1235, 0.1497, 0.1342, 0.108, 0.0314, 0.0128, 0.0067, -0.0066, -0.0104, -0.101, -0.1211, -0.1002, -0.1185, -0.1582, -0.1135, -0.1507, -0.2108, -0.2308, -0.2205, -0.3775]}
{"unit_id": "quote:1780576045957021765", "ticker_idx": 0, "ts": "2024-04-17T12:36:25+00:00", "symbol": "RMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RMD 50% lower pls.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Wants RMD 50% lower; continued bearish call on ResMed.", "resolved_tickers": ["RMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Instruments & Supplies'", "bench_c_industry": "Medical Instruments & Supplies", "unit_kind": "quote", "lang": "en", "tweet_text": "RMD 50% lower pls. https://t.co/1GifhMJ07n", "reply_text": null, "parent_text": null, "quoted_text": "On August 6th, I wrote that a GLP-1 trade I mentioned in my July 11th article (Long $LLY/Short ResMed $RMD) would end up like long AAPL short Blackberry (meaning a banger that’s obvious in hindsight). \n\nLLY v RMD is now up 88% since that article.\n\nLink: https://t.co/87BF8otCXT https://t.co/aeqnMIbXz5", "parent_author": null, "ret_m1d": 0.06345261226663368, "ret_signed_m1d": -0.06345261226663368, "alpha_spy_m1d": -0.057499138034805775, "alpha_c_m1d": -0.061719189165253985, "bench_spy_m1d": 0.005953474231827904, "bench_c_m1d": 0.0017334231013796941, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02174515748194894, "ret_signed_p1d": -0.02174515748194894, "alpha_spy_p1d": -0.023802884117752332, "alpha_c_p1d": -0.02181754493883281, "bench_spy_p1d": -0.002057726635803392, "bench_c_p1d": -7.238745688387116e-05, "ret_p1w": 0.05723958207749558, "ret_signed_p1w": -0.05723958207749558, "alpha_spy_p1w": -0.047530314888352354, "alpha_c_p1w": -0.039759208197990725, "bench_spy_p1w": 0.009709267189143223, "bench_c_p1w": 0.01748037387950485, "ret_p1m": 0.2682478518058653, "ret_signed_p1m": -0.2682478518058653, "alpha_spy_p1m": -0.21202974090121307, "alpha_c_p1m": -0.2134229599139672, "bench_spy_p1m": 0.05621811090465223, "bench_c_p1m": 0.0548248918918981, "ret_p3m": 0.1837248619179721, "ret_signed_p3m": -0.1837248619179721, "alpha_spy_p3m": -0.05827960351056105, "alpha_c_p3m": -0.11229394542893023, "bench_spy_p3m": 0.12544525840741105, "bench_c_p3m": 0.07143091648904187, "ret_p6m": 0.3750769413075079, "ret_signed_p6m": -0.3750769413075079, "alpha_spy_p6m": -0.21682808921970143, "alpha_c_p6m": -0.26311075890342805, "bench_spy_p6m": 0.15824885208780648, "bench_c_p6m": 0.11196618240407985, "price_path": [-0.0099, 0.0146, 0.004, -0.0143, 0.0693, 0.0911, 0.0973, 0.0982, 0.0914, 0.1113, 0.1009, 0.0909, 0.0944, 0.0734, 0.0571, 0.0621, 0.05, 0.0307, 0.0387, 0.0505, 0.0381, 0.0381, 0.0393, 0.0372, 0.0533, 0.0587, 0.0544, 0.0412, 0.0007, -0.0006, 0.0045, 0.0396, 0.0219, 0.0601, 0.108, 0.084, 0.0916, 0.1148, 0.1072, 0.1031, 0.0933, 0.0985, 0.1104, 0.1067, 0.1145, 0.1045, 0.1121, 0.1171, 0.1294, 0.1392, 0.1392, 0.0891, 0.0606, 0.0702, 0.0643, 0.0859, 0.0801, 0.1176, 0.1149, 0.0902, 0.0692, 0.0648, 0.0635, 0.0, 0.0217, 0.0289, 0.0375, 0.0598, 0.0572, 0.0552, 0.2544, 0.2494, 0.231, 0.2369, 0.255, 0.2482, 0.248, 0.2435, 0.2274, 0.2502, 0.2328, 0.2563, 0.2445, 0.2721, 0.2682, 0.2602, 0.2612, 0.2585, 0.2584, 0.2199, 0.2296, 0.2296, 0.1944, 0.1875, 0.207, 0.1896, 0.1957, 0.2176, 0.2294, 0.2198, 0.216, 0.2203, 0.2118, 0.2159, 0.2245, 0.2207, 0.2128, 0.2239, 0.2239, 0.2296, 0.1867, 0.0505, 0.0599, 0.0754, 0.1046, 0.1036, 0.0778, 0.0917, 0.092, 0.092, 0.1228, 0.1123, 0.0974, 0.1089, 0.1518, 0.181, 0.1837, 0.1923, 0.1874, 0.1755, 0.1713, 0.1951, 0.2081, 0.1889, 0.2012, 0.136, 0.2023, 0.1995, 0.2295, 0.2371, 0.2894, 0.2435, 0.2617, 0.2162, 0.2349, 0.2488, 0.2376, 0.27, 0.2812, 0.3132, 0.3162, 0.3368, 0.2897, 0.2963, 0.2912, 0.3098, 0.3053, 0.4, 0.4026, 0.4053, 0.4161, 0.4161, 0.4154, 0.4145, 0.4147, 0.4152, 0.4423, 0.4614, 0.4617, 0.4489, 0.4386, 0.4551, 0.4499, 0.3757, 0.4043, 0.4156, 0.4228, 0.4284, 0.3914, 0.4018, 0.3813, 0.4109, 0.3798, 0.3805, 0.378, 0.3522, 0.3425, 0.3643, 0.3699, 0.3751]}
{"unit_id": "orig:1760623414648406422", "ticker_idx": 0, "ts": "2024-02-22T11:11:47+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if NVDA continues the beat and raise cycle for another 3-4 quarters", "tweet_type": "prediction", "timeline": "quarters", "summary": "Implies NVDA continues beat-and-raise for 3-4 more quarters; bullish on continued earnings outperformance.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "there’s a real possibility that if NVDA continues the beat and raise cycle for another 3-4 quarters, we get an interview where Dan Ives just shows up naked", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14089996495864776, "ret_signed_m1d": -0.14089996495864776, "alpha_spy_m1d": -0.12062404693105921, "alpha_c_m1d": -0.07697390246402591, "bench_spy_m1d": -0.020275918027588546, "bench_c_m1d": -0.06392606249462185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003552541858863556, "ret_signed_p1d": 0.003552541858863556, "alpha_spy_p1d": 0.0028628023990933116, "alpha_c_p1d": 0.00979270326760151, "bench_spy_p1d": 0.0006897394597702444, "bench_c_p1d": -0.006240161408737954, "ret_p1w": 0.007308527684855237, "ret_signed_p1w": 0.007308527684855237, "alpha_spy_p1w": 0.0061655732347227765, "alpha_c_p1w": -0.002313747306860181, "bench_spy_p1w": 0.0011429544501324607, "bench_c_p1w": 0.009622274991715418, "ret_p1m": 0.20060877666800003, "ret_signed_p1m": 0.20060877666800003, "alpha_spy_p1m": 0.17040297072137456, "alpha_c_p1m": 0.1162472987234715, "bench_spy_p1m": 0.030205805946625475, "bench_c_p1m": 0.08436147794452853, "ret_p3m": 0.21457720251422918, "ret_signed_p3m": 0.21457720251422918, "alpha_spy_p3m": 0.16430920323690157, "alpha_c_p3m": 0.09672839138405687, "bench_spy_p3m": 0.05026799927732761, "bench_c_p3m": 0.11784881113017232, "ret_p6m": 0.5864431277881812, "ret_signed_p6m": 0.5864431277881812, "alpha_spy_p6m": 0.48727845213688004, "alpha_c_p6m": 0.4112417788095273, "bench_spy_p6m": 0.09916467565130116, "bench_c_p6m": 0.17520134897865391, "price_path": [-0.3858, -0.3912, -0.3871, -0.4045, -0.4046, -0.4206, -0.4071, -0.4206, -0.4067, -0.3951, -0.4063, -0.3932, -0.3877, -0.3844, -0.3775, -0.3624, -0.3684, -0.3874, -0.3762, -0.3783, -0.3783, -0.3725, -0.3708, -0.3695, -0.3695, -0.3695, -0.3867, -0.3943, -0.3889, -0.3749, -0.3347, -0.3234, -0.308, -0.302, -0.3034, -0.3034, -0.2821, -0.2863, -0.2729, -0.2425, -0.2404, -0.2377, -0.2187, -0.2154, -0.2229, -0.2047, -0.2007, -0.2166, -0.1975, -0.1576, -0.1172, -0.1313, -0.1075, -0.1133, -0.0816, -0.0801, -0.0816, -0.0591, -0.0749, -0.0754, -0.0754, -0.1157, -0.1409, 0.0, 0.0036, 0.0071, 0.0021, -0.0111, 0.0073, 0.0476, 0.0853, 0.0946, 0.1294, 0.18, 0.1145, 0.0922, 0.1704, 0.1573, 0.1198, 0.1185, 0.1263, 0.1383, 0.1507, 0.1643, 0.2006, 0.2097, 0.1786, 0.1492, 0.1505, 0.1505, 0.1506, 0.139, 0.1328, 0.0939, 0.1206, 0.1095, 0.0868, 0.1083, 0.1538, 0.1229, 0.0951, 0.1131, 0.07, 0.0781, -0.0297, 0.0125, 0.0495, 0.0146, 0.0522, 0.1172, 0.1174, 0.1002, 0.0574, 0.0927, 0.1306, 0.1732, 0.1531, 0.1512, 0.13, 0.1444, 0.1511, 0.1633, 0.205, 0.2015, 0.1776, 0.2069, 0.2146, 0.209, 0.3217, 0.3557, 0.3557, 0.4503, 0.4621, 0.407, 0.396, 0.4643, 0.4826, 0.5591, 0.5407, 0.5393, 0.5508, 0.5397, 0.5943, 0.6505, 0.6794, 0.6679, 0.7265, 0.7265, 0.6654, 0.6118, 0.5041, 0.6057, 0.6096, 0.5789, 0.5732, 0.5829, 0.5621, 0.6336, 0.6336, 0.6024, 0.6325, 0.673, 0.718, 0.6224, 0.6458, 0.6356, 0.6091, 0.5025, 0.542, 0.5018, 0.5732, 0.5611, 0.4549, 0.4298, 0.4397, 0.421, 0.3209, 0.4902, 0.3907, 0.366, 0.2792, 0.3276, 0.2596, 0.3367, 0.3339, 0.3883, 0.479, 0.5037, 0.5645, 0.5864]}
{"unit_id": "quote:1780710687599460646", "ticker_idx": 0, "ts": "2024-04-17T21:31:26+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "still think we gotta go back and visit 2021s ATH before any good dip buy presents", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects market to pull back to 2021 ATH before a dip-buy opportunity; still holding hedges.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "sold half of em, hanging on to the rest. still think we gotta go back and visit 2021s ATH before any good dip buy presents", "reply_text": null, "parent_text": null, "quoted_text": "If it were you, would you begin monetizing these hedges here? https://t.co/KJnwNIcl5V", "parent_author": null, "ret_m1d": 0.005953474231827904, "ret_signed_m1d": -0.005953474231827904, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.005953474231827904, "bench_c_m1d": 0.005953474231827904, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002057726635803392, "ret_signed_p1d": 0.002057726635803392, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.002057726635803392, "bench_c_p1d": -0.002057726635803392, "ret_p1w": 0.009709267189143223, "ret_signed_p1w": -0.009709267189143223, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.009709267189143223, "bench_c_p1w": 0.009709267189143223, "ret_p1m": 0.05621811090465223, "ret_signed_p1m": -0.05621811090465223, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.05621811090465223, "bench_c_p1m": 0.05621811090465223, "ret_p3m": 0.12544525840741105, "ret_signed_p3m": -0.12544525840741105, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.12544525840741105, "bench_c_p3m": 0.12544525840741105, "ret_p6m": 0.15824885208780648, "ret_signed_p6m": -0.15824885208780648, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.15824885208780648, "bench_c_p6m": 0.15824885208780648, "price_path": [-0.0392, -0.0372, -0.0343, -0.0333, -0.028, -0.0293, -0.0216, -0.0223, -0.0383, -0.0257, -0.0154, -0.019, -0.0162, -0.008, -0.0075, -0.0018, -0.0022, -0.016, -0.007, -0.0002, -0.0052, -0.0052, -0.0106, -0.0097, 0.0107, 0.0114, 0.0077, 0.0096, 0.0083, 0.0119, 0.0214, 0.0203, 0.0101, 0.0152, 0.0253, 0.0191, 0.0183, 0.0292, 0.0276, 0.0256, 0.0185, 0.0246, 0.0303, 0.0398, 0.0433, 0.0413, 0.0384, 0.0365, 0.0452, 0.045, 0.045, 0.0432, 0.0365, 0.0377, 0.025, 0.0357, 0.0363, 0.0375, 0.0271, 0.0349, 0.0206, 0.0078, 0.006, 0.0, -0.0021, -0.0108, -0.0017, 0.0102, 0.0097, 0.0059, 0.0154, 0.019, 0.0029, -0.0004, 0.009, 0.0215, 0.032, 0.0331, 0.0332, 0.0392, 0.0405, 0.0407, 0.0454, 0.0584, 0.0562, 0.0577, 0.059, 0.0616, 0.0585, 0.0508, 0.0577, 0.0577, 0.0585, 0.051, 0.0441, 0.0536, 0.0544, 0.0556, 0.0682, 0.0681, 0.0668, 0.0701, 0.0727, 0.0815, 0.0837, 0.0844, 0.093, 0.0958, 0.0958, 0.0928, 0.0913, 0.0878, 0.092, 0.0933, 0.0951, 0.0908, 0.093, 0.1004, 0.1053, 0.1053, 0.1116, 0.1129, 0.114, 0.125, 0.1153, 0.1224, 0.1254, 0.1321, 0.1162, 0.1077, 0.1003, 0.1117, 0.1099, 0.0848, 0.0791, 0.0912, 0.0918, 0.0863, 0.104, 0.0883, 0.0681, 0.037, 0.0465, 0.0395, 0.0636, 0.0682, 0.0688, 0.0864, 0.0898, 0.1085, 0.111, 0.1216, 0.1198, 0.1236, 0.1148, 0.1266, 0.124, 0.1255, 0.119, 0.1191, 0.1298, 0.1298, 0.1065, 0.1042, 0.1016, 0.083, 0.0951, 0.0999, 0.1112, 0.1206, 0.1264, 0.1281, 0.1285, 0.1252, 0.1444, 0.1424, 0.1453, 0.1485, 0.146, 0.1505, 0.1489, 0.1535, 0.1432, 0.1436, 0.1415, 0.1519, 0.1415, 0.1523, 0.1603, 0.1582]}
{"unit_id": "reply:1787661968330875252", "ticker_idx": 0, "ts": "2024-05-07T01:53:21+00:00", "symbol": "XLU", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I got long utilities in mid April", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in utilities (XLU) since mid-April.", "resolved_tickers": ["XLU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@levenson_david Considering I got long utilities in mid April I’d say I notice it.", "reply_text": null, "parent_text": "@Citrini7 Insane how you don't notice that major damage in XLK XLC and the improvement in XLU XLP", "quoted_text": null, "parent_author": "PolarityRadio", "ret_m1d": -0.011216435174149053, "ret_signed_m1d": -0.011216435174149053, "alpha_spy_m1d": -0.010114219245007106, "alpha_c_m1d": -0.010114219245007106, "bench_spy_m1d": -0.0011022159291419475, "bench_c_m1d": -0.0011022159291419475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010497689338537564, "ret_signed_p1d": 0.010497689338537564, "alpha_spy_p1d": 0.010401213709333224, "alpha_c_p1d": 0.010401213709333224, "bench_spy_p1d": 9.647562920434005e-05, "bench_c_p1d": 9.647562920434005e-05, "ret_p1w": 0.02761037533626176, "ret_signed_p1w": 0.02761037533626176, "alpha_spy_p1w": 0.015699141136110706, "alpha_c_p1w": 0.015699141136110706, "bench_spy_p1w": 0.011911234200151055, "bench_c_p1w": 0.011911234200151055, "ret_p1m": 0.027466300576461933, "ret_signed_p1m": 0.027466300576461933, "alpha_spy_p1m": -0.006431584443206129, "alpha_c_p1m": -0.006431584443206129, "bench_spy_p1m": 0.03389788501966806, "bench_c_p1m": 0.03389788501966806, "ret_p3m": 0.07590483949327553, "ret_signed_p3m": 0.07590483949327553, "alpha_spy_p3m": 0.042105243554488414, "alpha_c_p3m": 0.042105243554488414, "bench_spy_p3m": 0.03379959593878712, "bench_c_p3m": 0.03379959593878712, "ret_p6m": 0.15427034564686082, "ret_signed_p6m": 0.15427034564686082, "alpha_spy_p6m": 0.025628435980691977, "alpha_c_p6m": 0.025628435980691977, "bench_spy_p6m": 0.12864190966616884, "bench_c_p6m": 0.12864190966616884, "price_path": [-0.1437, -0.1404, -0.1304, -0.1448, -0.1401, -0.1257, -0.1267, -0.1267, -0.1273, -0.1157, -0.1226, -0.1163, -0.1337, -0.1173, -0.1146, -0.1143, -0.1197, -0.1049, -0.1075, -0.0989, -0.0931, -0.0908, -0.0862, -0.0951, -0.0889, -0.0962, -0.0949, -0.0907, -0.0827, -0.0815, -0.083, -0.0817, -0.0774, -0.0879, -0.0624, -0.0559, -0.0559, -0.0617, -0.0601, -0.0638, -0.0657, -0.063, -0.0568, -0.0516, -0.0679, -0.0697, -0.0768, -0.0853, -0.0974, -0.0785, -0.0733, -0.0591, -0.0505, -0.046, -0.0403, -0.0377, -0.0482, -0.0352, -0.0403, -0.0292, -0.024, -0.0162, -0.0112, 0.0, 0.0105, 0.0259, 0.0249, 0.0249, 0.0276, 0.043, 0.0394, 0.0403, 0.0385, 0.0479, 0.0355, 0.018, 0.0282, 0.0282, 0.0272, 0.0139, 0.0276, 0.0457, 0.0338, 0.0334, 0.0275, 0.0168, 0.0058, 0.0187, 0.0125, 0.0059, 0.0082, 0.0058, -0.0053, -0.0049, -0.0049, 0.0037, -0.0022, 0.011, 0.0014, -0.0028, -0.0011, -0.0122, -0.019, -0.014, -0.008, -0.008, -0.0063, -0.0053, -0.0024, 0.007, 0.0255, 0.033, 0.0079, 0.0157, 0.0163, 0.0155, 0.0166, 0.0252, 0.0188, 0.0302, 0.0217, 0.0317, 0.0363, 0.0417, 0.0552, 0.0742, 0.0759, 0.0475, 0.0563, 0.0623, 0.0634, 0.0671, 0.0689, 0.0752, 0.0745, 0.0743, 0.0791, 0.0862, 0.0839, 0.0916, 0.0903, 0.0933, 0.1004, 0.0917, 0.0917, 0.0976, 0.1059, 0.1059, 0.1043, 0.1137, 0.111, 0.1004, 0.1116, 0.1168, 0.1203, 0.1227, 0.1385, 0.1472, 0.1464, 0.1377, 0.131, 0.1609, 0.1724, 0.164, 0.1702, 0.1622, 0.1737, 0.1789, 0.1884, 0.189, 0.1886, 0.1867, 0.1594, 0.16, 0.15, 0.1465, 0.1566, 0.1712, 0.1765, 0.1998, 0.1892, 0.196, 0.1913, 0.1871, 0.1985, 0.1908, 0.1731, 0.1823, 0.157, 0.1543]}
{"unit_id": "orig:1768842643386011987", "ticker_idx": 0, "ts": "2024-03-16T03:32:04+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SMCI chart looks like, over the next few months, it's going to make me look like a genius for selling when I did", "tweet_type": "prediction", "timeline": "months", "summary": "Expects SMCI to decline over the next few months, validating a prior sale.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "SMCI chart looks like, over the next few months, it’s going to make me look like a genius for selling when I did.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06810371334861176, "ret_signed_m1d": -0.06810371334861176, "alpha_spy_m1d": -0.07401181277637414, "alpha_c_m1d": -0.07299469214585619, "bench_spy_m1d": -0.005908099427762381, "bench_c_m1d": -0.004890978797244427, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08964904465217705, "ret_signed_p1d": 0.08964904465217705, "alpha_spy_p1d": 0.09520617753220806, "alpha_c_p1d": 0.09483574729608157, "bench_spy_p1d": 0.005557132880031013, "bench_c_p1d": 0.005186702643904528, "ret_p1w": 0.04208136968627829, "ret_signed_p1w": -0.04208136968627829, "alpha_spy_p1w": -0.028607984568210787, "alpha_c_p1w": -0.03132025755188539, "bench_spy_p1w": 0.013473385118067505, "bench_c_p1w": 0.010761112134392903, "ret_p1m": -0.024363468048803738, "ret_signed_p1m": 0.024363468048803738, "alpha_spy_p1m": 0.006171356591873178, "alpha_c_p1m": 0.002356834935957397, "bench_spy_p1m": -0.01819211145693056, "bench_c_p1m": -0.02200663311284634, "ret_p3m": -0.12949194628012128, "ret_signed_p3m": 0.12949194628012128, "alpha_spy_p3m": 0.18718796975233498, "alpha_c_p3m": 0.22895875198992865, "bench_spy_p3m": 0.0576960234722137, "bench_c_p3m": 0.09946680570980737, "ret_p6m": -0.5875604685625992, "ret_signed_p6m": 0.5875604685625992, "alpha_spy_p6m": 0.6610704668425096, "alpha_c_p6m": 0.6090295104780088, "bench_spy_p6m": 0.07350999827991034, "bench_c_p6m": 0.021469041915409548, "price_path": [-0.6981, -0.696, -0.7105, -0.7105, -0.7059, -0.7052, -0.7087, -0.7159, -0.7159, -0.7147, -0.7196, -0.7114, -0.7081, -0.6799, -0.6565, -0.6579, -0.6569, -0.6607, -0.6607, -0.6739, -0.682, -0.6888, -0.5769, -0.5641, -0.5429, -0.5301, -0.5247, -0.5262, -0.5047, -0.4874, -0.4707, -0.4169, -0.4208, -0.3371, -0.3189, -0.3169, -0.3025, -0.2602, -0.2275, -0.209, -0.12, 0.0033, -0.1972, -0.1972, -0.213, -0.2663, -0.0251, -0.1406, -0.1243, -0.1495, -0.184, -0.1345, -0.0951, 0.0736, 0.0901, 0.1239, 0.159, 0.1392, 0.0795, 0.1622, 0.1873, 0.1293, 0.0681, 0.0, -0.0896, -0.1041, -0.0291, -0.0279, 0.0421, 0.0244, 0.0226, 0.0093, 0.0093, 0.0364, 0.0092, 0.0149, -0.0427, -0.0526, -0.0721, -0.0964, -0.0921, -0.0634, -0.1021, -0.1178, -0.0244, -0.0406, -0.0722, -0.2868, -0.2835, -0.2387, -0.2458, -0.2131, -0.1431, -0.1103, -0.1418, -0.2622, -0.238, -0.2178, -0.1702, -0.1813, -0.1779, -0.2008, -0.202, -0.2178, -0.1782, -0.0483, -0.0962, -0.1127, -0.0967, -0.1017, -0.1273, -0.1532, -0.1167, -0.1167, -0.1259, -0.1609, -0.1726, -0.216, -0.2299, -0.2289, -0.198, -0.2226, -0.2314, -0.2137, -0.2329, -0.2258, -0.1295, -0.156, -0.1132, -0.0806, -0.0806, -0.083, -0.0954, -0.1736, -0.1575, -0.1694, -0.1102, -0.1812, -0.1882, -0.1634, -0.1536, -0.1536, -0.154, -0.1013, -0.105, -0.1006, -0.1114, -0.0907, -0.1029, -0.1236, -0.1842, -0.1989, -0.2038, -0.2143, -0.2173, -0.2889, -0.3049, -0.2883, -0.3027, -0.3341, -0.2988, -0.3282, -0.3758, -0.3916, -0.3835, -0.5076, -0.4904, -0.4916, -0.4594, -0.433, -0.4233, -0.3737, -0.3716, -0.3768, -0.3895, -0.3766, -0.3956, -0.3872, -0.4379, -0.4527, -0.5568, -0.5515, -0.5626, -0.5626, -0.5585, -0.5768, -0.5857, -0.6138, -0.5904, -0.5876]}
{"unit_id": "quote:1788744092681142628", "ticker_idx": 0, "ts": "2024-05-10T01:33:19+00:00", "symbol": "HSI", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Entering long HSI / short NKY pair trade.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hang Seng Index proxy via iShares EWH Hong Kong ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Thank you for your sacrifice Chua 🫡 https://t.co/Va6ssHuG73", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": -0.0195290018557005, "ret_signed_m1d": -0.0195290018557005, "alpha_spy_m1d": -0.018242495242420276, "alpha_c_m1d": -0.018242495242420276, "bench_spy_m1d": -0.001286506613280225, "bench_c_m1d": -0.001286506613280225, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015508216949534637, "ret_signed_p1d": 0.015508216949534637, "alpha_spy_p1d": 0.015374074552488626, "alpha_c_p1d": 0.015374074552488626, "bench_spy_p1d": 0.00013414239704601094, "bench_c_p1d": 0.00013414239704601094, "ret_p1w": 0.03733468112328775, "ret_signed_p1w": 0.03733468112328775, "alpha_spy_p1w": 0.020803836384499563, "alpha_c_p1w": 0.020803836384499563, "bench_spy_p1w": 0.016530844738788186, "bench_c_p1w": 0.016530844738788186, "ret_p1m": -0.04709933261752064, "ret_signed_p1m": -0.04709933261752064, "alpha_spy_p1m": -0.07555306570440012, "alpha_c_p1m": -0.07555306570440012, "bench_spy_p1m": 0.028453733086879485, "bench_c_p1m": 0.028453733086879485, "ret_p3m": -0.10806769609103173, "ret_signed_p3m": -0.10806769609103173, "alpha_spy_p3m": -0.10709466855594896, "alpha_c_p3m": -0.10709466855594896, "bench_spy_p3m": -0.0009730275350827711, "bench_c_p3m": -0.0009730275350827711, "ret_p6m": 0.06093011961234329, "ret_signed_p6m": 0.06093011961234329, "alpha_spy_p6m": -0.0399866761501253, "alpha_c_p6m": -0.0399866761501253, "bench_spy_p6m": 0.10091679576246859, "bench_c_p6m": 0.10091679576246859, "price_path": [-0.0856, -0.0775, -0.0724, -0.062, -0.062, -0.0706, -0.0454, -0.0431, -0.046, -0.0505, -0.0505, -0.0626, -0.062, -0.0661, -0.0678, -0.0862, -0.0764, -0.0735, -0.0701, -0.0523, -0.0356, -0.0327, -0.0505, -0.0586, -0.0724, -0.077, -0.0787, -0.0741, -0.089, -0.0953, -0.0999, -0.1011, -0.1068, -0.1068, -0.1011, -0.0919, -0.1017, -0.108, -0.1028, -0.1045, -0.0948, -0.1051, -0.0994, -0.1292, -0.1413, -0.1574, -0.1585, -0.1534, -0.1557, -0.139, -0.1241, -0.1097, -0.0976, -0.0821, -0.0672, -0.0787, -0.0735, -0.0356, -0.0293, -0.0235, -0.0253, -0.0396, -0.0195, 0.0, 0.0155, 0.0069, 0.0161, 0.0247, 0.0373, 0.0333, 0.0138, 0.0046, -0.0144, -0.0178, -0.0178, -0.0144, -0.0299, -0.0362, -0.0396, -0.0425, -0.035, -0.0304, -0.0304, -0.0523, -0.0471, -0.0623, -0.0646, -0.0676, -0.0758, -0.0717, -0.0723, -0.0723, -0.0776, -0.0864, -0.0822, -0.0946, -0.0963, -0.1063, -0.1022, -0.1034, -0.0999, -0.0881, -0.0881, -0.1092, -0.1233, -0.1157, -0.1098, -0.0899, -0.0688, -0.0846, -0.0834, -0.0811, -0.0905, -0.0905, -0.0834, -0.0928, -0.1075, -0.1092, -0.1034, -0.0981, -0.1057, -0.1051, -0.1057, -0.111, -0.1051, -0.1139, -0.1081, -0.0869, -0.0928, -0.0946, -0.0834, -0.0952, -0.0858, -0.0811, -0.0717, -0.0852, -0.084, -0.0805, -0.067, -0.0605, -0.0541, -0.0629, -0.0517, -0.0506, -0.0506, -0.0723, -0.0711, -0.0617, -0.0717, -0.0658, -0.0776, -0.0752, -0.0658, -0.0635, -0.0582, -0.0447, -0.0506, -0.0206, -0.0165, -0.0066, 0.0398, 0.0245, 0.0709, 0.0991, 0.095, 0.1196, 0.1754, 0.1431, 0.1754, 0.1941, 0.1008, 0.0979, 0.0961, 0.1055, 0.0903, 0.0498, 0.0609, 0.0422, 0.068, 0.0504, 0.0562, 0.0463, 0.0504, 0.0545, 0.0662, 0.0603, 0.0521, 0.0486, 0.0574, 0.0609]}
{"unit_id": "quote:1788744092681142628", "ticker_idx": 1, "ts": "2024-05-10T01:33:19+00:00", "symbol": "NKY", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Entering long HSI / short NKY pair trade.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "Nikkei 225 proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Thank you for your sacrifice Chua 🫡 https://t.co/Va6ssHuG73", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": 0.005739612184372023, "ret_signed_m1d": -0.005739612184372023, "alpha_spy_m1d": -0.007026118797652248, "alpha_c_m1d": -0.007026118797652248, "bench_spy_m1d": -0.001286506613280225, "bench_c_m1d": -0.001286506613280225, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00397343904341918, "ret_signed_p1d": 0.00397343904341918, "alpha_spy_p1d": 0.004107581440465191, "alpha_c_p1d": 0.004107581440465191, "bench_spy_p1d": 0.00013414239704601094, "bench_c_p1d": 0.00013414239704601094, "ret_p1w": 0.011479224368744267, "ret_signed_p1w": -0.011479224368744267, "alpha_spy_p1w": 0.005051620370043919, "alpha_c_p1w": 0.005051620370043919, "bench_spy_p1w": 0.016530844738788186, "bench_c_p1w": 0.016530844738788186, "ret_p1m": 0.020456420179330026, "ret_signed_p1m": -0.020456420179330026, "alpha_spy_p1m": 0.007997312907549459, "alpha_c_p1m": 0.007997312907549459, "bench_spy_p1m": 0.028453733086879485, "bench_c_p1m": 0.028453733086879485, "ret_p3m": -0.04864538929214435, "ret_signed_p3m": 0.04864538929214435, "alpha_spy_p3m": 0.047672361757061577, "alpha_c_p3m": 0.047672361757061577, "bench_spy_p3m": -0.0009730275350827711, "bench_c_p3m": -0.0009730275350827711, "ret_p6m": 0.008729467831765092, "ret_signed_p6m": -0.008729467831765092, "alpha_spy_p6m": 0.0921873279307035, "alpha_c_p6m": 0.0921873279307035, "bench_spy_p6m": 0.10091679576246859, "bench_c_p6m": 0.10091679576246859, "price_path": [-0.0178, -0.014, -0.0046, -0.0047, -0.0047, -0.0003, -0.0024, 0.014, 0.0156, 0.0155, 0.0181, 0.0106, 0.0172, 0.035, 0.029, 0.0346, 0.0503, 0.0499, 0.0475, 0.0243, 0.0299, 0.0209, 0.0163, 0.0238, 0.0397, 0.0437, 0.0518, 0.0571, 0.057, 0.0447, 0.0493, 0.0539, 0.05, 0.05, 0.0343, 0.029, 0.0361, 0.0253, 0.0283, 0.0334, 0.0372, 0.021, 0.03, 0.0163, 0.0121, -0.0021, -0.0127, -0.0156, -0.0215, -0.0115, -0.0093, -0.005, -0.0205, -0.0121, -0.0031, -0.01, -0.0124, 0.0077, 0.0193, 0.0253, 0.0141, 0.0013, 0.0057, 0.0, -0.004, 0.0038, 0.015, 0.0047, 0.0115, 0.0187, 0.0128, 0.001, -0.0034, 0.0075, 0.0075, 0.0132, -0.0071, 0.0016, 0.015, 0.0213, 0.0225, 0.0196, 0.019, 0.0115, 0.0205, 0.009, 0.0139, -0.0045, -0.0048, -0.0125, -0.0117, -0.0117, -0.0144, -0.0214, -0.014, 0.0016, -0.0021, 0.0029, 0.0117, 0.005, 0.0209, 0.0302, 0.0302, 0.0372, 0.0322, 0.0378, 0.0568, 0.0528, 0.0585, 0.0535, 0.066, 0.0597, 0.0437, 0.0372, 0.0422, 0.0413, 0.0209, 0.0049, 0.0184, 0.0207, 0.0221, 0.0522, 0.0015, -0.0415, -0.0596, -0.0642, -0.0486, -0.0285, -0.0309, -0.0255, 0.0024, 0.0038, 0.0231, 0.0284, 0.0431, 0.0381, 0.0501, 0.0424, 0.0664, 0.0531, 0.0634, 0.0588, 0.0606, 0.067, 0.067, 0.051, 0.0402, 0.0464, 0.0095, 0.0279, 0.025, 0.0313, 0.0415, 0.0359, 0.0458, 0.0335, 0.0287, 0.056, 0.0566, 0.063, 0.0538, 0.0519, 0.0821, 0.0538, 0.0606, 0.0621, 0.056, 0.0519, 0.0657, 0.0532, 0.0565, 0.051, 0.0511, 0.0534, 0.0551, 0.0335, 0.0397, 0.0342, 0.0397, 0.0225, 0.009, -0.0116, -0.0034, -0.0031, 0.0037, 0.0135, 0.0144, 0.0092, 0.0078, 0.0087]}
{"unit_id": "reply:1761404746135429541", "ticker_idx": 0, "ts": "2024-02-24T14:56:31+00:00", "symbol": "Baidu", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "do it coward", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses going all-in on Baidu; decisive bullish stance.", "resolved_tickers": ["BIDU"], "resolution_method": "exchange_ticker", "resolution_reason": "Baidu US ADR on Nasdaq", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dalibali2 do it coward", "reply_text": null, "parent_text": "Need to talk myself out of just putting my whole PA into Baidu next week.", "quoted_text": null, "parent_author": "dalibali2", "ret_m1d": 0.006962693715155899, "ret_signed_m1d": 0.006962693715155899, "alpha_spy_m1d": 0.0032866774392230624, "alpha_c_m1d": -0.007803047301140342, "bench_spy_m1d": 0.0036760162759328363, "bench_c_m1d": 0.014765741016296241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016005102912319158, "ret_signed_p1d": 0.016005102912319158, "alpha_spy_p1d": 0.01414748051282011, "alpha_c_p1d": 0.007858542185238182, "bench_spy_p1d": 0.0018576223994990482, "bench_c_p1d": 0.008146560727080976, "ret_p1w": -0.08924853462361326, "ret_signed_p1w": -0.08924853462361326, "alpha_spy_p1w": -0.10171911478062412, "alpha_c_p1w": -0.09446764941093899, "bench_spy_p1w": 0.012470580157010858, "bench_c_p1w": 0.005219114787325729, "ret_p1m": -0.06266382950775884, "ret_signed_p1m": -0.06266382950775884, "alpha_spy_p1m": -0.0911858784785895, "alpha_c_p1m": -0.1012357686777392, "bench_spy_p1m": 0.02852204897083066, "bench_c_p1m": 0.03857193916998036, "ret_p3m": -0.08282843237220017, "ret_signed_p3m": -0.08282843237220017, "alpha_spy_p3m": -0.12552530223352698, "alpha_c_p3m": -0.12816501188745621, "bench_spy_p3m": 0.042696869861326814, "bench_c_p3m": 0.04533657951525605, "ret_p6m": -0.20444880847880398, "ret_signed_p6m": -0.20444880847880398, "alpha_spy_p6m": -0.3156247977967469, "alpha_c_p6m": -0.32011926318853445, "bench_spy_p6m": 0.11117598931794292, "bench_c_p6m": 0.11567045470973047, "price_path": [0.0673, 0.073, 0.0559, 0.0281, 0.0268, 0.0252, 0.0469, 0.0259, 0.0269, 0.0231, 0.016, 0.021, 0.0319, 0.0151, 0.0364, 0.0058, 0.0635, 0.0375, 0.0375, 0.0369, 0.0344, 0.0654, 0.0769, 0.0769, 0.043, 0.0642, 0.0699, 0.0684, 0.0661, 0.0507, 0.047, 0.0609, -0.0134, -0.0134, -0.0551, -0.0759, -0.0628, -0.0718, -0.0983, -0.0307, 0.0003, -0.0179, -0.0265, -0.0256, -0.0479, -0.0477, -0.0507, -0.0705, -0.0631, -0.0274, -0.0478, -0.0671, -0.0443, -0.0351, -0.0613, -0.0351, -0.0339, -0.0314, -0.0314, -0.0457, -0.0305, 0.0, 0.007, 0.0, 0.016, -0.0658, -0.0837, -0.0594, -0.0892, -0.1116, -0.1014, -0.1156, -0.1114, -0.0841, -0.0481, -0.0244, -0.0538, -0.0609, -0.0526, -0.0581, -0.0606, -0.0804, -0.076, -0.0446, -0.0627, -0.0506, -0.048, -0.048, -0.0194, -0.0186, -0.0205, -0.0192, -0.0371, -0.0682, -0.0641, -0.0812, -0.0748, -0.118, -0.13, -0.1308, -0.1463, -0.1357, -0.1405, -0.1207, -0.1118, -0.1031, -0.0967, -0.0911, -0.04, -0.065, -0.0567, 0.0105, 0.0255, 0.0248, -0.0005, -0.009, 0.0025, -0.0175, 0.0109, -0.0106, 0.0014, 0.0181, -0.0001, -0.0156, -0.0493, -0.074, -0.0828, -0.0932, -0.0932, -0.0979, -0.1096, -0.1056, -0.1211, -0.1349, -0.1423, -0.1193, -0.116, -0.1329, -0.1366, -0.1505, -0.1466, -0.1501, -0.1682, -0.1734, -0.1783, -0.1783, -0.1969, -0.1989, -0.1977, -0.1993, -0.2023, -0.2129, -0.218, -0.2205, -0.2145, -0.1856, -0.1856, -0.1955, -0.2047, -0.1374, -0.1144, -0.0897, -0.1042, -0.1577, -0.1525, -0.1763, -0.178, -0.1828, -0.1657, -0.1828, -0.1975, -0.2062, -0.1954, -0.1817, -0.1976, -0.1991, -0.2186, -0.236, -0.255, -0.2494, -0.2584, -0.2175, -0.2305, -0.2293, -0.2205, -0.2405, -0.2207, -0.1955, -0.1846, -0.2044]}
{"unit_id": "quote:1768795633735942178", "ticker_idx": 0, "ts": "2024-03-16T00:25:16+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I remember someone said to me when I was shorting Boeing that plane standards were super high and you'd hear about more incidents if they weren't\n\nThis is, what, 5th in a week?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Implies continued bearish view on Boeing as repeated safety incidents validate prior short thesis.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I remember someone said to me when I was shorting Boeing that plane standards were super high and you’d hear about more incidents if they weren’t\n\nThis is, what, 5th in a week?", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: United Airlines Boeing 737 lands in Oregon after losing panel in mid-air https://t.co/qlqMV5lxkb", "parent_author": null, "ret_m1d": 0.014957754093545272, "ret_signed_m1d": -0.014957754093545272, "alpha_spy_m1d": -0.020865853521307653, "alpha_c_m1d": -0.016729934321409345, "bench_spy_m1d": -0.005908099427762381, "bench_c_m1d": -0.001772180227864073, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007228664803325069, "ret_signed_p1d": -0.007228664803325069, "alpha_spy_p1d": -0.0016715319232940562, "alpha_c_p1d": 0.0013864811341874894, "bench_spy_p1d": 0.005557132880031013, "bench_c_p1d": 0.008615145937512558, "ret_p1w": 0.06433500644918033, "ret_signed_p1w": -0.06433500644918033, "alpha_spy_p1w": -0.05086162133111283, "alpha_c_p1w": -0.043658926613571625, "bench_spy_p1w": 0.013473385118067505, "bench_c_p1w": 0.020676079835608707, "ret_p1m": -0.05165699218920361, "ret_signed_p1m": 0.05165699218920361, "alpha_spy_p1m": 0.03346488073227305, "alpha_c_p1m": 0.05050831035649428, "bench_spy_p1m": -0.01819211145693056, "bench_c_p1m": -0.0011486818327093307, "ret_p3m": 0.00478203196098681, "ret_signed_p3m": -0.00478203196098681, "alpha_spy_p3m": 0.05291399151122689, "alpha_c_p3m": -0.0006796520307845721, "bench_spy_p3m": 0.0576960234722137, "bench_c_p3m": 0.004102379930202238, "ret_p6m": -0.10993099097114767, "ret_signed_p6m": 0.10993099097114767, "alpha_spy_p6m": 0.183440989251058, "alpha_c_p6m": 0.16408141453027025, "bench_spy_p6m": 0.07350999827991034, "bench_c_p6m": 0.054150423559122585, "price_path": [0.4471, 0.457, 0.4482, 0.4482, 0.4612, 0.4574, 0.4477, 0.4494, 0.4494, 0.3999, 0.3563, 0.362, 0.3846, 0.2734, 0.2553, 0.2669, 0.2381, 0.2105, 0.2105, 0.115, 0.1291, 0.1767, 0.1956, 0.1951, 0.176, 0.1907, 0.1226, 0.1425, 0.141, 0.1145, 0.1735, 0.1666, 0.1643, 0.149, 0.1598, 0.1784, 0.1634, 0.1633, 0.164, 0.1369, 0.1309, 0.1417, 0.1337, 0.1337, 0.1308, 0.1208, 0.1204, 0.1167, 0.1151, 0.1199, 0.151, 0.1328, 0.1121, 0.1151, 0.1184, 0.1177, 0.1289, 0.1037, 0.0703, 0.0245, 0.014, 0.0073, 0.015, 0.0, 0.0072, 0.0442, 0.0437, 0.0501, 0.0643, 0.0426, 0.0673, 0.0731, 0.0731, 0.0537, 0.0456, 0.0282, 0.0192, 0.0183, 0.0096, -0.0096, -0.029, -0.036, -0.0572, -0.0668, -0.0517, -0.0535, -0.0534, -0.0557, -0.052, -0.0593, -0.0862, -0.0725, -0.0702, -0.0353, -0.0667, -0.0466, -0.0055, -0.0003, -0.0083, -0.0174, 0.0028, 0.0078, -0.0074, -0.0078, 0.0051, -0.0158, 0.0173, 0.0284, 0.0376, 0.0275, 0.0358, -0.0424, -0.0296, -0.0296, -0.0265, -0.0455, -0.0394, -0.0124, 0.0263, 0.0488, 0.0557, 0.0644, 0.0578, 0.0572, 0.0315, 0.0157, 0.0048, -0.0143, -0.0081, -0.027, -0.027, -0.0197, -0.0182, -0.0041, -0.0264, -0.0075, 0.0148, 0.0121, 0.0381, 0.031, 0.0249, 0.0249, 0.0277, 0.0334, 0.0189, 0.0216, 0.0226, 0.0137, -0.0041, 0.0345, 0.0278, 0.0022, -0.0009, -0.0052, 0.0369, 0.0013, 0.0251, 0.0392, 0.0311, 0.039, 0.0598, -0.0085, -0.055, -0.0712, -0.0823, -0.0923, -0.061, -0.0663, -0.0874, -0.0616, -0.0631, -0.0191, 0.0008, -0.0011, -0.043, -0.0356, -0.0394, -0.0271, -0.0354, -0.0378, -0.0508, -0.0421, -0.0339, -0.0339, -0.1046, -0.0924, -0.0984, -0.1236, -0.0941, -0.1099]}
{"unit_id": "orig:1798542942766055773", "ticker_idx": 0, "ts": "2024-06-06T02:30:27+00:00", "symbol": "Verisilicon", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think Verisilicon may have bottomed", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Believes Verisilicon has bottomed; implies upside from here.", "resolved_tickers": ["688521.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "VeriSilicon Holdings, Shanghai STAR Market", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "For the people investing in China: I think Verisilicon may have bottomed", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03192133340639569, "ret_signed_m1d": 0.03192133340639569, "alpha_spy_m1d": 0.031902506839420086, "alpha_c_m1d": 0.023997768689111743, "bench_spy_m1d": 1.882656697560492e-05, "bench_c_m1d": 0.007923564717283949, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01749550268527511, "ret_signed_p1d": -0.01749550268527511, "alpha_spy_p1d": -0.016279961295769252, "alpha_c_p1d": -0.01670307312242636, "bench_spy_p1d": -0.0012155413895058587, "bench_c_p1d": -0.000792429562848751, "ret_p1w": 0.042664190040760275, "ret_signed_p1w": 0.042664190040760275, "alpha_spy_p1w": 0.02809406429449446, "alpha_c_p1w": -0.015970542140888444, "bench_spy_p1w": 0.014570125746265816, "bench_c_p1w": 0.05863473218164872, "ret_p1m": -0.0709024322733206, "ret_signed_p1m": -0.0709024322733206, "alpha_spy_p1m": -0.11161868375181994, "alpha_c_p1m": -0.13948121137508307, "bench_spy_p1m": 0.04071625147849933, "bench_c_p1m": 0.06857877910176247, "ret_p3m": -0.16758749800366535, "ret_signed_p3m": -0.16758749800366535, "alpha_spy_p3m": -0.20350040232903988, "alpha_c_p3m": -0.05974703179926344, "bench_spy_p3m": 0.03591290432537453, "bench_c_p3m": -0.10784046620440191, "ret_p6m": 0.5939225717193488, "ret_signed_p6m": 0.5939225717193488, "alpha_spy_p6m": 0.4598409310717384, "alpha_c_p6m": 0.6346499794215571, "bench_spy_p6m": 0.1340816406476104, "bench_c_p6m": -0.040727407702208285, "price_path": [0.3343, 0.3189, 0.3281, 0.2931, 0.2775, 0.314, 0.2986, 0.2971, 0.2646, 0.2179, 0.1479, 0.1087, 0.0411, 0.0602, 0.077, 0.074, 0.0408, 0.0187, 0.0187, 0.0187, -0.0187, -0.0074, -0.0374, -0.0522, -0.0519, -0.0433, -0.1013, -0.0421, -0.0476, -0.0764, -0.0727, -0.0688, -0.0549, -0.0632, -0.0147, 0.0249, 0.0123, 0.0123, 0.0123, 0.0123, 0.016, -0.0101, -0.0531, -0.0454, -0.0798, -0.1139, -0.1025, -0.1191, -0.1304, -0.0902, -0.1007, -0.1258, -0.1022, -0.1335, -0.1645, -0.1341, -0.143, -0.1354, -0.113, -0.0218, -0.0021, 0.0058, 0.0319, 0.0, -0.0175, -0.0175, 0.0448, 0.0242, 0.0427, 0.0252, 0.0335, 0.0249, -0.0015, 0.0068, -0.0055, -0.0577, -0.1289, -0.1222, -0.1568, -0.1789, -0.198, -0.163, -0.0359, -0.0709, -0.0709, -0.0534, 0.0543, 0.0973, 0.0976, 0.0958, 0.0955, 0.1513, 0.0942, 0.0734, 0.0991, 0.0847, 0.0233, 0.004, -0.0203, -0.0123, -0.0451, -0.0209, 0.0295, 0.0384, -0.004, -0.0669, -0.0454, -0.058, -0.0307, -0.1013, -0.1151, -0.1176, -0.12, -0.0982, -0.113, -0.1289, -0.1489, -0.1645, -0.1661, -0.1728, -0.1673, -0.182, -0.1811, -0.1618, -0.1344, -0.1851, -0.1676, -0.1743, -0.1605, -0.1863, -0.1958, -0.1802, -0.1789, -0.1903, -0.225, -0.225, -0.225, -0.2314, -0.2201, -0.2219, -0.2391, -0.1796, -0.1756, -0.1354, -0.0798, 0.1044, 0.1044, 0.1044, 0.1044, 0.1044, 0.1044, 0.3254, 0.4487, 0.3444, 0.2044, 0.2566, 0.2192, 0.209, 0.2314, 0.3956, 0.4184, 0.3966, 0.3772, 0.38, 0.3923, 0.3582, 0.3076, 0.2784, 0.2839, 0.2216, 0.2336, 0.3118, 0.3168, 0.3619, 0.3877, 0.6651, 0.8146, 0.7845, 0.6716, 0.5485, 0.4626, 0.5991, 0.613, 0.5991, 0.5009, 0.5003, 0.4991, 0.5439, 0.515, 0.5939]}
{"unit_id": "orig:1780979513557475663", "ticker_idx": 0, "ts": "2024-04-18T15:19:39+00:00", "symbol": "PRI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PRI was added to the short side of our Insurance Long/Short at $220 last week", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short PRI; added to the short side of an Insurance Long/Short portfolio at $220.", "resolved_tickers": ["PRI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Insurance - Life", "unit_kind": "original", "lang": "en", "tweet_text": "$PRI was added to the short side of our Insurance Long/Short at $220 last week. https://t.co/Mz6SxaagM9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007377912602898773, "ret_signed_m1d": -0.007377912602898773, "alpha_spy_m1d": -0.005315942997315748, "alpha_c_m1d": -0.005315942997315748, "bench_spy_m1d": 0.002061969605583025, "bench_c_m1d": 0.002061969605583025, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02356146148640792, "ret_signed_p1d": -0.02356146148640792, "alpha_spy_p1d": -0.03228995924683442, "alpha_c_p1d": -0.03228995924683442, "bench_spy_p1d": -0.008728497760426501, "bench_c_p1d": -0.008728497760426501, "ret_p1w": 0.04045898494159994, "ret_signed_p1w": -0.04045898494159994, "alpha_spy_p1w": -0.03251130586364814, "alpha_c_p1w": -0.03251130586364814, "bench_spy_p1w": 0.007947679077951797, "bench_c_p1w": 0.007947679077951797, "ret_p1m": 0.08563012690108884, "ret_signed_p1m": -0.08563012690108884, "alpha_spy_p1m": -0.025712665762729348, "alpha_c_p1m": -0.025712665762729348, "bench_spy_p1m": 0.059917461138359496, "bench_c_p1m": 0.059917461138359496, "ret_p3m": 0.19981397580422855, "ret_signed_p3m": -0.19981397580422855, "alpha_spy_p3m": -0.06536034048841977, "alpha_c_p3m": -0.06536034048841977, "bench_spy_p3m": 0.13445363531580878, "bench_c_p3m": 0.13445363531580878, "ret_p6m": 0.33017190403340013, "ret_signed_p6m": -0.33017190403340013, "alpha_spy_p6m": -0.16258469696869637, "alpha_c_p6m": -0.16258469696869637, "bench_spy_p6m": 0.16758720706470376, "bench_c_p6m": 0.16758720706470376, "price_path": [0.0877, 0.0766, 0.0732, 0.0708, 0.0726, 0.0866, 0.1072, 0.1112, 0.089, 0.1105, 0.1073, 0.0958, 0.1056, 0.1196, 0.1506, 0.1322, 0.1162, 0.1371, 0.1621, 0.1696, 0.1696, 0.1711, 0.1752, 0.201, 0.1896, 0.1766, 0.1642, 0.1679, 0.1674, 0.1839, 0.1866, 0.182, 0.1982, 0.1827, 0.1759, 0.1722, 0.174, 0.1836, 0.1686, 0.1751, 0.1717, 0.1914, 0.1987, 0.1952, 0.1843, 0.1903, 0.2016, 0.2194, 0.2041, 0.2041, 0.1995, 0.1832, 0.1854, 0.1738, 0.1741, 0.1897, 0.1564, 0.1577, 0.0633, 0.0571, 0.014, 0.0184, 0.0074, 0.0, 0.0236, 0.0353, 0.0395, 0.0561, 0.0405, 0.016, 0.0218, 0.0084, 0.0258, 0.044, 0.0376, 0.0593, 0.0434, 0.0385, 0.0496, 0.0651, 0.0659, 0.0685, 0.0745, 0.0678, 0.0856, 0.0894, 0.1029, 0.0978, 0.0773, 0.0867, 0.0867, 0.0643, 0.0602, 0.0732, 0.0788, 0.0744, 0.069, 0.0775, 0.0855, 0.0811, 0.0764, 0.0549, 0.0665, 0.0646, 0.0539, 0.0877, 0.1251, 0.1251, 0.1497, 0.1265, 0.1276, 0.1225, 0.1263, 0.1289, 0.1298, 0.1332, 0.1359, 0.1251, 0.1251, 0.1128, 0.1151, 0.1144, 0.1229, 0.138, 0.158, 0.1725, 0.1998, 0.1966, 0.2008, 0.187, 0.1935, 0.2004, 0.1855, 0.1951, 0.1964, 0.1925, 0.1992, 0.2023, 0.205, 0.1799, 0.1448, 0.1511, 0.162, 0.1906, 0.215, 0.2033, 0.2093, 0.225, 0.2333, 0.2305, 0.2461, 0.2382, 0.2433, 0.2456, 0.2524, 0.2468, 0.2478, 0.2516, 0.2535, 0.2615, 0.2615, 0.2488, 0.2488, 0.2361, 0.222, 0.2231, 0.2123, 0.1964, 0.2135, 0.2202, 0.2339, 0.2295, 0.226, 0.2388, 0.2393, 0.2689, 0.262, 0.2666, 0.2776, 0.2612, 0.2707, 0.2733, 0.2755, 0.2853, 0.3142, 0.2817, 0.2926, 0.333, 0.3178, 0.3302]}
{"unit_id": "thread:1793453432142987577", "ticker_idx": 0, "ts": "2024-05-23T01:26:33+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I'd rather be long and worry about it when the Fed starts cutting. Simplistic? Sure but it's been working so I'm gonna keep doing it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Staying long equities until the Fed begins cutting; plans to reduce exposure only then, not preemptively.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Honestly it would be hubris to look at the history of previous periods where the policy rate was kept elevated off a lower base for as long as it has been, mostly all followed by recession, and shrug off the possibility of a hard landing. It’s more than possible it’s probable even.\n\nI’m just saying in most of those scenarios you can make pretty good money and wait until the Fed starts cutting to start saying “ok time to get serious and cut my exposure way down”. \n\nThat’s my plan at least. Been that way since 2022. Back then the thesis was much more focused on fiscal support and the fact that the “lagged effects” also apply to the east monetary and fiscal policy during the pandemic - which kept the economy strong. \n\nThat has an expiration date. Sure, there’s a chance we get a miraculous soft landing. I’d consider it a tail. \n\nBut either way, I’d rather be long and worry about it when the Fed starts cutting. Simplistic? Sure but it’s been working so I’m gonna keep doing it.\n\n---\n\nThere are absolutely signs you can point to that offer excellent confirmation bias of an impending slowdown. \n\nFor every one of them there seems to be another pointing in the opposite direction.\n\nI’m more than okay not being early to the call on that. The market is stubborn, it’s okay to wait until the data is unambiguous. Think of how obvious it was that inflation was a problem and that the Fed would have to hike more than 100bps off the ZLB before it started really impacting equities. You had at least a 3 month window.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0073580176002829845, "ret_signed_m1d": 0.0073580176002829845, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0073580176002829845, "bench_c_m1d": 0.0073580176002829845, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006616391238277064, "ret_signed_p1d": 0.006616391238277064, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.006616391238277064, "bench_c_p1d": 0.006616391238277064, "ret_p1w": -0.006369440001369409, "ret_signed_p1w": -0.006369440001369409, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.006369440001369409, "bench_c_p1w": -0.006369440001369409, "ret_p1m": 0.03860879025156572, "ret_signed_p1m": 0.03860879025156572, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.03860879025156572, "bench_c_p1m": 0.03860879025156572, "ret_p3m": 0.0656750024249364, "ret_signed_p3m": 0.0656750024249364, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.0656750024249364, "bench_c_p3m": 0.0656750024249364, "ret_p6m": 0.12069763991882643, "ret_signed_p6m": 0.12069763991882643, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.12069763991882643, "bench_c_p6m": 0.12069763991882643, "price_path": [-0.0409, -0.0392, -0.0404, -0.037, -0.0279, -0.029, -0.0387, -0.0338, -0.0242, -0.0301, -0.0309, -0.0205, -0.022, -0.024, -0.0307, -0.0249, -0.0195, -0.0104, -0.0071, -0.009, -0.0118, -0.0136, -0.0053, -0.0055, -0.0055, -0.0072, -0.0135, -0.0125, -0.0245, -0.0143, -0.0138, -0.0126, -0.0225, -0.0151, -0.0287, -0.0409, -0.0426, -0.0483, -0.0503, -0.0586, -0.0499, -0.0386, -0.0391, -0.0427, -0.0337, -0.0302, -0.0456, -0.0487, -0.0398, -0.0279, -0.0179, -0.0168, -0.0167, -0.011, -0.0097, -0.0096, -0.0051, 0.0073, 0.0052, 0.0066, 0.0078, 0.0103, 0.0074, 0.0, 0.0066, 0.0066, 0.0073, 0.0003, -0.0064, 0.0027, 0.0035, 0.0046, 0.0166, 0.0165, 0.0153, 0.0184, 0.0209, 0.0293, 0.0314, 0.032, 0.0402, 0.0428, 0.0428, 0.04, 0.0386, 0.0352, 0.0392, 0.0405, 0.0422, 0.0381, 0.0402, 0.0472, 0.0519, 0.0519, 0.0579, 0.0592, 0.0602, 0.0707, 0.0614, 0.0681, 0.0711, 0.0774, 0.0623, 0.0542, 0.0472, 0.058, 0.0563, 0.0324, 0.027, 0.0385, 0.0391, 0.0338, 0.0506, 0.0357, 0.0165, -0.0131, -0.004, -0.0107, 0.0122, 0.0166, 0.0172, 0.0339, 0.0372, 0.0549, 0.0573, 0.0674, 0.0657, 0.0693, 0.0609, 0.0722, 0.0697, 0.0711, 0.0649, 0.065, 0.0752, 0.0752, 0.053, 0.0509, 0.0483, 0.0307, 0.0422, 0.0468, 0.0575, 0.0664, 0.072, 0.0736, 0.074, 0.0708, 0.0891, 0.0872, 0.0899, 0.0931, 0.0906, 0.095, 0.0934, 0.0978, 0.0879, 0.0884, 0.0864, 0.0963, 0.0864, 0.0966, 0.1042, 0.1023, 0.1089, 0.118, 0.1093, 0.1141, 0.1142, 0.1185, 0.1166, 0.116, 0.1059, 0.1082, 0.1079, 0.1113, 0.1131, 0.1097, 0.088, 0.0926, 0.0902, 0.1034, 0.1308, 0.1396, 0.1445, 0.1456, 0.142, 0.1426, 0.1352, 0.1207]}
{"unit_id": "reply:1786166038314221709", "ticker_idx": 0, "ts": "2024-05-02T22:49:03+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am long amzn", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long AMZN (live position); regrets not maintaining short ETSY as funding leg.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BostonTCapital I am long amzn. Just wish I kept fundingnit w short Etsy", "reply_text": null, "parent_text": "@Citrini7 Never too late to go back long $AMZN. Probably wouldn’t short $ETSY here but what do I know", "quoted_text": null, "parent_author": "BostonTCapital", "ret_m1d": -0.030965792458331975, "ret_signed_m1d": -0.030965792458331975, "alpha_spy_m1d": -0.021699122647252933, "alpha_c_m1d": -0.018516619185321215, "bench_spy_m1d": -0.009266669811079042, "bench_c_m1d": -0.01244917327301076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008066292135759712, "ret_signed_p1d": 0.008066292135759712, "alpha_spy_p1d": -0.004329067949589982, "alpha_c_p1d": 0.0013323297455403171, "bench_spy_p1d": 0.012395360085349694, "bench_c_p1d": 0.006733962390219395, "ret_p1w": 0.025876996252212736, "ret_signed_p1w": 0.025876996252212736, "alpha_spy_p1w": -0.004101509089760036, "alpha_c_p1w": 0.01263577287590878, "bench_spy_p1w": 0.029978505341972772, "bench_c_p1w": 0.013241223376303957, "ret_p1m": -0.04482459248906101, "ret_signed_p1m": -0.04482459248906101, "alpha_spy_p1m": -0.08905941769749293, "alpha_c_p1m": -0.04058065791498089, "bench_spy_p1m": 0.044234825208431916, "bench_c_p1m": -0.0042439345740801215, "ret_p3m": -0.01629490302590242, "ret_signed_p3m": -0.01629490302590242, "alpha_spy_p3m": -0.0929608751983485, "alpha_c_p3m": -0.06330251912191287, "bench_spy_p3m": 0.07666597217244608, "bench_c_p3m": 0.04700761609601045, "ret_p6m": 0.016836295960369396, "ret_signed_p6m": 0.016836295960369396, "alpha_spy_p6m": -0.13693660888612325, "alpha_c_p6m": -0.12427514323268607, "bench_spy_p6m": 0.15377290484649264, "bench_c_p6m": 0.14111143919305547, "price_path": [-0.078, -0.0843, -0.0768, -0.0806, -0.0556, -0.067, -0.0871, -0.0744, -0.0808, -0.0823, -0.0823, -0.0955, -0.0873, -0.0549, -0.0527, -0.0541, -0.0605, -0.0626, -0.0431, -0.0352, -0.0387, -0.0574, -0.0607, -0.0428, -0.0507, -0.0691, -0.0505, -0.0442, -0.0323, -0.0558, -0.0554, -0.0477, -0.0356, -0.0356, -0.0317, -0.0271, -0.0348, -0.0265, -0.0235, -0.0235, -0.0203, -0.0218, -0.0125, -0.0256, 0.0019, 0.0025, 0.0051, 0.0067, 0.0234, 0.0076, -0.006, -0.0076, -0.0186, -0.0298, -0.0546, -0.0405, -0.028, -0.044, -0.0598, -0.0276, -0.0204, -0.0526, -0.031, 0.0, 0.0081, 0.0215, 0.0219, 0.0178, 0.0259, 0.0149, 0.01, 0.0127, 0.0069, -0.0059, -0.0001, -0.0064, -0.0085, -0.0086, -0.0199, -0.0215, -0.0215, -0.0139, -0.0146, -0.0292, -0.0448, -0.0345, -0.0291, -0.0186, 0.0015, -0.0023, 0.0127, 0.0136, 0.0117, -0.0048, -0.0057, -0.0036, -0.0103, -0.0103, 0.0075, 0.0236, 0.0046, 0.0088, 0.0481, 0.0711, 0.0462, 0.0676, 0.0827, 0.0697, 0.0697, 0.0827, 0.0789, 0.0791, 0.0816, 0.0559, 0.0529, 0.0433, 0.0449, 0.0174, -0.0053, -0.0086, -0.0117, 0.0091, -0.0211, -0.0264, -0.012, -0.0082, -0.0163, 0.0122, -0.0035, -0.0911, -0.1283, -0.1234, -0.1188, -0.1024, -0.0963, -0.097, -0.0784, -0.0791, -0.0386, -0.0415, -0.0352, -0.0316, -0.025, -0.0465, -0.0416, -0.0499, -0.0628, -0.0754, -0.0682, -0.0337, -0.0337, -0.0459, -0.0617, -0.037, -0.0722, -0.0505, -0.028, -0.0011, 0.0123, 0.0096, 0.0009, 0.0117, 0.0093, 0.0279, 0.0372, 0.0496, 0.05, 0.0423, 0.0349, 0.0176, 0.0087, 0.0022, 0.0002, -0.0149, 0.0097, -0.0212, -0.0108, 0.0024, 0.0104, 0.0222, 0.0153, 0.0161, 0.0117, 0.0152, 0.0231, 0.0235, 0.027, -0.0001, 0.009, 0.0168]}
{"unit_id": "reply:1786166038314221709", "ticker_idx": 1, "ts": "2024-05-02T22:49:03+00:00", "symbol": "ETSY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just wish I kept funding it w short Etsy", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long AMZN (live position); regrets not maintaining short ETSY as funding leg.", "resolved_tickers": ["ETSY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BostonTCapital I am long amzn. Just wish I kept fundingnit w short Etsy", "reply_text": null, "parent_text": "@Citrini7 Never too late to go back long $AMZN. Probably wouldn’t short $ETSY here but what do I know", "quoted_text": null, "parent_author": "BostonTCapital", "ret_m1d": 0.17724503524312674, "ret_signed_m1d": -0.17724503524312674, "alpha_spy_m1d": -0.18651170505420578, "alpha_c_m1d": -0.1896942085161375, "bench_spy_m1d": -0.009266669811079042, "bench_c_m1d": -0.01244917327301076, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012322746818923092, "ret_signed_p1d": -0.012322746818923092, "alpha_spy_p1d": 7.261326642660215e-05, "alpha_c_p1d": -0.005588784428703697, "bench_spy_p1d": 0.012395360085349694, "bench_c_p1d": 0.006733962390219395, "ret_p1w": 0.07106682925707863, "ret_signed_p1w": -0.07106682925707863, "alpha_spy_p1w": -0.04108832391510586, "alpha_c_p1w": -0.05782560588077468, "bench_spy_p1w": 0.029978505341972772, "bench_c_p1w": 0.013241223376303957, "ret_p1m": 0.07140444669794621, "ret_signed_p1m": -0.07140444669794621, "alpha_spy_p1m": -0.027169621489514295, "alpha_c_p1m": -0.07564838127202633, "bench_spy_p1m": 0.044234825208431916, "bench_c_p1m": -0.0042439345740801215, "ret_p3m": 0.089128879388922, "ret_signed_p3m": -0.089128879388922, "alpha_spy_p3m": -0.012462907216475916, "alpha_c_p3m": -0.04212126329291155, "bench_spy_p3m": 0.07666597217244608, "bench_c_p3m": 0.04700761609601045, "ret_p6m": -0.1789331868414069, "ret_signed_p6m": 0.1789331868414069, "alpha_spy_p6m": 0.33270609168789955, "alpha_c_p6m": 0.3200446260344624, "bench_spy_p6m": 0.15377290484649264, "bench_c_p6m": 0.14111143919305547, "price_path": [0.263, 0.2635, 0.2367, 0.2574, 0.3182, 0.331, 0.2557, 0.2861, 0.3126, 0.2925, 0.2925, 0.2807, 0.302, 0.1921, 0.2488, 0.2147, 0.2167, 0.1985, 0.2102, 0.1784, 0.143, 0.1572, 0.1582, 0.1546, 0.2206, 0.2309, 0.2056, 0.1776, 0.1381, 0.1185, 0.1153, 0.1283, 0.1565, 0.1497, 0.1448, 0.1099, 0.1107, 0.1477, 0.16, 0.16, 0.1124, 0.1003, 0.0998, 0.1067, 0.0969, 0.1158, 0.1592, 0.1426, 0.1548, 0.1318, 0.1264, 0.154, 0.1393, 0.1367, 0.1269, 0.1217, 0.1538, 0.1288, 0.1344, 0.1383, 0.1627, 0.1592, 0.1772, 0.0, 0.0123, 0.0544, 0.0596, 0.0562, 0.0711, 0.0452, 0.0552, 0.0731, 0.09, 0.0819, 0.0798, 0.0825, 0.0834, 0.081, 0.0479, 0.0233, 0.0233, 0.0309, 0.0263, 0.037, 0.0714, 0.1006, 0.0957, 0.0949, 0.1178, 0.102, 0.1153, 0.105, 0.068, 0.0152, -0.0062, -0.0091, -0.0265, -0.0265, -0.0176, 0.0157, 0.012, 0.0042, 0.0042, -0.0088, -0.0044, -0.0376, -0.0165, -0.017, -0.017, -0.0133, -0.0653, -0.0376, -0.0324, -0.0157, 0.0213, 0.0393, 0.1052, 0.0964, 0.0746, 0.0594, 0.0532, 0.0262, 0.0172, 0.0201, 0.0511, 0.0782, 0.0891, 0.0996, 0.0155, 0.0019, -0.064, -0.0888, -0.0993, -0.0846, -0.0721, -0.1021, -0.0874, -0.1307, -0.093, -0.09, -0.0736, -0.0841, -0.0777, -0.092, -0.0648, -0.0689, -0.065, -0.0677, -0.0631, -0.0701, -0.0701, -0.0756, -0.062, -0.062, -0.1021, -0.1163, -0.1124, -0.1236, -0.1266, -0.0606, -0.0905, -0.0869, -0.0885, -0.0873, -0.09, -0.0744, -0.0712, -0.078, -0.0589, -0.0354, -0.0626, -0.1172, -0.1249, -0.1374, -0.1087, -0.1359, -0.142, -0.1431, -0.1619, -0.1612, -0.1626, -0.1339, -0.1133, -0.1433, -0.1296, -0.1261, -0.1673, -0.1621, -0.1791, -0.1789]}
{"unit_id": "thread:1755809815136186452", "ticker_idx": 1, "ts": "2024-02-09T04:24:15+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you can't understand why $CFLT or $NET are up, maybe looking a bit broader at the implication on the cycle would be a good exercise", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Defends CFLT and NET post-earnings moves as justified by forward cycle implications from management commentary.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "People will really just look at the earnings report, sparing zero thought to the implication on the future of the report and comments by management, and be like “I see nothing here that suggests this stock should be up”?\n\nAre you trying to play time in reverse?\n\n---\n\nI get it, there’s some stocks out there that have gone up on truly stupidly terrible earnings. But if you can’t understand why $CFLT or $NET are up, maybe looking a bit broader at the implication on the cycle would be a good exercise.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16317643540712135, "ret_signed_m1d": -0.16317643540712135, "alpha_spy_m1d": -0.1574302467211144, "alpha_c_m1d": -0.1574302467211144, "bench_spy_m1d": -0.005746188686006959, "bench_c_m1d": -0.005746188686006959, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0213120409691141, "ret_signed_p1d": -0.0213120409691141, "alpha_spy_p1d": -0.02087314987516853, "alpha_c_p1d": -0.02087314987516853, "bench_spy_p1d": -0.00043889109394557035, "bench_c_p1d": -0.00043889109394557035, "ret_p1w": -0.08710157232548787, "ret_signed_p1w": -0.08710157232548787, "alpha_spy_p1w": -0.08372964994370635, "alpha_c_p1w": -0.08372964994370635, "bench_spy_p1w": -0.0033719223817815225, "bench_c_p1w": -0.0033719223817815225, "ret_p1m": -0.10063010373064107, "ret_signed_p1m": -0.10063010373064107, "alpha_spy_p1m": -0.12074170156700503, "alpha_c_p1m": -0.12074170156700503, "bench_spy_p1m": 0.02011159783636396, "bench_c_p1m": 0.02011159783636396, "ret_p3m": -0.32866940161707536, "ret_signed_p3m": -0.32866940161707536, "alpha_spy_p3m": -0.3637788121929054, "alpha_c_p3m": -0.3637788121929054, "bench_spy_p3m": 0.03510941057583006, "bench_c_p3m": 0.03510941057583006, "ret_p6m": -0.2800222547575907, "ret_signed_p6m": -0.2800222547575907, "alpha_spy_p6m": -0.3188526359565599, "alpha_c_p6m": -0.3188526359565599, "bench_spy_p6m": 0.0388303811989692, "bench_c_p6m": 0.0388303811989692, "price_path": [-0.3457, -0.3439, -0.3449, -0.3264, -0.3253, -0.3157, -0.3173, -0.3173, -0.3199, -0.3148, -0.3093, -0.2744, -0.2851, -0.27, -0.2604, -0.2777, -0.2897, -0.2884, -0.2817, -0.2789, -0.2755, -0.2552, -0.2155, -0.2119, -0.2152, -0.2077, -0.2325, -0.2138, -0.2187, -0.2187, -0.2053, -0.2073, -0.2153, -0.2285, -0.2285, -0.2647, -0.2922, -0.2881, -0.2932, -0.262, -0.2436, -0.2497, -0.2511, -0.2645, -0.2645, -0.2731, -0.2859, -0.2776, -0.2462, -0.2153, -0.2223, -0.2371, -0.2415, -0.257, -0.2189, -0.2313, -0.2675, -0.2625, -0.2342, -0.2511, -0.244, -0.2277, -0.1632, 0.0, -0.0213, -0.0745, -0.0329, -0.0621, -0.0871, -0.0871, -0.092, -0.1189, -0.0783, -0.0878, -0.0819, -0.0896, -0.0967, -0.0869, -0.0741, -0.0652, -0.1107, -0.0966, -0.0664, -0.092, -0.1006, -0.1035, -0.1114, -0.127, -0.1512, -0.1231, -0.1181, -0.0921, -0.1067, -0.1052, -0.1097, -0.082, -0.1054, -0.1028, -0.1028, -0.1136, -0.12, -0.1228, -0.1359, -0.109, -0.1167, -0.1012, -0.1213, -0.1097, -0.1312, -0.1629, -0.1564, -0.1846, -0.1965, -0.2207, -0.2153, -0.1857, -0.1875, -0.1961, -0.1845, -0.1693, -0.1901, -0.1842, -0.1756, -0.3106, -0.3115, -0.3131, -0.3287, -0.3204, -0.3336, -0.3183, -0.3203, -0.312, -0.3037, -0.3029, -0.2993, -0.3108, -0.3052, -0.3178, -0.3125, -0.3125, -0.3155, -0.3032, -0.3701, -0.3728, -0.3752, -0.3697, -0.3528, -0.3398, -0.3446, -0.3354, -0.327, -0.3011, -0.3188, -0.2996, -0.2802, -0.2672, -0.2672, -0.2731, -0.2778, -0.2717, -0.2526, -0.2654, -0.2421, -0.2325, -0.2221, -0.2119, -0.2167, -0.2167, -0.1942, -0.2135, -0.2348, -0.2367, -0.24, -0.2382, -0.2269, -0.2221, -0.2533, -0.2724, -0.2711, -0.2711, -0.2497, -0.2958, -0.2769, -0.2767, -0.2831, -0.2955, -0.2819, -0.3106, -0.2637, -0.28]}
{"unit_id": "quote:1792538968279420941", "ticker_idx": 0, "ts": "2024-05-20T12:52:48+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I just had a dream that NVDA missed earnings then I woke up and saw this. I'm gonna buy some puts.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying NVDA puts; bearish into earnings.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I just had a dream that NVDA missed earnings then I woke up and saw this.\n\nI’m gonna buy some puts.", "reply_text": null, "parent_text": null, "quoted_text": "“.. one of Wall Street’s most prominent pessimists ..”\n\n@barronsonline $SPX 🇺🇸 \nhttps://t.co/Vl5QrmgvqU https://t.co/U6LgfL6dHY", "parent_author": null, "ret_m1d": -0.02427730934535499, "ret_signed_m1d": 0.02427730934535499, "alpha_spy_m1d": 0.023126353555479984, "alpha_c_m1d": 0.0040645434575057315, "bench_spy_m1d": -0.0011509557898750078, "bench_c_m1d": -0.02021276588784926, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006393767653133375, "ret_signed_p1d": -0.006393767653133375, "alpha_spy_p1d": -0.003941233963968616, "alpha_c_p1d": -0.007798045279703292, "bench_spy_p1d": 0.0024525336891647598, "bench_c_p1d": -0.0014042776265699164, "ret_p1w": 0.12332775209272362, "ret_signed_p1w": -0.12332775209272362, "alpha_spy_p1w": -0.12449757987751353, "alpha_c_p1w": -0.08392351908377971, "bench_spy_p1w": -0.001169827784789912, "bench_c_p1w": 0.03940423300894391, "ret_p1m": 0.43058797452995523, "ret_signed_p1m": -0.43058797452995523, "alpha_spy_p1m": -0.39581844699860436, "alpha_c_p1m": -0.25288584899728317, "bench_spy_p1m": 0.034769527531350874, "bench_c_p1m": 0.17770212553267206, "ret_p3m": 0.2963716083372121, "ret_signed_p3m": -0.2963716083372121, "alpha_spy_p3m": -0.24959536379107128, "alpha_c_p3m": -0.24798863418776174, "bench_spy_p3m": 0.04677624454614082, "bench_c_p3m": 0.048382974149450364, "ret_p6m": 0.5648328523275254, "ret_signed_p6m": -0.5648328523275254, "alpha_spy_p6m": -0.43163596351742717, "alpha_c_p6m": -0.49308816772932706, "bench_spy_p6m": 0.13319688881009828, "bench_c_p6m": 0.07174468459819838, "price_path": [-0.2882, -0.1714, -0.1685, -0.1656, -0.1697, -0.1806, -0.1653, -0.1319, -0.1007, -0.093, -0.0641, -0.0223, -0.0765, -0.095, -0.0302, -0.0411, -0.0721, -0.0733, -0.0667, -0.0568, -0.0465, -0.0353, -0.0052, 0.0023, -0.0234, -0.0478, -0.0467, -0.0467, -0.0466, -0.0562, -0.0614, -0.0936, -0.0714, -0.0807, -0.0995, -0.0817, -0.0439, -0.0696, -0.0926, -0.0777, -0.1134, -0.1067, -0.196, -0.161, -0.1304, -0.1593, -0.1282, -0.0743, -0.0741, -0.0884, -0.1239, -0.0946, -0.0632, -0.0279, -0.0446, -0.0461, -0.0637, -0.0517, -0.0462, -0.0361, -0.0016, -0.0044, -0.0243, 0.0, 0.0064, 0.0018, 0.0952, 0.1233, 0.1233, 0.2017, 0.2115, 0.1659, 0.1567, 0.2133, 0.2285, 0.2918, 0.2766, 0.2755, 0.285, 0.2758, 0.3211, 0.3676, 0.3915, 0.3821, 0.4306, 0.4306, 0.3799, 0.3355, 0.2463, 0.3305, 0.3337, 0.3083, 0.3035, 0.3116, 0.2944, 0.3536, 0.3536, 0.3277, 0.3527, 0.3863, 0.4235, 0.3443, 0.3637, 0.3552, 0.3333, 0.245, 0.2777, 0.2444, 0.3035, 0.2935, 0.2055, 0.1847, 0.193, 0.1775, 0.0945, 0.2348, 0.1523, 0.1319, 0.0599, 0.1, 0.0437, 0.1076, 0.1053, 0.1503, 0.2255, 0.2459, 0.2964, 0.3145, 0.3717, 0.3427, 0.3559, 0.3057, 0.3651, 0.3344, 0.3538, 0.3254, 0.2408, 0.2595, 0.2595, 0.1396, 0.1207, 0.1312, 0.085, 0.1234, 0.1406, 0.2336, 0.2572, 0.2568, 0.2323, 0.2198, 0.1963, 0.2438, 0.2241, 0.2268, 0.2755, 0.3033, 0.3089, 0.2811, 0.2815, 0.2346, 0.2542, 0.2964, 0.3182, 0.3478, 0.4023, 0.3998, 0.4226, 0.4225, 0.457, 0.3887, 0.4322, 0.445, 0.4562, 0.5165, 0.5152, 0.4727, 0.4817, 0.4936, 0.4828, 0.4905, 0.4704, 0.401, 0.4288, 0.4357, 0.4764, 0.5366, 0.5711, 0.5579, 0.5329, 0.5648]}
{"unit_id": "quote:1764055030779269246", "ticker_idx": 0, "ts": "2024-03-02T22:27:48+00:00", "symbol": "Vanke", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the risk/reward on shorting Vanke & other Chinese prop bonds trading near par while being long the blown out COGARDs AGILEs and ROADKGs would be a good idea", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author reiterates prior thesis: short Vanke and similar Chinese property bonds trading near par, long beaten-down COGARDs/AGILEs/ROADKGs.", "resolved_tickers": ["2202.HK"], "resolution_method": "exchange_ticker", "resolution_reason": "China Vanke Co listed on HKEX", "bench_c": "MCHI", "bench_c_reason": "country_fallback (suffix='HK')", "bench_c_industry": "Real Estate - Development", "unit_kind": "quote", "lang": "en", "tweet_text": "I don’t think anyone actually read this part but there was a whole section of my china primer that basically said the risk/reward on shorting Vanke & other Chinese prop bonds trading near par while being long the blown out COGARDs AGILEs and ROADKGs would be a good idea.", "reply_text": null, "parent_text": null, "quoted_text": "Various domestic bonds of #Vanke witnessed sweeping declines on Friday. Among these, '22 Vanke 05' plunged 6.7% to an all-time low of 74.2 yuan, accumulating a weekly loss of 9.2%, which marks the most significant weekly downturn in the bond's history. #China #Realestate", "parent_author": null, "ret_m1d": 0.0767857700890433, "ret_signed_m1d": -0.0767857700890433, "alpha_spy_m1d": -0.07571222407701672, "alpha_c_m1d": -0.0582815557918841, "bench_spy_m1d": 0.0010735460120265827, "bench_c_m1d": 0.018504214297159205, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024999976583889194, "ret_signed_p1d": 0.024999976583889194, "alpha_spy_p1d": 0.01500575839335927, "alpha_c_p1d": 0.01394882010639864, "bench_spy_p1d": -0.009994218190529924, "bench_c_p1d": -0.011051156477490554, "ret_p1w": 0.01964288131923131, "ret_signed_p1w": -0.01964288131923131, "alpha_spy_p1w": -0.0216339514044821, "alpha_c_p1w": 0.003487489132291355, "bench_spy_p1w": -0.00199107008525079, "bench_c_p1w": 0.023130370451522664, "ret_p1m": -0.15714288025486267, "ret_signed_p1m": 0.15714288025486267, "alpha_spy_p1m": 0.17305564899484804, "alpha_c_p1m": 0.1980063705911017, "bench_spy_p1m": 0.015912768739985372, "bench_c_p1m": 0.04086349033623904, "ret_p3m": -0.01964288131923131, "ret_signed_p3m": 0.01964288131923131, "alpha_spy_p3m": 0.042937281190545296, "alpha_c_p3m": 0.16639188285608597, "bench_spy_p3m": 0.023294399871313987, "bench_c_p3m": 0.14674900153685466, "ret_p6m": -0.31071429270870843, "ret_signed_p6m": 0.31071429270870843, "alpha_spy_p6m": 0.4138219632711696, "alpha_c_p6m": 0.39122600725052126, "bench_spy_p6m": 0.10310767056246117, "bench_c_p6m": 0.08051171454181283, "price_path": [0.2946, 0.2929, 0.2661, 0.2643, 0.3018, 0.2625, 0.2607, 0.3161, 0.2964, 0.2464, 0.25, 0.2625, 0.2446, 0.2446, 0.2446, 0.2232, 0.2768, 0.2893, 0.2893, 0.2321, 0.225, 0.2089, 0.2054, 0.1804, 0.1714, 0.1589, 0.1714, 0.1464, 0.1464, 0.1054, 0.0607, 0.075, 0.0625, 0.0125, 0.0482, 0.0964, 0.1607, 0.1589, 0.1446, 0.1125, 0.0946, 0.0786, 0.0929, 0.0679, 0.1286, 0.0964, 0.125, 0.0429, 0.0429, 0.0429, 0.0786, 0.0589, 0.1375, 0.0946, 0.0929, 0.1321, 0.15, 0.1714, 0.1607, 0.1357, 0.0964, 0.0821, 0.0768, 0.0, -0.025, -0.0179, -0.0286, -0.0143, 0.0196, 0.125, 0.0857, 0.1, 0.0482, 0.0143, -0.0429, -0.0411, -0.0125, -0.0393, -0.0232, -0.0036, -0.0446, -0.0321, -0.0321, -0.0321, -0.1571, -0.1929, -0.1929, -0.2268, -0.2179, -0.2125, -0.2464, -0.2607, -0.3125, -0.3179, -0.3089, -0.3179, -0.3286, -0.3411, -0.3304, -0.3232, -0.3125, -0.3, -0.2571, -0.1161, -0.1732, -0.1732, -0.0839, -0.1054, -0.1429, -0.1429, -0.2018, -0.1589, -0.1107, -0.1161, -0.1179, -0.1179, 0.0232, 0.2214, 0.2196, 0.2054, 0.2536, 0.2179, 0.1125, 0.0911, 0.05, 0.0214, -0.0196, -0.0411, -0.0321, 0.0357, 0.0161, -0.0036, 0.0089, 0.0089, -0.0071, -0.0429, -0.0732, -0.0536, -0.0929, -0.1, -0.0786, -0.125, -0.1214, -0.1321, -0.1268, -0.1161, -0.1607, -0.1696, -0.1696, -0.1518, -0.1214, -0.1375, -0.1482, -0.1982, -0.1982, -0.2179, -0.1929, -0.15, -0.1661, -0.1714, -0.1357, -0.1286, -0.1714, -0.1946, -0.2071, -0.2607, -0.2643, -0.2518, -0.2607, -0.2696, -0.2339, -0.2661, -0.2768, -0.2804, -0.2696, -0.2714, -0.2661, -0.2393, -0.2643, -0.2714, -0.2821, -0.275, -0.2732, -0.2679, -0.2929, -0.3089, -0.3286, -0.3232, -0.2964, -0.3107]}
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{"unit_id": "orig:1757158674609422811", "ticker_idx": 1, "ts": "2024-02-12T21:44:09+00:00", "symbol": "DIA", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IWM/DIA lookin juicy", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on IWM and DIA; both look attractive from here.", "resolved_tickers": ["DIA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "@ColinTruly Agree with this fr. IWM/DIA lookin juicy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0035816631179798053, "ret_signed_m1d": -0.0035816631179798053, "alpha_spy_m1d": -0.0040207469218963565, "alpha_c_m1d": -0.0040207469218963565, "bench_spy_m1d": 0.0004390838039165512, "bench_c_m1d": 0.0004390838039165512, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01363007298629526, "ret_signed_p1d": -0.01363007298629526, "alpha_spy_p1d": 0.00014307522705303555, "alpha_c_p1d": 0.00014307522705303555, "bench_spy_p1d": -0.013773148213348296, "bench_c_p1d": -0.013773148213348296, "ret_p1w": -0.003376057581946812, "ret_signed_p1w": -0.003376057581946812, "alpha_spy_p1w": -0.0004417384475760011, "alpha_c_p1w": -0.0004417384475760011, "bench_spy_p1w": -0.002934319134370811, "bench_c_p1w": -0.002934319134370811, "ret_p1m": 0.00849507268494154, "ret_signed_p1m": 0.00849507268494154, "alpha_spy_p1m": -0.02304309953342809, "alpha_c_p1m": -0.02304309953342809, "bench_spy_p1m": 0.03153817221836963, "bench_c_p1m": 0.03153817221836963, "ret_p3m": 0.019751262157823968, "ret_signed_p3m": 0.019751262157823968, "alpha_spy_p3m": -0.021779556110991694, "alpha_c_p3m": -0.021779556110991694, "bench_spy_p3m": 0.04153081826881566, "bench_c_p3m": 0.04153081826881566, "ret_p6m": 0.01354060480976682, "ret_signed_p6m": 0.01354060480976682, "alpha_spy_p6m": -0.03532757609826853, "alpha_c_p6m": -0.03532757609826853, "bench_spy_p6m": 0.04886818090803535, "bench_c_p6m": 0.04886818090803535, "price_path": [-0.1018, -0.1025, -0.1022, -0.0968, -0.0986, -0.0941, -0.0941, -0.091, -0.0922, -0.0902, -0.0888, -0.075, -0.0672, -0.0682, -0.0701, -0.0719, -0.0703, -0.067, -0.063, -0.0586, -0.0449, -0.0408, -0.0404, -0.0395, -0.033, -0.0451, -0.0372, -0.0374, -0.0374, -0.0334, -0.0303, -0.0291, -0.0295, -0.0295, -0.0289, -0.0364, -0.0355, -0.0353, -0.0296, -0.0339, -0.0293, -0.0287, -0.032, -0.032, -0.0378, -0.0402, -0.0348, -0.0245, -0.0207, -0.0234, -0.0258, -0.0197, -0.0181, -0.0124, -0.0093, -0.0174, -0.0078, -0.0044, -0.0117, -0.0078, -0.0037, -0.002, -0.0036, 0.0, -0.0136, -0.0098, 0.0004, -0.0034, -0.0034, -0.0047, -0.0037, 0.0078, 0.0098, 0.0083, 0.0056, 0.0054, 0.0063, 0.0098, 0.007, -0.0034, -0.0008, 0.0025, 0.0013, 0.0024, 0.0085, 0.0096, 0.0066, 0.0011, 0.003, 0.0112, 0.0218, 0.0289, 0.0206, 0.0165, 0.0162, 0.0284, 0.0289, 0.0289, 0.0227, 0.0131, 0.0121, -0.0014, 0.0059, 0.0065, 0.0059, -0.0053, -0.0053, -0.0173, -0.024, -0.0222, -0.0236, -0.0226, -0.017, -0.0103, -0.0035, -0.005, -0.0141, -0.0105, -0.0066, -0.0213, -0.0194, -0.0107, 0.001, 0.0054, 0.0061, 0.0106, 0.0198, 0.0228, 0.0209, 0.0238, 0.0334, 0.0332, 0.0367, 0.0319, 0.0337, 0.0282, 0.0126, 0.0126, 0.0126, 0.0073, -0.0031, -0.0112, 0.0045, 0.0012, 0.0044, 0.0071, 0.0092, 0.007, 0.0091, 0.0056, 0.0049, 0.0028, 0.0017, 0.0072, 0.0087, 0.0087, 0.0163, 0.0166, 0.0235, 0.0158, 0.0164, 0.0172, 0.0161, 0.017, 0.0217, 0.0205, 0.0205, 0.0228, 0.0221, 0.0208, 0.032, 0.033, 0.04, 0.0453, 0.0642, 0.0701, 0.0566, 0.0473, 0.0504, 0.0487, 0.0362, 0.0383, 0.0552, 0.054, 0.0589, 0.0617, 0.048, 0.0322, 0.0054, 0.0135]}
{"unit_id": "orig:1792392193740775615", "ticker_idx": 0, "ts": "2024-05-20T03:09:34+00:00", "symbol": "lithium", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think lithium is about to have a wild run", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish lithium; expects a sharp price run imminently.", "resolved_tickers": ["LIT"], "resolution_method": "etf", "resolution_reason": "Lithium via Global X LIT ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I think lithium is about to have a wild run", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003505799659785813, "ret_signed_m1d": 0.003505799659785813, "alpha_spy_m1d": 0.004656755449660821, "alpha_c_m1d": 0.004656755449660821, "bench_spy_m1d": -0.0011509557898750078, "bench_c_m1d": -0.0011509557898750078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01139353053254788, "ret_signed_p1d": -0.01139353053254788, "alpha_spy_p1d": -0.01384606422171264, "alpha_c_p1d": -0.01384606422171264, "bench_spy_p1d": 0.0024525336891647598, "bench_c_p1d": 0.0024525336891647598, "ret_p1w": -0.029579287910496688, "ret_signed_p1w": -0.029579287910496688, "alpha_spy_p1w": -0.028409460125706776, "alpha_c_p1w": -0.028409460125706776, "bench_spy_p1w": -0.001169827784789912, "bench_c_p1w": -0.001169827784789912, "ret_p1m": -0.09728303285501816, "ret_signed_p1m": -0.09728303285501816, "alpha_spy_p1m": -0.13205256038636903, "alpha_c_p1m": -0.13205256038636903, "bench_spy_p1m": 0.034769527531350874, "bench_c_p1m": 0.034769527531350874, "ret_p3m": -0.19833988352034748, "ret_signed_p3m": -0.19833988352034748, "alpha_spy_p3m": -0.2451161280664883, "alpha_c_p3m": -0.2451161280664883, "bench_spy_p3m": 0.04677624454614082, "bench_c_p3m": 0.04677624454614082, "ret_p6m": 0.011335121762335199, "ret_signed_p6m": 0.011335121762335199, "alpha_spy_p6m": -0.12186176704776308, "alpha_c_p6m": -0.12186176704776308, "bench_spy_p6m": 0.13319688881009828, "bench_c_p6m": 0.13319688881009828, "price_path": [-0.0638, -0.0631, -0.0572, -0.046, -0.0305, -0.0256, 0.0092, 0.0333, 0.0028, -0.0497, -0.0219, -0.0193, -0.032, 0.0103, 0.0188, 0.0182, -0.0066, -0.0066, 0.0103, 0.0011, 0.0221, 0.0094, -0.0092, -0.0197, -0.0206, -0.0053, -0.0077, -0.0077, -0.0013, -0.0061, 0.0037, -0.0083, -0.0147, 0.002, 0.0219, -0.0074, 0.0044, -0.0342, -0.0353, -0.0635, -0.0546, -0.0598, -0.0706, -0.0725, -0.0723, -0.0822, -0.0754, -0.062, -0.0158, -0.0399, -0.0346, -0.0002, 0.0079, 0.0151, 0.0094, -0.0024, 0.018, -0.0153, -0.0112, 0.0033, -0.0158, -0.011, 0.0035, 0.0, -0.0114, -0.0182, -0.0392, -0.0296, -0.0296, -0.0353, -0.05, -0.0423, -0.0478, -0.0438, -0.0427, -0.0342, -0.0379, -0.0651, -0.0613, -0.0732, -0.0721, -0.0929, -0.108, -0.1012, -0.0973, -0.0973, -0.1216, -0.133, -0.1308, -0.1459, -0.1201, -0.1307, -0.1443, -0.1406, -0.1401, -0.1073, -0.1073, -0.1159, -0.117, -0.1298, -0.1185, -0.0991, -0.0868, -0.1068, -0.0892, -0.1077, -0.1159, -0.1179, -0.1161, -0.1368, -0.1631, -0.1536, -0.1404, -0.1525, -0.1569, -0.1364, -0.1633, -0.1778, -0.2003, -0.2076, -0.2133, -0.1999, -0.2027, -0.2169, -0.1986, -0.2155, -0.1983, -0.1979, -0.19, -0.1953, -0.1666, -0.1856, -0.1686, -0.173, -0.1772, -0.1906, -0.1754, -0.1642, -0.1642, -0.1924, -0.1904, -0.19, -0.2281, -0.2202, -0.2263, -0.1686, -0.1692, -0.1811, -0.1781, -0.1787, -0.1884, -0.1703, -0.1893, -0.1785, -0.1298, -0.1415, -0.0936, -0.0627, -0.0389, -0.0275, 0.001, -0.0191, 0.0157, 0.0797, 0.0343, 0.0082, 0.0085, -0.0101, -0.0292, -0.063, -0.0561, -0.0793, -0.055, -0.0656, -0.0508, -0.0627, -0.0546, -0.0363, -0.0189, -0.0356, -0.0447, -0.044, -0.0369, -0.0281, -0.003, -0.033, -0.0004, -0.0215, 0.0362, 0.0113]}
{"unit_id": "quote:1790132737950539980", "ticker_idx": 0, "ts": "2024-05-13T21:31:18+00:00", "symbol": "GME", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the short squeeze aspect of this will be extremely limited this time around", "tweet_type": "prediction", "timeline": "days", "summary": "GME short-squeeze potential is very limited this cycle; implied bearish on the squeeze-driven move continuing.", "resolved_tickers": ["GME"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Maybe two days but I was just saying today that S3/Markit showing SI days to cover at 9 which I believe is calculated as 20 day average volume. Combine that with the fact that nobody short is going to not have trauma that makes them cover or hedge post haste + more than 10x average volume trades today.\n\nMaybe it keeps going up on hype but the short squeeze aspect of this will be extremely limited this time around.", "reply_text": null, "parent_text": null, "quoted_text": "Prediction: $GME is gonna be a one day wonder this time around.", "parent_author": null, "ret_m1d": -0.42660102965504243, "ret_signed_m1d": 0.42660102965504243, "alpha_spy_m1d": 0.4264669052497656, "alpha_c_m1d": 0.42789417228298676, "bench_spy_m1d": -0.00013412440527682534, "bench_c_m1d": 0.0012931426279443325, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.60098518156142, "ret_signed_p1d": -0.60098518156142, "alpha_spy_p1d": -0.5963972267371602, "alpha_c_p1d": -0.5964313550229301, "bench_spy_p1d": 0.004587954824259777, "bench_c_p1d": 0.004553826538489902, "ret_p1w": -0.24006572052989839, "ret_signed_p1w": 0.24006572052989839, "alpha_spy_p1w": 0.25763139678034896, "alpha_c_p1w": 0.23725481018854333, "bench_spy_p1w": 0.01756567625045058, "bench_c_p1w": -0.002810910341355055, "ret_p1m": 0.0013135962947952162, "ret_signed_p1m": -0.0013135962947952162, "alpha_spy_p1m": 0.029478846698131722, "alpha_c_p1m": -0.0019319041028679207, "bench_spy_p1m": 0.03079244299292694, "bench_c_p1m": -0.0006183078080727045, "ret_p3m": -0.28571430361105876, "ret_signed_p3m": 0.28571430361105876, "alpha_spy_p3m": 0.30769906395805147, "alpha_c_p3m": 0.2647091102790827, "bench_spy_p3m": 0.021984760346992704, "bench_c_p3m": -0.021005193331976035, "ret_p6m": -0.2449918162531155, "ret_signed_p6m": 0.2449918162531155, "alpha_spy_p6m": 0.359071374169474, "alpha_c_p6m": 0.3906948997492694, "bench_spy_p6m": 0.11407955791635849, "bench_c_p6m": 0.1457030834961539, "price_path": [-0.5268, -0.5235, -0.5363, -0.5363, -0.557, -0.5596, -0.5612, -0.5563, -0.5507, -0.5333, -0.5323, -0.5314, -0.509, -0.5002, -0.5074, -0.4989, -0.4989, -0.5189, -0.5261, -0.5166, -0.5117, -0.5195, -0.5323, -0.5432, -0.5596, -0.5573, -0.5514, -0.5698, -0.5034, -0.491, -0.5675, -0.5888, -0.5888, -0.6062, -0.6296, -0.6263, -0.6213, -0.6305, -0.6443, -0.6384, -0.6437, -0.6292, -0.6463, -0.6696, -0.6594, -0.6617, -0.6614, -0.6578, -0.6713, -0.6663, -0.6411, -0.6319, -0.6092, -0.6292, -0.6358, -0.6417, -0.581, -0.4591, -0.4644, -0.4644, -0.4772, -0.4085, -0.4266, 0.0, 0.601, 0.2989, -0.0913, -0.2706, -0.2401, -0.2736, -0.3064, -0.3984, -0.376, -0.376, -0.219, -0.3025, -0.2575, -0.2401, -0.0805, -0.1297, 0.0368, 0.5287, -0.0732, -0.1846, 0.0013, -0.1639, -0.0437, -0.0575, -0.1718, -0.1888, -0.1888, -0.1596, -0.2141, -0.2233, -0.1813, -0.2053, -0.176, -0.1892, -0.2338, -0.2125, -0.1997, -0.1997, -0.2059, -0.197, -0.1921, -0.18, -0.1603, -0.1445, -0.1133, -0.0627, -0.0811, -0.1501, -0.18, -0.1718, -0.1626, -0.2115, -0.2135, -0.2076, -0.225, -0.2644, -0.2555, -0.287, -0.308, -0.3218, -0.3011, -0.3159, -0.2857, -0.2798, -0.2814, -0.2686, -0.2778, -0.2601, -0.2644, -0.2558, -0.2683, -0.2594, -0.2736, -0.2706, -0.2985, -0.3189, -0.3465, -0.2936, -0.2309, -0.2309, -0.2401, -0.2736, -0.2647, -0.2144, -0.2036, -0.2299, -0.3222, -0.33, -0.3218, -0.3402, -0.3379, -0.3547, -0.3593, -0.2824, -0.2673, -0.2568, -0.2716, -0.268, -0.2617, -0.247, -0.2785, -0.2943, -0.3038, -0.2972, -0.3136, -0.3199, -0.3268, -0.3133, -0.3159, -0.2995, -0.3015, -0.2887, -0.2969, -0.3031, -0.3202, -0.3126, -0.3255, -0.3225, -0.3245, -0.2535, -0.2552, -0.2355, -0.2716, -0.264, -0.2667, -0.245]}
{"unit_id": "thread:1792761308837765608", "ticker_idx": 0, "ts": "2024-05-21T03:36:18+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own HIMS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HIMS, NVO, LLY, and Bachem as held positions across the semaglutide supply chain.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I own HIMS and NVO+LLY. So I’m good either way. But it won’t make a difference to them.\n\nAlso, I own Bachem and some other companies  which are one of the ~20 companies to have a DMF for producing semaglutide. So maybe that benefits too 😂\n\n---\n\nHere is the list of the rest of them. I really like number 9 and wish it was public because then people could ask “what company do you think will benefit from this” and I could say “well I’m long Chinese peptide company” and they’d go “cmon tell me the name of the stock” https://t.co/aB0vSu5nvI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05922556646681132, "ret_signed_m1d": 0.05922556646681132, "alpha_spy_m1d": 0.06167209995018652, "alpha_c_m1d": 0.06167209995018652, "bench_spy_m1d": -0.0024465334833752017, "bench_c_m1d": -0.0024465334833752017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07915714304800181, "ret_signed_p1d": -0.07915714304800181, "alpha_spy_p1d": -0.07627773327523424, "alpha_c_p1d": -0.07627773327523424, "bench_spy_p1d": -0.0028794097727675716, "bench_c_p1d": -0.0028794097727675716, "ret_p1w": 0.08769937143302164, "ret_signed_p1w": 0.08769937143302164, "alpha_spy_p1w": 0.09061643285368426, "alpha_c_p1w": 0.09061643285368426, "bench_spy_p1w": -0.0029170614206626144, "bench_c_p1w": -0.0029170614206626144, "ret_p1m": 0.41173130236179944, "ret_signed_p1m": 0.41173130236179944, "alpha_spy_p1m": 0.3794933731271304, "alpha_c_p1m": 0.3794933731271304, "bench_spy_p1m": 0.03223792923466906, "bench_c_p1m": 0.03223792923466906, "ret_p3m": -0.11275624159764563, "ret_signed_p3m": -0.11275624159764563, "alpha_spy_p3m": -0.1593126218811719, "alpha_c_p3m": -0.1593126218811719, "bench_spy_p3m": 0.046556380283526266, "bench_c_p3m": 0.046556380283526266, "ret_p6m": 0.5717540558585963, "ret_signed_p6m": 0.5717540558585963, "alpha_spy_p6m": 0.44078044542796024, "alpha_c_p6m": 0.44078044542796024, "bench_spy_p6m": 0.13097361043063604, "bench_c_p6m": 0.13097361043063604, "price_path": [-0.4618, -0.4579, -0.4163, -0.2352, -0.2409, -0.2574, -0.2528, -0.1629, -0.1891, -0.2027, -0.1828, -0.1879, -0.176, -0.1674, -0.139, -0.18, -0.1669, -0.1071, -0.1093, -0.0615, -0.0473, -0.07, -0.0712, -0.0991, -0.1036, -0.119, -0.119, -0.1082, -0.1464, -0.1167, -0.164, -0.1737, -0.1526, -0.1714, -0.1714, -0.1686, -0.205, -0.2472, -0.2773, -0.2933, -0.2973, -0.3223, -0.3235, -0.2978, -0.2973, -0.3013, -0.2882, -0.2853, -0.2864, -0.2876, -0.303, -0.3588, -0.3366, -0.2967, -0.3081, -0.2642, -0.3001, -0.2659, -0.2175, -0.2118, -0.2005, -0.1703, 0.0592, 0.0, -0.0792, -0.0985, -0.0387, -0.0387, 0.0877, 0.115, 0.16, 0.1059, 0.1669, 0.1862, 0.2386, 0.2284, 0.1839, 0.2312, 0.2551, 0.3485, 0.3878, 0.3525, 0.3753, 0.4117, 0.4117, 0.2751, 0.2614, 0.2614, 0.3189, 0.2278, 0.1401, 0.1498, 0.2198, 0.2079, 0.1669, 0.1669, 0.1834, 0.168, 0.1782, 0.1509, 0.1987, 0.2369, 0.3007, 0.3161, 0.2523, 0.16, 0.1059, 0.1583, 0.2967, 0.2819, 0.324, 0.2397, 0.2363, 0.2073, 0.2096, 0.0541, 0.0011, 0.0159, -0.0387, -0.0866, -0.0974, -0.0911, -0.0905, -0.09, -0.1213, -0.1054, -0.1128, -0.0569, -0.0587, -0.0564, -0.0626, -0.0473, -0.086, -0.1549, -0.1663, -0.1612, -0.1612, -0.1612, -0.1743, -0.168, -0.1782, -0.2227, -0.2044, -0.1726, -0.1304, -0.0991, -0.0564, -0.0729, -0.0831, -0.0712, -0.0364, -0.0718, -0.0638, -0.0165, -0.0171, 0.0085, 0.012, 0.049, 0.0997, 0.0792, -0.0245, 0.0057, 0.1071, 0.0678, 0.0666, 0.0165, 0.0644, 0.1674, 0.2984, 0.2733, 0.2278, 0.2614, 0.3126, 0.3434, 0.2175, 0.2255, 0.2375, 0.3144, 0.2665, 0.0843, 0.0723, 0.1595, 0.1822, 0.1754, 0.3337, 0.3451, 0.3331, 0.5877, 0.5199, 0.5718]}
{"unit_id": "thread:1792761308837765608", "ticker_idx": 1, "ts": "2024-05-21T03:36:18+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own HIMS and NVO+LLY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HIMS, NVO, LLY, and Bachem as held positions across the semaglutide supply chain.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I own HIMS and NVO+LLY. So I’m good either way. But it won’t make a difference to them.\n\nAlso, I own Bachem and some other companies  which are one of the ~20 companies to have a DMF for producing semaglutide. So maybe that benefits too 😂\n\n---\n\nHere is the list of the rest of them. I really like number 9 and wish it was public because then people could ask “what company do you think will benefit from this” and I could say “well I’m long Chinese peptide company” and they’d go “cmon tell me the name of the stock” https://t.co/aB0vSu5nvI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01664697673312554, "ret_signed_m1d": -0.01664697673312554, "alpha_spy_m1d": -0.014200443249750339, "alpha_c_m1d": -0.014200443249750339, "bench_spy_m1d": -0.0024465334833752017, "bench_c_m1d": -0.0024465334833752017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008360546563745519, "ret_signed_p1d": -0.008360546563745519, "alpha_spy_p1d": -0.005481136790977947, "alpha_c_p1d": -0.005481136790977947, "bench_spy_p1d": -0.0028794097727675716, "bench_c_p1d": -0.0028794097727675716, "ret_p1w": -0.00799050779024868, "ret_signed_p1w": -0.00799050779024868, "alpha_spy_p1w": -0.005073446369586065, "alpha_c_p1w": -0.005073446369586065, "bench_spy_p1w": -0.0029170614206626144, "bench_c_p1w": -0.0029170614206626144, "ret_p1m": 0.04172837500288207, "ret_signed_p1m": 0.04172837500288207, "alpha_spy_p1m": 0.009490445768213007, "alpha_c_p1m": 0.009490445768213007, "bench_spy_p1m": 0.03223792923466906, "bench_c_p1m": 0.03223792923466906, "ret_p3m": 0.0017378725239058923, "ret_signed_p3m": 0.0017378725239058923, "alpha_spy_p3m": -0.044818507759620374, "alpha_c_p3m": -0.044818507759620374, "bench_spy_p3m": 0.046556380283526266, "bench_c_p3m": 0.046556380283526266, "ret_p6m": -0.20605087933549215, "ret_signed_p6m": -0.20605087933549215, "alpha_spy_p6m": -0.3370244897661282, "alpha_c_p6m": -0.3370244897661282, "bench_spy_p6m": 0.13097361043063604, "bench_c_p6m": 0.13097361043063604, "price_path": [-0.0853, -0.0932, -0.0929, -0.1021, -0.1072, -0.1202, -0.0875, -0.0601, -0.0844, -0.0836, -0.0016, -0.0225, -0.036, -0.0075, -0.0194, -0.0114, -0.0277, -0.0238, -0.035, -0.0424, -0.0463, -0.0474, -0.0452, -0.0425, -0.0526, -0.05, -0.05, -0.0563, -0.0644, -0.0604, -0.0829, -0.0688, -0.057, -0.0762, -0.0757, -0.0722, -0.0788, -0.0833, -0.0866, -0.0786, -0.0918, -0.0921, -0.0732, -0.0482, -0.0666, -0.0693, -0.0615, -0.0613, -0.0507, -0.044, -0.0824, -0.0896, -0.0782, -0.0582, -0.0627, -0.0481, -0.0499, -0.0203, -0.0166, -0.0037, -0.0157, -0.0242, -0.0166, 0.0, -0.0084, 0.003, 0.0065, 0.0065, -0.008, -0.0183, -0.0175, 0.0009, 0.0034, 0.0352, 0.0432, 0.0536, 0.0571, 0.0627, 0.0491, 0.0599, 0.0542, 0.0543, 0.0385, 0.0417, 0.0417, 0.0431, 0.0503, 0.0527, 0.0869, 0.063, 0.069, 0.0561, 0.0759, 0.0579, 0.0274, 0.0274, 0.0533, 0.0585, 0.039, 0.0561, 0.0343, 0.0512, 0.0461, 0.0422, 0.0019, -0.0383, -0.0268, -0.0146, -0.0139, -0.0263, -0.054, -0.0624, -0.0526, -0.0439, -0.0187, -0.02, -0.0567, -0.0678, -0.0373, -0.1179, -0.0517, -0.0125, -0.039, -0.0118, -0.0055, 0.0178, 0.0017, 0.0044, 0.0086, 0.0023, 0.0165, 0.0172, 0.0048, 0.0039, -0.0013, 0.0213, 0.0334, 0.0334, 0.0119, -0.0009, -0.028, -0.0261, -0.0204, -0.0362, 0.0043, 0.0149, 0.0174, 0.0167, -0.0197, -0.0193, 0.0017, -0.0531, -0.0814, -0.0684, -0.0572, -0.0769, -0.1032, -0.1157, -0.1236, -0.135, -0.1454, -0.1451, -0.1254, -0.1296, -0.1311, -0.1272, -0.1085, -0.1105, -0.1251, -0.1235, -0.1221, -0.123, -0.1287, -0.1351, -0.1405, -0.154, -0.158, -0.1656, -0.1684, -0.159, -0.1686, -0.1687, -0.1852, -0.1821, -0.2176, -0.2007, -0.2039, -0.1899, -0.2049, -0.2061]}
{"unit_id": "thread:1792761308837765608", "ticker_idx": 2, "ts": "2024-05-21T03:36:18+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own HIMS and NVO+LLY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HIMS, NVO, LLY, and Bachem as held positions across the semaglutide supply chain.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I own HIMS and NVO+LLY. So I’m good either way. But it won’t make a difference to them.\n\nAlso, I own Bachem and some other companies  which are one of the ~20 companies to have a DMF for producing semaglutide. So maybe that benefits too 😂\n\n---\n\nHere is the list of the rest of them. I really like number 9 and wish it was public because then people could ask “what company do you think will benefit from this” and I could say “well I’m long Chinese peptide company” and they’d go “cmon tell me the name of the stock” https://t.co/aB0vSu5nvI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02488888402591427, "ret_signed_m1d": -0.02488888402591427, "alpha_spy_m1d": -0.02244235054253907, "alpha_c_m1d": -0.02244235054253907, "bench_spy_m1d": -0.0024465334833752017, "bench_c_m1d": -0.0024465334833752017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0003239357546940269, "ret_signed_p1d": -0.0003239357546940269, "alpha_spy_p1d": 0.0025554740180735447, "alpha_c_p1d": 0.0025554740180735447, "bench_spy_p1d": -0.0028794097727675716, "bench_c_p1d": -0.0028794097727675716, "ret_p1w": 0.005839319543820887, "ret_signed_p1w": 0.005839319543820887, "alpha_spy_p1w": 0.008756380964483501, "alpha_c_p1w": 0.008756380964483501, "bench_spy_p1w": -0.0029170614206626144, "bench_c_p1w": -0.0029170614206626144, "ret_p1m": 0.10992695110034134, "ret_signed_p1m": 0.10992695110034134, "alpha_spy_p1m": 0.07768902186567228, "alpha_c_p1m": 0.07768902186567228, "bench_spy_p1m": 0.03223792923466906, "bench_c_p1m": 0.03223792923466906, "ret_p3m": 0.14970485939076972, "ret_signed_p3m": 0.14970485939076972, "alpha_spy_p3m": 0.10314847910724345, "alpha_c_p3m": 0.10314847910724345, "bench_spy_p3m": 0.046556380283526266, "bench_c_p3m": 0.046556380283526266, "ret_p6m": 0.012169705349455384, "ret_signed_p6m": 0.012169705349455384, "alpha_spy_p6m": -0.11880390508118066, "alpha_c_p6m": -0.11880390508118066, "bench_spy_p6m": 0.13097361043063604, "bench_c_p6m": 0.13097361043063604, "price_path": [-0.0434, -0.0435, -0.0405, -0.0491, -0.0583, -0.0632, -0.0279, -0.0152, -0.0335, -0.0308, -0.0303, -0.0527, -0.0872, -0.0616, -0.058, -0.0545, -0.0626, -0.0521, -0.0395, -0.0394, -0.0426, -0.0422, -0.039, -0.0368, -0.0328, -0.033, -0.033, -0.0547, -0.0504, -0.0355, -0.0453, -0.0253, -0.0339, -0.0588, -0.0529, -0.0559, -0.0658, -0.0668, -0.0718, -0.0668, -0.0728, -0.0972, -0.091, -0.0731, -0.0899, -0.099, -0.0883, -0.0837, -0.0291, -0.0345, -0.0604, -0.0865, -0.0471, -0.0333, -0.0367, -0.041, -0.0554, -0.0582, -0.0504, -0.0201, -0.0399, -0.0413, -0.0249, 0.0, -0.0003, 0.0066, 0.0053, 0.0053, 0.0058, 0.0104, 0.0148, 0.0214, 0.035, 0.0366, 0.0356, 0.0425, 0.0583, 0.077, 0.078, 0.0798, 0.0998, 0.0937, 0.1019, 0.1099, 0.1099, 0.1031, 0.1005, 0.1082, 0.1263, 0.1221, 0.1318, 0.1273, 0.1385, 0.1289, 0.1182, 0.1182, 0.1387, 0.143, 0.161, 0.1701, 0.1631, 0.1808, 0.1834, 0.1724, 0.1275, 0.0569, 0.0676, 0.0782, 0.0935, 0.0706, 0.0224, 0.0018, 0.0058, -0.0161, 0.0014, 0.0364, 0.0016, -0.0347, -0.0124, -0.0386, 0.0525, 0.1102, 0.1011, 0.1306, 0.16, 0.1615, 0.1497, 0.1493, 0.1844, 0.1869, 0.1897, 0.1879, 0.1851, 0.1901, 0.1831, 0.1722, 0.197, 0.197, 0.1926, 0.1799, 0.138, 0.1255, 0.1324, 0.1237, 0.1482, 0.1658, 0.1517, 0.1515, 0.1298, 0.1283, 0.1409, 0.1489, 0.1452, 0.1526, 0.1527, 0.1337, 0.0944, 0.1046, 0.1028, 0.111, 0.1041, 0.1061, 0.1201, 0.1392, 0.1467, 0.1355, 0.1621, 0.1589, 0.1387, 0.1426, 0.1435, 0.1445, 0.1298, 0.1335, 0.1262, 0.1113, 0.113, 0.1166, 0.1266, 0.0558, 0.0345, 0.021, 0.0051, 0.005, -0.032, -0.0057, 0.0368, 0.0379, 0.021, 0.0122]}
{"unit_id": "thread:1792761308837765608", "ticker_idx": 3, "ts": "2024-05-21T03:36:18+00:00", "symbol": "Bachem", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own Bachem and some other companies which are one of the ~20 companies to have a DMF for producing semaglutide", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HIMS, NVO, LLY, and Bachem as held positions across the semaglutide supply chain.", "resolved_tickers": ["BCHN.SW"], "resolution_method": "exchange_ticker", "resolution_reason": "Bachem Holding AG listed on SIX Swiss Exchange", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I own HIMS and NVO+LLY. So I’m good either way. But it won’t make a difference to them.\n\nAlso, I own Bachem and some other companies  which are one of the ~20 companies to have a DMF for producing semaglutide. So maybe that benefits too 😂\n\n---\n\nHere is the list of the rest of them. I really like number 9 and wish it was public because then people could ask “what company do you think will benefit from this” and I could say “well I’m long Chinese peptide company” and they’d go “cmon tell me the name of the stock” https://t.co/aB0vSu5nvI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0015924043767632234, "ret_signed_m1d": 0.0015924043767632234, "alpha_spy_m1d": 0.004038937860138425, "alpha_c_m1d": -0.0016833306008723348, "bench_spy_m1d": -0.0024465334833752017, "bench_c_m1d": 0.003275734977635558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01910823713881671, "ret_signed_p1d": -0.01910823713881671, "alpha_spy_p1d": -0.016228827366049137, "alpha_c_p1d": -0.020306566662570136, "bench_spy_p1d": -0.0028794097727675716, "bench_c_p1d": 0.0011983295237534275, "ret_p1w": -0.014331126572250552, "ret_signed_p1w": -0.014331126572250552, "alpha_spy_p1w": -0.011414065151587938, "alpha_c_p1w": 0.0034062570016003546, "bench_spy_p1w": -0.0029170614206626144, "bench_c_p1w": -0.017737383573850907, "ret_p1m": -0.060509520169976794, "ret_signed_p1m": -0.060509520169976794, "alpha_spy_p1m": -0.09274744940464585, "alpha_c_p1m": -0.044449973481239025, "bench_spy_p1m": 0.03223792923466906, "bench_c_p1m": -0.01605954668873777, "ret_p3m": -0.04892207577489971, "ret_signed_p3m": -0.04892207577489971, "alpha_spy_p3m": -0.09547845605842598, "alpha_c_p3m": -0.06686849145423868, "bench_spy_p3m": 0.046556380283526266, "bench_c_p3m": 0.017946415679338967, "ret_p6m": 0.045858805034155736, "ret_signed_p6m": 0.045858805034155736, "alpha_spy_p6m": -0.08511480539648031, "alpha_c_p6m": -0.09837366123810032, "bench_spy_p6m": 0.13097361043063604, "bench_c_p6m": 0.14423246627225605, "price_path": [-0.2022, -0.1927, -0.1927, -0.1783, -0.1768, -0.1624, -0.1592, -0.1672, -0.164, -0.1465, -0.1497, -0.1417, -0.1401, -0.1274, -0.1306, -0.1306, -0.1354, -0.1481, -0.1449, -0.1306, -0.0939, -0.0987, -0.1083, -0.1146, -0.0955, -0.1003, -0.1003, -0.1003, -0.0812, -0.0844, -0.0764, -0.0732, -0.0525, -0.0478, -0.051, -0.051, -0.0525, -0.0398, -0.0637, -0.0605, -0.043, -0.0557, -0.0748, -0.0621, -0.0796, -0.078, -0.0621, -0.0589, -0.0669, -0.0669, -0.0621, -0.0685, -0.0589, -0.0541, -0.0303, -0.0303, -0.0271, -0.0318, -0.0159, 0.008, 0.0, 0.0016, 0.0016, 0.0, -0.0191, 0.0064, 0.0032, 0.0048, -0.0143, -0.0382, -0.0271, -0.0398, -0.0366, 0.0016, 0.0239, 0.0478, -0.0032, -0.0143, -0.0334, -0.035, -0.0573, -0.0717, -0.0701, -0.0605, -0.0605, -0.0621, -0.0748, -0.0573, -0.0701, -0.0701, -0.0605, -0.0605, -0.051, -0.0462, -0.0334, -0.0271, -0.0303, -0.035, -0.0342, -0.0277, -0.0048, 0.0034, 0.0001, 0.0001, -0.0064, -0.0032, -0.0015, 0.0148, 0.005, -0.0032, -0.0146, -0.0032, -0.0146, -0.0032, 0.0017, 0.0017, -0.0424, -0.062, -0.0669, -0.0391, -0.0473, -0.044, -0.0457, -0.0522, -0.0457, -0.0424, -0.0489, -0.0408, -0.044, -0.0538, -0.0506, -0.0473, -0.0457, -0.044, -0.0326, -0.0211, -0.0146, -0.0228, -0.0309, -0.044, -0.0685, -0.08, -0.0669, -0.0587, -0.062, -0.0522, -0.0342, -0.0457, -0.044, -0.0506, -0.0309, -0.0457, -0.0473, -0.044, -0.0375, -0.0211, -0.013, -0.0097, -0.0244, -0.0179, -0.0244, -0.0309, -0.0064, -0.0064, 0.005, 0.0017, 0.0017, 0.0017, -0.0032, 0.0279, 0.041, 0.0491, 0.0508, 0.0508, 0.041, 0.041, 0.0279, 0.0393, 0.0573, 0.041, 0.0377, 0.0459, 0.0344, 0.0426, 0.0687, 0.0704, 0.0606, 0.0655, 0.0361, 0.0459]}
{"unit_id": "reply:1777301735779832252", "ticker_idx": 0, "ts": "2024-04-08T11:45:29+00:00", "symbol": "SSTK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SSTK (short) - creative LLMs already have the data", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short SSTK: creative LLMs already have the training data, undercutting the bull thesis.", "resolved_tickers": ["SSTK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FivosD $SSTK (short) - creative LLMs already have the data", "reply_text": null, "parent_text": "@Citrini7 $SSTK - creative LLMs need data", "quoted_text": null, "parent_author": "FivosD", "ret_m1d": -0.005710666900387573, "ret_signed_m1d": 0.005710666900387573, "alpha_spy_m1d": 0.005151595225735606, "alpha_c_m1d": 0.0055895194370451096, "bench_spy_m1d": -0.0005590716746519675, "bench_c_m1d": -0.00012114746334246362, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010963820301197247, "ret_signed_p1d": -0.010963820301197247, "alpha_spy_p1d": -0.009807168080479878, "alpha_c_p1d": -0.009873114545291939, "bench_spy_p1d": 0.001156652220717369, "bench_c_p1d": 0.001090705755905308, "ret_p1w": -0.06852468253592359, "ret_signed_p1w": 0.06852468253592359, "alpha_spy_p1w": 0.04101470412801045, "alpha_c_p1w": 0.04150416053421924, "bench_spy_p1w": -0.027509978407913138, "bench_c_p1w": -0.02702052200170435, "ret_p1m": -0.10232990092415772, "ret_signed_p1m": 0.10232990092415772, "alpha_spy_p1m": 0.09928408422602408, "alpha_c_p1m": 0.0885167239417215, "bench_spy_p1m": -0.003045816698133641, "bench_c_p1m": -0.013813176982436226, "ret_p3m": -0.1794517357437182, "ret_signed_p3m": 0.1794517357437182, "alpha_spy_p3m": 0.24599850060981487, "alpha_c_p3m": 0.22534589677671235, "bench_spy_p3m": 0.06654676486609667, "bench_c_p3m": 0.04589416103299415, "ret_p6m": -0.2379578491885117, "ret_signed_p6m": 0.2379578491885117, "alpha_spy_p6m": 0.3410657441158207, "alpha_c_p6m": 0.3403996709586352, "bench_spy_p6m": 0.10310789492730899, "bench_c_p6m": 0.10244182177012351, "price_path": [0.1117, 0.1069, 0.1065, 0.1065, 0.0888, 0.0915, 0.1026, 0.1332, 0.1373, 0.1348, 0.0863, 0.0906, 0.0599, 0.0974, 0.1153, 0.0661, 0.0754, 0.0819, 0.0089, 0.0214, -0.0048, 0.0055, 0.0506, 0.0965, 0.0109, 0.064, 0.0849, 0.0259, 0.0259, 0.0093, -0.0034, 0.015, 0.0615, 0.0552, 0.074, 0.0761, 0.1138, 0.1439, 0.1307, 0.1535, 0.143, 0.183, 0.1514, 0.1437, 0.1542, 0.1736, 0.1224, 0.1096, 0.0831, 0.0539, 0.0795, 0.1019, 0.0598, 0.0793, 0.0482, 0.0541, 0.0464, 0.0464, 0.0327, -0.0011, -0.0135, -0.0009, -0.0057, 0.0, 0.011, -0.0521, -0.0274, -0.0498, -0.0685, -0.072, -0.0735, -0.0667, -0.0637, -0.0439, -0.0226, -0.0231, -0.0365, -0.0324, -0.0194, -0.0244, -0.0306, -0.0464, -0.1037, -0.0877, -0.1023, -0.1169, -0.0834, -0.0726, -0.0466, -0.0222, -0.0206, -0.0402, -0.042, -0.0521, -0.0738, -0.1058, -0.1386, -0.1505, -0.1505, -0.1647, -0.132, -0.0563, -0.0646, -0.0897, -0.1136, -0.1019, -0.091, -0.1244, -0.1108, -0.1106, -0.0811, -0.077, -0.0664, -0.0885, -0.0791, -0.0791, -0.0848, -0.1249, -0.1293, -0.1304, -0.1265, -0.1182, -0.109, -0.1394, -0.1767, -0.1795, -0.1795, -0.1937, -0.1923, -0.1661, -0.1488, -0.1069, -0.0938, -0.0682, -0.0162, -0.0266, -0.0533, -0.0648, -0.0526, -0.0452, -0.0756, -0.0365, -0.019, -0.0148, 0.0022, 0.0181, -0.0666, -0.0908, -0.1258, -0.1544, -0.158, -0.1318, -0.1585, -0.1928, -0.1702, -0.1774, -0.1539, -0.1684, -0.1751, -0.1811, -0.2062, -0.2441, -0.2043, -0.2052, -0.2126, -0.2085, -0.1792, -0.1667, -0.1667, -0.2024, -0.2031, -0.1931, -0.2133, -0.2089, -0.2194, -0.225, -0.2452, -0.2219, -0.2166, -0.1841, -0.172, -0.1627, -0.1794, -0.1755, -0.1864, -0.1883, -0.1769, -0.1748, -0.1785, -0.238]}
{"unit_id": "thread:1777739423142048069", "ticker_idx": 0, "ts": "2024-04-09T16:44:41+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Risk reward isn't really there anymore", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Less bullish NVDA vs other AI plays; risk/reward no longer attractive, implying underperformance ahead.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@andy129999 @SwichLabs Idk if I want to risk my perfect record here but let's say 700 provided no significant changes occur. On Jan 22 I did say that I was less bullish on NVDA than many other AI beneficiaries. Risk reward isn't really there anymore.\n\n---\n\n@andy129999 @SwichLabs record intact", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020842649559868587, "ret_signed_m1d": -0.020842649559868587, "alpha_spy_m1d": -0.021997965481859172, "alpha_c_m1d": -0.025483489873923015, "bench_spy_m1d": -0.001155315921990585, "bench_c_m1d": -0.0046408403140544285, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019741426865504952, "ret_signed_p1d": -0.019741426865504952, "alpha_spy_p1d": -0.029754505959108335, "alpha_c_p1d": -0.028442993878883716, "bench_spy_p1d": -0.010013079093603383, "bench_c_p1d": -0.008701567013378764, "ret_p1w": 0.024146585950283628, "ret_signed_p1w": -0.024146585950283628, "alpha_spy_p1w": -0.05455162612058151, "alpha_c_p1w": -0.046190354479737517, "bench_spy_p1w": -0.03040504017029788, "bench_c_p1w": -0.02204376852945389, "ret_p1m": 0.05925924998443821, "ret_signed_p1m": -0.05925924998443821, "alpha_spy_p1m": -0.06336079306225806, "alpha_c_p1m": -0.07130751549206682, "bench_spy_p1m": -0.004101543077819847, "bench_c_p1m": -0.012048265507628608, "ret_p3m": 0.47433461572309543, "ret_signed_p3m": -0.47433461572309543, "alpha_spy_p3m": -0.40287706487005304, "alpha_c_p3m": -0.2707648863204388, "bench_spy_p3m": 0.0714575508530424, "bench_c_p3m": 0.2035697294026566, "ret_p6m": 0.39266991545099605, "ret_signed_p6m": -0.39266991545099605, "alpha_spy_p6m": -0.290371274381342, "alpha_c_p6m": -0.31136695118430713, "bench_spy_p6m": 0.10229864106965403, "bench_c_p6m": 0.08130296426668893, "price_path": [-0.3577, -0.3591, -0.3591, -0.3395, -0.3433, -0.331, -0.303, -0.3011, -0.2986, -0.2811, -0.2781, -0.285, -0.2682, -0.2646, -0.2792, -0.2616, -0.2249, -0.1878, -0.2007, -0.1788, -0.1841, -0.1549, -0.1536, -0.155, -0.1342, -0.1488, -0.1493, -0.1493, -0.1863, -0.2095, -0.0799, -0.0766, -0.0734, -0.078, -0.0901, -0.0732, -0.0361, -0.0014, 0.0071, 0.0392, 0.0857, 0.0255, 0.0049, 0.0768, 0.0648, 0.0303, 0.0291, 0.0363, 0.0474, 0.0588, 0.0712, 0.1047, 0.113, 0.0844, 0.0574, 0.0586, 0.0586, 0.0587, 0.048, 0.0423, 0.0065, 0.0311, 0.0208, 0.0, 0.0197, 0.0616, 0.0332, 0.0076, 0.0241, -0.0155, -0.008, -0.1072, -0.0684, -0.0343, -0.0665, -0.0319, 0.0279, 0.0282, 0.0123, -0.0271, 0.0054, 0.0402, 0.0795, 0.0609, 0.0593, 0.0398, 0.053, 0.0591, 0.0703, 0.1087, 0.1055, 0.0835, 0.1104, 0.1175, 0.1124, 0.2161, 0.2474, 0.2474, 0.3345, 0.3453, 0.2946, 0.2845, 0.3473, 0.3642, 0.4345, 0.4176, 0.4163, 0.4269, 0.4167, 0.467, 0.5186, 0.5452, 0.5347, 0.5886, 0.5886, 0.5323, 0.483, 0.3839, 0.4774, 0.481, 0.4528, 0.4475, 0.4564, 0.4373, 0.503, 0.503, 0.4743, 0.5021, 0.5394, 0.5807, 0.4927, 0.5143, 0.5049, 0.4805, 0.3825, 0.4188, 0.3818, 0.4475, 0.4364, 0.3387, 0.3156, 0.3247, 0.3075, 0.2154, 0.3711, 0.2796, 0.2569, 0.177, 0.2215, 0.1589, 0.2299, 0.2273, 0.2774, 0.3608, 0.3835, 0.4395, 0.4597, 0.5232, 0.491, 0.5056, 0.4498, 0.5158, 0.4817, 0.5033, 0.4718, 0.3778, 0.3986, 0.3986, 0.2654, 0.2444, 0.2562, 0.2048, 0.2475, 0.2666, 0.3698, 0.3961, 0.3956, 0.3684, 0.3545, 0.3285, 0.3812, 0.3593, 0.3623, 0.4163, 0.4473, 0.4535, 0.4226, 0.423, 0.371, 0.3927]}
{"unit_id": "quote:1758481981673726183", "ticker_idx": 0, "ts": "2024-02-16T13:22:30+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "What is this, a price target for ants?!", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastically mocks Loop Capital's $1,200 PT as too low; actual stance is bullish NVDA with much higher upside implied.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "What is this, a price target for ants?!", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA: Loop Capital initiates at Buy - PT $1,200.00 (high on the Street)\n\n\"Initiating Buy and $1200 PT (63% appreciation) as we believe not only is there material upside to Street estimates in CY2024/FY2025 & CY2025/FY2026 but that we are at the front end of a 3 - 5 year GPU", "parent_author": null, "ret_m1d": 0.0006196567875178527, "ret_signed_m1d": -0.0006196567875178527, "alpha_spy_m1d": 0.004385249497140586, "alpha_c_m1d": 0.0036927143376255245, "bench_spy_m1d": 0.005004906284658439, "bench_c_m1d": 0.004312371125143377, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.08543946376873923, "ret_signed_p1w": -0.08543946376873923, "alpha_spy_p1w": -0.06874309238543308, "alpha_c_p1w": -0.0513873536521634, "bench_spy_p1w": 0.016696371383306152, "bench_c_p1w": 0.03405211011657583, "ret_p1m": 0.21822768696755812, "ret_signed_p1m": -0.21822768696755812, "alpha_spy_p1m": -0.18831143499614567, "alpha_c_p1m": -0.13629454068398905, "bench_spy_p1m": 0.029916251971412455, "bench_c_p1m": 0.08193314628356907, "ret_p3m": 0.30327132314807104, "ret_signed_p3m": -0.30327132314807104, "alpha_spy_p3m": -0.23937662518103875, "alpha_c_p3m": -0.14391560770177336, "bench_spy_p3m": 0.06389469796703229, "bench_c_p3m": 0.15935571544629767, "ret_p6m": 0.501577895978192, "ret_signed_p6m": -0.501577895978192, "alpha_spy_p6m": -0.4272196380742901, "alpha_c_p6m": -0.3766210939881154, "bench_spy_p6m": 0.07435825790390194, "bench_c_p6m": 0.12495680199007664, "price_path": [-0.3122, -0.3292, -0.3292, -0.3421, -0.3357, -0.3415, -0.3371, -0.356, -0.356, -0.3733, -0.3587, -0.3733, -0.3583, -0.3458, -0.3579, -0.3437, -0.3377, -0.3341, -0.3267, -0.3104, -0.3169, -0.3374, -0.3253, -0.3275, -0.3275, -0.3213, -0.3194, -0.318, -0.318, -0.318, -0.3366, -0.3449, -0.339, -0.3239, -0.2804, -0.2682, -0.2515, -0.245, -0.2466, -0.2466, -0.2235, -0.2281, -0.2135, -0.1807, -0.1785, -0.1755, -0.1549, -0.1514, -0.1595, -0.1398, -0.1355, -0.1527, -0.132, -0.0889, -0.0452, -0.0605, -0.0346, -0.0409, -0.0066, -0.005, -0.0067, 0.0177, 0.0006, 0.0, 0.0, -0.0435, -0.0708, 0.0816, 0.0854, 0.0892, 0.0838, 0.0695, 0.0895, 0.1331, 0.1739, 0.1839, 0.2216, 0.2763, 0.2055, 0.1813, 0.2659, 0.2517, 0.2112, 0.2097, 0.2182, 0.2312, 0.2446, 0.2593, 0.2986, 0.3084, 0.2748, 0.2429, 0.2444, 0.2444, 0.2445, 0.232, 0.2252, 0.1831, 0.2121, 0.2, 0.1755, 0.1987, 0.248, 0.2145, 0.1844, 0.2039, 0.1574, 0.1661, 0.0494, 0.0951, 0.1352, 0.0973, 0.138, 0.2083, 0.2086, 0.19, 0.1437, 0.1819, 0.2228, 0.269, 0.2471, 0.2452, 0.2222, 0.2378, 0.245, 0.2582, 0.3033, 0.2995, 0.2736, 0.3053, 0.3137, 0.3077, 0.4295, 0.4663, 0.4663, 0.5687, 0.5814, 0.5218, 0.5099, 0.5838, 0.6036, 0.6863, 0.6664, 0.6649, 0.6773, 0.6653, 0.7244, 0.7852, 0.8164, 0.804, 0.8674, 0.8674, 0.8013, 0.7433, 0.6268, 0.7367, 0.741, 0.7078, 0.7016, 0.712, 0.6896, 0.7669, 0.7669, 0.7331, 0.7658, 0.8096, 0.8582, 0.7547, 0.7801, 0.7691, 0.7404, 0.6251, 0.6678, 0.6243, 0.7016, 0.6885, 0.5736, 0.5465, 0.5572, 0.537, 0.4287, 0.6118, 0.5042, 0.4775, 0.3835, 0.4359, 0.3623, 0.4458, 0.4428, 0.5016]}
{"unit_id": "orig:1781693657969488151", "ticker_idx": 0, "ts": "2024-04-20T14:37:24+00:00", "symbol": "XHB", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm gonna use this as confirmation bias to stay short XHB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Maintaining short position in XHB homebuilder ETF.", "resolved_tickers": ["XHB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’m gonna use this as confirmation bias to stay short XHB.\n\nDon’t @ me commodity people, I don’t care yet if I’m misinterpreting. https://t.co/nwm5PXpQVU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007628978052913071, "ret_signed_m1d": 0.007628978052913071, "alpha_spy_m1d": -0.001496133030200908, "alpha_c_m1d": -0.001496133030200908, "bench_spy_m1d": -0.00912511108311398, "bench_c_m1d": -0.00912511108311398, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02665223219284152, "ret_signed_p1d": -0.02665223219284152, "alpha_spy_p1d": -0.014785496648284324, "alpha_c_p1d": -0.014785496648284324, "bench_spy_p1d": 0.011866735544557194, "bench_c_p1d": 0.011866735544557194, "ret_p1w": 0.03517286413056531, "ret_signed_p1w": -0.03517286413056531, "alpha_spy_p1w": -0.01448115929142646, "alpha_c_p1w": -0.01448115929142646, "bench_spy_p1w": 0.020691704839138847, "bench_c_p1w": 0.020691704839138847, "ret_p1m": 0.06162679753363576, "ret_signed_p1m": -0.06162679753363576, "alpha_spy_p1m": 0.0016888571689379628, "alpha_c_p1m": 0.0016888571689379628, "bench_spy_p1m": 0.06331565470257372, "bench_c_p1m": 0.06331565470257372, "ret_p3m": 0.1165260170084188, "ret_signed_p3m": -0.1165260170084188, "alpha_spy_p3m": -0.007018803784264227, "alpha_c_p3m": -0.007018803784264227, "bench_spy_p3m": 0.10950721322415458, "bench_c_p3m": 0.10950721322415458, "ret_p6m": 0.22961495731549486, "ret_signed_p6m": -0.22961495731549486, "alpha_spy_p6m": -0.062092050391602926, "alpha_c_p6m": -0.062092050391602926, "bench_spy_p6m": 0.16752290692389193, "bench_c_p6m": 0.16752290692389193, "price_path": [-0.0815, -0.0634, -0.0632, -0.0553, -0.0544, -0.0721, -0.0487, -0.0474, -0.0605, -0.0576, -0.0412, -0.0245, -0.0218, -0.0051, -0.0367, -0.019, -0.0134, -0.0252, -0.0252, -0.025, -0.0218, -0.0052, 0.0039, 0.0045, 0.0125, 0.0116, 0.0196, 0.0326, 0.0343, 0.0232, 0.0325, 0.049, 0.0363, 0.027, 0.0415, 0.0572, 0.0376, 0.0405, 0.0371, 0.0554, 0.0744, 0.1003, 0.0922, 0.0853, 0.0832, 0.0963, 0.1056, 0.1056, 0.0913, 0.0687, 0.0763, 0.061, 0.0759, 0.0751, 0.074, 0.0342, 0.0383, 0.0328, 0.0193, 0.0062, -0.0015, -0.0023, -0.0076, 0.0, 0.0267, 0.0168, 0.0153, 0.0276, 0.0352, 0.0166, 0.0125, 0.0258, 0.0425, 0.0588, 0.048, 0.0445, 0.066, 0.0652, 0.0557, 0.0648, 0.0899, 0.0603, 0.0618, 0.063, 0.0616, 0.0374, 0.0292, 0.0418, 0.0418, 0.0271, 0.0122, 0.0296, 0.0433, 0.0309, 0.0091, 0.0307, 0.0185, 0.0077, 0.0163, 0.0081, 0.0439, 0.0476, 0.0303, 0.0378, 0.0372, 0.0372, 0.022, 0.0195, 0.0309, 0.0016, -0.0002, 0.002, 0.0029, -0.0225, -0.0234, -0.0201, -0.0201, -0.028, -0.015, -0.0218, -0.0001, 0.0588, 0.0771, 0.0789, 0.141, 0.1135, 0.1165, 0.1121, 0.1322, 0.1363, 0.1036, 0.1222, 0.1598, 0.1647, 0.1725, 0.1727, 0.1349, 0.1038, 0.0701, 0.0766, 0.0483, 0.0674, 0.0714, 0.0631, 0.0858, 0.0817, 0.101, 0.0931, 0.1142, 0.1069, 0.1389, 0.1343, 0.1829, 0.1717, 0.1598, 0.1514, 0.15, 0.1647, 0.1647, 0.1252, 0.1209, 0.1124, 0.1135, 0.1156, 0.1214, 0.1237, 0.1481, 0.186, 0.1952, 0.2092, 0.2069, 0.2402, 0.2128, 0.2252, 0.2238, 0.2053, 0.2161, 0.2343, 0.2372, 0.2347, 0.2253, 0.2213, 0.2052, 0.2051, 0.2122, 0.2146, 0.1952, 0.2048, 0.2283, 0.2296]}
{"unit_id": "reply:1795246565155848580", "ticker_idx": 0, "ts": "2024-05-28T00:11:49+00:00", "symbol": "SHOP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting SHOP seems a lot safer tbh", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers shorting SHOP over alternatives; bearish lean on Shopify.", "resolved_tickers": ["SHOP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Namzes_G Shorting SHOP seems a lot safer tbh", "reply_text": null, "parent_text": "@Citrini7", "quoted_text": null, "parent_author": "Namzes_G", "ret_m1d": -0.020965757600927115, "ret_signed_m1d": 0.020965757600927115, "alpha_spy_m1d": 0.0202672822808605, "alpha_c_m1d": 0.0202672822808605, "bench_spy_m1d": -0.0006984753200666161, "bench_c_m1d": -0.0006984753200666161, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003093320320051829, "ret_signed_p1d": -0.003093320320051829, "alpha_spy_p1d": -0.010096010376378306, "alpha_c_p1d": -0.010096010376378306, "bench_spy_p1d": -0.007002690056326477, "bench_c_p1d": -0.007002690056326477, "ret_p1w": 0.042790887390121046, "ret_signed_p1w": -0.042790887390121046, "alpha_spy_p1w": -0.04547114924933282, "alpha_c_p1w": -0.04547114924933282, "bench_spy_p1w": -0.0026802618592117744, "bench_c_p1w": -0.0026802618592117744, "ret_p1m": 0.12476367920381581, "ret_signed_p1m": -0.12476367920381581, "alpha_spy_p1m": -0.09180860111477074, "alpha_c_p1m": -0.09180860111477074, "bench_spy_p1m": 0.032955078089045076, "bench_c_p1m": 0.032955078089045076, "ret_p3m": 0.30847226648155424, "ret_signed_p3m": -0.30847226648155424, "alpha_spy_p3m": -0.24404626710367983, "alpha_c_p3m": -0.24404626710367983, "bench_spy_p3m": 0.06442599937787441, "bench_c_p3m": 0.06442599937787441, "ret_p6m": 0.786217647265903, "ret_signed_p6m": -0.786217647265903, "alpha_spy_p6m": -0.6646418756152923, "alpha_c_p6m": -0.6646418756152923, "bench_spy_p6m": 0.12157577165061073, "bench_c_p6m": 0.12157577165061073, "price_path": [0.3124, 0.3162, 0.3021, 0.2626, 0.2719, 0.2946, 0.3088, 0.2884, 0.3123, 0.3521, 0.3477, 0.3258, 0.3322, 0.3324, 0.3977, 0.3678, 0.3528, 0.3477, 0.3495, 0.3511, 0.3262, 0.3262, 0.3437, 0.3425, 0.2999, 0.2856, 0.2937, 0.2782, 0.2875, 0.237, 0.2299, 0.203, 0.1784, 0.1806, 0.1928, 0.1945, 0.1973, 0.2124, 0.2719, 0.2418, 0.2124, 0.2258, 0.2456, 0.2064, 0.2098, 0.2373, 0.2796, 0.3296, 0.3241, 0.078, 0.0732, 0.0129, 0.0101, -0.0027, 0.01, -0.0065, 0.0058, 0.0124, -0.0201, 0.0088, -0.0095, -0.021, -0.021, 0.0, 0.0031, 0.006, 0.0165, 0.0259, 0.0428, 0.0526, 0.0562, 0.0584, 0.0828, 0.0968, 0.1251, 0.1117, 0.1627, 0.1432, 0.1041, 0.1041, 0.0978, 0.1175, 0.1052, 0.1132, 0.1248, 0.1406, 0.1351, 0.1107, 0.1352, 0.1468, 0.1468, 0.1622, 0.1572, 0.1364, 0.1275, 0.1224, 0.1151, 0.1035, 0.1981, 0.1138, 0.0846, 0.0854, 0.0773, 0.0768, 0.0186, 0.0215, 0.0301, 0.0289, 0.0174, 0.0517, -0.0003, -0.0646, -0.1019, -0.0682, 0.098, 0.178, 0.1909, 0.1739, 0.2012, 0.2303, 0.2863, 0.2811, 0.2916, 0.2866, 0.3085, 0.2769, 0.3085, 0.288, 0.2808, 0.2464, 0.2592, 0.2729, 0.2729, 0.2246, 0.2067, 0.2048, 0.1516, 0.1708, 0.1715, 0.2291, 0.2255, 0.2451, 0.2645, 0.2794, 0.2927, 0.3521, 0.3528, 0.3767, 0.3805, 0.3621, 0.3877, 0.3612, 0.3772, 0.3482, 0.3593, 0.3428, 0.4166, 0.3896, 0.4191, 0.4334, 0.4214, 0.4305, 0.438, 0.408, 0.4066, 0.4028, 0.4209, 0.4205, 0.4025, 0.369, 0.3717, 0.3585, 0.3726, 0.3815, 0.375, 0.344, 0.3574, 0.348, 0.3674, 0.4078, 0.4702, 0.4972, 0.5465, 0.8718, 0.9778, 0.8745, 0.8644, 0.8196, 0.7974, 0.7862]}
{"unit_id": "thread:1768271777791098982", "ticker_idx": 0, "ts": "2024-03-14T13:43:39+00:00", "symbol": "^GSPC", "kind": "index", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm loaded in the SPX 5150p ref: 5175", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Short SPX via 0dte puts struck at 5150, entered at 5175.", "resolved_tickers": ["^GSPC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Looks like a quality intraday short setup, if anyone needs me I’ll be over here punting 0dte puts.\n\n---\n\nDISCLAIMER: 0dte put options carry a host of risks such as:\n\n-being dumb af\n-having other people see you be dumb\n-losing all your money because indices only go up\n-indices go down but you still lose all your money\n-having to learn greek letters\n-buying @TimTheMM a new Porsche \n\nthat said I’m loaded in the SPX 5150p ref: 5175", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002879358463917514, "ret_signed_m1d": -0.002879358463917514, "alpha_spy_m1d": -0.0008986565304816008, "alpha_c_m1d": null, "bench_spy_m1d": 0.0019807019334359133, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.006482917484461503, "ret_signed_p1d": 0.006482917484461503, "alpha_spy_p1d": -0.0003836823286179625, "alpha_c_p1d": null, "bench_spy_p1d": -0.006866599813079466, "bench_c_p1d": null, "ret_p1w": 0.017677926141402844, "ret_signed_p1w": -0.017677926141402844, "alpha_spy_p1w": -0.00044806631228144767, "alpha_c_p1w": null, "bench_spy_p1w": 0.017229859829121397, "bench_c_p1w": null, "ret_p1m": -0.005255786707530574, "ret_signed_p1m": 0.005255786707530574, "alpha_spy_p1m": 0.00037603913056716287, "alpha_c_p1m": null, "bench_spy_p1m": -0.004879747576963411, "bench_c_p1m": null, "ret_p3m": 0.043654153516297534, "ret_signed_p3m": -0.043654153516297534, "alpha_spy_p3m": 0.002308215400048441, "alpha_c_p3m": null, "bench_spy_p3m": 0.045962368916345975, "bench_c_p3m": null, "ret_p6m": 0.05008075798457412, "ret_signed_p6m": -0.05008075798457412, "alpha_spy_p6m": 0.005920122787484994, "alpha_c_p6m": null, "bench_spy_p6m": 0.056000880772059114, "bench_c_p6m": null, "price_path": [-0.0796, -0.0742, -0.0878, -0.0784, -0.0769, -0.0769, -0.073, -0.0716, -0.0713, -0.0739, -0.0739, -0.0791, -0.0865, -0.0897, -0.088, -0.0751, -0.0765, -0.0713, -0.0719, -0.0712, -0.0712, -0.0747, -0.0799, -0.0717, -0.0603, -0.0583, -0.0555, -0.0547, -0.0498, -0.0504, -0.0432, -0.0438, -0.0592, -0.0474, -0.0373, -0.0403, -0.0381, -0.0302, -0.0296, -0.0241, -0.025, -0.0383, -0.0291, -0.0234, -0.0281, -0.0281, -0.034, -0.0328, -0.0123, -0.012, -0.0157, -0.014, -0.0157, -0.0105, -0.0026, -0.0038, -0.0139, -0.0089, 0.0013, -0.0052, -0.0063, 0.0048, 0.0029, 0.0, -0.0065, -0.0002, 0.0054, 0.0144, 0.0177, 0.0163, 0.0131, 0.0103, 0.019, 0.0202, 0.0202, 0.0181, 0.0107, 0.0118, -0.0006, 0.0105, 0.0101, 0.0115, 0.002, 0.0094, -0.0053, -0.0172, -0.0192, -0.0249, -0.0271, -0.0356, -0.0272, -0.0155, -0.0153, -0.0198, -0.0098, -0.0067, -0.0223, -0.0256, -0.0168, -0.0044, 0.0059, 0.0072, 0.0072, 0.0123, 0.014, 0.0138, 0.0187, 0.0306, 0.0285, 0.0297, 0.0306, 0.0332, 0.0304, 0.0228, 0.0299, 0.0299, 0.0302, 0.0226, 0.0165, 0.0247, 0.0258, 0.0273, 0.0395, 0.0393, 0.0382, 0.0408, 0.0437, 0.0525, 0.055, 0.0546, 0.0627, 0.0653, 0.0653, 0.0627, 0.061, 0.0577, 0.0619, 0.0636, 0.0645, 0.0602, 0.063, 0.0696, 0.075, 0.075, 0.0809, 0.082, 0.0828, 0.0939, 0.0843, 0.0903, 0.0933, 0.1003, 0.085, 0.0765, 0.0688, 0.0804, 0.0787, 0.0537, 0.0483, 0.0599, 0.0608, 0.0555, 0.0722, 0.0575, 0.0381, 0.007, 0.0174, 0.0095, 0.0328, 0.0376, 0.0376, 0.0551, 0.0592, 0.0763, 0.0784, 0.0889, 0.0867, 0.0913, 0.0816, 0.094, 0.0905, 0.0923, 0.0858, 0.0857, 0.0967, 0.0967, 0.0735, 0.0718, 0.0685, 0.0501]}
{"unit_id": "orig:1800539698865258744", "ticker_idx": 0, "ts": "2024-06-11T14:44:51+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "you will tell Siri to do things and it will do them. people are gonna buy the phone", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses Apple-is-dead narrative; Siri improvements will drive iPhone sales.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "guys why isn’t anyone talking about how apple is dead and how they didn’t build their own model and freaking out cause of OPeNAI pRiVaCy anymore???\n\nsimple: you will tell Siri to do things and it will do them. people are gonna buy the phone. gattaca. https://t.co/4OtwX0otwk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06772872638054894, "ret_signed_m1d": -0.06772872638054894, "alpha_spy_m1d": -0.06532605970580929, "alpha_c_m1d": -0.049470058396444916, "bench_spy_m1d": -0.002402666674739651, "bench_c_m1d": -0.018258667984104027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02857838504879151, "ret_signed_p1d": 0.02857838504879151, "alpha_spy_p1d": 0.020365305366886632, "alpha_c_p1d": 0.006459138113303675, "bench_spy_p1d": 0.008213079681904878, "bench_c_p1d": 0.022119246935487835, "ret_p1w": 0.03446766830671044, "ret_signed_p1w": 0.03446766830671044, "alpha_spy_p1w": 0.012975940070376168, "alpha_c_p1w": -0.016583777092504803, "bench_spy_p1w": 0.021491728236334273, "bench_c_p1w": 0.051051445399215245, "ret_p1m": 0.12469224566435755, "ret_signed_p1m": 0.12469224566435755, "alpha_spy_p1m": 0.07593377287311665, "alpha_c_p1m": 0.043268877121299454, "bench_spy_p1m": 0.0487584727912409, "bench_c_p1m": 0.0814233685430581, "ret_p3m": 0.06722475857207777, "ret_signed_p3m": 0.06722475857207777, "alpha_spy_p3m": 0.05762736563134174, "alpha_c_p3m": 0.1394065306736203, "bench_spy_p3m": 0.009597392940736027, "bench_c_p3m": -0.07218177210154253, "ret_p6m": 0.17576135508273039, "ret_signed_p6m": 0.17576135508273039, "alpha_spy_p6m": 0.03693973413329332, "alpha_c_p6m": 0.07667007381479563, "bench_spy_p6m": 0.13882162094943706, "bench_c_p6m": 0.09909128126793476, "price_path": [-0.166, -0.1678, -0.1625, -0.1511, -0.1387, -0.1738, -0.1695, -0.1764, -0.1818, -0.1645, -0.1733, -0.1733, -0.1803, -0.186, -0.1821, -0.1861, -0.1825, -0.1879, -0.182, -0.1912, -0.1562, -0.1489, -0.1675, -0.1834, -0.1901, -0.1947, -0.2046, -0.2005, -0.1954, -0.1852, -0.181, -0.1838, -0.1636, -0.1789, -0.1838, -0.1658, -0.1159, -0.124, -0.1207, -0.119, -0.1102, -0.1163, -0.1007, -0.0952, -0.0841, -0.0836, -0.0834, -0.0778, -0.0714, -0.0784, -0.0979, -0.0829, -0.0829, -0.0828, -0.0814, -0.0766, -0.0719, -0.0633, -0.0618, -0.0545, -0.0612, -0.0495, -0.0677, 0.0, 0.0286, 0.0342, 0.0258, 0.046, 0.0345, 0.0345, 0.0122, 0.0016, 0.0048, 0.0093, 0.0294, 0.0336, 0.0168, 0.0463, 0.0633, 0.0695, 0.0695, 0.0926, 0.0998, 0.1039, 0.1247, 0.0986, 0.1129, 0.1315, 0.1336, 0.1049, 0.0822, 0.0828, 0.0811, 0.0862, 0.055, 0.0499, 0.0522, 0.0535, 0.0562, 0.0721, 0.0541, 0.0614, 0.0102, 0.0004, 0.0129, 0.0297, 0.0439, 0.0513, 0.0694, 0.0716, 0.0861, 0.0925, 0.0917, 0.0947, 0.0942, 0.0852, 0.0963, 0.098, 0.1021, 0.0946, 0.1106, 0.1068, 0.1068, 0.0766, 0.0674, 0.0748, 0.0672, 0.0677, 0.0638, 0.0761, 0.0766, 0.0753, 0.0455, 0.0477, 0.0666, 0.1061, 0.1029, 0.0945, 0.0989, 0.094, 0.0996, 0.1009, 0.1261, 0.0933, 0.096, 0.0907, 0.0961, 0.0714, 0.0911, 0.1094, 0.107, 0.0998, 0.1179, 0.1302, 0.1202, 0.122, 0.1358, 0.1429, 0.1399, 0.1153, 0.1143, 0.1184, 0.128, 0.1293, 0.1121, 0.0918, 0.0773, 0.073, 0.0799, 0.0764, 0.0994, 0.0981, 0.0849, 0.0849, 0.0892, 0.1042, 0.0886, 0.1032, 0.1045, 0.108, 0.1057, 0.1122, 0.1267, 0.1373, 0.1367, 0.1367, 0.1483, 0.1592, 0.174, 0.1758]}
{"unit_id": "orig:1770121127563600137", "ticker_idx": 0, "ts": "2024-03-19T16:12:18+00:00", "symbol": "Pegatron", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pegatron breakout looks real nice", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Pegatron on a convincing-looking technical breakout.", "resolved_tickers": ["4938.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "Pegatron Corp listed on Taiwan Stock Exchange", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Pegatron breakout looks real nice https://t.co/GrKur9vTTK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09000002340548463, "ret_signed_m1d": -0.09000002340548463, "alpha_spy_m1d": -0.08447360158585637, "alpha_c_m1d": -0.08484008383379893, "bench_spy_m1d": -0.005526421819628258, "bench_c_m1d": -0.005159939571685701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03499997659451526, "ret_signed_p1d": 0.03499997659451526, "alpha_spy_p1d": 0.025750701577092805, "alpha_c_p1d": 0.023812183751885874, "bench_spy_p1d": 0.009249275017422454, "bench_c_p1d": 0.011187792842629385, "ret_p1w": -0.022000068878997636, "ret_signed_p1w": -0.022000068878997636, "alpha_spy_p1w": -0.028010933813020555, "alpha_c_p1w": -0.02339847778088444, "bench_spy_p1w": 0.006010864934022919, "bench_c_p1w": 0.0013984089018868051, "ret_p1m": -0.03600005951680385, "ret_signed_p1m": -0.03600005951680385, "alpha_spy_p1m": -0.00660360035226093, "alpha_c_p1m": 0.005085933241366525, "bench_spy_p1m": -0.02939645916454292, "bench_c_p1m": -0.041085992758170375, "ret_p3m": 0.15499997993815606, "ret_signed_p3m": 0.15499997993815606, "alpha_spy_p3m": 0.10250936829659762, "alpha_c_p3m": 0.05710748185867698, "bench_spy_p3m": 0.05249061164155844, "bench_c_p3m": 0.09789249807947908, "ret_p6m": 0.036204523143343215, "ret_signed_p6m": 0.036204523143343215, "alpha_spy_p6m": -0.042325148360945475, "alpha_c_p6m": -0.014678603450368533, "bench_spy_p6m": 0.07852967150428869, "bench_c_p6m": 0.05088312659371175, "price_path": [-0.141, -0.142, -0.132, -0.12, -0.105, -0.118, -0.127, -0.127, -0.126, -0.141, -0.154, -0.161, -0.161, -0.162, -0.171, -0.175, -0.17, -0.176, -0.182, -0.192, -0.193, -0.174, -0.17, -0.165, -0.139, -0.158, -0.167, -0.158, -0.162, -0.173, -0.159, -0.157, -0.155, -0.155, -0.155, -0.155, -0.155, -0.155, -0.155, -0.155, -0.163, -0.153, -0.152, -0.145, -0.141, -0.134, -0.141, -0.144, -0.157, -0.157, -0.145, -0.151, -0.14, -0.135, -0.135, -0.146, -0.147, -0.149, -0.125, -0.101, -0.114, -0.109, -0.09, 0.0, 0.035, 0.045, 0.02, 0.015, -0.022, -0.016, -0.003, 0.005, -0.025, -0.017, -0.026, -0.026, -0.026, 0.01, 0.005, 0.01, 0.015, -0.017, -0.013, -0.046, -0.036, -0.034, -0.052, -0.055, -0.053, -0.033, -0.053, -0.03, -0.015, -0.023, -0.023, -0.036, -0.029, -0.004, -0.002, -0.003, -0.012, -0.005, -0.006, 0.01, 0.005, 0.015, 0.035, 0.045, 0.045, 0.07, 0.065, 0.06, 0.065, 0.05, 0.045, 0.035, 0.06, 0.115, 0.11, 0.11, 0.115, 0.115, 0.115, 0.12, 0.125, 0.165, 0.155, 0.165, 0.165, 0.165, 0.2, 0.19, 0.17, 0.16, 0.145, 0.0621, 0.0828, 0.0777, 0.0725, 0.0673, 0.1036, 0.0725, 0.0984, 0.0828, 0.0932, 0.0932, 0.1087, 0.0984, 0.1036, 0.1087, 0.1036, 0.0984, 0.0725, 0.088, 0.088, 0.088, 0.0828, 0.0777, 0.0569, 0.0414, 0.0828, 0.0673, -0.0301, -0.0363, -0.0032, -0.0073, 0.031, 0.0569, 0.0621, 0.0725, 0.0621, 0.0777, 0.0777, 0.088, 0.088, 0.0777, 0.0777, 0.0828, 0.0777, 0.0777, 0.0673, 0.0621, 0.0725, 0.0777, 0.0207, 0.0352, 0.0362, 0.0362, 0.0238, 0.0362]}
{"unit_id": "orig:1791192108914593922", "ticker_idx": 0, "ts": "2024-05-16T19:40:52+00:00", "symbol": "ASHR", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short ASHR", "tweet_type": "prediction", "timeline": "months", "summary": "Short ASHR over next 3 months as the common short leg across all three proposed pair trades.", "resolved_tickers": ["ASHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "long FXI short ASHR \n\nor \n\nlong CXSE short ASHR\n\nor\n\nlong EWH short ASHR\n\nwhich one outperforms next 3mo?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00039883780317773176, "ret_signed_m1d": 0.00039883780317773176, "alpha_spy_m1d": 0.0024606247143371673, "alpha_c_m1d": 0.0024606247143371673, "bench_spy_m1d": 0.0020617869111594356, "bench_c_m1d": 0.0020617869111594356, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015157647630226201, "ret_signed_p1d": -0.015157647630226201, "alpha_spy_p1d": -0.01372013219047541, "alpha_c_p1d": -0.01372013219047541, "bench_spy_p1d": 0.0014375154397507917, "bench_c_p1d": 0.0014375154397507917, "ret_p1w": -0.013562060185845048, "ret_signed_p1w": 0.013562060185845048, "alpha_spy_p1w": 0.008398428096612176, "alpha_c_p1w": 0.008398428096612176, "bench_spy_p1w": -0.005163632089232872, "bench_c_p1w": -0.005163632089232872, "ret_p1m": -0.03350615517365474, "ret_signed_p1m": 0.03350615517365474, "alpha_spy_p1m": 0.060156953511500855, "alpha_c_p1m": 0.060156953511500855, "bench_spy_p1m": 0.026650798337846116, "bench_c_p1m": 0.026650798337846116, "ret_p3m": -0.061826867698768107, "ret_signed_p3m": 0.061826867698768107, "alpha_spy_p3m": 0.09038548411735614, "alpha_c_p3m": 0.09038548411735614, "bench_spy_p3m": 0.028558616418588034, "bench_c_p3m": 0.028558616418588034, "ret_p6m": 0.1140806831945893, "ret_signed_p6m": -0.1140806831945893, "alpha_spy_p6m": 0.02450829299191959, "alpha_c_p6m": 0.02450829299191959, "bench_spy_p6m": 0.1385889761865089, "bench_c_p6m": 0.1385889761865089, "price_path": [-0.063, -0.065, -0.0535, -0.0467, -0.0419, -0.0538, -0.0423, -0.057, -0.0423, -0.0311, -0.0331, -0.0295, -0.0263, -0.0311, -0.0291, -0.0072, -0.0112, -0.0187, -0.0243, -0.0183, -0.0112, -0.0172, -0.0148, -0.0215, -0.0371, -0.0371, -0.0347, -0.0447, -0.0399, -0.0399, -0.0215, -0.0223, -0.0231, -0.0223, -0.0267, -0.0335, -0.0323, -0.0491, -0.0451, -0.059, -0.0359, -0.0439, -0.0287, -0.0275, -0.0307, -0.0359, -0.0427, -0.0431, -0.0371, -0.0219, -0.0056, -0.0172, -0.016, 0.0104, 0.0124, 0.0064, 0.0036, -0.0056, 0.01, 0.004, 0.0036, 0.0004, -0.0004, 0.0, 0.0152, 0.0072, 0.0032, 0.0052, -0.0136, -0.0203, -0.0203, -0.0195, -0.0195, -0.0187, -0.0279, -0.0255, -0.014, -0.0215, -0.0215, -0.0327, -0.0307, -0.0379, -0.0331, -0.0415, -0.0335, -0.0327, -0.0303, -0.0303, -0.0487, -0.0519, -0.0503, -0.0622, -0.0566, -0.0622, -0.0598, -0.0554, -0.055, -0.0546, -0.0546, -0.067, -0.0726, -0.0606, -0.061, -0.0447, -0.0463, -0.0483, -0.0399, -0.0371, -0.0379, -0.0303, -0.0367, -0.057, -0.061, -0.0614, -0.0594, -0.0686, -0.0698, -0.0451, -0.0606, -0.0538, -0.0546, -0.0658, -0.0694, -0.0634, -0.0694, -0.0698, -0.0618, -0.0726, -0.0654, -0.0598, -0.0546, -0.0622, -0.0622, -0.0714, -0.0586, -0.0646, -0.0674, -0.0766, -0.0734, -0.0622, -0.0622, -0.0774, -0.0814, -0.0758, -0.0874, -0.0977, -0.1009, -0.0973, -0.1025, -0.1041, -0.1005, -0.1001, -0.0993, -0.0862, -0.0838, -0.079, -0.0052, -0.0179, 0.0614, 0.0901, 0.1404, 0.1719, 0.2605, 0.2437, 0.3091, 0.4136, 0.2122, 0.136, 0.1492, 0.1356, 0.1157, 0.0686, 0.0786, 0.0523, 0.1085, 0.1005, 0.1157, 0.1077, 0.1005, 0.1093, 0.1153, 0.1009, 0.0953, 0.0945, 0.0905, 0.1073, 0.1432, 0.1197, 0.1843, 0.1141]}
{"unit_id": "reply:1783877922387853589", "ticker_idx": 0, "ts": "2024-04-26T15:16:54+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "apple is such a good short", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author considers AAPL a good short, bearish stance.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@fejau_inc @concodanomics I can’t buy a new iPhone while apple is such a good short. Against my religion", "reply_text": null, "parent_text": "@concodanomics that poor iphone screen looks like its been ran through", "quoted_text": null, "parent_author": "fejau_inc", "ret_m1d": 0.003484915600809657, "ret_signed_m1d": -0.003484915600809657, "alpha_spy_m1d": -0.012869888364461235, "alpha_c_m1d": -0.014644246232750069, "bench_spy_m1d": -0.009384972763651578, "bench_c_m1d": -0.011159330631940412, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024808062005680753, "ret_signed_p1d": -0.024808062005680753, "alpha_spy_p1d": -0.02126663247732985, "alpha_c_p1d": -0.02050426355846624, "bench_spy_p1d": 0.0035414295283509034, "bench_c_p1d": 0.004303798447214513, "ret_p1w": 0.08316606066167331, "ret_signed_p1w": -0.08316606066167331, "alpha_spy_p1w": -0.07720467479045179, "alpha_c_p1w": -0.06955436527981806, "bench_spy_p1w": 0.005961385871221525, "bench_c_p1w": 0.013611695381855249, "ret_p1m": 0.12367208256888595, "ret_signed_p1m": -0.12367208256888595, "alpha_spy_p1m": -0.08200062623871607, "alpha_c_p1m": -0.0468067294803276, "bench_spy_p1m": 0.04167145633016989, "bench_c_p1m": 0.07686535308855835, "ret_p3m": 0.29259554205357863, "ret_signed_p3m": -0.29259554205357863, "alpha_spy_p3m": -0.2242920190323494, "alpha_c_p3m": -0.21038197219370058, "bench_spy_p3m": 0.06830352302122922, "bench_c_p3m": 0.08221356985987804, "ret_p6m": 0.4003239673381789, "ret_signed_p6m": -0.4003239673381789, "alpha_spy_p6m": -0.24479585919406577, "alpha_c_p6m": -0.23526148473741793, "bench_spy_p6m": 0.1555281081441131, "bench_c_p6m": 0.16506248260076095, "price_path": [0.1093, 0.0878, 0.1023, 0.0964, 0.1072, 0.1167, 0.1174, 0.1109, 0.1155, 0.1054, 0.093, 0.0877, 0.086, 0.0768, 0.0768, 0.0724, 0.0769, 0.089, 0.0781, 0.0701, 0.0787, 0.0716, 0.0676, 0.0612, 0.0343, 0.0048, -0.0011, -0.0018, 0.0084, 0.0204, 0.0232, 0.0108, 0.0219, 0.0196, 0.0261, 0.04, 0.0553, 0.0122, 0.0176, 0.0092, 0.0024, 0.0237, 0.0129, 0.0129, 0.0043, -0.0027, 0.0021, -0.0028, 0.0017, -0.005, 0.0022, -0.009, 0.0339, 0.0428, 0.02, 0.0005, -0.0077, -0.0133, -0.0254, -0.0204, -0.0142, -0.0017, 0.0035, 0.0, 0.0248, 0.0061, 0.0, 0.022, 0.0832, 0.0733, 0.0774, 0.0794, 0.0902, 0.0827, 0.1018, 0.1086, 0.1221, 0.1228, 0.123, 0.1299, 0.1377, 0.1291, 0.1053, 0.1237, 0.1237, 0.1237, 0.1255, 0.1314, 0.1371, 0.1476, 0.1495, 0.1585, 0.1503, 0.1645, 0.1422, 0.2252, 0.2602, 0.2672, 0.2568, 0.2815, 0.2675, 0.2675, 0.2402, 0.2272, 0.2311, 0.2366, 0.2613, 0.2663, 0.2458, 0.282, 0.3028, 0.3104, 0.3104, 0.3387, 0.3475, 0.3526, 0.378, 0.346, 0.3636, 0.3864, 0.3889, 0.3538, 0.326, 0.3267, 0.3247, 0.3309, 0.2926, 0.2864, 0.2892, 0.2908, 0.2941, 0.3135, 0.2915, 0.3004, 0.2378, 0.2257, 0.241, 0.2617, 0.279, 0.2881, 0.3103, 0.3129, 0.3307, 0.3386, 0.3376, 0.3413, 0.3406, 0.3296, 0.3432, 0.3453, 0.3503, 0.3412, 0.3607, 0.356, 0.356, 0.3191, 0.3078, 0.3168, 0.3076, 0.3081, 0.3034, 0.3185, 0.3191, 0.3175, 0.2809, 0.2837, 0.3068, 0.3553, 0.3513, 0.341, 0.3464, 0.3405, 0.3473, 0.3489, 0.3797, 0.3395, 0.3429, 0.3363, 0.343, 0.3127, 0.3369, 0.3592, 0.3563, 0.3474, 0.3697, 0.3848, 0.3725, 0.3747, 0.3916, 0.4003]}
{"unit_id": "thread:1772615688223424754", "ticker_idx": 0, "ts": "2024-03-26T13:24:48+00:00", "symbol": "FNMA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding overweighted Long Trump basket (FNMA, FMCC, GEO, DWAC) up 5.1% in March, outperforming SPY.", "resolved_tickers": ["FNMA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m aware it’s cringe but I’m real stoked to have had one of my thematic baskets cited by The Economist. I used to read it as a kid.\n\nWith the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket that we posted about four weeks ago is up 5.1% in March (vs 1.5% for $SPY) as of yesterday’s close.  \n\nIt’s a great basket, and is already up almost 1% premarket today as well. \n\nSince I’m on vacation chilling tf out, I’m just going to post the basket for free. I hope it’s helpful. \n\nThank you for following me and giving me a platform to ramble on about markets and themes, everyone.\n\n---\n\nYou can get our other long/short baskets focused on TCJA and GILTI beneficiaries/victims, as well as all the in depth reasoning for the names above in our 35 page primer on trading the 2024 election here:\n\nhttps://t.co/HZpstHdwGX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03589746191813492, "ret_signed_m1d": -0.03589746191813492, "alpha_spy_m1d": -0.03774797747398617, "alpha_c_m1d": -0.03774797747398617, "bench_spy_m1d": 0.001850515555851251, "bench_c_m1d": 0.001850515555851251, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04102566203030167, "ret_signed_p1d": -0.04102566203030167, "alpha_spy_p1d": -0.049429685154274705, "alpha_c_p1d": -0.049429685154274705, "bench_spy_p1d": 0.008404023123973037, "bench_c_p1d": 0.008404023123973037, "ret_p1w": -0.16923078710040584, "ret_signed_p1w": -0.16923078710040584, "alpha_spy_p1w": -0.16928887179029395, "alpha_c_p1w": -0.16928887179029395, "bench_spy_p1w": 5.808468988810489e-05, "bench_c_p1w": 5.808468988810489e-05, "ret_p1m": -0.24615384991587497, "ret_signed_p1m": -0.24615384991587497, "alpha_spy_p1m": -0.22032562490205276, "alpha_c_p1m": -0.22032562490205276, "bench_spy_p1m": -0.025828225013822204, "bench_c_p1m": -0.025828225013822204, "ret_p3m": -0.42051283712844756, "ret_signed_p3m": -0.42051283712844756, "alpha_spy_p3m": -0.4734354610910575, "alpha_c_p3m": -0.4734354610910575, "bench_spy_p3m": 0.05292262396260994, "bench_c_p3m": 0.05292262396260994, "ret_p6m": -0.34358977431297855, "ret_signed_p6m": -0.34358977431297855, "alpha_spy_p6m": -0.42917274455674614, "alpha_c_p6m": -0.42917274455674614, "bench_spy_p6m": 0.0855829702437676, "bench_c_p6m": 0.0855829702437676, "price_path": [-0.5077, -0.4513, -0.4513, -0.4667, -0.4974, -0.4923, -0.4872, -0.4872, -0.4872, -0.4872, -0.5077, -0.5077, -0.5077, -0.4769, -0.4462, -0.4359, -0.4359, -0.3026, -0.3077, -0.2821, -0.3282, -0.3128, -0.3026, -0.3231, -0.3538, -0.359, -0.3179, -0.3282, -0.3641, -0.3641, -0.3333, -0.3231, -0.3385, -0.3641, -0.3333, -0.3385, -0.3487, -0.3487, -0.3487, -0.359, -0.3538, -0.359, -0.3487, -0.3385, -0.3436, -0.3487, -0.3487, -0.3436, -0.3641, -0.3436, -0.3282, -0.2513, -0.2103, -0.2513, -0.2308, -0.2103, -0.2205, -0.1436, -0.1436, -0.0769, 0.0, -0.0308, -0.0359, 0.0, -0.041, -0.1949, -0.1949, -0.1385, -0.1692, -0.2, -0.2, -0.3385, -0.241, -0.1949, -0.2103, -0.1846, -0.1897, -0.2462, -0.2667, -0.2564, -0.3231, -0.3128, -0.2667, -0.2564, -0.2462, -0.2513, -0.2513, -0.2154, -0.2462, -0.2205, -0.241, -0.2359, -0.2359, -0.2513, -0.2615, -0.2923, -0.241, -0.2462, -0.2308, -0.2205, -0.1949, -0.1795, -0.1487, -0.1795, -0.1846, -0.2256, -0.2205, -0.2205, -0.2308, -0.2462, -0.1949, -0.2051, -0.2103, -0.2154, -0.2, -0.1795, -0.1795, -0.1795, -0.2205, -0.2308, -0.2718, -0.2718, -0.2872, -0.3333, -0.3333, -0.3333, -0.4205, -0.359, -0.359, -0.3282, -0.3282, -0.2667, -0.2513, -0.2821, -0.241, -0.241, -0.2513, -0.2564, -0.2769, -0.3077, -0.3026, -0.3026, -0.2359, -0.2103, -0.2513, -0.2513, -0.2821, -0.2974, -0.2821, -0.2872, -0.3077, -0.2923, -0.3231, -0.3333, -0.3436, -0.3538, -0.4205, -0.4667, -0.4, -0.4256, -0.4308, -0.4103, -0.4256, -0.4359, -0.4359, -0.3846, -0.3692, -0.3487, -0.359, -0.3333, -0.3692, -0.3436, -0.359, -0.3641, -0.3846, -0.3795, -0.3846, -0.3846, -0.4103, -0.4103, -0.3897, -0.3846, -0.3538, -0.3487, -0.4205, -0.4359, -0.4, -0.3692, -0.3641, -0.3436]}
{"unit_id": "thread:1772615688223424754", "ticker_idx": 1, "ts": "2024-03-26T13:24:48+00:00", "symbol": "FMCC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding overweighted Long Trump basket (FNMA, FMCC, GEO, DWAC) up 5.1% in March, outperforming SPY.", "resolved_tickers": ["FMCC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m aware it’s cringe but I’m real stoked to have had one of my thematic baskets cited by The Economist. I used to read it as a kid.\n\nWith the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket that we posted about four weeks ago is up 5.1% in March (vs 1.5% for $SPY) as of yesterday’s close.  \n\nIt’s a great basket, and is already up almost 1% premarket today as well. \n\nSince I’m on vacation chilling tf out, I’m just going to post the basket for free. I hope it’s helpful. \n\nThank you for following me and giving me a platform to ramble on about markets and themes, everyone.\n\n---\n\nYou can get our other long/short baskets focused on TCJA and GILTI beneficiaries/victims, as well as all the in depth reasoning for the names above in our 35 page primer on trading the 2024 election here:\n\nhttps://t.co/HZpstHdwGX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035714252769540544, "ret_signed_m1d": -0.035714252769540544, "alpha_spy_m1d": -0.037564768325391795, "alpha_c_m1d": -0.037564768325391795, "bench_spy_m1d": 0.001850515555851251, "bench_c_m1d": 0.001850515555851251, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035714252769540544, "ret_signed_p1d": -0.035714252769540544, "alpha_spy_p1d": -0.04411827589351358, "alpha_c_p1d": -0.04411827589351358, "bench_spy_p1d": 0.008404023123973037, "bench_c_p1d": 0.008404023123973037, "ret_p1w": -0.10714282926653429, "ret_signed_p1w": -0.10714282926653429, "alpha_spy_p1w": -0.1072009139564224, "alpha_c_p1w": -0.1072009139564224, "bench_spy_p1w": 5.808468988810489e-05, "bench_c_p1w": 5.808468988810489e-05, "ret_p1m": -0.17857140576352803, "ret_signed_p1m": -0.17857140576352803, "alpha_spy_p1m": -0.15274318074970583, "alpha_c_p1m": -0.15274318074970583, "bench_spy_p1m": -0.025828225013822204, "bench_c_p1m": -0.025828225013822204, "ret_p3m": -0.3571428115270562, "ret_signed_p3m": -0.3571428115270562, "alpha_spy_p3m": -0.4100654354896661, "alpha_c_p3m": -0.4100654354896661, "bench_spy_p3m": 0.05292262396260994, "bench_c_p3m": 0.05292262396260994, "ret_p6m": -0.261904733183702, "ret_signed_p6m": -0.261904733183702, "alpha_spy_p6m": -0.3474877034274696, "alpha_c_p6m": -0.3474877034274696, "bench_spy_p6m": 0.0855829702437676, "bench_c_p6m": 0.0855829702437676, "price_path": [-0.5238, -0.494, -0.494, -0.5179, -0.5298, -0.5238, -0.5179, -0.506, -0.506, -0.5119, -0.5298, -0.5238, -0.5238, -0.506, -0.4762, -0.4643, -0.4345, -0.3274, -0.3214, -0.2917, -0.375, -0.3512, -0.3452, -0.3631, -0.3869, -0.375, -0.3512, -0.3571, -0.3929, -0.3929, -0.3631, -0.3393, -0.3452, -0.3571, -0.3571, -0.369, -0.369, -0.369, -0.3512, -0.3571, -0.3571, -0.3631, -0.3631, -0.3452, -0.3512, -0.3512, -0.3571, -0.3631, -0.3512, -0.3452, -0.3333, -0.3036, -0.256, -0.3036, -0.2798, -0.2679, -0.2679, -0.2202, -0.1905, -0.125, -0.006, -0.0714, -0.0357, 0.0, -0.0357, -0.1964, -0.1964, -0.1012, -0.1071, -0.1607, -0.1786, -0.2738, -0.1964, -0.125, -0.1488, -0.1131, -0.131, -0.1905, -0.2083, -0.2262, -0.2679, -0.256, -0.2143, -0.1845, -0.1786, -0.1905, -0.1786, -0.1488, -0.1905, -0.1667, -0.1786, -0.1786, -0.1786, -0.1845, -0.1964, -0.2202, -0.1786, -0.1667, -0.1429, -0.1548, -0.131, -0.119, -0.0714, -0.119, -0.119, -0.1548, -0.1548, -0.1548, -0.1845, -0.1905, -0.125, -0.1369, -0.1369, -0.1488, -0.125, -0.0952, -0.0833, -0.0774, -0.1369, -0.1667, -0.2083, -0.1964, -0.2262, -0.2619, -0.2619, -0.2679, -0.3571, -0.2857, -0.3036, -0.256, -0.256, -0.1964, -0.1905, -0.2202, -0.1905, -0.1905, -0.1964, -0.2202, -0.2262, -0.25, -0.244, -0.244, -0.1667, -0.1548, -0.1845, -0.1726, -0.2202, -0.2381, -0.2262, -0.2202, -0.244, -0.2202, -0.256, -0.2679, -0.2917, -0.3095, -0.3571, -0.4048, -0.3333, -0.3571, -0.3631, -0.3512, -0.3631, -0.375, -0.369, -0.3214, -0.3155, -0.2917, -0.2976, -0.2738, -0.2976, -0.2798, -0.3095, -0.3036, -0.3333, -0.3214, -0.3274, -0.3274, -0.3512, -0.3571, -0.3393, -0.3214, -0.2857, -0.2917, -0.3512, -0.3631, -0.3274, -0.2976, -0.2798, -0.2619]}
{"unit_id": "thread:1772615688223424754", "ticker_idx": 2, "ts": "2024-03-26T13:24:48+00:00", "symbol": "GEO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding overweighted Long Trump basket (FNMA, FMCC, GEO, DWAC) up 5.1% in March, outperforming SPY.", "resolved_tickers": ["GEO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Security & Protection Services'", "bench_c_industry": "Security & Protection Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I’m aware it’s cringe but I’m real stoked to have had one of my thematic baskets cited by The Economist. I used to read it as a kid.\n\nWith the recent moves in $FNMA, $FMCC, $GEO and $DWAC, which were all overweighted, our Long Trump / Short Biden basket that we posted about four weeks ago is up 5.1% in March (vs 1.5% for $SPY) as of yesterday’s close.  \n\nIt’s a great basket, and is already up almost 1% premarket today as well. \n\nSince I’m on vacation chilling tf out, I’m just going to post the basket for free. I hope it’s helpful. \n\nThank you for following me and giving me a platform to ramble on about markets and themes, everyone.\n\n---\n\nYou can get our other long/short baskets focused on TCJA and GILTI beneficiaries/victims, as well as all the in depth reasoning for the names above in our 35 page primer on trading the 2024 election here:\n\nhttps://t.co/HZpstHdwGX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0034434735181989584, "ret_signed_m1d": 0.0034434735181989584, "alpha_spy_m1d": 0.0015929579623477075, "alpha_c_m1d": -0.00018711655350744927, "bench_spy_m1d": 0.001850515555851251, "bench_c_m1d": 0.0036305900717064077, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021349890485089174, "ret_signed_p1d": -0.021349890485089174, "alpha_spy_p1d": -0.02975391360906221, "alpha_c_p1d": -0.03740490208839098, "bench_spy_p1d": 0.008404023123973037, "bench_c_p1d": 0.016055011603301805, "ret_p1w": -0.042011059994519706, "ret_signed_p1w": -0.042011059994519706, "alpha_spy_p1w": -0.04206914468440781, "alpha_c_p1w": -0.045722369237960137, "bench_spy_p1w": 5.808468988810489e-05, "bench_c_p1w": 0.0037113092434404304, "ret_p1m": 0.037878734140567305, "ret_signed_p1m": 0.037878734140567305, "alpha_spy_p1m": 0.06370695915438951, "alpha_c_p1m": 0.05288477636625377, "bench_spy_p1m": -0.025828225013822204, "bench_c_p1m": -0.015006042225686467, "ret_p3m": -0.1349862242668859, "ret_signed_p3m": -0.1349862242668859, "alpha_spy_p3m": -0.18790884822949583, "alpha_c_p3m": -0.12707998715029878, "bench_spy_p3m": 0.05292262396260994, "bench_c_p3m": -0.007906237116587111, "ret_p6m": -0.13842976346513214, "ret_signed_p6m": -0.13842976346513214, "alpha_spy_p6m": -0.22401273370889974, "alpha_c_p6m": -0.205819572615888, "bench_spy_p6m": 0.0855829702437676, "bench_c_p6m": 0.06738980915075587, "price_path": [-0.2252, -0.2541, -0.2541, -0.259, -0.259, -0.261, -0.2652, -0.2452, -0.2569, -0.2445, -0.2438, -0.2617, -0.2617, -0.2603, -0.2796, -0.261, -0.2472, -0.2094, -0.1977, -0.186, -0.2231, -0.2128, -0.1956, -0.2011, -0.2342, -0.2114, -0.219, -0.2114, -0.2259, -0.2114, -0.1722, -0.2039, -0.2004, -0.2231, -0.2348, -0.188, -0.1577, -0.1577, -0.1777, -0.1791, -0.1846, -0.1901, -0.1687, -0.1605, -0.1646, -0.155, -0.1674, -0.1908, -0.1935, -0.1777, -0.1749, -0.1784, -0.1804, -0.1832, -0.1529, -0.1405, -0.0944, -0.1136, -0.0985, -0.0317, 0.0152, 0.0069, 0.0034, 0.0, -0.0213, -0.0275, -0.0275, -0.0179, -0.042, -0.0317, -0.0324, 0.0427, 0.0971, 0.0964, 0.0737, 0.0799, 0.0585, 0.0468, 0.0455, 0.0324, 0.0172, 0.0034, 0.0234, 0.0324, 0.0379, 0.0186, 0.0241, 0.0351, 0.0234, 0.0152, 0.0317, 0.009, -0.0062, -0.0613, -0.0634, -0.0613, -0.0716, -0.0992, -0.0964, -0.1247, -0.0888, -0.0758, -0.0647, -0.0468, -0.022, -0.0434, -0.0413, -0.0413, -0.0427, -0.0579, -0.0262, 0.0014, 0.031, 0.0393, -0.02, -0.0406, -0.0503, -0.0579, -0.0744, -0.1185, -0.0971, -0.1012, -0.0978, -0.115, -0.115, -0.1274, -0.135, -0.1157, -0.082, -0.0868, -0.0696, -0.011, 0.0351, 0.053, 0.0324, 0.0324, 0.0213, 0.0372, 0.031, 0.0406, 0.0723, 0.0978, 0.2004, 0.2369, 0.186, 0.1508, 0.1253, 0.1157, 0.1329, 0.0751, 0.0585, 0.0799, 0.0372, -0.0034, -0.0014, -0.0517, -0.0882, -0.1371, -0.1164, -0.1653, -0.1419, -0.1584, -0.126, -0.1522, -0.0992, -0.0971, -0.1033, -0.0895, -0.0758, -0.0544, -0.0565, -0.0207, -0.0599, -0.084, -0.0661, -0.0668, -0.0448, -0.0448, -0.0902, -0.0999, -0.0888, -0.0957, -0.0737, -0.0723, -0.1357, -0.1315, -0.1074, -0.0964, -0.1157, -0.1384]}
{"unit_id": "orig:1780028677251559786", "ticker_idx": 0, "ts": "2024-04-16T00:21:22+00:00", "symbol": "EURUSD=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "euro going back to parity lol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Euro heading back to parity vs USD; bearish EUR/USD.", "resolved_tickers": ["EURUSD=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "euro going back to parity lol", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0022471468919422755, "ret_signed_m1d": -0.0022471468919422755, "alpha_spy_m1d": -0.00042006586341303276, "alpha_c_m1d": null, "bench_spy_m1d": 0.0018270810285292427, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.00040354405243714364, "ret_signed_p1d": 0.00040354405243714364, "alpha_spy_p1d": -0.005514696089209736, "alpha_c_p1d": null, "bench_spy_p1d": -0.00591824014164688, "bench_c_p1d": null, "ret_p1w": 0.0026635926863951553, "ret_signed_p1w": -0.0026635926863951553, "alpha_spy_p1w": 0.001546640209009853, "alpha_c_p1w": null, "bench_spy_p1w": 0.004210232895405008, "bench_c_p1w": null, "ret_p1m": 0.01776839129300689, "ret_signed_p1m": -0.01776839129300689, "alpha_spy_p1m": 0.034363575733861174, "alpha_c_p1m": null, "bench_spy_p1m": 0.052131967026868065, "bench_c_p1m": null, "ret_p3m": 0.023246022196605765, "ret_signed_p3m": -0.023246022196605765, "alpha_spy_p3m": 0.09247010292647229, "alpha_c_p3m": null, "bench_spy_p3m": 0.11571612512307805, "bench_c_p3m": null, "ret_p6m": 0.03293825955500207, "ret_signed_p6m": -0.03293825955500207, "alpha_spy_p6m": 0.12047446457749134, "alpha_c_p6m": null, "bench_spy_p6m": 0.1534127241324934, "bench_c_p6m": null, "price_path": [0.0245, 0.0238, 0.0251, 0.0239, 0.0218, 0.0241, 0.0208, 0.0205, 0.0196, 0.0205, 0.0168, 0.0234, 0.0145, 0.0109, 0.0124, 0.0141, 0.0143, 0.0162, 0.0138, 0.0078, 0.01, 0.0139, 0.015, 0.0141, 0.0176, 0.0183, 0.0188, 0.0183, 0.0212, 0.0206, 0.0201, 0.0169, 0.0204, 0.0216, 0.0217, 0.0258, 0.0305, 0.0299, 0.0288, 0.0284, 0.031, 0.0242, 0.0242, 0.0234, 0.0224, 0.0293, 0.0223, 0.0171, 0.02, 0.0194, 0.0177, 0.0159, 0.0157, 0.0105, 0.0134, 0.02, 0.0199, 0.0193, 0.0224, 0.022, 0.0109, 0.0095, 0.0022, 0.0, -0.0004, 0.0041, 0.0017, 0.0031, 0.0027, 0.0074, 0.007, 0.0098, 0.0076, 0.0085, 0.0038, 0.009, 0.0101, 0.0125, 0.0133, 0.0117, 0.0114, 0.015, 0.0136, 0.0158, 0.0178, 0.0249, 0.0228, 0.0235, 0.0221, 0.0216, 0.0188, 0.0176, 0.0209, 0.0222, 0.0213, 0.0166, 0.0197, 0.0214, 0.0265, 0.0241, 0.0234, 0.0253, 0.0144, 0.013, 0.0108, 0.0176, 0.0106, 0.0072, 0.0108, 0.011, 0.0118, 0.0076, 0.0058, 0.0101, 0.0079, 0.0051, 0.0078, 0.0103, 0.0105, 0.0115, 0.0158, 0.0174, 0.0188, 0.0193, 0.0178, 0.0195, 0.0232, 0.0244, 0.026, 0.026, 0.0296, 0.026, 0.0257, 0.0249, 0.0212, 0.0201, 0.0212, 0.0215, 0.0182, 0.0179, 0.0186, 0.0152, 0.0268, 0.0306, 0.0283, 0.0285, 0.0273, 0.0271, 0.0292, 0.0349, 0.0365, 0.0327, 0.0376, 0.0434, 0.0473, 0.0498, 0.0462, 0.0529, 0.0507, 0.052, 0.047, 0.0428, 0.0394, 0.0416, 0.0398, 0.0428, 0.0457, 0.0434, 0.0388, 0.0372, 0.0362, 0.0426, 0.0435, 0.0474, 0.0468, 0.046, 0.0505, 0.0504, 0.0457, 0.0532, 0.0476, 0.0519, 0.0512, 0.0481, 0.0412, 0.0398, 0.0386, 0.0328, 0.0329, 0.0329]}
{"unit_id": "thread:1765102868451770690", "ticker_idx": 0, "ts": "2024-03-05T19:51:32+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "5100 retest then fade again imo", "tweet_type": "prediction", "timeline": "days", "summary": "Expects S&P 500 to retest 5100 then fade lower into rest of week.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "ok hit that now let’s try flipping long into close…\n\n---\n\nlooking bleak lol\n\n---\n\nslightly less bleak\n\n---\n\nrest of the week: 5100 retest then fade again imo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010095110931840345, "ret_signed_m1d": -0.010095110931840345, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.010095110931840345, "bench_c_m1d": 0.010095110931840345, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005067216448749301, "ret_signed_p1d": -0.005067216448749301, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.005067216448749301, "bench_c_p1d": 0.005067216448749301, "ret_p1w": 0.01892839482419073, "ret_signed_p1w": -0.01892839482419073, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.01892839482419073, "bench_c_p1w": 0.01892839482419073, "ret_p1m": 0.027295688692696718, "ret_signed_p1m": -0.027295688692696718, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.027295688692696718, "bench_c_p1m": 0.027295688692696718, "ret_p3m": 0.04303888064460315, "ret_signed_p3m": -0.04303888064460315, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.04303888064460315, "bench_c_p3m": 0.04303888064460315, "ret_p6m": 0.1077752015158, "ret_signed_p6m": -0.1077752015158, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.1077752015158, "bench_c_p6m": 0.1077752015158, "price_path": [-0.1002, -0.0963, -0.0928, -0.0886, -0.0761, -0.0731, -0.0746, -0.0694, -0.0638, -0.0767, -0.068, -0.0661, -0.0661, -0.0622, -0.0605, -0.0601, -0.0628, -0.0628, -0.0681, -0.0757, -0.0787, -0.0774, -0.0642, -0.0657, -0.0604, -0.0608, -0.0601, -0.0601, -0.0636, -0.0688, -0.0605, -0.0488, -0.0468, -0.044, -0.043, -0.0378, -0.039, -0.0314, -0.0321, -0.0479, -0.0355, -0.0253, -0.0288, -0.026, -0.0179, -0.0175, -0.0118, -0.0122, -0.0258, -0.017, -0.0102, -0.0151, -0.0151, -0.0205, -0.0197, 0.0006, 0.0013, -0.0023, -0.0005, -0.0018, 0.0018, 0.0112, 0.0101, 0.0, 0.0051, 0.015, 0.009, 0.0081, 0.0189, 0.0173, 0.0153, 0.0083, 0.0143, 0.02, 0.0294, 0.0328, 0.0309, 0.028, 0.0261, 0.0347, 0.0345, 0.0345, 0.0327, 0.0262, 0.0273, 0.0148, 0.0254, 0.0259, 0.0271, 0.0168, 0.0245, 0.0104, -0.0023, -0.0041, -0.01, -0.012, -0.0207, -0.0116, 0.0001, -0.0004, -0.0042, 0.0052, 0.0088, -0.0072, -0.0104, -0.0011, 0.0112, 0.0217, 0.0228, 0.0229, 0.0288, 0.0301, 0.0303, 0.035, 0.0478, 0.0456, 0.0472, 0.0484, 0.0509, 0.0479, 0.0403, 0.0471, 0.0471, 0.0479, 0.0405, 0.0336, 0.043, 0.0439, 0.0451, 0.0575, 0.0575, 0.0562, 0.0594, 0.062, 0.0707, 0.0729, 0.0735, 0.0821, 0.0848, 0.0848, 0.0819, 0.0804, 0.0769, 0.081, 0.0824, 0.0841, 0.0798, 0.0821, 0.0893, 0.0942, 0.0942, 0.1005, 0.1018, 0.1029, 0.1138, 0.1042, 0.1111, 0.1142, 0.1208, 0.1051, 0.0966, 0.0893, 0.1005, 0.0988, 0.0739, 0.0683, 0.0803, 0.0809, 0.0754, 0.0929, 0.0774, 0.0574, 0.0266, 0.036, 0.0291, 0.0529, 0.0576, 0.0581, 0.0755, 0.0789, 0.0974, 0.0999, 0.1104, 0.1086, 0.1124, 0.1036, 0.1154, 0.1127, 0.1142, 0.1078]}
{"unit_id": "quote:1780422362686521624", "ticker_idx": 0, "ts": "2024-04-17T02:25:44+00:00", "symbol": "USDMXN=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "now it's actually time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Confirms it's time to go long USDMXN.", "resolved_tickers": ["USDMXN=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "now it’s actually time", "reply_text": null, "parent_text": null, "quoted_text": "It’s gotta be time to long USDMXN right?", "parent_author": null, "ret_m1d": -0.019898602253701325, "ret_signed_m1d": -0.019898602253701325, "alpha_spy_m1d": -0.02585207648552923, "alpha_c_m1d": null, "bench_spy_m1d": 0.005953474231827904, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.004522877872107478, "ret_signed_p1d": -0.004522877872107478, "alpha_spy_p1d": -0.002465151236304086, "alpha_c_p1d": null, "bench_spy_p1d": -0.002057726635803392, "bench_c_p1d": null, "ret_p1w": -0.004939769613283906, "ret_signed_p1w": -0.004939769613283906, "alpha_spy_p1w": -0.014649036802427129, "alpha_c_p1w": null, "bench_spy_p1w": 0.009709267189143223, "bench_c_p1w": null, "ret_p1m": -0.02068177196570442, "ret_signed_p1m": -0.02068177196570442, "alpha_spy_p1m": -0.07689988287035665, "alpha_c_p1m": null, "bench_spy_p1m": 0.05621811090465223, "bench_c_p1m": null, "ret_p3m": 0.039063976701540826, "ret_signed_p3m": 0.039063976701540826, "alpha_spy_p3m": -0.08638128170587023, "alpha_c_p3m": null, "bench_spy_p3m": 0.12544525840741105, "bench_c_p3m": null, "ret_p6m": 0.14290260566856317, "ret_signed_p6m": 0.14290260566856317, "alpha_spy_p6m": -0.015346246419243315, "alpha_c_p6m": null, "bench_spy_p6m": 0.15824885208780648, "bench_c_p6m": null, "price_path": [0.0079, 0.0035, 0.0083, 0.016, 0.0118, 0.0092, 0.0079, 0.0109, 0.007, 0.0108, 0.002, 0.0069, 0.0044, -0.0003, 0.0007, 0.0058, 0.0025, 0.002, 0.0099, 0.0025, 0.0004, 0.0006, 0.0001, 0.0016, -0.0, 0.0043, 0.0047, 0.0028, 0.002, 0.0032, 0.001, -0.0014, -0.0046, -0.0059, -0.0097, -0.0099, -0.0135, -0.0138, -0.0146, -0.0214, -0.0195, -0.0184, -0.0119, -0.0137, -0.0215, -0.018, -0.0161, -0.0213, -0.0236, -0.0283, -0.0253, -0.0281, -0.0249, -0.0284, -0.0297, -0.027, -0.0341, -0.0422, -0.0382, -0.0341, -0.0357, -0.0248, -0.0199, 0.0, -0.0045, 0.0024, 0.0034, 0.0061, -0.0049, 0.0022, 0.0099, 0.0077, -0.0013, 0.0068, -0.0061, -0.0042, -0.0031, -0.0088, -0.0076, -0.0069, -0.0149, -0.0156, -0.0147, -0.0111, -0.0207, -0.0209, -0.0262, -0.0282, -0.0251, -0.0218, -0.0178, -0.0211, -0.0218, -0.0148, -0.0009, -0.0016, -0.0036, 0.0392, 0.0457, 0.0276, 0.0497, 0.0759, 0.0903, 0.0908, 0.101, 0.0811, 0.0835, 0.0873, 0.0802, 0.0818, 0.0769, 0.0644, 0.0535, 0.0633, 0.0744, 0.082, 0.0723, 0.0783, 0.0716, 0.067, 0.0615, 0.0619, 0.0552, 0.0506, 0.0472, 0.0423, 0.0391, 0.0401, 0.0362, 0.0403, 0.0543, 0.055, 0.0527, 0.0663, 0.0779, 0.0826, 0.0818, 0.0944, 0.1009, 0.0943, 0.111, 0.1465, 0.1269, 0.1497, 0.1351, 0.1073, 0.105, 0.119, 0.1153, 0.1044, 0.0941, 0.0935, 0.0958, 0.116, 0.1317, 0.1442, 0.1279, 0.1374, 0.1607, 0.1545, 0.1644, 0.1565, 0.1646, 0.1622, 0.1712, 0.1672, 0.1707, 0.1678, 0.1794, 0.1622, 0.146, 0.1244, 0.1275, 0.1222, 0.1297, 0.1331, 0.1376, 0.1398, 0.1336, 0.1528, 0.1516, 0.1525, 0.1544, 0.1522, 0.1394, 0.1352, 0.1317, 0.1325, 0.1357, 0.1429]}
{"unit_id": "quote:1763607896393232446", "ticker_idx": 0, "ts": "2024-03-01T16:51:03+00:00", "symbol": "GLD", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GLD March 192.5c 0.44 -> 1.92\n\nThey were very cheap.", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses gold calls as cheap crisis hedge; GLD March 192.5c have already moved from 0.44 to 1.92, implying ongoing bullish view.", "resolved_tickers": ["GLD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "GLD March 192.5c 0.44 -> 1.92\n\nThey were very cheap.", "reply_text": null, "parent_text": null, "quoted_text": "I don’t want to own call options on gold but it seems like they’re a lot cheaper as a hedge against some crisis BS than bond calls rn.", "parent_author": null, "ret_m1d": -0.018559810474273908, "ret_signed_m1d": -0.018559810474273908, "alpha_spy_m1d": -0.009258976508360717, "alpha_c_m1d": -0.009258976508360717, "bench_spy_m1d": -0.009300833965913191, "bench_c_m1d": -0.009300833965913191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016174996770490724, "ret_signed_p1d": 0.016174996770490724, "alpha_spy_p1d": 0.017247391517413502, "alpha_c_p1d": 0.017247391517413502, "bench_spy_p1d": -0.001072394746922778, "bench_c_p1d": -0.001072394746922778, "ret_p1w": 0.0453108275225238, "ret_signed_p1w": 0.0453108275225238, "alpha_spy_p1w": 0.047514131285871786, "alpha_c_p1w": 0.047514131285871786, "bench_spy_p1w": -0.0022033037633479857, "bench_c_p1w": -0.0022033037633479857, "ret_p1m": 0.07740166925093339, "ret_signed_p1m": 0.07740166925093339, "alpha_spy_p1m": 0.05608468241175246, "alpha_c_p1m": 0.05608468241175246, "bench_spy_p1m": 0.02131698683918093, "bench_c_p1m": 0.02131698683918093, "ret_p3m": 0.12063872852969548, "ret_signed_p3m": 0.12063872852969548, "alpha_spy_p3m": 0.09161546742612359, "alpha_c_p3m": 0.09161546742612359, "bench_spy_p3m": 0.029023261103571896, "bench_c_p3m": 0.029023261103571896, "ret_p6m": 0.20669809343846746, "ret_signed_p6m": 0.20669809343846746, "alpha_spy_p6m": 0.10628448865680618, "alpha_c_p6m": 0.10628448865680618, "bench_spy_p6m": 0.10041360478166128, "bench_c_p6m": 0.10041360478166128, "price_path": [-0.0298, -0.0262, -0.0246, -0.0376, -0.0482, -0.0487, -0.0273, -0.0216, -0.0305, -0.0261, -0.0195, -0.0248, -0.0179, -0.0136, -0.0136, -0.0061, -0.0016, -0.0074, -0.0089, -0.0089, -0.0112, -0.0195, -0.0185, -0.0184, -0.026, -0.0257, -0.0279, -0.026, -0.0165, -0.0165, -0.0258, -0.0365, -0.0286, -0.0257, -0.0294, -0.0256, -0.0336, -0.0298, -0.0305, -0.0236, -0.0223, -0.023, -0.0129, -0.0222, -0.0276, -0.0225, -0.0228, -0.0236, -0.0274, -0.03, -0.0433, -0.0439, -0.0375, -0.034, -0.034, -0.0281, -0.028, -0.0276, -0.0221, -0.0243, -0.0254, -0.0236, -0.0186, 0.0, 0.0162, 0.0223, 0.0307, 0.0365, 0.0453, 0.0472, 0.0358, 0.043, 0.0387, 0.0354, 0.037, 0.0358, 0.0482, 0.0471, 0.0387, 0.042, 0.0454, 0.0529, 0.0665, 0.0665, 0.0774, 0.0933, 0.1029, 0.0966, 0.1154, 0.1223, 0.1285, 0.1178, 0.1395, 0.1244, 0.1455, 0.1469, 0.1384, 0.1423, 0.1459, 0.1176, 0.1148, 0.1128, 0.1194, 0.123, 0.1207, 0.0984, 0.1084, 0.1049, 0.104, 0.1157, 0.1105, 0.1073, 0.1247, 0.1339, 0.1212, 0.1306, 0.1452, 0.1407, 0.1595, 0.1642, 0.1625, 0.1411, 0.1184, 0.1194, 0.1194, 0.1312, 0.1206, 0.1228, 0.1162, 0.1261, 0.116, 0.1292, 0.1376, 0.097, 0.1071, 0.1102, 0.1132, 0.1041, 0.1184, 0.1126, 0.1171, 0.1171, 0.131, 0.1135, 0.1179, 0.1123, 0.1021, 0.1146, 0.1147, 0.1176, 0.1175, 0.1301, 0.1301, 0.1454, 0.1312, 0.1331, 0.1372, 0.1574, 0.1567, 0.1604, 0.1835, 0.178, 0.1705, 0.1495, 0.1499, 0.1539, 0.1499, 0.1319, 0.1438, 0.1422, 0.1536, 0.1745, 0.1705, 0.1682, 0.1534, 0.1442, 0.1434, 0.1613, 0.1642, 0.1841, 0.1823, 0.1727, 0.1764, 0.2027, 0.2007, 0.2051, 0.2035, 0.1891, 0.2029, 0.2067]}
{"unit_id": "quote:1786551595578032473", "ticker_idx": 0, "ts": "2024-05-04T00:21:07+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "in Q4 it's gonna act like a clinical stage biopharma on the Ph2 results", "tweet_type": "analysis", "timeline": "months", "summary": "Warns AMGN will trade like risky clinical-stage biotech on Ph2 obesity data in Q4; skeptical of GLP-1 premium durability.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "“Patient friendly” is a pretty big claim for a drug that lasts longer than 2mo and has 100% incidence of GI side effects in the highest dose cohort.\n\nAMGN will price in the GLP-1 premium, and that can be a good trade, but be aware of the fact that in Q4 it’s gonna act like a clinical stage biopharma on the Ph2 results.", "reply_text": null, "parent_text": null, "quoted_text": "$VKTX A contrarian view on Viking Therapeutics, biotech’s hottest obesity stock https://t.co/14XdPDCl8f \n\nFrom my newsletter, March 28. \n\nAnd now, the $AMGN update: A once-monthly, patient-friendly injectable weight-loss drug would stack up quite well against an oral, right?", "parent_author": null, "ret_m1d": 0.03943501826129747, "ret_signed_m1d": -0.03943501826129747, "alpha_spy_m1d": -0.04965644055471774, "alpha_c_m1d": -0.04965644055471774, "bench_spy_m1d": -0.010221422293420268, "bench_c_m1d": -0.010221422293420268, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002737939741537465, "ret_signed_p1d": -0.002737939741537465, "alpha_spy_p1d": -0.0016345075919035335, "alpha_c_p1d": -0.0016345075919035335, "bench_spy_p1d": 0.0011034321496339317, "bench_c_p1d": 0.0011034321496339317, "ret_p1w": 0.029951910643493784, "ret_signed_p1w": -0.029951910643493784, "alpha_spy_p1w": -0.021550600709651313, "alpha_c_p1w": -0.021550600709651313, "bench_spy_p1w": 0.008401309933842471, "bench_c_p1w": 0.008401309933842471, "ret_p1m": 0.033634942095264186, "ret_signed_p1m": -0.033634942095264186, "alpha_spy_p1m": -0.010753339384575344, "alpha_c_p1m": -0.010753339384575344, "bench_spy_p1m": 0.022881602710688842, "bench_c_p1m": 0.022881602710688842, "ret_p3m": 0.12833267315496522, "ret_signed_p3m": -0.12833267315496522, "alpha_spy_p3m": -0.07375774445989558, "alpha_c_p3m": -0.07375774445989558, "bench_spy_p3m": 0.054574928695069636, "bench_c_p3m": 0.054574928695069636, "ret_p6m": 0.07005572778390667, "ret_signed_p6m": -0.07005572778390667, "alpha_spy_p6m": 0.06325998355524143, "alpha_c_p6m": 0.06325998355524143, "bench_spy_p6m": 0.1333157113391481, "bench_c_p6m": 0.1333157113391481, "price_path": [-0.0197, -0.0231, -0.0355, -0.0245, -0.0376, -0.0389, -0.0348, -0.0527, -0.0527, -0.0533, -0.0535, -0.0477, -0.0344, -0.0438, -0.0701, -0.0735, -0.0856, -0.0639, -0.0671, -0.0762, -0.0764, -0.0889, -0.0859, -0.0805, -0.0766, -0.0784, -0.0933, -0.1022, -0.0954, -0.0927, -0.0883, -0.0752, -0.0778, -0.0623, -0.0591, -0.044, -0.0506, -0.0506, -0.0549, -0.0777, -0.0837, -0.1048, -0.0986, -0.1011, -0.0972, -0.1103, -0.0984, -0.1075, -0.1134, -0.113, -0.1182, -0.1226, -0.102, -0.0921, -0.0866, -0.0884, -0.1005, -0.0985, -0.0771, -0.0853, -0.0738, -0.0704, 0.0394, 0.0, 0.0027, 0.0261, 0.0447, 0.0356, 0.03, 0.0398, 0.0653, 0.0584, 0.0508, 0.0577, 0.0588, 0.0405, 0.0307, 0.0285, 0.0285, 0.0095, -0.0034, 0.0122, 0.0285, 0.0338, 0.0336, 0.0337, 0.028, 0.0257, 0.0247, 0.0112, 0.0125, 0.0038, 0.0042, 0.0199, 0.029, 0.029, 0.0421, 0.0363, 0.0699, 0.0738, 0.052, 0.0549, 0.0507, 0.0459, 0.0451, 0.0404, 0.0404, 0.0454, 0.0474, 0.0624, 0.0817, 0.0932, 0.1125, 0.1102, 0.1203, 0.1288, 0.113, 0.1141, 0.1298, 0.1206, 0.1286, 0.1242, 0.126, 0.1182, 0.1208, 0.118, 0.1283, 0.1232, 0.0937, 0.1062, 0.0509, 0.0919, 0.0845, 0.0761, 0.0877, 0.0853, 0.0942, 0.0885, 0.1106, 0.1126, 0.1146, 0.0989, 0.1134, 0.1066, 0.1071, 0.1157, 0.1209, 0.1304, 0.1304, 0.1192, 0.1196, 0.0984, 0.0855, 0.1036, 0.1138, 0.1174, 0.1177, 0.1258, 0.1353, 0.1269, 0.1274, 0.1376, 0.1425, 0.1365, 0.1206, 0.0594, 0.0806, 0.0926, 0.0911, 0.0847, 0.0827, 0.0751, 0.0824, 0.075, 0.0757, 0.0918, 0.087, 0.1119, 0.0992, 0.1008, 0.0891, 0.0881, 0.0892, 0.0726, 0.0824, 0.0663, 0.069, 0.0734, 0.074, 0.0701]}
{"unit_id": "reply:1769529045996179663", "ticker_idx": 0, "ts": "2024-03-18T00:59:35+00:00", "symbol": "INMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "INMD management is incapable and their product does not work / isn't standard of care in abdominoplasty. Don't waste your time on it imo.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish INMD: management incapable, product not standard of care; avoid after channel checks.", "resolved_tickers": ["INMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JonahLupton INMD management is incapable and their product does not work / isn’t standard of care in abdominoplasty.\n\nI had the same thought as you did here, spent a lot of time going deep on the co doing channel checks etc. Don’t waste your time on it imo.", "reply_text": null, "parent_text": "In a recent survey (done by Needham) of users of GLP-1 drugs, 62% of the respondents said they are now more likely to get aesthetic/cosmetic procedures (to help with skin tightening) and/or begin using injectables like Botox and $EOLS Jeuveau as well as fillers to help with", "quoted_text": null, "parent_author": "JonahLupton", "ret_m1d": 0.007225415071122621, "ret_signed_m1d": -0.007225415071122621, "alpha_spy_m1d": -0.013133514498885002, "alpha_c_m1d": -0.007107941152675545, "bench_spy_m1d": -0.005908099427762381, "bench_c_m1d": 0.00011747391844707522, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008188828247575719, "ret_signed_p1d": 0.008188828247575719, "alpha_spy_p1d": 0.013745961127606732, "alpha_c_p1d": 0.014817822619616061, "bench_spy_p1d": 0.005557132880031013, "bench_c_p1d": 0.006628994372040342, "ret_p1w": -0.014932536730471901, "ret_signed_p1w": 0.014932536730471901, "alpha_spy_p1w": 0.028405921848539406, "alpha_c_p1w": 0.017832769444342866, "bench_spy_p1w": 0.013473385118067505, "bench_c_p1w": 0.002900232713870965, "ret_p1m": -0.1512523774098996, "ret_signed_p1m": 0.1512523774098996, "alpha_spy_p1m": 0.13306026595296905, "alpha_c_p1m": 0.10885486332365435, "bench_spy_p1m": -0.01819211145693056, "bench_c_p1m": -0.04239751408624526, "ret_p3m": -0.12331403842572441, "ret_signed_p3m": 0.12331403842572441, "alpha_spy_p3m": 0.1810100618979381, "alpha_c_p3m": 0.13097850327372484, "bench_spy_p3m": 0.0576960234722137, "bench_c_p3m": 0.00766446484800043, "ret_p6m": -0.18641622334133479, "ret_signed_p6m": 0.18641622334133479, "alpha_spy_p6m": 0.2599262216212451, "alpha_c_p6m": 0.2660340081079752, "bench_spy_p6m": 0.07350999827991034, "bench_c_p6m": 0.07961778476664039, "price_path": [0.0506, 0.0954, 0.0944, 0.0944, 0.1079, 0.0838, 0.0857, 0.0713, 0.0713, 0.0703, 0.0116, 0.012, 0.0096, 0.0294, 0.0636, 0.0568, 0.0207, 0.001, 0.001, 0.039, 0.0539, 0.1031, 0.0882, 0.1113, 0.1074, 0.0944, 0.1224, 0.1199, 0.1691, 0.1575, 0.1411, 0.1618, 0.1561, 0.1339, 0.1951, 0.2047, 0.2216, 0.2505, 0.276, 0.1402, 0.1031, 0.145, 0.0983, 0.0983, 0.0101, 0.0039, -0.0034, 0.0284, 0.0328, 0.0592, 0.0443, 0.0597, 0.1045, 0.1185, 0.105, 0.0963, 0.092, 0.0583, 0.0376, 0.0337, 0.0559, 0.0275, 0.0072, 0.0, -0.0082, 0.0231, 0.0226, -0.0149, -0.0149, -0.0043, 0.0212, 0.0409, 0.0409, 0.0116, -0.0072, -0.0067, -0.0448, -0.0583, -0.0467, -0.1122, -0.0901, -0.1103, -0.1368, -0.1479, -0.1513, -0.1594, -0.1647, -0.1614, -0.1744, -0.1633, -0.1638, -0.1802, -0.1744, -0.17, -0.172, -0.1696, -0.1638, -0.1503, -0.1016, -0.1089, -0.1185, -0.1156, -0.1281, -0.1093, -0.105, -0.092, -0.1021, -0.1108, -0.0848, -0.0968, -0.08, -0.1113, -0.1098, -0.1098, -0.0549, -0.0963, -0.091, -0.0785, -0.0727, -0.0934, -0.0978, -0.1151, -0.1209, -0.1026, -0.0934, -0.1171, -0.1233, -0.1214, -0.1156, -0.1614, -0.1614, -0.1421, -0.1248, -0.1315, -0.1329, -0.1662, -0.1301, -0.1214, -0.1392, -0.1614, -0.158, -0.158, -0.1633, -0.1614, -0.1729, -0.1546, -0.1898, -0.1392, -0.1411, -0.0819, -0.0983, -0.1358, -0.1479, -0.145, -0.1407, -0.1474, -0.1522, -0.1382, -0.1325, -0.1382, -0.1272, -0.2018, -0.1734, -0.2057, -0.185, -0.2028, -0.1917, -0.2235, -0.2437, -0.2269, -0.2399, -0.2303, -0.2293, -0.2276, -0.2447, -0.2288, -0.2539, -0.2172, -0.225, -0.2476, -0.2457, -0.2293, -0.1951, -0.1951, -0.2428, -0.2567, -0.2461, -0.2447, -0.2524, -0.1864]}
{"unit_id": "orig:1769099682351886665", "ticker_idx": 0, "ts": "2024-03-16T20:33:27+00:00", "symbol": "VTI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gonna take all of those proceeds and put them into VTI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating meme-coin profits into VTI; committing all proceeds to the ETF.", "resolved_tickers": ["VTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "The meme coins were fun for a bit and I made some money, actually a lot more money than I should have/expected to, but the novelty has entirely worn off so I’m gonna take all of those proceeds and put them into VTI.\n\nByeeeee", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005058789018628107, "ret_signed_m1d": -0.005058789018628107, "alpha_spy_m1d": 0.000849310409134274, "alpha_c_m1d": 0.000849310409134274, "bench_spy_m1d": -0.005908099427762381, "bench_c_m1d": -0.005908099427762381, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005764742450454552, "ret_signed_p1d": 0.005764742450454552, "alpha_spy_p1d": 0.00020760957042353922, "alpha_c_p1d": 0.00020760957042353922, "bench_spy_p1d": 0.005557132880031013, "bench_c_p1d": 0.005557132880031013, "ret_p1w": 0.015005620534605857, "ret_signed_p1w": 0.015005620534605857, "alpha_spy_p1w": 0.0015322354165383523, "alpha_c_p1w": 0.0015322354165383523, "bench_spy_p1w": 0.013473385118067505, "bench_c_p1w": 0.013473385118067505, "ret_p1m": -0.019546936143633453, "ret_signed_p1m": -0.019546936143633453, "alpha_spy_p1m": -0.0013548246867028935, "alpha_c_p1m": -0.0013548246867028935, "bench_spy_p1m": -0.01819211145693056, "bench_c_p1m": -0.01819211145693056, "ret_p3m": 0.050305631962862085, "ret_signed_p3m": 0.050305631962862085, "alpha_spy_p3m": -0.007390391509351613, "alpha_c_p3m": -0.007390391509351613, "bench_spy_p3m": 0.0576960234722137, "bench_c_p3m": 0.0576960234722137, "ret_p6m": 0.06765576910193616, "ret_signed_p6m": 0.06765576910193616, "alpha_spy_p6m": -0.0058542291779741795, "alpha_c_p6m": -0.0058542291779741795, "bench_spy_p6m": 0.07350999827991034, "bench_c_p6m": 0.07350999827991034, "price_path": [-0.0843, -0.0742, -0.072, -0.072, -0.0675, -0.0657, -0.0662, -0.0697, -0.0697, -0.076, -0.0848, -0.0872, -0.0858, -0.0727, -0.0745, -0.0697, -0.0703, -0.0702, -0.0702, -0.0745, -0.08, -0.0719, -0.0606, -0.0565, -0.0548, -0.055, -0.0497, -0.0505, -0.0419, -0.0432, -0.0593, -0.0467, -0.0385, -0.0431, -0.0398, -0.0322, -0.0298, -0.0239, -0.023, -0.0386, -0.028, -0.0205, -0.0256, -0.0256, -0.0318, -0.0316, -0.0124, -0.0118, -0.0147, -0.012, -0.0136, -0.0095, -0.0004, -0.0014, -0.012, -0.0061, 0.0036, -0.0022, -0.0038, 0.006, 0.0047, 0.0009, -0.0051, 0.0, 0.0058, 0.016, 0.0202, 0.0173, 0.015, 0.0132, 0.0221, 0.0228, 0.0228, 0.022, 0.0126, 0.0141, 0.002, 0.0121, 0.0133, 0.0147, 0.0034, 0.0102, -0.0044, -0.0166, -0.0195, -0.0253, -0.0273, -0.0349, -0.0254, -0.0138, -0.0136, -0.0183, -0.0092, -0.0053, -0.0216, -0.0241, -0.014, -0.0023, 0.0084, 0.0093, 0.0086, 0.0146, 0.0155, 0.0161, 0.021, 0.0336, 0.0308, 0.0322, 0.0333, 0.0354, 0.0319, 0.0232, 0.0305, 0.0305, 0.0305, 0.0221, 0.0171, 0.0249, 0.0252, 0.0251, 0.0377, 0.0368, 0.0348, 0.0383, 0.04, 0.0498, 0.0503, 0.0495, 0.0575, 0.0602, 0.0602, 0.0575, 0.0559, 0.0541, 0.0576, 0.0575, 0.0601, 0.0565, 0.0586, 0.0647, 0.0691, 0.0691, 0.0747, 0.0761, 0.0759, 0.0863, 0.0814, 0.0886, 0.0932, 0.1023, 0.0867, 0.0772, 0.0705, 0.0817, 0.0809, 0.0566, 0.0525, 0.0651, 0.0652, 0.0607, 0.0765, 0.0596, 0.0383, 0.0078, 0.018, 0.0102, 0.0339, 0.0384, 0.0377, 0.0549, 0.0579, 0.0763, 0.0788, 0.089, 0.0864, 0.0918, 0.0826, 0.0963, 0.0935, 0.0945, 0.0878, 0.0889, 0.0994, 0.0994, 0.0758, 0.0733, 0.07, 0.0523, 0.0635, 0.0677]}
{"unit_id": "orig:1777380283299360950", "ticker_idx": 0, "ts": "2024-04-08T16:57:36+00:00", "symbol": "^GSPC", "kind": "index", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "SPX should rally into eod", "tweet_type": "prediction", "timeline": "intraday", "summary": "SPX expected to rally into end of day as bears get squeezed.", "resolved_tickers": ["^GSPC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "SPX should rally into eod as bears, being too dumb to wear those little sunglasses, stare straight into the sun and are blinded by the close.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0003747713993014212, "ret_signed_m1d": 0.0003747713993014212, "alpha_spy_m1d": 0.0009338430739533887, "alpha_c_m1d": null, "bench_spy_m1d": -0.0005590716746519675, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.0014454931932483817, "ret_signed_p1d": 0.0014454931932483817, "alpha_spy_p1d": 0.0002888409725310126, "alpha_c_p1d": null, "bench_spy_p1d": 0.001156652220717369, "bench_c_p1d": null, "ret_p1w": -0.027020332732804353, "ret_signed_p1w": -0.027020332732804353, "alpha_spy_p1w": 0.0004896456751087852, "alpha_c_p1w": null, "bench_spy_p1w": -0.027509978407913138, "bench_c_p1w": null, "ret_p1m": -0.0028236908459762233, "ret_signed_p1m": -0.0028236908459762233, "alpha_spy_p1m": 0.00022212585215741765, "alpha_c_p1m": null, "bench_spy_p1m": -0.003045816698133641, "bench_c_p1m": null, "ret_p3m": 0.06432233531481324, "ret_signed_p3m": 0.06432233531481324, "alpha_spy_p3m": -0.0022244295512834356, "alpha_c_p3m": null, "bench_spy_p3m": 0.06654676486609667, "bench_c_p3m": null, "ret_p6m": 0.09733215886815838, "ret_signed_p6m": 0.09733215886815838, "alpha_spy_p6m": -0.005775736059150605, "alpha_c_p6m": null, "bench_spy_p6m": 0.10310789492730899, "bench_c_p6m": null, "price_path": [-0.0805, -0.0811, -0.0805, -0.0805, -0.0839, -0.089, -0.081, -0.0697, -0.0677, -0.0649, -0.0642, -0.0592, -0.0599, -0.0528, -0.0533, -0.0686, -0.0569, -0.0469, -0.0499, -0.0477, -0.0399, -0.0393, -0.0338, -0.0347, -0.0479, -0.0388, -0.0332, -0.0378, -0.0378, -0.0436, -0.0424, -0.0222, -0.0218, -0.0255, -0.0239, -0.0255, -0.0204, -0.0126, -0.0137, -0.0238, -0.0188, -0.0087, -0.0151, -0.0162, -0.0052, -0.0071, -0.01, -0.0164, -0.0102, -0.0046, 0.0043, 0.0075, 0.0061, 0.003, 0.0002, 0.0089, 0.01, 0.01, 0.008, 0.0007, 0.0017, -0.0106, 0.0004, 0.0, 0.0014, -0.008, -0.0006, -0.0152, -0.027, -0.029, -0.0346, -0.0368, -0.0452, -0.0369, -0.0253, -0.0251, -0.0296, -0.0197, -0.0166, -0.032, -0.0354, -0.0266, -0.0143, -0.0042, -0.0028, -0.0028, 0.0022, 0.0039, 0.0037, 0.0085, 0.0203, 0.0182, 0.0194, 0.0203, 0.0229, 0.0201, 0.0126, 0.0197, 0.0197, 0.0199, 0.0124, 0.0064, 0.0144, 0.0156, 0.0171, 0.0291, 0.0289, 0.0278, 0.0304, 0.0332, 0.042, 0.0445, 0.0441, 0.0521, 0.0547, 0.0547, 0.052, 0.0504, 0.0472, 0.0513, 0.053, 0.0539, 0.0496, 0.0524, 0.0589, 0.0643, 0.0643, 0.0701, 0.0712, 0.072, 0.0829, 0.0735, 0.0794, 0.0824, 0.0893, 0.0742, 0.0658, 0.0582, 0.0696, 0.0679, 0.0432, 0.0378, 0.0493, 0.0502, 0.045, 0.0615, 0.047, 0.0277, -0.0031, 0.0072, -0.0006, 0.0225, 0.0273, 0.0273, 0.0446, 0.0486, 0.0655, 0.0676, 0.078, 0.0759, 0.0804, 0.0708, 0.0831, 0.0797, 0.0814, 0.0749, 0.0749, 0.0857, 0.0857, 0.0628, 0.0611, 0.0579, 0.0396, 0.0516, 0.0563, 0.0676, 0.0756, 0.0814, 0.0828, 0.0831, 0.0799, 0.0983, 0.0961, 0.0992, 0.102, 0.0999, 0.1044, 0.103, 0.1077, 0.0973]}
{"unit_id": "quote:1778156358266761346", "ticker_idx": 0, "ts": "2024-04-10T20:21:27+00:00", "symbol": "RENT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now is the part of the cycle where you find businesses that are priced like they will die and then make money when it turns out they aren't going to die", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RENT: priced for death but won't die; cycle favors beaten-down distressed equities.", "resolved_tickers": ["RENT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Now is the part of the cycle where you find businesses that are priced like they will die and then make money when it turns out they aren’t going to die (even if the business is still kinda meh)\n\n$RENT https://t.co/eSKmdlC3JF", "reply_text": null, "parent_text": null, "quoted_text": "$REAL “really” turned it around lol", "parent_author": null, "ret_m1d": -0.2662162488703309, "ret_signed_m1d": -0.2662162488703309, "alpha_spy_m1d": -0.276330603799824, "alpha_c_m1d": -0.2818944202475878, "bench_spy_m1d": 0.010114354929493086, "bench_c_m1d": 0.01567817137725691, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 1.6189187717577087, "ret_signed_p1d": 1.6189187717577087, "alpha_spy_p1d": 1.6113718437836266, "alpha_c_p1d": 1.6108557494271203, "bench_spy_p1d": 0.007546927974082074, "bench_c_p1d": 0.00806302233058842, "ret_p1w": 0.6756756025304589, "ret_signed_p1w": 0.6756756025304589, "alpha_spy_p1w": 0.7020701501121311, "alpha_c_p1w": 0.7107280510550052, "bench_spy_p1w": -0.026394547581672256, "bench_c_p1w": -0.035052448524546365, "ret_p1m": 0.8364864834387691, "ret_signed_p1m": 0.8364864834387691, "alpha_spy_p1m": 0.8247187602731234, "alpha_c_p1m": 0.833854934671233, "bench_spy_p1m": 0.011767723165645672, "bench_c_p1m": 0.0026315487675361293, "ret_p3m": 1.1918917708539736, "ret_signed_p3m": 1.1918917708539736, "alpha_spy_p3m": 1.1083482145544807, "alpha_c_p3m": 1.1291367741346128, "bench_spy_p3m": 0.08354355629949284, "bench_c_p3m": 0.0627549967193608, "ret_p6m": 0.2216216007229883, "ret_signed_p6m": 0.2216216007229883, "alpha_spy_p6m": 0.11020949887253773, "alpha_c_p6m": 0.12186714475305904, "bench_spy_p6m": 0.11141210185045058, "bench_c_p6m": 0.09975445596992927, "price_path": [0.8649, 0.8649, 0.4351, 0.3324, 0.5703, 0.5676, 0.6216, 0.5486, 0.6243, 0.5649, 0.6081, 0.6405, 0.7378, 0.6595, 0.6351, 0.4189, 0.3649, 0.4351, 0.3784, 0.4486, 0.4108, 0.3892, 0.3216, 0.3811, 0.3919, 0.327, 0.327, 0.2703, 0.1919, 0.1784, 0.1162, 0.1081, 0.1189, 0.1081, 0.0973, 0.0459, 0.0135, -0.0108, -0.027, -0.027, -0.027, 0.0054, -0.0135, -0.0081, -0.0081, 0.0054, -0.0541, -0.0541, -0.0459, 0.0, -0.0459, -0.0757, -0.0757, -0.0757, -0.0676, -0.0676, -0.0216, -0.1351, -0.2054, -0.2811, -0.3541, -0.2865, -0.2662, 0.0, 1.6189, 1.5986, 0.9892, 0.6986, 0.6757, 0.5243, 0.6689, 0.5351, 0.6095, 0.6311, 0.5595, 0.4865, 0.3338, 0.3716, 0.673, 0.8405, 0.9378, 0.9581, 1.0581, 0.7865, 0.8365, 1.3986, 1.6986, 2.1392, 2.3676, 2.9784, 3.5311, 3.8649, 3.427, 2.9797, 3.0203, 2.9446, 2.9446, 2.3419, 2.1676, 2.823, 2.2432, 2.1622, 2.2149, 2.3784, 2.623, 2.1378, 2.4405, 2.5068, 2.327, 2.1054, 1.9581, 1.6581, 1.5892, 1.5892, 1.727, 1.5824, 1.5784, 1.373, 1.573, 1.5514, 1.3743, 1.0365, 1.027, 0.9905, 0.9905, 1.0378, 1.1919, 1.3216, 1.3324, 1.5554, 1.5, 1.4149, 1.5459, 1.4892, 1.2662, 1.1919, 1.2081, 1.1959, 1.1149, 1.1068, 1.027, 0.9622, 0.8986, 1.0135, 0.8041, 0.5514, 0.3581, 0.4865, 0.3716, 0.4324, 0.4838, 0.3919, 0.4743, 0.4378, 0.5946, 0.7919, 0.7203, 0.5797, 0.8811, 0.9581, 0.8514, 0.7203, 0.7, 0.6216, 0.6514, 0.8, 0.8, 0.6392, 0.8892, 1.0378, 0.473, 0.3865, 0.3365, 0.3392, 0.3486, 0.4095, 0.3905, 0.3811, 0.3, 0.3378, 0.1365, 0.277, 0.3014, 0.2905, 0.3419, 0.3676, 0.3027, 0.227, 0.2514, 0.2216]}
{"unit_id": "quote:1775510712099439017", "ticker_idx": 0, "ts": "2024-04-03T13:08:35+00:00", "symbol": "EU defense", "kind": "sector", "geography": "Europe", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have significantly overweighted it in our portfolio", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Significantly overweight EU defense names in portfolio; high conviction on the European defense theme.", "resolved_tickers": ["RHM.DE", "AIR.PA", "LDO.MI", "BA.L", "SAAB-B.ST"], "resolution_method": "basket", "resolution_reason": "EU defense basket: Rheinmetall, Airbus, Leonardo, BAE, Saab", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "“In the land of the blind, the man with one eye is the king” 😉\n\nReally though, Alexander lays out a great summary of the reasoning behind being long EU defense names (including some stuff I didn’t even know).\n\nThe clarity of this thesis is why I have significantly overweighted it in our portfolio. Here’s what I recently wrote about it to elaborate on our initial coverage of it in our “Election 2024” piece:", "reply_text": null, "parent_text": null, "quoted_text": "So u don’t miss this theme based opps @Citrini7. After all, you are the theme king on Twitter.", "parent_author": null, "ret_m1d": -0.007662899833843917, "ret_signed_m1d": -0.007662899833843917, "alpha_spy_m1d": -0.006565681313787186, "alpha_c_m1d": -0.0025450143939792277, "bench_spy_m1d": -0.0010972185200567308, "bench_c_m1d": -0.005117885439864689, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003026141491294676, "ret_signed_p1d": -0.003026141491294676, "alpha_spy_p1d": 0.00917988040938198, "alpha_c_p1d": 0.005770406482206036, "bench_spy_p1d": -0.012206021900676656, "bench_c_p1d": -0.008796547973500712, "ret_p1w": -0.044975784952627926, "ret_signed_p1w": -0.044975784952627926, "alpha_spy_p1w": -0.03479117045873896, "alpha_c_p1w": -0.03729898816895698, "bench_spy_p1w": -0.010184614493888966, "bench_c_p1w": -0.007676796783670947, "ret_p1m": -0.054787378970138835, "ret_signed_p1m": -0.054787378970138835, "alpha_spy_p1m": -0.02710209598002309, "alpha_c_p1m": -0.029757388099964067, "bench_spy_p1m": -0.027685282990115745, "bench_c_p1m": -0.025029990870174768, "ret_p3m": -0.06157882422452525, "ret_signed_p3m": -0.06157882422452525, "alpha_spy_p3m": -0.11488814084413894, "alpha_c_p3m": -0.028985241633807265, "bench_spy_p3m": 0.05330931661961369, "bench_c_p3m": -0.032593582590717984, "ret_p6m": -0.10592766316594651, "ret_signed_p6m": -0.10592766316594651, "alpha_spy_p6m": -0.21469986835971236, "alpha_c_p6m": -0.1898235965878148, "bench_spy_p6m": 0.10877220519376585, "bench_c_p6m": 0.0838959334218683, "price_path": [-0.2741, -0.2689, -0.2666, -0.2613, -0.2549, -0.2355, -0.2398, -0.2369, -0.2349, -0.2302, -0.2412, -0.2361, -0.2484, -0.2412, -0.24, -0.2494, -0.2417, -0.2404, -0.2457, -0.2468, -0.2435, -0.2411, -0.2247, -0.2278, -0.2291, -0.2155, -0.1995, -0.1984, -0.1806, -0.1752, -0.167, -0.158, -0.1571, -0.1604, -0.1638, -0.1556, -0.1344, -0.1481, -0.1356, -0.1323, -0.1243, -0.1097, -0.108, -0.1083, -0.1049, -0.1154, -0.1211, -0.1133, -0.1033, -0.0849, -0.0761, -0.0591, -0.0422, -0.0396, -0.0317, -0.0183, -0.0083, 0.0027, -0.0022, -0.0001, -0.0001, -0.0001, -0.0077, 0.0, -0.003, 0.0002, 0.0224, -0.0462, -0.045, -0.0389, -0.0219, -0.0057, -0.0179, -0.0262, -0.0429, -0.0485, -0.0415, -0.0234, -0.0186, -0.0407, -0.0341, -0.0282, -0.0486, -0.0479, -0.0548, -0.0358, -0.0194, -0.031, -0.0128, -0.007, -0.011, -0.0275, -0.0277, -0.016, -0.009, -0.0081, 0.0077, 0.0106, 0.0064, 0.0191, 0.0132, 0.0175, 0.0058, -0.0149, -0.0059, 0.0126, 0.0226, 0.0019, 0.006, 0.0063, 0.0286, 0.0229, 0.0018, -0.0065, -0.0232, -0.0599, -0.0479, -0.0416, -0.0348, -0.0322, -0.0387, -0.0276, -0.0569, -0.0628, -0.0657, -0.064, -0.0616, -0.0739, -0.0454, -0.0334, -0.0526, -0.0482, -0.0496, -0.0337, -0.0322, -0.035, -0.0282, -0.0237, -0.0465, -0.0411, -0.056, -0.0579, -0.058, -0.0618, -0.0934, -0.0719, -0.0664, -0.0572, -0.0464, -0.0661, -0.0907, -0.0951, -0.0847, -0.0688, -0.0683, -0.0516, -0.0414, -0.0345, -0.0122, -0.005, -0.0055, -0.0233, -0.0397, -0.0408, -0.0416, -0.0382, -0.0399, -0.0355, -0.0214, -0.0147, -0.019, -0.0581, -0.0703, -0.0726, -0.0811, -0.097, -0.09, -0.0877, -0.0884, -0.073, -0.0681, -0.0703, -0.1106, -0.109, -0.0824, -0.0914, -0.087, -0.1047, -0.095, -0.1059]}
{"unit_id": "reply:1760616635834986969", "ticker_idx": 0, "ts": "2024-02-22T10:44:51+00:00", "symbol": "China", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "lmao this specific market is actually rigged, getting hella long", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Going long Chinese market despite (because of) state-directed support; sarcastic acknowledgment that the market is rigged in bulls' favor.", "resolved_tickers": ["ASHR"], "resolution_method": "etf", "resolution_reason": "China index proxy via ASHR (CSI 300)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RaisingTheBAR47 broke: omg the market is rigged this is so unfair\n\nwoke: lmao this specific market is actually rigged, getting hella long", "reply_text": null, "parent_text": "How exciting that China bottomed \n\nGood for their regulators for deciding it’s time for their number to go up", "quoted_text": null, "parent_author": "RaisingTheBAR47", "ret_m1d": -0.0071129882678437895, "ret_signed_m1d": -0.0071129882678437895, "alpha_spy_m1d": 0.013162929759744757, "alpha_c_m1d": 0.013162929759744757, "bench_spy_m1d": -0.020275918027588546, "bench_c_m1d": -0.020275918027588546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0050209280362008, "ret_signed_p1d": 0.0050209280362008, "alpha_spy_p1d": 0.004331188576430556, "alpha_c_p1d": 0.004331188576430556, "bench_spy_p1d": 0.0006897394597702444, "bench_c_p1d": 0.0006897394597702444, "ret_p1w": 0.004602565549100657, "ret_signed_p1w": 0.004602565549100657, "alpha_spy_p1w": 0.003459611098968196, "alpha_c_p1w": 0.003459611098968196, "bench_spy_p1w": 0.0011429544501324607, "bench_c_p1w": 0.0011429544501324607, "ret_p1m": 0.010041856072401378, "ret_signed_p1m": 0.010041856072401378, "alpha_spy_p1m": -0.020163949874224096, "alpha_c_p1m": -0.020163949874224096, "bench_spy_p1m": 0.030205805946625475, "bench_c_p1m": 0.030205805946625475, "ret_p3m": 0.05230125799493601, "ret_signed_p3m": 0.05230125799493601, "alpha_spy_p3m": 0.0020332587176083994, "alpha_c_p3m": 0.0020332587176083994, "bench_spy_p3m": 0.05026799927732761, "bench_c_p3m": 0.05026799927732761, "ret_p6m": -0.013807531449873456, "ret_signed_p6m": -0.013807531449873456, "alpha_spy_p6m": -0.11297220710117462, "alpha_c_p6m": -0.11297220710117462, "bench_spy_p6m": 0.09916467565130116, "bench_c_p6m": 0.09916467565130116, "price_path": [0.0174, 0.0239, 0.0133, 0.0133, 0.0117, 0.0019, -0.0181, -0.0218, -0.0181, -0.0222, -0.0108, -0.0116, -0.0165, -0.0173, -0.0297, -0.0347, -0.0264, -0.049, -0.0314, -0.0297, -0.0297, -0.0339, -0.0318, -0.0042, 0.0004, 0.0004, -0.0201, -0.0213, -0.036, -0.036, -0.0464, -0.0536, -0.0544, -0.0502, -0.054, -0.054, -0.0565, -0.0745, -0.0632, -0.0536, -0.0703, -0.0561, -0.0318, -0.0364, -0.0339, -0.0498, -0.0674, -0.0732, -0.072, -0.0958, -0.0824, -0.0427, -0.0377, -0.0385, -0.0402, -0.0318, -0.0372, -0.0364, -0.0318, -0.0172, -0.0172, -0.0192, -0.0071, 0.0, 0.005, -0.0075, 0.0046, -0.0109, 0.0046, 0.0163, 0.0142, 0.018, 0.0213, 0.0163, 0.0184, 0.0414, 0.0372, 0.0293, 0.0234, 0.0297, 0.0372, 0.031, 0.0335, 0.0264, 0.01, 0.01, 0.0126, 0.0021, 0.0071, 0.0071, 0.0264, 0.0255, 0.0247, 0.0255, 0.0209, 0.0138, 0.0151, -0.0025, 0.0017, -0.013, 0.0113, 0.0029, 0.0188, 0.0201, 0.0167, 0.0113, 0.0042, 0.0038, 0.01, 0.0259, 0.0431, 0.031, 0.0322, 0.0598, 0.0619, 0.0556, 0.0527, 0.0431, 0.0594, 0.0531, 0.0527, 0.0494, 0.0485, 0.049, 0.0649, 0.0565, 0.0523, 0.0544, 0.0347, 0.0276, 0.0276, 0.0285, 0.0285, 0.0293, 0.0197, 0.0222, 0.0343, 0.0264, 0.0264, 0.0146, 0.0167, 0.0092, 0.0142, 0.0054, 0.0138, 0.0146, 0.0172, 0.0172, -0.0021, -0.0054, -0.0038, -0.0163, -0.0105, -0.0163, -0.0138, -0.0092, -0.0088, -0.0084, -0.0084, -0.0213, -0.0272, -0.0146, -0.0151, 0.0021, 0.0004, -0.0017, 0.0071, 0.01, 0.0092, 0.0172, 0.0105, -0.0109, -0.0151, -0.0155, -0.0134, -0.023, -0.0243, 0.0017, -0.0146, -0.0075, -0.0084, -0.0201, -0.0238, -0.0176, -0.0238, -0.0243, -0.0159, -0.0272, -0.0197, -0.0138]}
{"unit_id": "thread:1768362622582145426", "ticker_idx": 0, "ts": "2024-03-14T19:44:38+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "honestly if we close below 5125 I'd say go for it on being short", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Conditional short on US equity index (S&P500) if it closes below 5125.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "ca", "tweet_text": "@tripscapital America\n\n---\n\n@tripscapital honestly if we close below 5125 I’d say go for it on being short", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0019807019334359133, "ret_signed_m1d": -0.0019807019334359133, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0019807019334359133, "bench_c_m1d": 0.0019807019334359133, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006866599813079466, "ret_signed_p1d": 0.006866599813079466, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.006866599813079466, "bench_c_p1d": -0.006866599813079466, "ret_p1w": 0.017229859829121397, "ret_signed_p1w": -0.017229859829121397, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.017229859829121397, "bench_c_p1w": 0.017229859829121397, "ret_p1m": -0.004879747576963411, "ret_signed_p1m": 0.004879747576963411, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.004879747576963411, "bench_c_p1m": -0.004879747576963411, "ret_p3m": 0.045962368916345975, "ret_signed_p3m": -0.045962368916345975, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.045962368916345975, "bench_c_p3m": 0.045962368916345975, "ret_p6m": 0.056000880772059114, "ret_signed_p6m": -0.056000880772059114, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.056000880772059114, "bench_c_p6m": 0.056000880772059114, "price_path": [-0.0835, -0.0779, -0.0907, -0.082, -0.0802, -0.0802, -0.0763, -0.0746, -0.0743, -0.077, -0.077, -0.0821, -0.0896, -0.0926, -0.0913, -0.0784, -0.0798, -0.0746, -0.075, -0.0743, -0.0743, -0.0777, -0.0828, -0.0747, -0.0632, -0.0612, -0.0584, -0.0574, -0.0523, -0.0535, -0.046, -0.0467, -0.0623, -0.05, -0.04, -0.0435, -0.0407, -0.0327, -0.0323, -0.0267, -0.0271, -0.0405, -0.0318, -0.0251, -0.03, -0.03, -0.0353, -0.0345, -0.0145, -0.0138, -0.0174, -0.0156, -0.0169, -0.0133, -0.0041, -0.0051, -0.0151, -0.0101, -0.0003, -0.0063, -0.0071, 0.0036, 0.002, 0.0, -0.0069, -0.001, 0.0046, 0.0139, 0.0172, 0.0153, 0.0125, 0.0106, 0.0191, 0.0189, 0.0189, 0.0172, 0.0107, 0.0118, -0.0006, 0.0099, 0.0105, 0.0116, 0.0015, 0.009, -0.0049, -0.0173, -0.0191, -0.0249, -0.027, -0.0354, -0.0266, -0.015, -0.0155, -0.0192, -0.0099, -0.0064, -0.0222, -0.0253, -0.0162, -0.004, 0.0063, 0.0074, 0.0075, 0.0133, 0.0146, 0.0147, 0.0194, 0.032, 0.0299, 0.0314, 0.0325, 0.0351, 0.0321, 0.0246, 0.0313, 0.0313, 0.0321, 0.0248, 0.018, 0.0273, 0.0281, 0.0293, 0.0415, 0.0415, 0.0402, 0.0434, 0.046, 0.0546, 0.0567, 0.0573, 0.0657, 0.0684, 0.0684, 0.0655, 0.0641, 0.0607, 0.0647, 0.0661, 0.0677, 0.0635, 0.0657, 0.0729, 0.0777, 0.0777, 0.0839, 0.0852, 0.0862, 0.097, 0.0875, 0.0944, 0.0974, 0.1039, 0.0884, 0.08, 0.0729, 0.0839, 0.0822, 0.0577, 0.0522, 0.064, 0.0646, 0.0592, 0.0764, 0.0612, 0.0414, 0.0111, 0.0204, 0.0136, 0.037, 0.0416, 0.0421, 0.0593, 0.0626, 0.0808, 0.0833, 0.0936, 0.0918, 0.0956, 0.087, 0.0985, 0.0959, 0.0974, 0.0911, 0.0912, 0.1016, 0.1016, 0.0789, 0.0767, 0.0741, 0.056]}
{"unit_id": "reply:1771257301225140618", "ticker_idx": 0, "ts": "2024-03-22T19:27:03+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$200 or bust", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU to $200; reaffirms target from prior call.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Tykube @agnostoxxx @SirOfFinance $200 or bust and yeah I’m enjoying myself lol had to do something on the flight so finished this", "reply_text": null, "parent_text": "@Citrini7 @agnostoxxx @SirOfFinance micron gonna hit 150$ nice call haha hope vacation is fun", "quoted_text": null, "parent_author": "Tykube", "ret_m1d": -0.0032666266229162133, "ret_signed_m1d": -0.0032666266229162133, "alpha_spy_m1d": -0.0051660781630313846, "alpha_c_m1d": 0.002575926403035833, "bench_spy_m1d": 0.0018994515401151713, "bench_c_m1d": -0.005842553025952046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06278930307127384, "ret_signed_p1d": 0.06278930307127384, "alpha_spy_p1d": 0.0655521743894596, "alpha_c_p1d": 0.06524933606171768, "bench_spy_p1d": -0.0027628713181857556, "bench_c_p1d": -0.002460032990443839, "ret_p1w": 0.07071764466828245, "ret_signed_p1w": 0.07071764466828245, "alpha_spy_p1w": 0.06714905083699563, "alpha_c_p1w": 0.08235878417312326, "bench_spy_p1w": 0.003568593831286826, "bench_c_p1w": -0.011641139504840803, "ret_p1m": -0.008934552472013135, "ret_signed_p1m": -0.008934552472013135, "alpha_spy_p1m": 0.032296560820105236, "alpha_c_p1m": 0.0992186958656327, "bench_spy_p1m": -0.04123111329211837, "bench_c_p1m": -0.10815324833764584, "ret_p3m": 0.39368579648917534, "ret_signed_p3m": 0.39368579648917534, "alpha_spy_p3m": 0.34134610042301317, "alpha_c_p3m": 0.1779064931570109, "bench_spy_p3m": 0.05233969606616218, "bench_c_p3m": 0.21577930333216444, "ret_p6m": -0.20750852418311305, "ret_signed_p6m": -0.20750852418311305, "alpha_spy_p6m": -0.29086403877614286, "alpha_c_p6m": -0.23456881954105613, "bench_spy_p6m": 0.08335551459302981, "bench_c_p6m": 0.027060295357943076, "price_path": [-0.2111, -0.2147, -0.2207, -0.2257, -0.2257, -0.2529, -0.2536, -0.2495, -0.2428, -0.2292, -0.2439, -0.2525, -0.2434, -0.2524, -0.2524, -0.2323, -0.2444, -0.2304, -0.206, -0.1903, -0.2058, -0.2008, -0.1906, -0.2011, -0.1918, -0.2182, -0.2219, -0.2232, -0.2153, -0.2108, -0.2324, -0.2272, -0.2298, -0.2237, -0.2224, -0.2602, -0.2575, -0.2593, -0.2786, -0.2786, -0.2677, -0.2606, -0.2205, -0.2197, -0.1883, -0.1666, -0.186, -0.1778, -0.1366, -0.131, -0.1428, -0.1329, -0.1019, -0.1142, -0.1425, -0.1161, -0.1456, -0.1704, -0.1539, -0.1491, -0.1471, -0.1267, -0.0033, 0.0, 0.0628, 0.0779, 0.082, 0.0707, 0.0707, 0.1289, 0.1149, 0.1626, 0.127, 0.1224, 0.1167, 0.1138, 0.1099, 0.1581, 0.1128, 0.1023, 0.106, 0.0565, 0.0166, -0.0303, -0.0089, 0.0214, 0.0152, 0.0134, 0.043, 0.0387, 0.0259, -0.0037, 0.0202, 0.0417, 0.0911, 0.0827, 0.0837, 0.07, 0.1011, 0.1171, 0.1336, 0.1608, 0.1615, 0.1379, 0.1716, 0.158, 0.1469, 0.1468, 0.1761, 0.1761, 0.205, 0.1951, 0.147, 0.1353, 0.1641, 0.1502, 0.2144, 0.1813, 0.1892, 0.2245, 0.2268, 0.2783, 0.3, 0.2839, 0.3426, 0.3937, 0.3937, 0.3096, 0.2674, 0.2625, 0.2817, 0.293, 0.201, 0.1946, 0.1945, 0.2042, 0.2426, 0.2426, 0.1952, 0.188, 0.1921, 0.2398, 0.1838, 0.214, 0.1896, 0.1589, 0.0863, 0.0677, 0.0387, 0.0479, 0.0386, 0.0025, -0.0232, -0.0054, -0.0196, -0.0677, -0.0017, -0.0772, -0.1573, -0.1781, -0.191, -0.211, -0.1631, -0.1539, -0.1397, -0.1142, -0.0872, -0.0278, -0.0183, -0.0125, -0.0183, -0.0152, -0.0522, -0.0651, -0.1009, -0.1104, -0.1377, -0.1312, -0.1252, -0.1252, -0.1948, -0.1883, -0.1874, -0.2148, -0.2158, -0.2105, -0.176, -0.2072, -0.1708, -0.2075]}
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{"unit_id": "reply:1778174520882307109", "ticker_idx": 0, "ts": "2024-04-10T21:33:37+00:00", "symbol": "MXNJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "fund it with JPY to reach new levels of degeneracy", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses long MXN funded by short JPY carry trade.", "resolved_tickers": ["MXNJPY=X"], "resolution_method": "exchange_ticker", "resolution_reason": "MXN/JPY FX cross pair in Yahoo format", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Globalflows fund it with JPY to reach new levels of degeneracy", "reply_text": null, "parent_text": "Man, when the time comes, the long Peso trade is going to be 🤌🔥", "quoted_text": null, "parent_author": "Globalflows", "ret_m1d": 0.003115421661586959, "ret_signed_m1d": 0.003115421661586959, "alpha_spy_m1d": -0.006998933267906127, "alpha_c_m1d": null, "bench_spy_m1d": 0.010114354929493086, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.002777055256696137, "ret_signed_p1d": 0.002777055256696137, "alpha_spy_p1d": -0.004769872717385937, "alpha_c_p1d": null, "bench_spy_p1d": 0.007546927974082074, "bench_c_p1d": null, "ret_p1w": -0.019640285414018965, "ret_signed_p1w": -0.019640285414018965, "alpha_spy_p1w": 0.006754262167653291, "alpha_c_p1w": null, "bench_spy_p1w": -0.026394547581672256, "bench_c_p1w": null, "ret_p1m": -0.00828307778740911, "ret_signed_p1m": -0.00828307778740911, "alpha_spy_p1m": -0.02005080095305478, "alpha_c_p1m": null, "bench_spy_p1m": 0.011767723165645672, "bench_c_p1m": null, "ret_p3m": -0.041405915501485535, "ret_signed_p3m": -0.041405915501485535, "alpha_spy_p3m": -0.12494947180097837, "alpha_c_p3m": null, "bench_spy_p3m": 0.08354355629949284, "bench_c_p3m": null, "ret_p6m": -0.1853030253416461, "ret_signed_p6m": -0.1853030253416461, "alpha_spy_p6m": -0.2967151271920967, "alpha_c_p6m": null, "bench_spy_p6m": 0.11141210185045058, "bench_c_p6m": null, "price_path": [-0.0736, -0.0712, -0.0693, -0.0765, -0.0708, -0.0687, -0.0647, -0.0696, -0.0754, -0.0757, -0.0737, -0.069, -0.0756, -0.0726, -0.0785, -0.0751, -0.0654, -0.0629, -0.0643, -0.0628, -0.0603, -0.0572, -0.0552, -0.0543, -0.0497, -0.0503, -0.0495, -0.0492, -0.0513, -0.0486, -0.0505, -0.0508, -0.0493, -0.0482, -0.049, -0.0498, -0.0474, -0.0421, -0.0442, -0.0455, -0.0543, -0.0571, -0.0572, -0.0514, -0.0441, -0.0416, -0.0384, -0.0434, -0.0303, -0.0244, -0.0222, -0.0254, -0.0206, -0.018, -0.0141, -0.0159, -0.0128, -0.0156, -0.0124, -0.0107, -0.0145, -0.0055, 0.0031, 0.0, 0.0028, 0.0059, -0.0041, -0.0037, -0.0196, -0.0189, -0.0226, -0.0241, -0.025, -0.0153, -0.0196, -0.0237, -0.005, -0.0081, -0.0072, -0.0079, -0.0269, -0.0239, -0.0139, -0.0118, -0.0083, -0.001, 0.0024, 0.0041, 0.0028, -0.0016, 0.0056, 0.0121, 0.0197, 0.0147, 0.0152, 0.0128, 0.0148, 0.0161, 0.0108, -0.0004, -0.0039, -0.0003, -0.0482, -0.0602, -0.0397, -0.0604, -0.0763, -0.0873, -0.0875, -0.0978, -0.0795, -0.0797, -0.0817, -0.0746, -0.0751, -0.0652, -0.0482, -0.0399, -0.0492, -0.0539, -0.0591, -0.0503, -0.0517, -0.0461, -0.0403, -0.0375, -0.0414, -0.0353, -0.0277, -0.0222, -0.0385, -0.0345, -0.0371, -0.0316, -0.0529, -0.0554, -0.0544, -0.0568, -0.0743, -0.0953, -0.1007, -0.0977, -0.1103, -0.1219, -0.1328, -0.1495, -0.1955, -0.1804, -0.2024, -0.1842, -0.1551, -0.1571, -0.1679, -0.1651, -0.1558, -0.1368, -0.1426, -0.1518, -0.175, -0.1875, -0.1908, -0.1911, -0.1955, -0.2145, -0.2081, -0.2121, -0.1989, -0.2023, -0.2078, -0.2247, -0.2219, -0.2292, -0.2232, -0.236, -0.2231, -0.2181, -0.2075, -0.2093, -0.1984, -0.1995, -0.202, -0.1982, -0.202, -0.2014, -0.2055, -0.202, -0.2158, -0.2121, -0.2097, -0.1853]}
{"unit_id": "reply:1791874882986180750", "ticker_idx": 0, "ts": "2024-05-18T16:53:58+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "LLY is so back.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LLY on Zepbound autoinjector displacing Wegovy.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RaisingTheBAR47 note the zepbound autoinjector instead of Wegovy.\n\nLLY is so back.", "reply_text": null, "parent_text": "GLP-1s are so fucked", "quoted_text": null, "parent_author": "RaisingTheBAR47", "ret_m1d": -0.01682892690304294, "ret_signed_m1d": -0.01682892690304294, "alpha_spy_m1d": -0.015677971113167932, "alpha_c_m1d": -0.015677971113167932, "bench_spy_m1d": -0.0011509557898750078, "bench_c_m1d": -0.0011509557898750078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025524151676859397, "ret_signed_p1d": 0.025524151676859397, "alpha_spy_p1d": 0.023071617987694637, "alpha_c_p1d": 0.023071617987694637, "bench_spy_p1d": 0.0024525336891647598, "bench_c_p1d": 0.0024525336891647598, "ret_p1w": 0.030963477558888952, "ret_signed_p1w": 0.030963477558888952, "alpha_spy_p1w": 0.032133305343678864, "alpha_c_p1w": 0.032133305343678864, "bench_spy_p1w": -0.001169827784789912, "bench_c_p1w": -0.001169827784789912, "ret_p1m": 0.13825689495046056, "ret_signed_p1m": 0.13825689495046056, "alpha_spy_p1m": 0.10348736741910969, "alpha_c_p1m": 0.10348736741910969, "bench_spy_p1m": 0.034769527531350874, "bench_c_p1m": 0.034769527531350874, "ret_p3m": 0.19114599059319182, "ret_signed_p3m": 0.19114599059319182, "alpha_spy_p3m": 0.144369746047051, "alpha_c_p3m": 0.144369746047051, "bench_spy_p3m": 0.04677624454614082, "bench_c_p3m": 0.04677624454614082, "ret_p6m": 0.047018789672945926, "ret_signed_p6m": 0.047018789672945926, "alpha_spy_p6m": -0.08617809913715235, "alpha_c_p6m": -0.08617809913715235, "bench_spy_p6m": 0.13319688881009828, "bench_c_p6m": 0.13319688881009828, "price_path": [-0.0492, -0.019, -0.0191, -0.0161, -0.0249, -0.0343, -0.0393, -0.0031, 0.0099, -0.0088, -0.006, -0.0056, -0.0285, -0.0639, -0.0377, -0.034, -0.0303, -0.0387, -0.0279, -0.015, -0.0149, -0.0182, -0.0177, -0.0145, -0.0123, -0.0081, -0.0084, -0.0084, -0.0305, -0.0262, -0.0109, -0.0209, -0.0004, -0.0092, -0.0348, -0.0287, -0.0318, -0.0419, -0.043, -0.0482, -0.043, -0.0492, -0.0742, -0.0678, -0.0495, -0.0667, -0.076, -0.065, -0.0603, -0.0044, -0.0099, -0.0365, -0.0632, -0.0227, -0.0086, -0.0121, -0.0165, -0.0312, -0.0342, -0.0262, 0.0049, -0.0154, -0.0168, 0.0, 0.0255, 0.0252, 0.0323, 0.031, 0.031, 0.0315, 0.0362, 0.0407, 0.0474, 0.0614, 0.0631, 0.062, 0.0691, 0.0853, 0.1045, 0.1055, 0.1074, 0.1279, 0.1216, 0.13, 0.1383, 0.1383, 0.1313, 0.1286, 0.1365, 0.155, 0.1508, 0.1607, 0.156, 0.1675, 0.1577, 0.1467, 0.1467, 0.1678, 0.1721, 0.1907, 0.2, 0.1928, 0.211, 0.2136, 0.2023, 0.1563, 0.0839, 0.0949, 0.1057, 0.1214, 0.0979, 0.0485, 0.0274, 0.0314, 0.009, 0.0269, 0.0629, 0.0272, -0.0101, 0.0128, -0.0141, 0.0793, 0.1385, 0.1292, 0.1594, 0.1896, 0.1911, 0.1791, 0.1787, 0.2147, 0.2172, 0.22, 0.2182, 0.2154, 0.2204, 0.2133, 0.2022, 0.2275, 0.2275, 0.223, 0.21, 0.1671, 0.1542, 0.1613, 0.1524, 0.1775, 0.1955, 0.1811, 0.1809, 0.1587, 0.1571, 0.17, 0.1782, 0.1744, 0.182, 0.1822, 0.1627, 0.1224, 0.1328, 0.1309, 0.1393, 0.1323, 0.1343, 0.1487, 0.1683, 0.176, 0.1644, 0.1918, 0.1885, 0.1678, 0.1718, 0.1727, 0.1737, 0.1586, 0.1625, 0.1549, 0.1397, 0.1414, 0.1451, 0.1553, 0.0828, 0.0609, 0.0471, 0.0308, 0.0307, -0.0073, 0.0196, 0.0632, 0.0644, 0.047]}
{"unit_id": "thread:1757145475524841831", "ticker_idx": 0, "ts": "2024-02-12T20:51:42+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gotta be at least a short term top today … in SMCI", "tweet_type": "prediction", "timeline": "days", "summary": "Short-term top call on SMCI today; bearish near-term.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Gotta be at least a short term top today\n\n---\n\nShould clarify: in SMCI. Idk what the market is gonna do", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04232808201581584, "ret_signed_m1d": 0.04232808201581584, "alpha_spy_m1d": 0.04276716581973239, "alpha_c_m1d": 0.049988318075477656, "bench_spy_m1d": 0.0004390838039165512, "bench_c_m1d": 0.007660236059661818, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02390654083296706, "ret_signed_p1d": -0.02390654083296706, "alpha_spy_p1d": -0.03767968904631536, "alpha_c_p1d": -0.040875481824355187, "bench_spy_p1d": -0.013773148213348296, "bench_c_p1d": -0.016968940991388126, "ret_p1w": 0.03921033533665663, "ret_signed_p1w": -0.03921033533665663, "alpha_spy_p1w": -0.04214465447102744, "alpha_c_p1w": -0.057100278670961235, "bench_spy_p1w": -0.002934319134370811, "bench_c_p1w": -0.017889943334304603, "ret_p1m": 0.5045083412480285, "ret_signed_p1m": -0.5045083412480285, "alpha_spy_p1m": -0.4729701690296588, "alpha_c_p1m": -0.4814306025117716, "bench_spy_p1m": 0.03153817221836963, "bench_c_p1m": 0.023077738736256848, "ret_p3m": 0.034527349346826774, "ret_signed_p3m": -0.034527349346826774, "alpha_spy_p3m": 0.007003468921988887, "alpha_c_p3m": -0.04006326907606572, "bench_spy_p3m": 0.04153081826881566, "bench_c_p3m": -0.005535919729238947, "ret_p6m": -0.2018990925480929, "ret_signed_p6m": 0.2018990925480929, "alpha_spy_p6m": 0.25076727345612826, "alpha_c_p6m": 0.1777243757095991, "bench_spy_p6m": 0.04886818090803535, "bench_c_p6m": -0.024174716838493815, "price_path": [-0.6277, -0.633, -0.6267, -0.606, -0.625, -0.6292, -0.6292, -0.6304, -0.6244, -0.6305, -0.6279, -0.6462, -0.6512, -0.6554, -0.6598, -0.6722, -0.6686, -0.6473, -0.6607, -0.6567, -0.6464, -0.6192, -0.6118, -0.5832, -0.5913, -0.6092, -0.6065, -0.6252, -0.6252, -0.6192, -0.6184, -0.623, -0.6323, -0.6323, -0.6307, -0.637, -0.6264, -0.6221, -0.5857, -0.5553, -0.5571, -0.5559, -0.5607, -0.5607, -0.5779, -0.5883, -0.5971, -0.4523, -0.4357, -0.4083, -0.3917, -0.3848, -0.3866, -0.3588, -0.3364, -0.3149, -0.2452, -0.2502, -0.1419, -0.1183, -0.1157, -0.097, -0.0423, 0.0, 0.0239, 0.1391, 0.2988, 0.0392, 0.0392, 0.0188, -0.0502, 0.262, 0.1125, 0.1337, 0.101, 0.0563, 0.1205, 0.1714, 0.3898, 0.4111, 0.455, 0.5003, 0.4748, 0.3974, 0.5045, 0.5369, 0.462, 0.3827, 0.2945, 0.1785, 0.1597, 0.2569, 0.2584, 0.349, 0.3261, 0.3238, 0.3066, 0.3066, 0.3417, 0.3065, 0.3138, 0.2393, 0.2264, 0.2011, 0.1697, 0.1753, 0.2125, 0.1623, 0.142, 0.263, 0.242, 0.2011, -0.0768, -0.0724, -0.0144, -0.0237, 0.0186, 0.1092, 0.1518, 0.111, -0.0449, -0.0136, 0.0125, 0.0742, 0.0599, 0.0642, 0.0345, 0.033, 0.0126, 0.0639, 0.232, 0.17, 0.1486, 0.1694, 0.1629, 0.1297, 0.0962, 0.1434, 0.1434, 0.1316, 0.0863, 0.0711, 0.0149, -0.0031, -0.0018, 0.0382, 0.0064, -0.005, 0.0179, -0.007, 0.0022, 0.1269, 0.0925, 0.148, 0.1902, 0.1902, 0.1871, 0.1711, 0.0698, 0.0907, 0.0752, 0.1518, 0.0599, 0.0509, 0.083, 0.0957, 0.0957, 0.0952, 0.1634, 0.1586, 0.1643, 0.1503, 0.1772, 0.1613, 0.1345, 0.056, 0.037, 0.0307, 0.0172, 0.0132, -0.0795, -0.1001, -0.0787, -0.0974, -0.138, -0.0923, -0.1304, -0.1919, -0.2124, -0.2019]}
{"unit_id": "quote:1762579127918309873", "ticker_idx": 0, "ts": "2024-02-27T20:43:05+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "come on IWM all we need is a 5% rip in the next two days", "tweet_type": "prediction", "timeline": "days", "summary": "Long IWM, calling for a 5% rip in the next two days.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "come on IWM all we need is a 5% rip in the next two days https://t.co/3WjOK4S8an", "reply_text": null, "parent_text": null, "quoted_text": "Dear Trading God, \n\nI don’t ask for a lot, but I come to you today on bended knee to humbly request the funniest pain trade ever to make the beras pay for disrespecting your holy indices.\n\n+3% SPX & +9% on IWM this month, lord.\n\nI pray this in your profiting name,\n\nCitrini https://t.co/EC2VqgU6mZ", "parent_author": null, "ret_m1d": -0.013970596803741797, "ret_signed_m1d": -0.013970596803741797, "alpha_spy_m1d": -0.01211641876689662, "alpha_c_m1d": -0.01211641876689662, "bench_spy_m1d": -0.0018541780368451777, "bench_c_m1d": -0.0018541780368451777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008235360500567612, "ret_signed_p1d": -0.008235360500567612, "alpha_spy_p1d": -0.006913775387733634, "alpha_c_p1d": -0.006913775387733634, "bench_spy_p1d": -0.0013215851128339784, "bench_c_p1d": -0.0013215851128339784, "ret_p1w": -0.0013235455565239196, "ret_signed_p1w": -0.0013235455565239196, "alpha_spy_p1w": -0.0018167352642057821, "alpha_c_p1w": -0.0018167352642057821, "bench_spy_p1w": 0.0004931897076818625, "bench_c_p1w": 0.0004931897076818625, "ret_p1m": 0.030256401685649914, "ret_signed_p1m": 0.030256401685649914, "alpha_spy_p1m": -0.0049862803731377525, "alpha_c_p1m": -0.0049862803731377525, "bench_spy_p1m": 0.03524268205878767, "bench_c_p1m": 0.03524268205878767, "ret_p3m": 0.009615944860037251, "ret_signed_p3m": 0.009615944860037251, "alpha_spy_p3m": -0.038033678028913886, "alpha_c_p3m": -0.038033678028913886, "bench_spy_p3m": 0.04764962288895114, "bench_c_p3m": 0.04764962288895114, "ret_p6m": 0.061814116061084334, "ret_signed_p6m": 0.061814116061084334, "alpha_spy_p6m": -0.05111308949683524, "alpha_c_p6m": -0.05111308949683524, "bench_spy_p6m": 0.11292720555791957, "bench_c_p6m": 0.11292720555791957, "price_path": [-0.1225, -0.0969, -0.0872, -0.0994, -0.101, -0.0945, -0.0877, -0.0858, -0.0867, -0.0558, -0.0295, -0.0376, -0.0373, -0.0186, -0.0378, -0.0215, -0.0124, -0.0124, 0.0005, 0.004, 0.0002, -0.0161, -0.0161, -0.022, -0.048, -0.0499, -0.0527, -0.0356, -0.0443, -0.0437, -0.0512, -0.0528, -0.0528, -0.0645, -0.0712, -0.0657, -0.0567, -0.0366, -0.0394, -0.0473, -0.0394, -0.0393, -0.0225, -0.0308, -0.0545, -0.042, -0.047, -0.0591, -0.0506, -0.0528, -0.0385, -0.0228, -0.0051, -0.046, -0.0239, 0.0022, -0.0115, -0.0115, -0.0251, -0.0297, -0.0224, -0.0201, -0.014, 0.0, -0.0082, -0.0013, 0.0093, 0.0083, -0.0013, 0.0061, 0.0145, 0.0139, 0.0058, 0.0045, 0.0084, -0.0097, -0.0078, -0.0135, -0.0093, 0.0103, 0.0219, 0.0078, 0.0101, 0.0083, 0.0303, 0.0335, 0.0335, 0.0238, 0.0049, 0.0115, 0.0014, 0.0048, 0.0103, 0.0142, -0.0125, -0.0059, -0.0236, -0.0379, -0.0414, -0.0515, -0.0523, -0.0508, -0.0402, -0.0241, -0.0285, -0.0344, -0.0252, -0.0173, -0.0373, -0.0353, -0.0175, -0.0078, 0.005, 0.0073, 0.0015, 0.0117, 0.0041, 0.0062, 0.0166, 0.0293, 0.0219, 0.0226, 0.0249, 0.0239, 0.0152, -0.0014, 0.0096, 0.0096, 0.0082, -0.0067, 0.0028, 0.0112, 0.0055, -0.0074, 0.0077, 0.0005, -0.0112, -0.0078, -0.0112, 0.004, -0.0048, -0.0206, -0.0124, -0.0107, -0.0107, -0.0149, -0.0126, -0.0084, -0.0116, -0.0142, -0.0042, -0.0001, -0.0085, -0.0051, -0.0054, -0.0054, -0.0101, -0.0031, -0.0075, 0.0022, 0.0383, 0.0504, 0.0703, 0.1069, 0.0953, 0.0741, 0.0686, 0.0856, 0.0971, 0.0736, 0.087, 0.105, 0.0927, 0.0969, 0.1032, 0.0673, 0.0296, -0.0035, 0.0073, -0.0046, 0.0196, 0.0175, 0.0083, 0.0249, 0.0185, 0.045, 0.0477, 0.0605, 0.0482, 0.0618]}
{"unit_id": "orig:1777524656536244410", "ticker_idx": 0, "ts": "2024-04-09T02:31:17+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a really good breakout on gold that'll probably keep going for a bit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Gold breakout expected to continue; author looking to buy gold miners as a play.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity via SPDR GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "This is a really good breakout on gold that’ll probably keep going for a bit and I’m kinda pissed I sold early. \n\nTime to start trolling gold miners I guess.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005467002579209956, "ret_signed_m1d": -0.005467002579209956, "alpha_spy_m1d": -0.004311686657219371, "alpha_c_m1d": -0.004311686657219371, "bench_spy_m1d": -0.001155315921990585, "bench_c_m1d": -0.001155315921990585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009463856185613961, "ret_signed_p1d": -0.009463856185613961, "alpha_spy_p1d": 0.0005492229079894217, "alpha_c_p1d": 0.0005492229079894217, "bench_spy_p1d": -0.010013079093603383, "bench_c_p1d": -0.010013079093603383, "ret_p1w": 0.016309105901689103, "ret_signed_p1w": 0.016309105901689103, "alpha_spy_p1w": 0.046714146071986984, "alpha_c_p1w": 0.046714146071986984, "bench_spy_p1w": -0.03040504017029788, "bench_c_p1w": -0.03040504017029788, "ret_p1m": -0.018789894667597506, "ret_signed_p1m": -0.018789894667597506, "alpha_spy_p1m": -0.01468835158977766, "alpha_c_p1m": -0.01468835158977766, "bench_spy_p1m": -0.004101543077819847, "bench_c_p1m": -0.004101543077819847, "ret_p3m": 0.014976774632513568, "ret_signed_p3m": 0.014976774632513568, "alpha_spy_p3m": -0.05648077622052883, "alpha_c_p3m": -0.05648077622052883, "bench_spy_p3m": 0.0714575508530424, "bench_c_p3m": 0.0714575508530424, "ret_p6m": 0.1285891750292547, "ret_signed_p6m": 0.1285891750292547, "alpha_spy_p6m": 0.02629053395960068, "alpha_c_p6m": 0.02629053395960068, "bench_spy_p6m": 0.10229864106965403, "bench_c_p6m": 0.10229864106965403, "price_path": [-0.1369, -0.1285, -0.1285, -0.1367, -0.1462, -0.1392, -0.1366, -0.1399, -0.1365, -0.1437, -0.1403, -0.1409, -0.1348, -0.1336, -0.1342, -0.1252, -0.1335, -0.1383, -0.1338, -0.134, -0.1348, -0.1381, -0.1404, -0.1522, -0.1528, -0.1471, -0.1439, -0.1439, -0.1387, -0.1387, -0.1383, -0.1335, -0.1354, -0.1363, -0.1347, -0.1303, -0.1138, -0.0995, -0.0941, -0.0866, -0.0815, -0.0737, -0.072, -0.0821, -0.0757, -0.0796, -0.0825, -0.081, -0.0821, -0.0712, -0.0721, -0.0796, -0.0766, -0.0736, -0.0669, -0.0549, -0.0549, -0.0453, -0.0311, -0.0226, -0.0283, -0.0116, -0.0055, 0.0, -0.0095, 0.0098, -0.0036, 0.0151, 0.0163, 0.0088, 0.0123, 0.0154, -0.0096, -0.0121, -0.0139, -0.008, -0.0048, -0.0068, -0.0266, -0.0178, -0.0209, -0.0216, -0.0113, -0.0159, -0.0188, -0.0033, 0.0048, -0.0065, 0.0019, 0.0148, 0.0108, 0.0275, 0.0317, 0.0301, 0.0112, -0.009, -0.008, -0.008, 0.0024, -0.0069, -0.0051, -0.0109, -0.0021, -0.011, 0.0007, 0.0081, -0.0279, -0.019, -0.0162, -0.0136, -0.0216, -0.0089, -0.0141, -0.0101, -0.0101, 0.0023, -0.0133, -0.0094, -0.0143, -0.0234, -0.0123, -0.0122, -0.0096, -0.0097, 0.0015, 0.0015, 0.015, 0.0024, 0.0041, 0.0078, 0.0256, 0.025, 0.0283, 0.0488, 0.0439, 0.0373, 0.0187, 0.019, 0.0226, 0.019, 0.003, 0.0136, 0.0122, 0.0223, 0.0408, 0.0372, 0.0352, 0.0221, 0.0139, 0.0132, 0.0291, 0.0317, 0.0493, 0.0477, 0.0392, 0.0424, 0.0658, 0.064, 0.0679, 0.0665, 0.0538, 0.0659, 0.0693, 0.0722, 0.0647, 0.0702, 0.0626, 0.0626, 0.058, 0.0586, 0.0674, 0.0595, 0.064, 0.0687, 0.067, 0.0857, 0.0965, 0.0964, 0.0904, 0.082, 0.0988, 0.1127, 0.1149, 0.1305, 0.1289, 0.1347, 0.1256, 0.1166, 0.1284, 0.1286]}
{"unit_id": "orig:1777524656536244410", "ticker_idx": 1, "ts": "2024-04-09T02:31:17+00:00", "symbol": "gold miners", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time to start trolling gold miners I guess", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Gold breakout expected to continue; author looking to buy gold miners as a play.", "resolved_tickers": ["GDX"], "resolution_method": "etf", "resolution_reason": "Gold miners via VanEck GDX ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "This is a really good breakout on gold that’ll probably keep going for a bit and I’m kinda pissed I sold early. \n\nTime to start trolling gold miners I guess.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016968911843434964, "ret_signed_m1d": -0.016968911843434964, "alpha_spy_m1d": -0.01581359592144438, "alpha_c_m1d": -0.01581359592144438, "bench_spy_m1d": -0.001155315921990585, "bench_c_m1d": -0.001155315921990585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014628442873870218, "ret_signed_p1d": -0.014628442873870218, "alpha_spy_p1d": -0.004615363780266835, "alpha_c_p1d": -0.004615363780266835, "bench_spy_p1d": -0.010013079093603383, "bench_c_p1d": -0.010013079093603383, "ret_p1w": -0.03364540723625509, "ret_signed_p1w": -0.03364540723625509, "alpha_spy_p1w": -0.003240367065957206, "alpha_c_p1w": -0.003240367065957206, "bench_spy_p1w": -0.03040504017029788, "bench_c_p1w": -0.03040504017029788, "ret_p1m": -0.000585174110623532, "ret_signed_p1m": -0.000585174110623532, "alpha_spy_p1m": 0.003516368967196315, "alpha_c_p1m": 0.003516368967196315, "bench_spy_p1m": -0.004101543077819847, "bench_c_p1m": -0.004101543077819847, "ret_p3m": 0.06114699812505431, "ret_signed_p3m": 0.06114699812505431, "alpha_spy_p3m": -0.010310552727988087, "alpha_c_p3m": -0.010310552727988087, "bench_spy_p3m": 0.0714575508530424, "bench_c_p3m": 0.0714575508530424, "ret_p6m": 0.18110007045973986, "ret_signed_p6m": 0.18110007045973986, "alpha_spy_p6m": 0.07880142939008583, "alpha_c_p6m": 0.07880142939008583, "bench_spy_p6m": 0.10229864106965403, "bench_c_p6m": 0.10229864106965403, "price_path": [-0.1548, -0.1311, -0.1311, -0.1694, -0.1951, -0.1928, -0.1899, -0.1925, -0.1741, -0.1896, -0.1735, -0.1788, -0.1703, -0.1764, -0.1826, -0.1507, -0.1802, -0.1995, -0.189, -0.1966, -0.2013, -0.2109, -0.2016, -0.2425, -0.239, -0.2168, -0.2142, -0.2142, -0.2104, -0.2153, -0.2346, -0.22, -0.232, -0.2384, -0.2458, -0.2288, -0.2004, -0.1659, -0.1615, -0.1469, -0.1337, -0.1328, -0.1185, -0.1346, -0.1138, -0.1255, -0.1255, -0.1299, -0.1498, -0.1147, -0.1235, -0.134, -0.1273, -0.1267, -0.0942, -0.0749, -0.0749, -0.0629, -0.0509, -0.0304, -0.041, -0.0099, -0.017, 0.0, -0.0146, 0.0079, -0.0123, -0.019, -0.0336, -0.0184, -0.0126, -0.0032, -0.0483, -0.0331, -0.031, 0.0044, 0.0117, 0.0173, -0.0307, -0.0252, -0.0176, -0.0217, 0.0009, -0.0003, -0.0006, 0.0345, 0.0313, 0.0225, 0.0357, 0.0506, 0.0433, 0.0787, 0.0895, 0.0805, 0.0372, 0.0167, 0.0316, 0.0316, 0.0562, 0.0295, 0.0404, 0.0328, 0.0389, 0.0, 0.0178, 0.0535, -0.0187, -0.0044, -0.0126, -0.0053, -0.0301, -0.0225, -0.0287, -0.014, -0.014, 0.0108, -0.0056, 0.002, -0.0099, -0.0105, 0.0015, -0.0073, -0.0085, -0.0047, 0.0322, 0.0322, 0.0611, 0.0562, 0.0565, 0.084, 0.1144, 0.1167, 0.1103, 0.1492, 0.1246, 0.108, 0.0939, 0.0957, 0.0957, 0.0892, 0.0588, 0.0673, 0.072, 0.081, 0.1097, 0.0904, 0.0673, 0.0339, 0.0424, 0.0155, 0.0401, 0.0486, 0.0796, 0.0936, 0.0857, 0.091, 0.1261, 0.1475, 0.1556, 0.1635, 0.1346, 0.151, 0.1477, 0.1475, 0.1223, 0.1375, 0.1299, 0.1299, 0.0904, 0.0799, 0.0922, 0.0626, 0.0755, 0.0889, 0.0939, 0.1472, 0.1729, 0.1671, 0.1554, 0.1428, 0.1621, 0.1852, 0.1799, 0.2115, 0.2086, 0.2183, 0.1808, 0.165, 0.1834, 0.1811]}
{"unit_id": "thread:1757015947565466106", "ticker_idx": 0, "ts": "2024-02-12T12:17:00+00:00", "symbol": "MNDY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I'd buy this dip tho maybe", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Soft bullish lean on Monday.com after earnings disappointment; would buy the dip.", "resolved_tickers": ["MNDY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If I was Monday dot com Id pick a different day than Monday to bomb earnings\n\n---\n\n(I’d buy this dip tho maybe)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11277771936048242, "ret_signed_m1d": 0.11277771936048242, "alpha_spy_m1d": 0.11233863555656587, "alpha_c_m1d": 0.11233863555656587, "bench_spy_m1d": 0.0004390838039165512, "bench_c_m1d": 0.0004390838039165512, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014621980962391312, "ret_signed_p1d": 0.014621980962391312, "alpha_spy_p1d": 0.02839512917573961, "alpha_c_p1d": 0.02839512917573961, "bench_spy_p1d": -0.013773148213348296, "bench_c_p1d": -0.013773148213348296, "ret_p1w": 0.06268576430010397, "ret_signed_p1w": 0.06268576430010397, "alpha_spy_p1w": 0.06562008343447479, "alpha_c_p1w": 0.06562008343447479, "bench_spy_p1w": -0.002934319134370811, "bench_c_p1w": -0.002934319134370811, "ret_p1m": 0.06004439090685265, "ret_signed_p1m": 0.06004439090685265, "alpha_spy_p1m": 0.02850621868848302, "alpha_c_p1m": 0.02850621868848302, "bench_spy_p1m": 0.03153817221836963, "bench_c_p1m": 0.03153817221836963, "ret_p3m": -0.146266663413531, "ret_signed_p3m": -0.146266663413531, "alpha_spy_p3m": -0.18779748168234667, "alpha_c_p3m": -0.18779748168234667, "bench_spy_p3m": 0.04153081826881566, "bench_c_p3m": 0.04153081826881566, "ret_p6m": -0.015423749343885018, "ret_signed_p6m": -0.015423749343885018, "alpha_spy_p6m": -0.06429193025192037, "alpha_c_p6m": -0.06429193025192037, "bench_spy_p6m": 0.04886818090803535, "bench_c_p6m": 0.04886818090803535, "price_path": [-0.1924, -0.205, -0.1996, -0.1859, -0.1953, -0.1746, -0.1746, -0.1743, -0.1563, -0.1517, -0.1746, -0.1517, -0.1681, -0.1409, -0.1382, -0.1661, -0.1789, -0.1744, -0.1604, -0.1726, -0.1439, -0.1002, -0.1082, -0.0707, -0.0833, -0.1052, -0.1126, -0.1064, -0.1064, -0.1082, -0.1062, -0.0996, -0.1141, -0.1141, -0.1609, -0.1891, -0.1882, -0.1661, -0.1252, -0.0941, -0.0936, -0.0888, -0.1005, -0.1005, -0.0793, -0.0986, -0.0895, -0.0773, -0.0428, 0.0188, -0.0108, -0.0189, -0.0159, 0.032, 0.0286, -0.0093, -0.0042, 0.0097, -0.0003, 0.0158, 0.0281, 0.071, 0.1128, 0.0, 0.0146, 0.0375, 0.0479, 0.0627, 0.0627, 0.025, -0.019, -0.0208, -0.0194, 0.0188, 0.0256, 0.0255, 0.0519, 0.0798, 0.0856, 0.0295, 0.0588, 0.0694, 0.0398, 0.024, 0.06, 0.035, 0.0263, 0.0235, 0.0529, 0.0527, 0.0961, 0.0813, 0.0754, 0.062, 0.0802, 0.07, 0.0654, 0.0654, 0.0424, 0.0136, 0.0159, 0.0093, 0.0235, 0.0161, 0.0176, -0.0571, -0.0558, -0.0891, -0.1309, -0.1136, -0.1285, -0.1269, -0.1601, -0.1421, -0.1284, -0.1168, -0.1265, -0.1019, -0.0906, -0.107, -0.1041, -0.1183, -0.1251, -0.0824, -0.1021, -0.1214, -0.1463, -0.1427, -0.1449, -0.1422, 0.0411, 0.0773, 0.0793, 0.082, 0.1389, 0.1624, 0.1543, 0.1485, 0.1485, 0.1346, 0.1332, 0.0584, 0.0656, 0.0188, 0.0088, 0.0192, 0.0546, 0.053, 0.0623, 0.0783, 0.0922, 0.0761, 0.0687, 0.0487, 0.0616, 0.0616, 0.0268, 0.0611, 0.0456, 0.0555, 0.0826, 0.1145, 0.1356, 0.1319, 0.118, 0.1476, 0.1476, 0.1744, 0.152, 0.1214, 0.1066, 0.0911, 0.0923, 0.1157, 0.1186, 0.0862, 0.0711, 0.0785, 0.1115, 0.1155, 0.0841, 0.1136, 0.1224, 0.1021, 0.0742, 0.084, 0.0239, -0.0396, -0.0453, -0.0154]}
{"unit_id": "reply:1778929696689778848", "ticker_idx": 0, "ts": "2024-04-12T23:34:25+00:00", "symbol": "water and water filtration companies", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I started buying water and water filtration cos. Going to be a big tailwind for them I think", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on water and water filtration companies; sees a big tailwind ahead.", "resolved_tickers": ["PHO", "FIW"], "resolution_method": "basket", "resolution_reason": "Water/filtration sector via PHO and FIW ETFs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mike10947310 Yeah this was part of the reason I started buying water and water filtration cos. Going to be a big tailwind for them I think", "reply_text": null, "parent_text": "@Citrini7 By far this one: https://t.co/zJPbUkbyeG", "quoted_text": null, "parent_author": "Mike10947310", "ret_m1d": 0.011934013240116781, "ret_signed_m1d": 0.011934013240116781, "alpha_spy_m1d": -0.0020623461619352357, "alpha_c_m1d": -0.0020623461619352357, "bench_spy_m1d": 0.013996359402052017, "bench_c_m1d": 0.013996359402052017, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005640510638079188, "ret_signed_p1d": -0.005640510638079188, "alpha_spy_p1d": 0.0068875301475835315, "alpha_c_p1d": 0.0068875301475835315, "bench_spy_p1d": -0.01252804078566272, "bench_c_p1d": -0.01252804078566272, "ret_p1w": -0.010092702564094669, "ret_signed_p1w": -0.010092702564094669, "alpha_spy_p1w": 0.020620826852241536, "alpha_c_p1w": 0.020620826852241536, "bench_spy_p1w": -0.030713529416336205, "bench_c_p1w": -0.030713529416336205, "ret_p1m": 0.06476282964239155, "ret_signed_p1m": 0.06476282964239155, "alpha_spy_p1m": 0.045070226229344645, "alpha_c_p1m": 0.045070226229344645, "bench_spy_p1m": 0.019692603413046905, "bench_c_p1m": 0.019692603413046905, "ret_p3m": 0.013489801306183158, "ret_signed_p3m": 0.013489801306183158, "alpha_spy_p3m": -0.08885124134750877, "alpha_c_p3m": -0.08885124134750877, "bench_spy_p3m": 0.10234104265369193, "bench_c_p3m": 0.10234104265369193, "ret_p6m": 0.09109435558691781, "ret_signed_p6m": 0.09109435558691781, "alpha_spy_p6m": -0.02739262331219028, "alpha_c_p6m": -0.02739262331219028, "bench_spy_p6m": 0.11848697889910809, "bench_c_p6m": 0.11848697889910809, "price_path": [-0.0735, -0.0809, -0.0725, -0.0662, -0.0562, -0.0604, -0.0768, -0.068, -0.0675, -0.0563, -0.0535, -0.0712, -0.0533, -0.0552, -0.0654, -0.0528, -0.0433, -0.0323, -0.0262, -0.0221, -0.0408, -0.0271, -0.0138, -0.0185, -0.0185, -0.0211, -0.0207, -0.015, -0.0118, -0.0104, -0.0071, -0.003, -0.0036, 0.0043, 0.0102, -0.0058, 0.0017, 0.0122, 0.0078, 0.0049, 0.008, 0.01, 0.0027, 0.0048, 0.0015, 0.0145, 0.0236, 0.037, 0.033, 0.0233, 0.0227, 0.0374, 0.0393, 0.0393, 0.0301, 0.0211, 0.0248, 0.0189, 0.0259, 0.0272, 0.0312, 0.0116, 0.0119, 0.0, -0.0056, -0.0083, -0.0162, -0.012, -0.0101, -0.0027, 0.0162, 0.0131, 0.0121, 0.0131, 0.0177, 0.0056, 0.0107, 0.0267, 0.0376, 0.0491, 0.054, 0.0565, 0.0654, 0.0717, 0.0648, 0.0722, 0.0838, 0.0764, 0.0768, 0.0801, 0.0788, 0.0736, 0.0577, 0.0619, 0.0619, 0.0412, 0.0255, 0.0279, 0.0404, 0.0312, 0.0211, 0.0329, 0.0247, 0.0193, 0.024, 0.0221, 0.0397, 0.0353, 0.0243, 0.0296, 0.0367, 0.0367, 0.0272, 0.0284, 0.0342, 0.0193, 0.0151, 0.0205, 0.0173, -0.0011, 0.0019, 0.0042, 0.0042, 0.0053, 0.0069, -0.0013, 0.0135, 0.0382, 0.05, 0.0511, 0.0841, 0.0726, 0.0634, 0.0563, 0.0719, 0.0714, 0.0546, 0.0679, 0.0896, 0.0874, 0.085, 0.0904, 0.0864, 0.0675, 0.037, 0.0477, 0.0387, 0.0548, 0.0486, 0.0412, 0.0569, 0.0554, 0.0707, 0.0687, 0.0761, 0.0707, 0.0823, 0.0772, 0.0921, 0.0922, 0.086, 0.0832, 0.087, 0.0947, 0.0947, 0.0718, 0.0588, 0.0479, 0.0366, 0.0451, 0.0527, 0.0498, 0.0569, 0.0695, 0.0803, 0.0864, 0.0839, 0.1028, 0.0901, 0.0975, 0.0978, 0.0897, 0.1031, 0.1085, 0.1102, 0.1011, 0.0997, 0.0935, 0.0956, 0.0911]}
{"unit_id": "quote:1800286722888028433", "ticker_idx": 0, "ts": "2024-06-10T21:59:37+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every day Eli Lily is under 1T market cap is an affront to the natural order.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY; current sub-$1T market cap seen as undervalued against its natural worth.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Every day Eli Lily is under 1T market cap is an affront to the natural order. https://t.co/rAUkXEzXbF", "reply_text": null, "parent_text": null, "quoted_text": "Every day Eli Lily is under 1T market cap is an affront to the natural order.", "parent_author": null, "ret_m1d": -0.017352712859386332, "ret_signed_m1d": -0.017352712859386332, "alpha_spy_m1d": -0.014272670388438047, "alpha_c_m1d": -0.014272670388438047, "bench_spy_m1d": -0.0030800424709482854, "bench_c_m1d": -0.0030800424709482854, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009481324609446062, "ret_signed_p1d": 0.0009481324609446062, "alpha_spy_p1d": -0.0014603209244818949, "alpha_c_p1d": -0.0014603209244818949, "bench_spy_p1d": 0.002408453385426501, "bench_c_p1d": 0.002408453385426501, "ret_p1w": 0.02313294388260667, "ret_signed_p1w": 0.02313294388260667, "alpha_spy_p1w": 0.0017760841556706541, "alpha_c_p1w": 0.0017760841556706541, "bench_spy_p1w": 0.021356859726936017, "bench_c_p1w": 0.021356859726936017, "ret_p1m": 0.07803469283355802, "ret_signed_p1m": 0.07803469283355802, "alpha_spy_p1m": 0.03705106809895775, "alpha_c_p1m": 0.03705106809895775, "bench_spy_p1m": 0.040983624734600266, "bench_c_p1m": 0.040983624734600266, "ret_p3m": 0.05667681432644467, "ret_signed_p3m": 0.05667681432644467, "alpha_spy_p3m": 0.02732402942018175, "alpha_c_p3m": 0.02732402942018175, "bench_spy_p3m": 0.02935278490626292, "bench_c_p3m": 0.02935278490626292, "ret_p6m": -0.05686083158342847, "ret_signed_p6m": -0.05686083158342847, "alpha_spy_p6m": -0.19138021878698352, "alpha_c_p6m": -0.19138021878698352, "bench_spy_p6m": 0.13451938720355505, "bench_c_p6m": 0.13451938720355505, "price_path": [-0.1254, -0.122, -0.1296, -0.1198, -0.1081, -0.108, -0.111, -0.1106, -0.1077, -0.1057, -0.1019, -0.1022, -0.1022, -0.1222, -0.1183, -0.1044, -0.1136, -0.0949, -0.1029, -0.1261, -0.1206, -0.1234, -0.1325, -0.1335, -0.1382, -0.1335, -0.1391, -0.1618, -0.156, -0.1394, -0.155, -0.1634, -0.1535, -0.1492, -0.0985, -0.1036, -0.1276, -0.1518, -0.1152, -0.1024, -0.1056, -0.1096, -0.1229, -0.1255, -0.1183, -0.0902, -0.1085, -0.1098, -0.0946, -0.0715, -0.0718, -0.0654, -0.0666, -0.0666, -0.0661, -0.0618, -0.0577, -0.0516, -0.039, -0.0375, -0.0384, -0.032, -0.0174, 0.0, 0.0009, 0.0027, 0.0212, 0.0155, 0.0231, 0.0306, 0.0306, 0.0243, 0.0218, 0.029, 0.0458, 0.0419, 0.0509, 0.0467, 0.0571, 0.0482, 0.0383, 0.0383, 0.0573, 0.0613, 0.078, 0.0865, 0.0799, 0.0964, 0.0988, 0.0886, 0.0469, -0.0186, -0.0087, 0.0011, 0.0154, -0.0059, -0.0506, -0.0698, -0.0661, -0.0865, -0.0702, -0.0376, -0.07, -0.1037, -0.083, -0.1074, -0.0228, 0.0308, 0.0224, 0.0498, 0.0771, 0.0785, 0.0675, 0.0672, 0.0998, 0.1021, 0.1046, 0.103, 0.1004, 0.105, 0.0986, 0.0885, 0.1114, 0.1114, 0.1074, 0.0955, 0.0567, 0.0451, 0.0515, 0.0434, 0.0661, 0.0825, 0.0694, 0.0692, 0.0491, 0.0477, 0.0593, 0.0668, 0.0634, 0.0702, 0.0703, 0.0527, 0.0162, 0.0256, 0.0239, 0.0316, 0.0252, 0.0271, 0.0401, 0.0578, 0.0648, 0.0543, 0.079, 0.0761, 0.0573, 0.0609, 0.0617, 0.0627, 0.049, 0.0525, 0.0457, 0.0319, 0.0335, 0.0368, 0.0461, -0.0196, -0.0394, -0.0519, -0.0667, -0.0668, -0.1012, -0.0768, -0.0373, -0.0363, -0.052, -0.0602, -0.0898, -0.1347, -0.1567, -0.1538, -0.1263, -0.1304, -0.1326, -0.1245, -0.0847, -0.086, -0.086, -0.0777, -0.0726, -0.0569]}
{"unit_id": "quote:1766485917047328775", "ticker_idx": 0, "ts": "2024-03-09T15:27:17+00:00", "symbol": "WLD-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "then I'm gonna move it somewhere I dont check, allowing me to forget that last third exists while it either becomes worthless or hedges against the dystopian future", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Selling 2/3 of Worldcoin at 2x cost basis but holding remaining third as a long-shot hedge; residual long position.", "resolved_tickers": ["WLD-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "gonna sell two thirds of my worldcoin here for 2x the position’s cost basis. \n\nthen I’m gonna move it somewhere I dont check, allowing me to forget that last third exists while it either becomes worthless or hedges against the dystopian future envisioned by @goodalexander", "reply_text": null, "parent_text": null, "quoted_text": "you live in the world and yet own no worldcoin\n\ncurious", "parent_author": null, "ret_m1d": -0.2335490479916258, "ret_signed_m1d": -0.2335490479916258, "alpha_spy_m1d": -0.23440970861320398, "alpha_c_m1d": null, "bench_spy_m1d": 0.0008606606215781909, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03360621248912965, "ret_signed_p1d": 0.03360621248912965, "alpha_spy_p1d": 0.022848721359306712, "alpha_c_p1d": null, "bench_spy_p1d": 0.010757491129822938, "bench_c_p1d": null, "ret_p1w": -0.11256173116464208, "ret_signed_p1w": -0.11256173116464208, "alpha_spy_p1w": -0.11876875448159607, "alpha_c_p1w": null, "bench_spy_p1w": 0.006207023316953997, "bench_c_p1w": null, "ret_p1m": -0.32323402984415095, "ret_signed_p1m": -0.32323402984415095, "alpha_spy_p1m": -0.3421151440503747, "alpha_c_p1m": null, "bench_spy_p1m": 0.018881114206223737, "bench_c_p1m": null, "ret_p3m": -0.5116231248077638, "ret_signed_p3m": -0.5116231248077638, "alpha_spy_p3m": -0.5606005590381864, "alpha_c_p3m": null, "bench_spy_p3m": 0.048977434230422556, "bench_c_p3m": null, "ret_p6m": -0.8572008515659235, "ret_signed_p6m": -0.8572008515659235, "alpha_spy_p6m": -0.9438501120313403, "alpha_c_p6m": null, "bench_spy_p6m": 0.08664926046541677, "bench_c_p6m": null, "price_path": [-0.7438, -0.7345, -0.7488, -0.6021, -0.6202, -0.6465, -0.6412, -0.6241, -0.6185, -0.6256, -0.631, -0.6423, -0.6437, -0.6321, -0.6371, -0.6873, -0.6738, -0.6979, -0.7137, -0.7462, -0.7203, -0.7174, -0.7109, -0.7183, -0.7206, -0.7241, -0.7393, -0.7449, -0.7705, -0.7721, -0.7672, -0.7721, -0.7602, -0.7585, -0.7491, -0.7665, -0.7686, -0.7609, -0.7744, -0.7746, -0.7606, -0.7577, -0.7471, -0.7334, -0.7182, -0.6809, -0.6455, -0.5483, -0.227, -0.3188, -0.2795, -0.1704, -0.1639, -0.1865, -0.2719, -0.1964, -0.2546, -0.1931, -0.2501, -0.3449, -0.2598, -0.2679, -0.2335, 0.0, 0.0336, -0.0295, 0.096, -0.0109, -0.1126, -0.2372, -0.1522, -0.1824, -0.1903, -0.1198, -0.111, -0.1428, -0.1446, -0.148, -0.2211, -0.3052, -0.3135, -0.3017, -0.3024, -0.2574, -0.3232, -0.3325, -0.3513, -0.4427, -0.5138, -0.4794, -0.5193, -0.4926, -0.4975, -0.4308, -0.4505, -0.4989, -0.5046, -0.5224, -0.5187, -0.5385, -0.5273, -0.5285, -0.4786, -0.3901, -0.3998, -0.455, -0.4276, -0.4451, -0.4273, -0.516, -0.4838, -0.5081, -0.5016, -0.4846, -0.4825, -0.4947, -0.5231, -0.5337, -0.5116, -0.5263, -0.5032, -0.4987, -0.5086, -0.51, -0.5097, -0.5026, -0.5116, -0.5511, -0.5873, -0.6137, -0.6076, -0.6302, -0.6513, -0.692, -0.7122, -0.7161, -0.6918, -0.6973, -0.7047, -0.7102, -0.7176, -0.7173, -0.729, -0.7684, -0.769, -0.7671, -0.7874, -0.8149, -0.815, -0.8044, -0.8016, -0.8176, -0.8189, -0.7629, -0.7131, -0.7011, -0.7307, -0.7188, -0.7695, -0.778, -0.7753, -0.7849, -0.7602, -0.7681, -0.7769, -0.786, -0.7885, -0.8074, -0.8395, -0.8327, -0.8428, -0.8115, -0.8224, -0.827, -0.8301, -0.8383, -0.848, -0.8502, -0.846, -0.8436, -0.8404, -0.8341, -0.8126, -0.8304, -0.8472, -0.8459, -0.8483, -0.8451, -0.8499, -0.8572]}
{"unit_id": "orig:1767178231797420301", "ticker_idx": 0, "ts": "2024-03-11T13:18:17+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "probably going to enter a part of the cycle where Bitcoin dgaf about macro and becomes increasingly unconcerned with the risk on v risk off sentiment as it applies to equities", "tweet_type": "prediction", "timeline": "months", "summary": "Bitcoin likely entering a cycle phase where it decouples from macro/risk-on-off sentiment, implying idiosyncratic upside.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "probably going to enter a part of the cycle where Bitcoin dgaf about macro and becomes increasingly unconcerned with the risk on v risk off sentiment as it applies to equities", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.053017268459443656, "ret_signed_m1d": -0.053017268459443656, "alpha_spy_m1d": -0.05387792908102185, "alpha_c_m1d": null, "bench_spy_m1d": 0.0008606606215781909, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.008909905479502545, "ret_signed_p1d": -0.008909905479502545, "alpha_spy_p1d": -0.019667396609325483, "alpha_c_p1d": null, "bench_spy_p1d": 0.010757491129822938, "bench_c_p1d": null, "ret_p1w": -0.06343683721373594, "ret_signed_p1w": -0.06343683721373594, "alpha_spy_p1w": -0.06964386053068994, "alpha_c_p1w": null, "bench_spy_p1w": 0.006207023316953997, "bench_c_p1w": null, "ret_p1m": -0.041385592935768045, "ret_signed_p1m": -0.041385592935768045, "alpha_spy_p1m": -0.06026670714199178, "alpha_c_p1m": null, "bench_spy_p1m": 0.018881114206223737, "bench_c_p1m": null, "ret_p3m": -0.01894991908456156, "ret_signed_p3m": -0.01894991908456156, "alpha_spy_p3m": -0.06792735331498412, "alpha_c_p3m": null, "bench_spy_p3m": 0.048977434230422556, "bench_c_p3m": null, "ret_p6m": -0.20371723574664258, "ret_signed_p6m": -0.20371723574664258, "alpha_spy_p6m": -0.29036649621205934, "alpha_c_p6m": null, "bench_spy_p6m": 0.08664926046541677, "bench_c_p6m": null, "price_path": [-0.4053, -0.4035, -0.4186, -0.409, -0.4139, -0.3948, -0.3918, -0.39, -0.3953, -0.4105, -0.3977, -0.409, -0.4163, -0.3876, -0.3767, -0.4059, -0.3874, -0.3877, -0.3488, -0.3603, -0.3535, -0.3571, -0.4058, -0.4106, -0.4017, -0.4074, -0.4279, -0.423, -0.4522, -0.4475, -0.4443, -0.4463, -0.4202, -0.3998, -0.4045, -0.4096, -0.4028, -0.4012, -0.4085, -0.4026, -0.3855, -0.3719, -0.3463, -0.3073, -0.3103, -0.2814, -0.2799, -0.2768, -0.2821, -0.2751, -0.2812, -0.2887, -0.2966, -0.244, -0.2085, -0.1334, -0.1515, -0.1343, -0.0526, -0.1154, -0.0834, -0.0721, -0.053, 0.0, -0.0089, 0.0133, -0.0101, -0.0377, -0.0634, -0.1416, -0.0584, -0.092, -0.1157, -0.03, -0.0296, -0.037, -0.0191, -0.0309, -0.0336, -0.0926, -0.0852, -0.0501, -0.0594, -0.0068, -0.0414, -0.0213, -0.0286, -0.0683, -0.1206, -0.1152, -0.1504, -0.1194, -0.1148, -0.0733, -0.0793, -0.1088, -0.106, -0.116, -0.1148, -0.1593, -0.1923, -0.1803, -0.128, -0.1243, -0.1357, -0.1516, -0.1258, -0.1571, -0.1279, -0.1466, -0.0812, -0.0956, -0.0703, -0.0094, -0.0276, -0.0416, -0.0582, -0.0499, -0.0378, -0.0531, -0.063, -0.0521, -0.0642, -0.046, -0.0216, -0.0144, -0.0189, -0.0386, -0.0362, -0.0664, -0.0538, -0.0744, -0.0848, -0.0781, -0.0968, -0.0993, -0.1011, -0.1113, -0.1643, -0.1431, -0.1568, -0.1458, -0.1637, -0.1286, -0.14, -0.1657, -0.21, -0.2144, -0.2138, -0.1957, -0.1994, -0.2049, -0.1972, -0.1006, -0.0974, -0.111, -0.113, -0.0751, -0.0629, -0.0859, -0.0936, -0.088, -0.0584, -0.0735, -0.0821, -0.1041, -0.0938, -0.1485, -0.2514, -0.2231, -0.237, -0.1444, -0.1559, -0.177, -0.1596, -0.1856, -0.2019, -0.1834, -0.1751, -0.1818, -0.1518, -0.1628, -0.1113, -0.1282, -0.175, -0.1816, -0.1766, -0.1803, -0.1804, -0.2037]}
{"unit_id": "quote:1789804675329380706", "ticker_idx": 0, "ts": "2024-05-12T23:47:42+00:00", "symbol": "CAVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "If cava starts getting shut down for E. coli it will be the most bullish thing that's ever happened to it. Only CMG longs know this to be true.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic: E. coli shutdown would actually be bullish for CAVA, citing CMG's post-outbreak recovery as precedent.", "resolved_tickers": ["CAVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "quote", "lang": "en", "tweet_text": "If cava starts getting shut down for E. coli it will be the most bullish thing that’s ever happened to it. Only CMG longs know this to be true.", "reply_text": null, "parent_text": null, "quoted_text": "Cava $CAVA is the worst food health/safety of any fast casual chain among its peer set. \n\n-On a per order basis, Cava receives more complaints across restaurant review sites/social media about raw meat and food sickness issues than any of its peers\n\n-In most geographies Cavas https://t.co/rxsSm3l4Qs", "parent_author": null, "ret_m1d": 0.03508313033890342, "ret_signed_m1d": -0.03508313033890342, "alpha_spy_m1d": -0.03521725474418025, "alpha_c_m1d": -0.03378998771095909, "bench_spy_m1d": -0.00013412440527682534, "bench_c_m1d": 0.0012931426279443325, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027752359779038116, "ret_signed_p1d": -0.027752359779038116, "alpha_spy_p1d": -0.02316440495477834, "alpha_c_p1d": -0.023198533240548214, "bench_spy_p1d": 0.004587954824259777, "bench_c_p1d": 0.004553826538489902, "ret_p1w": 0.053410156612824444, "ret_signed_p1w": -0.053410156612824444, "alpha_spy_p1w": -0.035844480362373865, "alpha_c_p1w": -0.0562210669541795, "bench_spy_p1w": 0.01756567625045058, "bench_c_p1w": -0.002810910341355055, "ret_p1m": 0.17685563875081267, "ret_signed_p1m": -0.17685563875081267, "alpha_spy_p1m": -0.14606319575788573, "alpha_c_p1m": -0.17747394655888538, "bench_spy_p1m": 0.03079244299292694, "bench_c_p1m": -0.0006183078080727045, "ret_p3m": 0.09935860751314096, "ret_signed_p3m": -0.09935860751314096, "alpha_spy_p3m": -0.07737384716614826, "alpha_c_p3m": -0.120363800845117, "bench_spy_p3m": 0.021984760346992704, "bench_c_p3m": -0.021005193331976035, "ret_p6m": 0.7347821093243607, "ret_signed_p6m": -0.7347821093243607, "alpha_spy_p6m": -0.6207025514080022, "alpha_c_p6m": -0.5890790258282068, "bench_spy_p6m": 0.11407955791635849, "bench_c_p6m": 0.1457030834961539, "price_path": [-0.2935, -0.2839, -0.2849, -0.2849, -0.2907, -0.365, -0.3455, -0.3324, -0.3389, -0.2583, -0.2551, -0.2354, -0.2368, -0.2411, -0.2491, -0.2244, -0.192, -0.1708, -0.1782, -0.1381, -0.1433, -0.1661, -0.1601, -0.1877, -0.1478, -0.1056, -0.1122, -0.1104, -0.1066, -0.107, -0.0945, -0.083, -0.083, -0.1046, -0.1393, -0.1259, -0.171, -0.1537, -0.1499, -0.2109, -0.1663, -0.131, -0.1655, -0.1916, -0.1771, -0.1941, -0.1949, -0.2189, -0.2197, -0.199, -0.2092, -0.1807, -0.0946, -0.0759, -0.0583, -0.117, -0.1072, -0.0552, -0.0272, -0.0281, -0.0292, -0.0132, 0.0351, 0.0, 0.0278, 0.0293, 0.0122, 0.0117, 0.0534, 0.024, 0.0308, 0.0158, 0.0856, 0.0856, 0.0787, 0.1541, 0.2194, 0.2115, 0.152, 0.1564, 0.2049, 0.1132, 0.1132, 0.1621, 0.1769, 0.1981, 0.2112, 0.1772, 0.2297, 0.2487, 0.2487, 0.2074, 0.2101, 0.1899, 0.2189, 0.2016, 0.1987, 0.2142, 0.2472, 0.2383, 0.2426, 0.2426, 0.2435, 0.2402, 0.1813, 0.1166, 0.1152, 0.1029, 0.134, 0.1454, 0.0666, 0.0471, 0.0471, 0.0513, 0.0812, 0.02, 0.0241, 0.0452, 0.0796, 0.0661, 0.1025, 0.1059, 0.0635, 0.0457, 0.0822, 0.0819, 0.0994, 0.182, 0.177, 0.2364, 0.2536, 0.2729, 0.2955, 0.3117, 0.2856, 0.3466, 0.335, 0.5971, 0.6468, 0.546, 0.5505, 0.4514, 0.4929, 0.4929, 0.4651, 0.4919, 0.5278, 0.5202, 0.5721, 0.5674, 0.5872, 0.6425, 0.6037, 0.6082, 0.6032, 0.6272, 0.6392, 0.686, 0.6791, 0.6683, 0.6604, 0.6641, 0.6201, 0.6213, 0.6027, 0.6091, 0.6354, 0.6573, 0.6494, 0.7278, 0.7261, 0.7049, 0.7496, 0.764, 0.753, 0.7563, 0.758, 0.7717, 0.7845, 0.7839, 0.7877, 0.815, 0.7815, 0.8127, 0.8065, 0.7518, 0.7484, 0.7218, 0.7295, 0.7348]}
{"unit_id": "orig:1765033540096323727", "ticker_idx": 0, "ts": "2024-03-05T15:16:03+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "disregard previous bullishness: it's bera time until ~5065", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reverses prior bullish stance; now bearish on S&P500 targeting ~5065.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "disregard previous bullishness: it’s bera time until ~5065", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010095110931840345, "ret_signed_m1d": -0.010095110931840345, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.010095110931840345, "bench_c_m1d": 0.010095110931840345, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005067216448749301, "ret_signed_p1d": -0.005067216448749301, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.005067216448749301, "bench_c_p1d": 0.005067216448749301, "ret_p1w": 0.01892839482419073, "ret_signed_p1w": -0.01892839482419073, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.01892839482419073, "bench_c_p1w": 0.01892839482419073, "ret_p1m": 0.027295688692696718, "ret_signed_p1m": -0.027295688692696718, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.027295688692696718, "bench_c_p1m": 0.027295688692696718, "ret_p3m": 0.04303888064460315, "ret_signed_p3m": -0.04303888064460315, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.04303888064460315, "bench_c_p3m": 0.04303888064460315, "ret_p6m": 0.1077752015158, "ret_signed_p6m": -0.1077752015158, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.1077752015158, "bench_c_p6m": 0.1077752015158, "price_path": [-0.1002, -0.0963, -0.0928, -0.0886, -0.0761, -0.0731, -0.0746, -0.0694, -0.0638, -0.0767, -0.068, -0.0661, -0.0661, -0.0622, -0.0605, -0.0601, -0.0628, -0.0628, -0.0681, -0.0757, -0.0787, -0.0774, -0.0642, -0.0657, -0.0604, -0.0608, -0.0601, -0.0601, -0.0636, -0.0688, -0.0605, -0.0488, -0.0468, -0.044, -0.043, -0.0378, -0.039, -0.0314, -0.0321, -0.0479, -0.0355, -0.0253, -0.0288, -0.026, -0.0179, -0.0175, -0.0118, -0.0122, -0.0258, -0.017, -0.0102, -0.0151, -0.0151, -0.0205, -0.0197, 0.0006, 0.0013, -0.0023, -0.0005, -0.0018, 0.0018, 0.0112, 0.0101, 0.0, 0.0051, 0.015, 0.009, 0.0081, 0.0189, 0.0173, 0.0153, 0.0083, 0.0143, 0.02, 0.0294, 0.0328, 0.0309, 0.028, 0.0261, 0.0347, 0.0345, 0.0345, 0.0327, 0.0262, 0.0273, 0.0148, 0.0254, 0.0259, 0.0271, 0.0168, 0.0245, 0.0104, -0.0023, -0.0041, -0.01, -0.012, -0.0207, -0.0116, 0.0001, -0.0004, -0.0042, 0.0052, 0.0088, -0.0072, -0.0104, -0.0011, 0.0112, 0.0217, 0.0228, 0.0229, 0.0288, 0.0301, 0.0303, 0.035, 0.0478, 0.0456, 0.0472, 0.0484, 0.0509, 0.0479, 0.0403, 0.0471, 0.0471, 0.0479, 0.0405, 0.0336, 0.043, 0.0439, 0.0451, 0.0575, 0.0575, 0.0562, 0.0594, 0.062, 0.0707, 0.0729, 0.0735, 0.0821, 0.0848, 0.0848, 0.0819, 0.0804, 0.0769, 0.081, 0.0824, 0.0841, 0.0798, 0.0821, 0.0893, 0.0942, 0.0942, 0.1005, 0.1018, 0.1029, 0.1138, 0.1042, 0.1111, 0.1142, 0.1208, 0.1051, 0.0966, 0.0893, 0.1005, 0.0988, 0.0739, 0.0683, 0.0803, 0.0809, 0.0754, 0.0929, 0.0774, 0.0574, 0.0266, 0.036, 0.0291, 0.0529, 0.0576, 0.0581, 0.0755, 0.0789, 0.0974, 0.0999, 0.1104, 0.1086, 0.1124, 0.1036, 0.1154, 0.1127, 0.1142, 0.1078]}
{"unit_id": "orig:1761526069725733292", "ticker_idx": 0, "ts": "2024-02-24T22:58:37+00:00", "symbol": "KRE", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'd be willing to make a bet that this list underperforms the KRE next 12 months despite the already significant drop", "tweet_type": "prediction", "timeline": "months", "summary": "Expects KRE to outperform some unnamed list of stocks over the next 12 months; long KRE relative.", "resolved_tickers": ["KRE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "@Aureliusltd28 I’d be willing to make a bet that this list underperforms the KRE next 12 months despite the already significant drop.\n\nProb an interest rate bet embedded in there, but still.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009489609496076579, "ret_signed_m1d": 0.009489609496076579, "alpha_spy_m1d": 0.005813593220143742, "alpha_c_m1d": 0.005813593220143742, "bench_spy_m1d": 0.0036760162759328363, "bench_c_m1d": 0.0036760162759328363, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012441864016138782, "ret_signed_p1d": 0.012441864016138782, "alpha_spy_p1d": 0.010584241616639734, "alpha_c_p1d": 0.010584241616639734, "bench_spy_p1d": 0.0018576223994990482, "bench_c_p1d": 0.0018576223994990482, "ret_p1w": 0.0037958780155669114, "ret_signed_p1w": 0.0037958780155669114, "alpha_spy_p1w": -0.008674702141443946, "alpha_c_p1w": -0.008674702141443946, "bench_spy_p1w": 0.012470580157010858, "bench_c_p1w": 0.012470580157010858, "ret_p1m": 0.025412382788130294, "ret_signed_p1m": 0.025412382788130294, "alpha_spy_p1m": -0.0031096661827003658, "alpha_c_p1m": -0.0031096661827003658, "bench_spy_p1m": 0.02852204897083066, "bench_c_p1m": 0.02852204897083066, "ret_p3m": 0.03540310224533694, "ret_signed_p3m": 0.03540310224533694, "alpha_spy_p3m": -0.007293767615989877, "alpha_c_p3m": -0.007293767615989877, "bench_spy_p3m": 0.042696869861326814, "bench_c_p3m": 0.042696869861326814, "ret_p6m": 0.16736191610488538, "ret_signed_p6m": 0.16736191610488538, "alpha_spy_p6m": 0.05618592678694245, "alpha_c_p6m": 0.05618592678694245, "bench_spy_p6m": 0.11117598931794292, "bench_c_p6m": 0.11117598931794292, "price_path": [-0.0581, -0.0562, -0.0073, 0.0065, -0.006, -0.0056, 0.0136, 0.0247, 0.0224, 0.0145, 0.0739, 0.1257, 0.1077, 0.0962, 0.1124, 0.0865, 0.0983, 0.1052, 0.1052, 0.1223, 0.1204, 0.1232, 0.1057, 0.1057, 0.1092, 0.0728, 0.078, 0.0909, 0.101, 0.0886, 0.0911, 0.0768, 0.0626, 0.0626, 0.0447, 0.0403, 0.0496, 0.0761, 0.1, 0.0894, 0.1021, 0.0953, 0.0993, 0.1177, 0.1132, 0.0481, 0.0154, 0.02, 0.0032, -0.0095, -0.012, -0.008, 0.0095, 0.0312, -0.0124, 0.0059, 0.038, 0.0272, 0.0272, 0.0192, 0.0124, 0.0116, 0.0095, 0.0, 0.0124, 0.0015, 0.0152, 0.004, 0.0038, 0.0443, 0.043, 0.0445, 0.0453, 0.0401, 0.0297, 0.0308, 0.004, 0.0093, 0.0029, 0.0063, 0.0377, 0.053, 0.0303, 0.0318, 0.0254, 0.0632, 0.0688, 0.0688, 0.0477, 0.0284, 0.0263, 0.0241, 0.0248, 0.0422, 0.049, -0.0031, -0.0022, -0.0111, -0.015, -0.0275, -0.0258, -0.0199, 0.0059, 0.0241, 0.0358, 0.0418, 0.0303, 0.0243, 0.0154, -0.0005, 0.0252, 0.042, 0.0554, 0.0637, 0.0603, 0.0664, 0.0715, 0.0703, 0.0692, 0.0817, 0.0856, 0.0809, 0.0881, 0.0724, 0.0739, 0.0609, 0.0354, 0.0399, 0.0399, 0.0312, 0.0063, 0.0239, 0.0384, 0.0203, 0.0022, 0.0054, 0.008, 0.0035, -0.012, -0.0156, 0.0088, -0.0071, -0.0197, -0.0031, -0.0005, -0.0005, 0.0012, -0.0007, 0.0199, 0.006, 0.0102, 0.021, 0.0525, 0.0475, 0.06, 0.0428, 0.0428, 0.0276, 0.0278, 0.0463, 0.069, 0.114, 0.1166, 0.1491, 0.2017, 0.2162, 0.1942, 0.2002, 0.2203, 0.2394, 0.2167, 0.248, 0.2696, 0.2426, 0.2544, 0.2492, 0.1933, 0.1539, 0.1221, 0.1247, 0.1176, 0.1376, 0.132, 0.1202, 0.1339, 0.1314, 0.1573, 0.1762, 0.1897, 0.1674]}
{"unit_id": "thread:1758219318150488369", "ticker_idx": 0, "ts": "2024-02-15T19:58:46+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you're tempted to buy SMCI you could just buy Wistron and get the same exposure pretty much", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds SMCI and Wistron (3231.TW) long; pitches Wistron as cheaper SMCI proxy.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If you’re tempted to buy SMCI you could just buy Wistron and get the same exposure pretty much. For a lot cheaper. 3231 TT (Taiwanese stocks trade through IBKR now if you’re unsure of how to buy).\n\nI have been long both for almost a year now. And they were very correlated up until the recent bout of SMCI ascendancy.\n\n---\n\nAs someone pointed out Wiwynn probably more accurate", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12295817762035688, "ret_signed_m1d": -0.12295817762035688, "alpha_spy_m1d": -0.11610578343310507, "alpha_c_m1d": -0.12506147844446136, "bench_spy_m1d": -0.006852394187251809, "bench_c_m1d": 0.0021033008241044815, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1998804829528249, "ret_signed_p1d": -0.1998804829528249, "alpha_spy_p1d": -0.19490050101108414, "alpha_c_p1d": -0.19068514731122577, "bench_spy_p1d": -0.004979981941740763, "bench_c_p1d": -0.009195335641599134, "ret_p1w": -0.02836652917798821, "ret_signed_p1w": -0.02836652917798821, "alpha_spy_p1w": -0.039302488569079364, "alpha_c_p1w": -0.03482292531867115, "bench_spy_p1w": 0.010935959391091155, "bench_c_p1w": 0.006456396140682941, "ret_p1m": 0.06457172918780607, "ret_signed_p1m": 0.06457172918780607, "alpha_spy_p1m": 0.04583898674037168, "alpha_c_p1m": 0.058800181483335434, "bench_spy_p1m": 0.018732742447434392, "bench_c_p1m": 0.0057715477044706365, "ret_p3m": -0.1809063918139333, "ret_signed_p3m": -0.1809063918139333, "alpha_spy_p3m": -0.22655431072604038, "alpha_c_p3m": -0.2016159026674107, "bench_spy_p3m": 0.045647918912107066, "bench_c_p3m": 0.020709510853477386, "ret_p6m": -0.4932669454435228, "ret_signed_p6m": -0.4932669454435228, "alpha_spy_p6m": -0.5617133698488448, "alpha_c_p6m": -0.5024668235244512, "bench_spy_p6m": 0.068446424405322, "bench_c_p6m": 0.00919987808092837, "price_path": [-0.6966, -0.7113, -0.7145, -0.7145, -0.7155, -0.7108, -0.7155, -0.7135, -0.7276, -0.7314, -0.7347, -0.7381, -0.7476, -0.7449, -0.7284, -0.7388, -0.7357, -0.7278, -0.7068, -0.7011, -0.6791, -0.6853, -0.6991, -0.697, -0.7114, -0.7114, -0.7068, -0.7062, -0.7097, -0.7169, -0.7169, -0.7157, -0.7205, -0.7124, -0.709, -0.681, -0.6576, -0.659, -0.6581, -0.6618, -0.6618, -0.675, -0.683, -0.6898, -0.5783, -0.5655, -0.5444, -0.5317, -0.5263, -0.5277, -0.5063, -0.4891, -0.4725, -0.4188, -0.4227, -0.3393, -0.3211, -0.3191, -0.3048, -0.2627, -0.2301, -0.2117, -0.123, 0.0, -0.1999, -0.1999, -0.2156, -0.2688, -0.0284, -0.1434, -0.1272, -0.1523, -0.1867, -0.1373, -0.0981, 0.0701, 0.0865, 0.1202, 0.1551, 0.1355, 0.0759, 0.1584, 0.1833, 0.1256, 0.0646, -0.0033, -0.0927, -0.1071, -0.0323, -0.0311, 0.0386, 0.021, 0.0192, 0.006, 0.006, 0.033, 0.0059, 0.0115, -0.0458, -0.0558, -0.0752, -0.0994, -0.0951, -0.0665, -0.1051, -0.1208, -0.0276, -0.0437, -0.0752, -0.2892, -0.2858, -0.2412, -0.2483, -0.2157, -0.146, -0.1132, -0.1446, -0.2646, -0.2405, -0.2204, -0.173, -0.184, -0.1806, -0.2035, -0.2047, -0.2204, -0.1809, -0.0514, -0.0992, -0.1156, -0.0997, -0.1046, -0.1302, -0.156, -0.1196, -0.1196, -0.1288, -0.1636, -0.1754, -0.2186, -0.2325, -0.2315, -0.2007, -0.2252, -0.234, -0.2163, -0.2354, -0.2283, -0.1324, -0.1588, -0.1161, -0.0837, -0.0837, -0.086, -0.0983, -0.1763, -0.1602, -0.1722, -0.1132, -0.1839, -0.1909, -0.1662, -0.1564, -0.1564, -0.1568, -0.1042, -0.108, -0.1036, -0.1143, -0.0937, -0.1059, -0.1265, -0.1869, -0.2016, -0.2064, -0.2169, -0.2199, -0.2913, -0.3072, -0.2906, -0.305, -0.3363, -0.3011, -0.3304, -0.3778, -0.3936, -0.3855, -0.5093, -0.4921, -0.4933]}
{"unit_id": "thread:1758219318150488369", "ticker_idx": 1, "ts": "2024-02-15T19:58:46+00:00", "symbol": "3231.TW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been long both for almost a year now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds SMCI and Wistron (3231.TW) long; pitches Wistron as cheaper SMCI proxy.", "resolved_tickers": ["3231.TW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "If you’re tempted to buy SMCI you could just buy Wistron and get the same exposure pretty much. For a lot cheaper. 3231 TT (Taiwanese stocks trade through IBKR now if you’re unsure of how to buy).\n\nI have been long both for almost a year now. And they were very correlated up until the recent bout of SMCI ascendancy.\n\n---\n\nAs someone pointed out Wiwynn probably more accurate", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04597702644126567, "ret_signed_m1d": -0.04597702644126567, "alpha_spy_m1d": -0.03912463225401386, "alpha_c_m1d": -0.04808032726537015, "bench_spy_m1d": -0.006852394187251809, "bench_c_m1d": 0.0021033008241044815, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03448281627345351, "ret_signed_p1d": -0.03448281627345351, "alpha_spy_p1d": -0.029502834331712746, "alpha_c_p1d": -0.025287480631854375, "bench_spy_p1d": -0.004979981941740763, "bench_c_p1d": -0.009195335641599134, "ret_p1w": -0.08812260821103479, "ret_signed_p1w": -0.08812260821103479, "alpha_spy_p1w": -0.09905856760212595, "alpha_c_p1w": -0.09457900435171773, "bench_spy_p1w": 0.010935959391091155, "bench_c_p1w": 0.006456396140682941, "ret_p1m": -0.08429116353953803, "ret_signed_p1m": -0.08429116353953803, "alpha_spy_p1m": -0.10302390598697242, "alpha_c_p1m": -0.09006271124400866, "bench_spy_p1m": 0.018732742447434392, "bench_c_p1m": 0.0057715477044706365, "ret_p3m": -0.14559390674345163, "ret_signed_p3m": -0.14559390674345163, "alpha_spy_p3m": -0.1912418256555587, "alpha_c_p3m": -0.16630341759692902, "bench_spy_p3m": 0.045647918912107066, "bench_c_p3m": 0.020709510853477386, "ret_p6m": -0.23636305653600842, "ret_signed_p6m": -0.23636305653600842, "alpha_spy_p6m": -0.3048094809413304, "alpha_c_p6m": -0.2455629346169368, "bench_spy_p6m": 0.068446424405322, "bench_c_p6m": 0.00919987808092837, "price_path": [-0.236, -0.2146, -0.2521, -0.2713, -0.2644, -0.2897, -0.2912, -0.2851, -0.2989, -0.2889, -0.3004, -0.3165, -0.3011, -0.2843, -0.2904, -0.2966, -0.3065, -0.2881, -0.2866, -0.2981, -0.2927, -0.295, -0.2782, -0.2705, -0.2782, -0.2598, -0.2567, -0.259, -0.2651, -0.2444, -0.2444, -0.282, -0.2835, -0.2782, -0.2828, -0.2766, -0.2797, -0.2759, -0.2521, -0.2375, -0.2444, -0.2444, -0.2498, -0.2513, -0.1801, -0.1073, -0.1034, -0.1111, -0.1188, -0.1341, -0.1073, -0.0958, -0.1226, -0.1188, -0.0805, -0.046, -0.046, -0.046, -0.046, -0.046, -0.046, -0.046, -0.046, 0.0, -0.0345, -0.0613, -0.0651, -0.092, -0.0881, -0.1111, -0.1034, -0.1303, -0.1303, -0.1149, -0.0958, -0.1073, -0.069, -0.0843, -0.1111, -0.1111, -0.0728, -0.0613, -0.1073, -0.1149, -0.0843, -0.0805, -0.0613, -0.0805, -0.0766, -0.0575, -0.0651, -0.1034, -0.1034, -0.0766, -0.046, -0.0613, -0.0421, -0.0077, -0.0077, -0.0077, 0.0115, -0.0345, -0.0383, -0.0575, -0.0613, -0.0843, -0.1264, -0.1226, -0.0958, -0.1188, -0.1686, -0.1494, -0.1149, -0.1418, -0.1341, -0.1264, -0.1303, -0.1303, -0.1226, -0.1494, -0.1264, -0.1226, -0.1188, -0.1418, -0.1264, -0.1494, -0.1456, -0.1188, -0.1418, -0.1418, -0.1494, -0.1379, -0.1188, -0.1264, -0.1188, -0.1073, -0.0881, -0.1111, -0.1264, -0.1418, -0.1264, -0.1379, -0.1418, -0.1418, -0.1609, -0.1609, -0.1762, -0.1839, -0.1686, -0.1686, -0.1839, -0.1801, -0.1494, -0.1456, -0.1341, -0.1571, -0.1524, -0.1602, -0.1642, -0.1681, -0.1563, -0.1563, -0.1406, -0.1445, -0.1445, -0.1288, -0.1485, -0.1524, -0.1524, -0.1681, -0.1642, -0.1092, -0.1445, -0.1602, -0.172, -0.2112, -0.2073, -0.2073, -0.2073, -0.2387, -0.2544, -0.2387, -0.2403, -0.2152, -0.2442, -0.3196, -0.3039, -0.2348, -0.256, -0.2364]}
{"unit_id": "quote:1762825975593615871", "ticker_idx": 0, "ts": "2024-02-28T13:03:58+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cheap optionality in a hated asset class is an easy buy for the asymmetry alone. It's why I still own these converts", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long MSTR converts and Argo Blockchain preferreds; also thinks buying gold calls here is a good idea on cheap asymmetric optionality.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Cheap optionality in a hated asset class is an easy buy for the asymmetry alone.\n\nIt’s why I still own these converts as well as the preferreds on Argo Blockchain I bought in Dec 22. \n\nIt’s why I think buying gold calls here is probably a good idea and why I bought the busted up bonds of Chinese property developers like ROADKG, COGARD & AGILE back in August sub 20 cents.\n\nThe ones that work make up for so many that don’t.", "reply_text": null, "parent_text": null, "quoted_text": "Converts are wonderful instruments, sometimes.\n\nBeginning of the year, MSTR 0.75 2025 converts are trading below 50 cents on the dollar. The coupon is 0.75% & they mature in exactly 3 years, so the yield to maturity is about 24-25%. Highs in 2021 were $300. https://t.co/uEK2K7jD9U", "parent_author": null, "ret_m1d": -0.09465702307587842, "ret_signed_m1d": -0.09465702307587842, "alpha_spy_m1d": -0.09598035708724117, "alpha_c_m1d": -0.09598035708724117, "bench_spy_m1d": 0.0013233340113627534, "bench_c_m1d": 0.0013233340113627534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.062194283472320144, "ret_signed_p1d": 0.062194283472320144, "alpha_spy_p1d": 0.05859920026672638, "alpha_c_p1d": 0.05859920026672638, "bench_spy_p1d": 0.003595083205593763, "bench_c_p1d": 0.003595083205593763, "ret_p1w": 0.29415862263815185, "ret_signed_p1w": 0.29415862263815185, "alpha_spy_p1w": 0.2872650217896324, "alpha_c_p1w": 0.2872650217896324, "bench_spy_p1w": 0.006893600848519421, "bench_c_p1w": 0.006893600848519421, "ret_p1m": 0.7701437965997595, "ret_signed_p1m": 0.7701437965997595, "alpha_spy_p1m": 0.7337292866402851, "alpha_c_p1m": 0.7337292866402851, "bench_spy_p1m": 0.03641450995947437, "bench_c_p1m": 0.03641450995947437, "ret_p3m": 0.7496650577289148, "ret_signed_p3m": 0.7496650577289148, "alpha_spy_p3m": 0.7006290444620036, "alpha_c_p3m": 0.7006290444620036, "bench_spy_p3m": 0.049036013266911205, "bench_c_p3m": 0.049036013266911205, "ret_p6m": 0.38958409162467644, "ret_signed_p6m": 0.38958409162467644, "alpha_spy_p6m": 0.28393044204723905, "alpha_c_p6m": 0.28393044204723905, "bench_spy_p6m": 0.10565364957743739, "bench_c_p6m": 0.10565364957743739, "price_path": [-0.452, -0.4151, -0.4003, -0.4092, -0.4069, -0.3775, -0.4228, -0.4202, -0.3915, -0.3952, -0.4076, -0.4061, -0.4067, -0.4045, -0.3957, -0.3569, -0.3569, -0.3729, -0.3035, -0.3064, -0.3441, -0.3441, -0.2885, -0.3447, -0.319, -0.3446, -0.379, -0.4005, -0.4126, -0.4432, -0.4958, -0.4958, -0.4993, -0.4818, -0.4947, -0.5005, -0.5117, -0.5325, -0.5317, -0.5246, -0.4865, -0.4664, -0.4605, -0.4795, -0.4771, -0.4807, -0.4905, -0.4828, -0.4724, -0.3896, -0.3288, -0.2549, -0.2876, -0.2005, -0.2544, -0.2735, -0.2735, -0.2679, -0.3013, -0.2594, -0.2861, -0.1729, -0.0947, 0.0, 0.0622, 0.1209, 0.3853, 0.0914, 0.2942, 0.35, 0.4804, 0.5413, 0.6547, 0.8341, 0.7414, 0.8509, 0.5606, 0.472, 0.606, 0.6608, 0.5816, 0.9274, 0.9492, 0.993, 0.7701, 0.7701, 0.6997, 0.6396, 0.6679, 0.6776, 0.4944, 0.5712, 0.4965, 0.6263, 0.6115, 0.5365, 0.3873, 0.3023, 0.2338, 0.2546, 0.2193, 0.375, 0.3901, 0.3144, 0.2881, 0.3317, 0.3427, 0.106, 0.0678, 0.1729, 0.2701, 0.3176, 0.3058, 0.2806, 0.3123, 0.2259, 0.2939, 0.3476, 0.5613, 0.4954, 0.6455, 0.7937, 0.7191, 0.7104, 0.6035, 0.7497, 0.7497, 0.7398, 0.681, 0.6003, 0.5831, 0.69, 0.7018, 0.7599, 0.7204, 0.6576, 0.6615, 0.6153, 0.6654, 0.541, 0.5531, 0.5653, 0.526, 0.526, 0.5218, 0.5408, 0.4249, 0.5533, 0.5138, 0.5841, 0.4305, 0.4185, 0.371, 0.3522, 0.3522, 0.331, 0.3402, 0.3519, 0.356, 0.4108, 0.4505, 0.6733, 0.7283, 0.6512, 0.615, 0.8469, 0.8693, 0.788, 0.737, 0.6683, 0.8201, 0.7497, 0.6658, 0.6766, 0.57, 0.5037, 0.3594, 0.4219, 0.2948, 0.4122, 0.4058, 0.3652, 0.4059, 0.3539, 0.3701, 0.3816, 0.4056, 0.3883, 0.4686, 0.3896]}
{"unit_id": "quote:1762825975593615871", "ticker_idx": 2, "ts": "2024-02-28T13:03:58+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think buying gold calls here is probably a good idea", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long MSTR converts and Argo Blockchain preferreds; also thinks buying gold calls here is a good idea on cheap asymmetric optionality.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity via SPDR GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Cheap optionality in a hated asset class is an easy buy for the asymmetry alone.\n\nIt’s why I still own these converts as well as the preferreds on Argo Blockchain I bought in Dec 22. \n\nIt’s why I think buying gold calls here is probably a good idea and why I bought the busted up bonds of Chinese property developers like ROADKG, COGARD & AGILE back in August sub 20 cents.\n\nThe ones that work make up for so many that don’t.", "reply_text": null, "parent_text": null, "quoted_text": "Converts are wonderful instruments, sometimes.\n\nBeginning of the year, MSTR 0.75 2025 converts are trading below 50 cents on the dollar. The coupon is 0.75% & they mature in exactly 3 years, so the yield to maturity is about 24-25%. Highs in 2021 were $300. https://t.co/uEK2K7jD9U", "parent_author": null, "ret_m1d": -0.0018052264229667658, "ret_signed_m1d": -0.0018052264229667658, "alpha_spy_m1d": -0.0031285604343295192, "alpha_c_m1d": -0.0031285604343295192, "bench_spy_m1d": 0.0013233340113627534, "bench_c_m1d": 0.0013233340113627534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005150266749304189, "ret_signed_p1d": 0.005150266749304189, "alpha_spy_p1d": 0.0015551835437104256, "alpha_c_p1d": 0.0015551835437104256, "bench_spy_p1d": 0.003595083205593763, "bench_c_p1d": 0.003595083205593763, "ret_p1w": 0.055590960094952235, "ret_signed_p1w": 0.055590960094952235, "alpha_spy_p1w": 0.048697359246432814, "alpha_c_p1w": 0.048697359246432814, "bench_spy_p1w": 0.006893600848519421, "bench_c_p1w": 0.006893600848519421, "ret_p1m": 0.09227994701471687, "ret_signed_p1m": 0.09227994701471687, "alpha_spy_p1m": 0.055865437055242495, "alpha_c_p1m": 0.055865437055242495, "bench_spy_p1m": 0.03641450995947437, "bench_c_p1m": 0.03641450995947437, "ret_p3m": 0.1464373068244882, "ret_signed_p3m": 0.1464373068244882, "alpha_spy_p3m": 0.09740129355757698, "alpha_c_p3m": 0.09740129355757698, "bench_spy_p3m": 0.049036013266911205, "bench_c_p3m": 0.049036013266911205, "ret_p6m": 0.2178506933051394, "ret_signed_p6m": 0.2178506933051394, "alpha_spy_p6m": 0.112197043727702, "alpha_c_p6m": 0.112197043727702, "bench_spy_p6m": 0.10565364957743739, "bench_c_p6m": 0.10565364957743739, "price_path": [0.0195, -0.0025, -0.0063, -0.0027, -0.001, -0.0143, -0.0252, -0.0258, -0.0038, 0.0021, -0.0071, -0.0026, 0.0042, -0.0013, 0.0058, 0.0102, 0.0102, 0.0179, 0.0226, 0.0166, 0.015, 0.015, 0.0126, 0.0042, 0.0052, 0.0054, -0.0025, -0.0022, -0.0045, -0.0025, 0.0073, 0.0073, -0.0023, -0.0133, -0.0052, -0.0022, -0.0059, -0.0021, -0.0103, -0.0064, -0.0071, -0.0001, 0.0013, 0.0006, 0.011, 0.0014, -0.0041, 0.0011, 0.0008, -0.0001, -0.0039, -0.0065, -0.0202, -0.0208, -0.0142, -0.0106, -0.0106, -0.0046, -0.0046, -0.0041, 0.0015, -0.0007, -0.0018, 0.0, 0.0052, 0.0242, 0.0407, 0.047, 0.0556, 0.0616, 0.0706, 0.0725, 0.0608, 0.0682, 0.0638, 0.0604, 0.0621, 0.0608, 0.0735, 0.0724, 0.0638, 0.0672, 0.0706, 0.0784, 0.0923, 0.0923, 0.1034, 0.1197, 0.1296, 0.1231, 0.1423, 0.1494, 0.1557, 0.1448, 0.167, 0.1516, 0.1731, 0.1746, 0.1659, 0.1699, 0.1736, 0.1446, 0.1418, 0.1396, 0.1464, 0.1502, 0.1478, 0.1249, 0.1351, 0.1316, 0.1307, 0.1426, 0.1374, 0.134, 0.1519, 0.1613, 0.1482, 0.158, 0.1728, 0.1683, 0.1875, 0.1923, 0.1906, 0.1687, 0.1454, 0.1464, 0.1464, 0.1585, 0.1477, 0.1499, 0.1431, 0.1533, 0.143, 0.1565, 0.1651, 0.1235, 0.1338, 0.137, 0.1401, 0.1308, 0.1454, 0.1395, 0.144, 0.144, 0.1583, 0.1404, 0.1449, 0.1392, 0.1287, 0.1415, 0.1416, 0.1446, 0.1445, 0.1574, 0.1574, 0.173, 0.1585, 0.1605, 0.1647, 0.1854, 0.1846, 0.1884, 0.2121, 0.2065, 0.1988, 0.1773, 0.1777, 0.1818, 0.1777, 0.1592, 0.1714, 0.1698, 0.1815, 0.2029, 0.1987, 0.1965, 0.1813, 0.1718, 0.171, 0.1894, 0.1923, 0.2128, 0.2109, 0.201, 0.2048, 0.2318, 0.2297, 0.2343, 0.2326, 0.2179]}
{"unit_id": "quote:1765098538877235431", "ticker_idx": 0, "ts": "2024-03-05T19:34:20+00:00", "symbol": "REAL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10 incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish REAL to $10; market mispriced bankruptcy risk as demand for discounted luxury goods rises.", "resolved_tickers": ["REAL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Luxury Goods", "unit_kind": "quote", "lang": "en", "tweet_text": "$10 incoming https://t.co/NuXkje7582", "reply_text": null, "parent_text": null, "quoted_text": "$REAL can get pretty crazy here. Seems the market was pretty sure it was going to go bankrupt and it may end up thriving due to increased demand for discounted luxury goods as the consumer’s spending habits change", "parent_author": null, "ret_m1d": -0.14209114441812254, "ret_signed_m1d": -0.14209114441812254, "alpha_spy_m1d": -0.15218625534996288, "alpha_c_m1d": -0.15218625534996288, "bench_spy_m1d": 0.010095110931840345, "bench_c_m1d": 0.010095110931840345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018766738038833997, "ret_signed_p1d": -0.018766738038833997, "alpha_spy_p1d": -0.023833954487583298, "alpha_c_p1d": -0.023833954487583298, "bench_spy_p1d": 0.005067216448749301, "bench_c_p1d": 0.005067216448749301, "ret_p1w": -0.09919574318650204, "ret_signed_p1w": -0.09919574318650204, "alpha_spy_p1w": -0.11812413801069277, "alpha_c_p1w": -0.11812413801069277, "bench_spy_p1w": 0.01892839482419073, "bench_c_p1w": 0.01892839482419073, "ret_p1m": -0.03485257741988146, "ret_signed_p1m": -0.03485257741988146, "alpha_spy_p1m": -0.06214826611257818, "alpha_c_p1m": -0.06214826611257818, "bench_spy_p1m": 0.027295688692696718, "bench_c_p1m": 0.027295688692696718, "ret_p3m": 0.15549595730300392, "ret_signed_p3m": 0.15549595730300392, "alpha_spy_p3m": 0.11245707665840077, "alpha_c_p3m": 0.11245707665840077, "bench_spy_p3m": 0.04303888064460315, "bench_c_p3m": 0.04303888064460315, "ret_p6m": -0.30563005337124505, "ret_signed_p6m": -0.30563005337124505, "alpha_spy_p6m": -0.41340525488704505, "alpha_c_p6m": -0.41340525488704505, "bench_spy_p6m": 0.1077752015158, "bench_c_p6m": 0.1077752015158, "price_path": [-0.3887, -0.366, -0.3753, -0.3941, -0.3673, -0.3351, -0.3673, -0.3673, -0.3592, -0.4129, -0.3995, -0.4129, -0.4129, -0.4276, -0.437, -0.4424, -0.4611, -0.4611, -0.4718, -0.4906, -0.4745, -0.4692, -0.4692, -0.4799, -0.4772, -0.504, -0.5308, -0.5308, -0.5389, -0.5362, -0.5147, -0.5067, -0.4906, -0.4853, -0.4853, -0.4692, -0.4584, -0.4424, -0.4531, -0.4853, -0.5067, -0.5094, -0.5147, -0.4906, -0.5174, -0.5067, -0.496, -0.4772, -0.4987, -0.5201, -0.5147, -0.5121, -0.5121, -0.5228, -0.5469, -0.5469, -0.5523, -0.5764, -0.5268, -0.5416, -0.5255, -0.2601, -0.1421, 0.0, -0.0188, 0.0456, -0.0188, -0.0938, -0.0992, -0.1287, -0.1609, -0.1528, -0.1662, -0.0831, -0.0402, -0.0214, -0.0483, -0.0617, -0.0188, 0.0295, 0.0483, 0.0483, 0.0429, -0.0375, -0.0349, -0.059, -0.0496, -0.0375, -0.0429, -0.0831, -0.0724, -0.1287, -0.1662, -0.1421, -0.1528, -0.1555, -0.1689, -0.1126, -0.0751, -0.0751, -0.0885, -0.0375, 0.0322, 0.0241, 0.0483, 0.0107, 0.0456, 0.1287, 0.0134, 0.0938, 0.1314, 0.1072, 0.1823, 0.1528, 0.2198, 0.1662, 0.118, 0.1635, 0.1582, 0.0912, 0.0536, 0.1099, 0.1099, 0.0938, 0.1287, 0.1622, 0.1555, 0.0885, 0.0375, 0.059, 0.0161, -0.0402, -0.0295, -0.0268, -0.0429, -0.0804, -0.1367, -0.1515, -0.1394, -0.1394, -0.1823, -0.1743, -0.1769, -0.1796, -0.1501, -0.1501, -0.1448, -0.1689, -0.1314, -0.1247, -0.1247, -0.1153, -0.0751, -0.0979, -0.1099, -0.0751, -0.0536, -0.0617, 0.004, 0.0107, -0.0268, -0.0563, -0.0724, -0.0751, -0.1314, -0.1394, -0.0751, -0.0509, -0.0349, 0.0027, -0.0724, -0.1126, -0.1689, -0.1689, -0.3619, -0.3405, -0.3432, -0.3244, -0.2788, -0.3003, -0.2627, -0.2922, -0.2842, -0.2922, -0.2788, -0.311, -0.2708, -0.2761, -0.2815, -0.3056]}
{"unit_id": "orig:1766699761820680661", "ticker_idx": 0, "ts": "2024-03-10T05:37:01+00:00", "symbol": "ELF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my first instinct was that it is time to get short", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short ELF after seeing ad campaign shift toward discount/value messaging rather than quality-at-lower-cost positioning.", "resolved_tickers": ["ELF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "original", "lang": "en", "tweet_text": "Gonna have to see if my ad vibes still work.\n\nJust saw the $ELF ad campaign with Judge Judy and my first instinct was that it is time to get short.\n\nThere’s a big difference between marketing high fashion ads where you’ve got a high quality product at a lower cost vs. marketing the product as lower cost.\n\n(Last time I tried to do something off the vibe I got from an ad I got run over, though)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03572537419943078, "ret_signed_m1d": -0.03572537419943078, "alpha_spy_m1d": -0.03486471357785259, "alpha_c_m1d": -0.04115081550443622, "bench_spy_m1d": 0.0008606606215781909, "bench_c_m1d": -0.005425441305005441, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05840809403341063, "ret_signed_p1d": -0.05840809403341063, "alpha_spy_p1d": -0.04765060290358769, "alpha_c_p1d": -0.05324729794029448, "bench_spy_p1d": 0.010757491129822938, "bench_c_p1d": 0.005160796093116149, "ret_p1w": 0.014846916930845389, "ret_signed_p1w": -0.014846916930845389, "alpha_spy_p1w": -0.008639893613891392, "alpha_c_p1w": -0.008951054821723758, "bench_spy_p1w": 0.006207023316953997, "bench_c_p1w": 0.00589586210912163, "ret_p1m": -0.12284772840456137, "ret_signed_p1m": 0.12284772840456137, "alpha_spy_p1m": 0.1417288426107851, "alpha_c_p1m": 0.11701309498911439, "bench_spy_p1m": 0.018881114206223737, "bench_c_p1m": -0.005834633415446988, "ret_p3m": -0.053974644042208864, "ret_signed_p3m": 0.053974644042208864, "alpha_spy_p3m": 0.10295207827263142, "alpha_c_p3m": 0.09439576877792555, "bench_spy_p3m": 0.048977434230422556, "bench_c_p3m": 0.040421124735716685, "ret_p6m": -0.27709042779594817, "ret_signed_p6m": 0.27709042779594817, "alpha_spy_p6m": 0.36373968826136494, "alpha_c_p6m": 0.393057788076841, "bench_spy_p6m": 0.08664926046541677, "bench_c_p6m": 0.11596736028089283, "price_path": [-0.269, -0.2617, -0.2557, -0.2382, -0.2137, -0.2543, -0.2515, -0.2585, -0.2585, -0.259, -0.2574, -0.2519, -0.2559, -0.2559, -0.28, -0.3187, -0.2923, -0.2885, -0.2234, -0.2026, -0.1977, -0.18, -0.1875, -0.1875, -0.1549, -0.1592, -0.1938, -0.1866, -0.2068, -0.1949, -0.2016, -0.193, -0.1899, -0.1812, -0.17, -0.1776, -0.1623, -0.1249, -0.125, -0.1065, -0.1503, -0.1157, -0.1003, -0.1138, -0.1347, -0.1402, -0.0965, -0.1031, -0.1031, -0.1166, -0.1116, -0.0599, -0.0414, 0.029, 0.0413, 0.0555, 0.075, 0.1207, 0.0772, 0.0394, 0.0672, 0.0822, 0.0357, 0.0, 0.0584, 0.0641, 0.0325, 0.0278, 0.0148, -0.0171, 0.0338, 0.0687, 0.0599, 0.0312, 0.0198, 0.0117, 0.0106, 0.0106, -0.0104, -0.0415, -0.1557, -0.1621, -0.1681, -0.146, -0.1228, -0.1382, -0.138, -0.1602, -0.1576, -0.1459, -0.1429, -0.1365, -0.192, -0.1676, -0.0876, -0.0876, -0.0925, -0.074, -0.114, -0.1621, -0.1828, -0.1724, -0.1746, -0.151, -0.1566, -0.1681, -0.1214, -0.1541, -0.1663, -0.1672, -0.1323, -0.1635, -0.1832, -0.2073, -0.1805, -0.1977, -0.0475, -0.0132, -0.0132, -0.0038, -0.0526, -0.0597, -0.0364, 0.0127, -0.0219, -0.0477, -0.054, -0.0843, -0.0593, -0.0227, 0.0172, 0.0333, -0.007, 0.0074, 0.1018, 0.1018, 0.0786, 0.0615, 0.0526, 0.0762, 0.0547, 0.1238, 0.0863, 0.0525, 0.0528, 0.0414, 0.0414, 0.0323, 0.0469, 0.0641, 0.0283, 0.077, 0.0872, 0.0011, -0.0256, -0.12, -0.1188, -0.0849, -0.1258, -0.0853, -0.1004, -0.1218, -0.0575, -0.1104, -0.1221, -0.1103, -0.1359, -0.1445, -0.0945, -0.0528, -0.063, -0.0311, -0.1709, -0.2596, -0.2337, -0.2503, -0.1982, -0.1793, -0.1747, -0.1683, -0.1231, -0.1214, -0.1187, -0.1953, -0.2201, -0.2096, -0.2264, -0.2278, -0.2278, -0.2771]}
{"unit_id": "quote:1780379764307419501", "ticker_idx": 0, "ts": "2024-04-16T23:36:28+00:00", "symbol": "MTBA", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MTBA looks extremely promising if rates fall further", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses MTBA as promising fixed-income ETF if rates continue to fall.", "resolved_tickers": ["MTBA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "RISR has truly been an amazing ETF. Positive carry with negative convexity. Just excellent.", "reply_text": null, "parent_text": null, "quoted_text": "I don’t normally like ETFs for equities (would rather make my own baskets) but I think there have been some really great ones in fixed income:\n\n$RISR was an excellent hold as rates went up (and has held up great as they fell)\n\n$MTBA looks extremely promising if rates fall further", "parent_author": null, "ret_m1d": 0.0034118172706019134, "ret_signed_m1d": 0.0034118172706019134, "alpha_spy_m1d": 0.0015847362420726707, "alpha_c_m1d": 0.0015847362420726707, "bench_spy_m1d": 0.0018270810285292427, "bench_c_m1d": 0.0018270810285292427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011639543831718724, "ret_signed_p1d": 0.011639543831718724, "alpha_spy_p1d": 0.017557783973365604, "alpha_c_p1d": 0.017557783973365604, "bench_spy_p1d": -0.00591824014164688, "bench_c_p1d": -0.00591824014164688, "ret_p1w": 0.00581990261012133, "ret_signed_p1w": 0.00581990261012133, "alpha_spy_p1w": 0.001609669714716322, "alpha_c_p1w": 0.001609669714716322, "bench_spy_p1w": 0.004210232895405008, "bench_c_p1w": 0.004210232895405008, "ret_p1m": 0.023775638728996462, "ret_signed_p1m": 0.023775638728996462, "alpha_spy_p1m": -0.028356328297871602, "alpha_c_p1m": -0.028356328297871602, "bench_spy_p1m": 0.052131967026868065, "bench_c_p1m": 0.052131967026868065, "ret_p3m": 0.037620866053367896, "ret_signed_p3m": 0.037620866053367896, "alpha_spy_p3m": -0.07809525906971015, "alpha_c_p3m": -0.07809525906971015, "bench_spy_p3m": 0.11571612512307805, "bench_c_p3m": 0.11571612512307805, "ret_p6m": 0.05269017583431723, "ret_signed_p6m": 0.05269017583431723, "alpha_spy_p6m": -0.10072254829817617, "alpha_c_p6m": -0.10072254829817617, "bench_spy_p6m": 0.1534127241324934, "bench_c_p6m": 0.1534127241324934, "price_path": [0.0149, 0.0155, 0.0157, 0.0137, 0.0125, 0.0158, 0.016, 0.018, 0.0185, 0.0224, 0.0262, 0.0186, 0.0131, 0.017, 0.0164, 0.0151, 0.0147, 0.0143, 0.0053, 0.0083, 0.01, 0.0083, 0.0083, 0.0099, 0.0065, 0.0062, 0.0101, 0.0093, 0.0073, 0.0107, 0.0115, 0.0155, 0.0131, 0.0169, 0.0185, 0.0205, 0.0227, 0.022, 0.0198, 0.0193, 0.0139, 0.0133, 0.0119, 0.0125, 0.0171, 0.0185, 0.0207, 0.0209, 0.0221, 0.0229, 0.0217, 0.0217, 0.0175, 0.0163, 0.0185, 0.0195, 0.0159, 0.0144, 0.0173, 0.0054, 0.0066, 0.0088, 0.0034, 0.0, 0.0116, 0.0022, 0.0034, 0.004, 0.0058, 0.0047, 0.0006, 0.0034, 0.0046, 0.0008, 0.0058, 0.0093, 0.0149, 0.0123, 0.0157, 0.0143, 0.0169, 0.0151, 0.0159, 0.0184, 0.0238, 0.0226, 0.0201, 0.0187, 0.0224, 0.0195, 0.0185, 0.0189, 0.0189, 0.0161, 0.0133, 0.0163, 0.0189, 0.0222, 0.0244, 0.0264, 0.0268, 0.0206, 0.0207, 0.024, 0.0283, 0.0293, 0.0303, 0.0272, 0.0305, 0.0305, 0.0301, 0.0311, 0.0303, 0.0297, 0.0272, 0.0278, 0.0258, 0.0215, 0.0248, 0.0278, 0.0278, 0.0303, 0.0307, 0.0321, 0.0319, 0.0356, 0.0376, 0.0364, 0.0388, 0.0374, 0.0372, 0.0344, 0.035, 0.0368, 0.0347, 0.0364, 0.0387, 0.0395, 0.0409, 0.0446, 0.0464, 0.0522, 0.0515, 0.0491, 0.048, 0.0477, 0.0481, 0.0479, 0.0505, 0.052, 0.0491, 0.0514, 0.0521, 0.0534, 0.0544, 0.0531, 0.0565, 0.0571, 0.0577, 0.0569, 0.056, 0.0552, 0.0552, 0.0571, 0.0593, 0.0613, 0.0628, 0.0639, 0.0664, 0.0657, 0.0652, 0.0663, 0.0684, 0.0678, 0.0661, 0.0678, 0.0659, 0.0658, 0.0659, 0.0637, 0.0647, 0.0665, 0.0641, 0.0655, 0.0643, 0.0616, 0.0554, 0.0533, 0.055, 0.0527]}
{"unit_id": "thread:1767602817781334092", "ticker_idx": 0, "ts": "2024-03-12T17:25:26+00:00", "symbol": "UPWK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "upwork is comically fucked", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish Upwork; decisive negative verdict.", "resolved_tickers": ["UPWK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "upwork is comically fucked\n\n---\n\nsaid this a while ago https://t.co/vN8be9CFTU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014263098796201579, "ret_signed_m1d": -0.014263098796201579, "alpha_spy_m1d": -0.024906097956957973, "alpha_c_m1d": -0.022997972438374648, "bench_spy_m1d": -0.010642999160756395, "bench_c_m1d": -0.008734873642173069, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0023771579432040335, "ret_signed_p1d": 0.0023771579432040335, "alpha_spy_p1d": 0.0008095910086602931, "alpha_c_p1d": 0.004124132671638692, "bench_spy_p1d": -0.0015675669345437404, "bench_c_p1d": 0.0017469747284346582, "ret_p1w": -0.0483359478770885, "ret_signed_p1w": 0.0483359478770885, "alpha_spy_p1w": 0.04936602515048072, "alpha_c_p1w": 0.057673442284326026, "bench_spy_p1w": 0.0010300772733922159, "bench_c_p1w": 0.009337494407237523, "ret_p1m": -0.05942947755952166, "ret_signed_p1m": 0.05942947755952166, "alpha_spy_p1m": 0.05737308507629457, "alpha_c_p1m": 0.08503255278234767, "bench_spy_p1m": -0.0020563924832270875, "bench_c_p1m": 0.02560307522282601, "ret_p3m": -0.1505546462567262, "ret_signed_p3m": 0.1505546462567262, "alpha_spy_p3m": 0.18710630967436548, "alpha_c_p3m": 0.2065617275882463, "bench_spy_p3m": 0.03655166341763927, "bench_c_p3m": 0.0560070813315201, "ret_p6m": -0.2400950681812909, "ret_signed_p6m": 0.2400950681812909, "alpha_spy_p6m": 0.312978435655351, "alpha_c_p6m": 0.31031035606220214, "bench_spy_p6m": 0.0728833674740601, "bench_c_p6m": 0.07021528788091125, "price_path": [0.1815, 0.1727, 0.2274, 0.2124, 0.164, 0.1704, 0.1593, 0.1593, 0.2108, 0.2029, 0.1941, 0.1783, 0.1783, 0.1363, 0.103, 0.1006, 0.1133, 0.2409, 0.2068, 0.2036, 0.1902, 0.1783, 0.1783, 0.164, 0.141, 0.1347, 0.1506, 0.1933, 0.1712, 0.122, 0.1197, 0.1149, 0.1561, 0.1403, 0.0864, 0.107, 0.1212, 0.0705, 0.1038, 0.1022, 0.1125, 0.1458, 0.1656, 0.103, 0.2076, 0.0998, 0.088, 0.088, 0.0048, 0.0309, 0.038, 0.046, 0.0563, 0.0388, 0.0349, 0.038, 0.0697, 0.0372, 0.0135, 0.0206, 0.0222, 0.0246, 0.0143, 0.0, -0.0024, -0.0293, -0.0523, -0.0444, -0.0483, -0.0111, -0.004, -0.0254, -0.0174, -0.0372, -0.0269, -0.0285, -0.0285, -0.0325, -0.0388, -0.0349, -0.0547, -0.0563, -0.0586, -0.0412, -0.0594, -0.0539, -0.0784, -0.1125, -0.1189, -0.1086, -0.1101, -0.1181, -0.1101, -0.099, -0.0998, -0.1141, -0.084, -0.0705, -0.0729, -0.0523, 0.0293, 0.0214, 0.0008, -0.0214, -0.0555, -0.0412, -0.0555, -0.0436, -0.023, -0.0277, -0.0499, -0.0563, -0.0832, -0.0808, -0.0959, -0.1204, -0.1173, -0.1173, -0.1442, -0.1458, -0.1458, -0.1624, -0.1632, -0.1878, -0.149, -0.149, -0.1506, -0.1569, -0.1632, -0.1498, -0.1735, -0.1767, -0.1838, -0.1918, -0.1918, -0.1981, -0.1696, -0.1735, -0.1632, -0.1553, -0.1609, -0.1482, -0.1537, -0.149, -0.126, -0.126, -0.1355, -0.1133, -0.0983, -0.1458, -0.1141, -0.0975, -0.0895, -0.0515, -0.0713, -0.0998, -0.0935, -0.0856, -0.0769, -0.0943, -0.0951, -0.1006, -0.0887, -0.0848, -0.0396, -0.1197, -0.1521, -0.1244, -0.145, -0.1712, -0.2575, -0.2607, -0.2861, -0.2591, -0.2512, -0.2084, -0.225, -0.233, -0.2559, -0.2314, -0.2441, -0.206, -0.2258, -0.2258, -0.2607, -0.2385, -0.2361, -0.2361, -0.2631, -0.2401]}
{"unit_id": "orig:1762569688020619397", "ticker_idx": 0, "ts": "2024-02-27T20:05:35+00:00", "symbol": "XBI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XBI rally is defying the odds right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish XBI rally; added VKTX and ZEAL to biopharma basket on GLP-1 developments.", "resolved_tickers": ["XBI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$XBI rally is defying the odds right now, I wrote up some of my thoughts on the two GLP-1 developments this week in $VKTX and $ZEAL & made some additions to our biopharma basket\n\nRead here:\n\nhttps://t.co/IuJzNBhhTq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05394116708367269, "ret_signed_m1d": -0.05394116708367269, "alpha_spy_m1d": -0.052086989046827514, "alpha_c_m1d": -0.052086989046827514, "bench_spy_m1d": -0.0018541780368451777, "bench_c_m1d": -0.0018541780368451777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013218031027513288, "ret_signed_p1d": -0.013218031027513288, "alpha_spy_p1d": -0.01189644591467931, "alpha_c_p1d": -0.01189644591467931, "bench_spy_p1d": -0.0013215851128339784, "bench_c_p1d": -0.0013215851128339784, "ret_p1w": -0.03333658053676947, "ret_signed_p1w": -0.03333658053676947, "alpha_spy_p1w": -0.03382977024445133, "alpha_c_p1w": -0.03382977024445133, "bench_spy_p1w": 0.0004931897076818625, "bench_c_p1w": 0.0004931897076818625, "ret_p1m": -0.07755849755002597, "ret_signed_p1m": -0.07755849755002597, "alpha_spy_p1m": -0.11280117960881364, "alpha_c_p1m": -0.11280117960881364, "bench_spy_p1m": 0.03524268205878767, "bench_c_p1m": 0.03524268205878767, "ret_p3m": -0.13665079263689295, "ret_signed_p3m": -0.13665079263689295, "alpha_spy_p3m": -0.18430041552584409, "alpha_c_p3m": -0.18430041552584409, "bench_spy_p3m": 0.04764962288895114, "bench_c_p3m": 0.04764962288895114, "ret_p6m": -0.009166057784966486, "ret_signed_p6m": -0.009166057784966486, "alpha_spy_p6m": -0.12209326334288606, "alpha_c_p6m": -0.12209326334288606, "bench_spy_p6m": 0.11292720555791957, "bench_c_p6m": 0.11292720555791957, "price_path": [-0.2661, -0.2437, -0.2305, -0.2343, -0.2271, -0.2175, -0.2292, -0.2337, -0.2218, -0.1842, -0.1693, -0.167, -0.1801, -0.1593, -0.1966, -0.1771, -0.1484, -0.1484, -0.1305, -0.1172, -0.1169, -0.1322, -0.1322, -0.123, -0.1428, -0.1306, -0.1321, -0.092, -0.0903, -0.1007, -0.1207, -0.1212, -0.1212, -0.1344, -0.1414, -0.1539, -0.154, -0.1349, -0.1328, -0.1474, -0.1399, -0.1424, -0.1175, -0.1372, -0.1503, -0.1353, -0.145, -0.1407, -0.1276, -0.144, -0.1329, -0.1152, -0.0952, -0.1377, -0.1142, -0.0935, -0.0947, -0.0947, -0.1021, -0.1013, -0.0849, -0.0791, -0.0539, 0.0, -0.0132, -0.0434, -0.0132, -0.021, -0.0333, -0.0269, -0.0398, -0.0383, -0.0589, -0.065, -0.0563, -0.082, -0.0795, -0.0966, -0.0879, -0.0751, -0.0747, -0.0907, -0.0993, -0.0991, -0.0776, -0.0778, -0.0778, -0.0879, -0.1187, -0.1152, -0.1302, -0.1235, -0.1214, -0.1093, -0.1258, -0.1128, -0.1433, -0.1608, -0.1679, -0.1773, -0.1886, -0.195, -0.186, -0.1769, -0.1842, -0.2009, -0.1886, -0.1688, -0.1776, -0.1512, -0.1414, -0.1255, -0.1196, -0.1211, -0.1339, -0.1352, -0.1434, -0.1264, -0.1177, -0.0999, -0.1001, -0.1138, -0.1032, -0.11, -0.1042, -0.1319, -0.1367, -0.1367, -0.1337, -0.1498, -0.1354, -0.1337, -0.1115, -0.1139, -0.0852, -0.0979, -0.1118, -0.1059, -0.1014, -0.0882, -0.0882, -0.1083, -0.1195, -0.1282, -0.1282, -0.1263, -0.1021, -0.0878, -0.0942, -0.1029, -0.0964, -0.0978, -0.0946, -0.111, -0.1157, -0.1157, -0.1075, -0.0928, -0.0817, -0.0709, -0.0467, -0.037, -0.0279, -0.0089, -0.0288, -0.0508, -0.0511, -0.0377, -0.0292, -0.0362, -0.0173, -0.0119, -0.0242, -0.0367, -0.036, -0.0398, -0.0612, -0.0908, -0.081, -0.1012, -0.0755, -0.0703, -0.0677, -0.0566, -0.0649, -0.0492, -0.0486, -0.0186, -0.0188, -0.0092]}
{"unit_id": "orig:1762569688020619397", "ticker_idx": 1, "ts": "2024-02-27T20:05:35+00:00", "symbol": "VKTX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "made some additions to our biopharma basket", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish XBI rally; added VKTX and ZEAL to biopharma basket on GLP-1 developments.", "resolved_tickers": ["VKTX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "original", "lang": "en", "tweet_text": "$XBI rally is defying the odds right now, I wrote up some of my thoughts on the two GLP-1 developments this week in $VKTX and $ZEAL & made some additions to our biopharma basket\n\nRead here:\n\nhttps://t.co/IuJzNBhhTq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.5475602802880672, "ret_signed_m1d": -0.5475602802880672, "alpha_spy_m1d": -0.5457061022512221, "alpha_c_m1d": -0.550013459620571, "bench_spy_m1d": -0.0018541780368451777, "bench_c_m1d": 0.0024531793325037743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11111107124230579, "ret_signed_p1d": 0.11111107124230579, "alpha_spy_p1d": 0.11243265635513977, "alpha_c_p1d": 0.11608607748103184, "bench_spy_p1d": -0.0013215851128339784, "bench_c_p1d": -0.004975006238726043, "ret_p1w": 0.033509681033011995, "ret_signed_p1w": 0.033509681033011995, "alpha_spy_p1w": 0.03301649132533013, "alpha_c_p1w": 0.04516303841746172, "bench_spy_p1w": 0.0004931897076818625, "bench_c_p1w": -0.011653357384449725, "ret_p1m": -0.020105898324619065, "ret_signed_p1m": -0.020105898324619065, "alpha_spy_p1m": -0.05534858038340673, "alpha_c_p1m": -0.03035090108347449, "bench_spy_p1m": 0.03524268205878767, "bench_c_p1m": 0.010245002758855426, "ret_p3m": -0.2621987331168816, "ret_signed_p3m": -0.2621987331168816, "alpha_spy_p3m": -0.3098483560058327, "alpha_c_p3m": -0.2499422269243523, "bench_spy_p3m": 0.04764962288895114, "bench_c_p3m": -0.01225650619252927, "ret_p6m": -0.2385655518810471, "ret_signed_p6m": -0.2385655518810471, "alpha_spy_p6m": -0.3514927574389667, "alpha_c_p6m": -0.3006264124884789, "bench_spy_p6m": 0.11292720555791957, "bench_c_p6m": 0.06206086060743177, "price_path": [-0.8563, -0.847, -0.8227, -0.7959, -0.7973, -0.7879, -0.7827, -0.7948, -0.7844, -0.7718, -0.774, -0.7778, -0.7746, -0.7748, -0.7928, -0.7882, -0.7766, -0.7766, -0.775, -0.7691, -0.7734, -0.7812, -0.7812, -0.7851, -0.7954, -0.7815, -0.7861, -0.771, -0.7465, -0.7452, -0.7527, -0.7479, -0.7479, -0.75, -0.7481, -0.7538, -0.744, -0.7315, -0.7264, -0.7478, -0.7471, -0.7487, -0.7189, -0.7199, -0.7162, -0.7184, -0.7243, -0.7101, -0.7106, -0.7122, -0.6603, -0.6404, -0.627, -0.6402, -0.621, -0.6255, -0.5744, -0.5744, -0.5798, -0.5864, -0.5807, -0.56, -0.5476, 0.0, 0.1111, -0.0941, 0.002, 0.074, 0.0335, 0.0721, -0.1299, -0.156, -0.2541, -0.2111, -0.1539, -0.2352, -0.2644, -0.2551, -0.2336, -0.1647, -0.17, -0.1822, -0.1865, -0.0496, -0.0201, -0.0359, -0.0359, -0.0653, -0.0905, -0.0777, -0.1337, -0.1011, -0.1078, -0.1437, -0.1576, -0.1667, -0.1932, -0.2128, -0.2011, -0.2185, -0.2396, -0.2543, -0.2493, -0.2366, -0.2349, -0.1904, -0.1263, -0.1132, -0.0643, -0.1014, -0.1092, -0.095, -0.0804, -0.064, -0.0604, -0.057, -0.1342, -0.1493, -0.1476, -0.0828, -0.188, -0.2122, -0.2062, -0.2448, -0.2591, -0.2761, -0.2622, -0.2622, -0.2315, -0.2497, -0.2736, -0.268, -0.2678, -0.3389, -0.3077, -0.3532, -0.3417, -0.3371, -0.38, -0.3832, -0.3874, -0.3884, -0.3884, -0.4046, -0.4046, -0.4071, -0.3799, -0.3872, -0.438, -0.4428, -0.4031, -0.3767, -0.3496, -0.394, -0.4066, -0.4066, -0.3972, -0.4002, -0.3633, -0.3182, -0.3106, -0.3277, -0.3018, -0.3298, -0.414, -0.4109, -0.4015, -0.392, -0.394, -0.4073, -0.2395, -0.2242, -0.2798, -0.3354, -0.3298, -0.3574, -0.3762, -0.3886, -0.373, -0.402, -0.3443, -0.3279, -0.3135, -0.3392, -0.3157, -0.3298, -0.3332, -0.2166, -0.2223, -0.2386]}
{"unit_id": "orig:1781332564982022537", "ticker_idx": 0, "ts": "2024-04-19T14:42:33+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my fair value on SMCI is 500-600", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Fair value estimate of $500–600 on SMCI implies upside from current levels.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Wrote this to paid subscribers but because I started posting about SMCI before the substack was paid figured I’d post it here as well.\n\nAgain my fair value on SMCI is 500-600. https://t.co/G7Ht8JqmWl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.30102994958388174, "ret_signed_m1d": 0.30102994958388174, "alpha_spy_m1d": 0.2922245942995765, "alpha_c_m1d": 0.27999440282789534, "bench_spy_m1d": 0.00880535528430526, "bench_c_m1d": 0.0210355467559864, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004722281585122445, "ret_signed_p1d": 0.004722281585122445, "alpha_spy_p1d": -0.004486863974200839, "alpha_c_p1d": -0.004211360682002896, "bench_spy_p1d": 0.009209145559323284, "bench_c_p1d": 0.008933642267125341, "ret_p1w": 0.20148540408531024, "ret_signed_p1w": 0.20148540408531024, "alpha_spy_p1w": 0.1750291233472807, "alpha_c_p1w": 0.16356931383357964, "bench_spy_p1w": 0.026456280738029525, "bench_c_p1w": 0.037916090251730594, "ret_p1m": 0.26664331112204653, "ret_signed_p1m": 0.26664331112204653, "alpha_spy_p1m": 0.19616082214768005, "alpha_c_p1m": 0.15351803401748865, "bench_spy_p1m": 0.07048248897436649, "bench_c_p1m": 0.11312527710455789, "ret_p3m": 0.14385201636142497, "ret_signed_p3m": 0.14385201636142497, "alpha_spy_p3m": 0.015455547341975073, "alpha_c_p3m": -0.02351713009072176, "bench_spy_p3m": 0.1283964690194499, "bench_c_p3m": 0.16736914645214673, "ret_p6m": -0.335948983280117, "ret_signed_p6m": -0.335948983280117, "alpha_spy_p6m": -0.5234503485028652, "alpha_c_p6m": -0.5547249781356438, "bench_spy_p6m": 0.18750136522274818, "bench_c_p6m": 0.2187759948555268, "price_path": [-0.3591, -0.3411, -0.3336, -0.3356, -0.3054, -0.2812, -0.2579, -0.1824, -0.1878, -0.0705, -0.0449, -0.0421, -0.0219, 0.0373, 0.0832, 0.1091, 0.2339, 0.4069, 0.1256, 0.1256, 0.1036, 0.0288, 0.3669, 0.2051, 0.228, 0.1926, 0.1442, 0.2136, 0.2688, 0.5054, 0.5285, 0.576, 0.6251, 0.5974, 0.5137, 0.6297, 0.6648, 0.5836, 0.4977, 0.4022, 0.2765, 0.2562, 0.3615, 0.363, 0.4612, 0.4364, 0.4339, 0.4153, 0.4153, 0.4533, 0.4151, 0.4231, 0.3424, 0.3284, 0.3011, 0.267, 0.2731, 0.3134, 0.259, 0.237, 0.368, 0.3453, 0.301, 0.0, 0.0047, 0.0676, 0.0575, 0.1033, 0.2015, 0.2476, 0.2034, 0.0345, 0.0685, 0.0968, 0.1635, 0.148, 0.1527, 0.1206, 0.1189, 0.0968, 0.1523, 0.3345, 0.2673, 0.2442, 0.2666, 0.2597, 0.2237, 0.1874, 0.2385, 0.2385, 0.2257, 0.1767, 0.1601, 0.0993, 0.0798, 0.0812, 0.1245, 0.0901, 0.0777, 0.1026, 0.0756, 0.0856, 0.2206, 0.1834, 0.2435, 0.2892, 0.2892, 0.2858, 0.2685, 0.1588, 0.1814, 0.1647, 0.2476, 0.1481, 0.1383, 0.1731, 0.1869, 0.1869, 0.1863, 0.2602, 0.255, 0.2611, 0.246, 0.2751, 0.2579, 0.2288, 0.1439, 0.1233, 0.1165, 0.1018, 0.0975, -0.0029, -0.0253, -0.002, -0.0223, -0.0663, -0.0168, -0.058, -0.1247, -0.1469, -0.1355, -0.3096, -0.2854, -0.2871, -0.242, -0.2049, -0.1914, -0.1219, -0.1189, -0.1262, -0.144, -0.1259, -0.1525, -0.1407, -0.2118, -0.2326, -0.3786, -0.3711, -0.3867, -0.3867, -0.381, -0.4066, -0.419, -0.4585, -0.4257, -0.4217, -0.3759, -0.3805, -0.3594, -0.3707, -0.3843, -0.3878, -0.3874, -0.3593, -0.3471, -0.3504, -0.358, -0.4361, -0.4118, -0.4165, -0.4318, -0.4115, -0.4178, -0.4223, -0.331, -0.3645, -0.3374, -0.3488, -0.3302, -0.3359]}
{"unit_id": "quote:1765040266061254930", "ticker_idx": 0, "ts": "2024-03-05T15:42:46+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "now up 11% on the second short attempt", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Active short position in MSTR, up 11% on the second attempt after initial stop-out.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "4% stop loss hit the first time around\n\nnow up 11% on the second short attempt.\n\ndo you see how this works? being wrong is fine if you make enough to make it not matter when you’re right.", "reply_text": null, "parent_text": null, "quoted_text": "The MSTR convert/equity issuance indicator was correct again…\n\nMight try again on the short. Saylor is better than any of us at timing his stock.", "parent_author": null, "ret_m1d": 0.2692648367811432, "ret_signed_m1d": -0.2692648367811432, "alpha_spy_m1d": -0.25916972584930287, "alpha_c_m1d": -0.25916972584930287, "bench_spy_m1d": 0.010095110931840345, "bench_c_m1d": 0.010095110931840345, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.18572615539223203, "ret_signed_p1d": -0.18572615539223203, "alpha_spy_p1d": -0.18065893894348273, "alpha_c_p1d": -0.18065893894348273, "bench_spy_p1d": 0.005067216448749301, "bench_c_p1d": 0.005067216448749301, "ret_p1w": 0.5160180194279853, "ret_signed_p1w": -0.5160180194279853, "alpha_spy_p1w": -0.4970896246037946, "alpha_c_p1w": -0.4970896246037946, "bench_spy_p1w": 0.01892839482419073, "bench_c_p1w": 0.01892839482419073, "ret_p1m": 0.5281585865297966, "ret_signed_p1m": -0.5281585865297966, "alpha_spy_p1m": -0.5008628978370999, "alpha_c_p1m": -0.5008628978370999, "bench_spy_p1m": 0.027295688692696718, "bench_c_p1m": 0.027295688692696718, "ret_p3m": 0.4505000726636672, "ret_signed_p3m": -0.4505000726636672, "alpha_spy_p3m": -0.40746119201906406, "alpha_c_p3m": -0.40746119201906406, "bench_spy_p3m": 0.04303888064460315, "bench_c_p3m": 0.04303888064460315, "ret_p6m": 0.2567910766403514, "ret_signed_p6m": -0.2567910766403514, "alpha_spy_p6m": -0.1490158751245514, "alpha_c_p6m": -0.1490158751245514, "bench_spy_p6m": 0.1077752015158, "bench_c_p6m": 0.1077752015158, "price_path": [-0.4566, -0.4297, -0.4712, -0.4688, -0.4424, -0.4459, -0.4573, -0.4559, -0.4564, -0.4544, -0.4463, -0.4108, -0.4108, -0.4254, -0.3618, -0.3645, -0.399, -0.399, -0.3481, -0.3996, -0.376, -0.3995, -0.431, -0.4507, -0.4618, -0.4898, -0.538, -0.538, -0.5413, -0.5252, -0.537, -0.5423, -0.5526, -0.5717, -0.5709, -0.5644, -0.5295, -0.5111, -0.5057, -0.5231, -0.521, -0.5242, -0.5332, -0.5262, -0.5166, -0.4407, -0.385, -0.3173, -0.3473, -0.2675, -0.3168, -0.3344, -0.3344, -0.3292, -0.3599, -0.3215, -0.3459, -0.2422, -0.1705, -0.0838, -0.0268, 0.027, 0.2693, 0.0, 0.1857, 0.2369, 0.3564, 0.4122, 0.516, 0.6804, 0.5955, 0.6959, 0.4298, 0.3487, 0.4715, 0.5217, 0.4491, 0.7659, 0.7859, 0.826, 0.6218, 0.6218, 0.5573, 0.5022, 0.5282, 0.537, 0.3692, 0.4396, 0.3711, 0.49, 0.4765, 0.4078, 0.271, 0.1932, 0.1304, 0.1495, 0.1171, 0.2598, 0.2737, 0.2042, 0.1802, 0.2201, 0.2302, 0.0133, -0.0216, 0.0746, 0.1637, 0.2072, 0.1964, 0.1733, 0.2023, 0.1232, 0.1855, 0.2347, 0.4305, 0.3701, 0.5076, 0.6434, 0.5751, 0.5671, 0.4691, 0.6031, 0.6031, 0.594, 0.5401, 0.4662, 0.4505, 0.5484, 0.5592, 0.6124, 0.5762, 0.5187, 0.5223, 0.48, 0.5258, 0.4119, 0.423, 0.4341, 0.3981, 0.3981, 0.3943, 0.4117, 0.3056, 0.4231, 0.387, 0.4514, 0.3106, 0.2997, 0.2561, 0.2389, 0.2389, 0.2195, 0.2279, 0.2386, 0.2423, 0.2926, 0.329, 0.5331, 0.5835, 0.5128, 0.4797, 0.6922, 0.7127, 0.6382, 0.5915, 0.5285, 0.6676, 0.6031, 0.5262, 0.5361, 0.4384, 0.3777, 0.2455, 0.3028, 0.1863, 0.2939, 0.288, 0.2508, 0.2881, 0.2404, 0.2553, 0.2658, 0.2878, 0.272, 0.3456, 0.2732, 0.4273, 0.3977, 0.3321, 0.2568]}
{"unit_id": "orig:1779860763110207956", "ticker_idx": 1, "ts": "2024-04-15T13:14:08+00:00", "symbol": "TLT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "bonds: down", "tweet_type": "prediction", "timeline": "intraday", "summary": "Expects S&P futures up and bonds down for the trading session.", "resolved_tickers": ["TLT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "spoos: up\nbonds: down\n11 hours of sea shanties: loaded up\n\noh yeah, it’s trading time https://t.co/VrNltjqgGU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015749874546441722, "ret_signed_m1d": -0.015749874546441722, "alpha_spy_m1d": -0.0030628907098269043, "alpha_c_m1d": -0.0030628907098269043, "bench_spy_m1d": 0.012686983836614818, "bench_c_m1d": 0.012686983836614818, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006637663573943686, "ret_signed_p1d": 0.006637663573943686, "alpha_spy_p1d": 0.004813914682414877, "alpha_c_p1d": 0.004813914682414877, "bench_spy_p1d": -0.0018237488915288091, "bench_c_p1d": -0.0018237488915288091, "ret_p1w": 0.001237602050336628, "ret_signed_p1w": -0.001237602050336628, "alpha_spy_p1w": -0.010614261658729474, "alpha_c_p1w": -0.010614261658729474, "bench_spy_p1w": -0.009376659608392846, "bench_c_p1w": -0.009376659608392846, "ret_p1m": 0.025743285947897432, "ret_signed_p1m": -0.025743285947897432, "alpha_spy_p1m": 0.011623798204201785, "alpha_c_p1m": 0.011623798204201785, "bench_spy_p1m": 0.03736708415209922, "bench_c_p1m": 0.03736708415209922, "ret_p3m": 0.06297726412831284, "ret_signed_p3m": -0.06297726412831284, "alpha_spy_p3m": 0.04372351029879895, "alpha_c_p3m": 0.04372351029879895, "bench_spy_p3m": 0.10670077442711179, "bench_c_p3m": 0.10670077442711179, "ret_p6m": 0.09008949255032417, "ret_signed_p6m": -0.09008949255032417, "alpha_spy_p6m": 0.05330017683864252, "alpha_c_p6m": 0.05330017683864252, "bench_spy_p6m": 0.1433896693889667, "bench_c_p6m": 0.1433896693889667, "price_path": [0.0548, 0.045, 0.0483, 0.0546, 0.0462, 0.0401, 0.0469, 0.0449, 0.0569, 0.0665, 0.077, 0.0981, 0.0738, 0.0522, 0.0624, 0.0573, 0.0511, 0.049, 0.0503, 0.0323, 0.0375, 0.0429, 0.0368, 0.0368, 0.0377, 0.0304, 0.0354, 0.0492, 0.0461, 0.0387, 0.0453, 0.0527, 0.0593, 0.055, 0.07, 0.0763, 0.0753, 0.0734, 0.0728, 0.0639, 0.0587, 0.0425, 0.0421, 0.039, 0.0419, 0.0416, 0.0438, 0.0538, 0.0485, 0.0514, 0.0618, 0.061, 0.061, 0.0412, 0.0354, 0.0352, 0.0426, 0.0281, 0.028, 0.0376, 0.015, 0.0103, 0.0157, 0.0, -0.0066, 0.0044, -0.0007, 0.0029, 0.0012, 0.0016, -0.0055, -0.0125, -0.0073, 0.001, -0.0075, -0.0002, 0.0041, 0.0142, 0.0182, 0.0244, 0.0182, 0.0231, 0.0174, 0.02, 0.0257, 0.0397, 0.0387, 0.0317, 0.0287, 0.034, 0.0352, 0.0286, 0.0316, 0.0316, 0.0168, 0.0045, 0.0142, 0.0211, 0.0376, 0.0498, 0.0575, 0.0559, 0.0365, 0.0296, 0.0402, 0.0481, 0.0635, 0.0724, 0.0618, 0.0715, 0.0715, 0.0644, 0.0644, 0.0687, 0.0705, 0.0552, 0.0594, 0.0397, 0.0217, 0.0297, 0.0432, 0.0432, 0.0518, 0.0541, 0.0495, 0.0527, 0.063, 0.0675, 0.0552, 0.0701, 0.0704, 0.0622, 0.0559, 0.0529, 0.0514, 0.04, 0.0485, 0.0567, 0.0624, 0.0665, 0.0774, 0.0867, 0.1206, 0.1265, 0.1013, 0.0935, 0.0868, 0.0975, 0.1015, 0.1092, 0.1161, 0.1071, 0.111, 0.1161, 0.125, 0.1257, 0.1145, 0.1218, 0.119, 0.117, 0.1157, 0.112, 0.1002, 0.1002, 0.1181, 0.1326, 0.139, 0.1389, 0.1438, 0.1518, 0.1509, 0.1455, 0.1486, 0.1591, 0.1535, 0.1392, 0.1354, 0.1311, 0.1287, 0.1284, 0.1191, 0.1217, 0.1275, 0.1222, 0.1303, 0.1207, 0.1102, 0.0965, 0.0883, 0.0901]}
{"unit_id": "orig:1774423255551529210", "ticker_idx": 0, "ts": "2024-03-31T13:07:25+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Long ETHBTC I guess", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Taking a long ETHBTC position (ETH outperforming BTC).", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I need to execute a trade, it’s been too long and I kept my promise to myself about not trading on vacation, but it’s Sunday so…\n\nLong ETHBTC I guess", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0019332567739038797, "ret_signed_m1d": 0.0019332567739038797, "alpha_spy_m1d": 0.00019052118550710873, "alpha_c_m1d": null, "bench_spy_m1d": 0.001742735588396771, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.0649910010049034, "ret_signed_p1d": -0.0649910010049034, "alpha_spy_p1d": -0.05863285980153343, "alpha_c_p1d": null, "bench_spy_p1d": -0.006358141203369971, "bench_c_p1d": null, "ret_p1w": 0.05428275755761991, "ret_signed_p1w": 0.05428275755761991, "alpha_spy_p1w": 0.06087084886044136, "alpha_c_p1w": null, "bench_spy_p1w": -0.006588091302821453, "bench_c_p1w": null, "ret_p1m": -0.14058172396353097, "ret_signed_p1m": -0.14058172396353097, "alpha_spy_p1m": -0.10193454177121153, "alpha_c_p1m": null, "bench_spy_p1m": -0.03864718219231944, "bench_c_p1m": null, "ret_p3m": -0.01718373071958601, "ret_signed_p3m": -0.01718373071958601, "alpha_spy_p3m": -0.06692443369517986, "alpha_c_p3m": null, "bench_spy_p3m": 0.04974070297559385, "bench_c_p3m": null, "ret_p6m": -0.24270121560093294, "ret_signed_p6m": -0.24270121560093294, "alpha_spy_p6m": -0.34370660221643634, "alpha_c_p6m": null, "bench_spy_p6m": 0.1010053866155034, "bench_c_p6m": null, "price_path": [-0.3693, -0.3526, -0.3527, -0.3344, -0.331, -0.2633, -0.2526, -0.2798, -0.2835, -0.2617, -0.2786, -0.2961, -0.2897, -0.3407, -0.3607, -0.3628, -0.3673, -0.3532, -0.3389, -0.3311, -0.3488, -0.3427, -0.3415, -0.3441, -0.3232, -0.3085, -0.3096, -0.2903, -0.2416, -0.2462, -0.2075, -0.1942, -0.2001, -0.1602, -0.1402, -0.1525, -0.1524, -0.1664, -0.093, -0.0743, -0.034, -0.0465, -0.02, 0.0358, 0.0142, 0.0896, 0.1054, 0.1104, 0.1602, 0.1356, 0.1431, 0.1079, 0.0657, 0.0037, -0.0991, 0.0024, -0.0034, -0.0489, 0.0245, 0.0235, -0.0014, 0.0161, 0.0019, 0.0, -0.065, -0.0552, -0.0499, -0.0531, 0.0543, 0.0, 0.011, 0.0001, -0.0747, -0.1151, -0.1199, -0.1484, -0.1252, -0.1272, -0.0866, -0.0813, -0.1042, -0.0994, -0.107, -0.0826, -0.1406, -0.1527, -0.1475, -0.1145, -0.1262, -0.1422, -0.1516, -0.1338, -0.1698, -0.1585, -0.178, -0.1335, -0.1597, -0.1172, 0.0453, 0.0811, 0.0662, 0.0776, 0.0633, 0.1104, 0.0956, 0.0737, 0.069, 0.0728, 0.0746, 0.0877, 0.1025, 0.0875, 0.0495, 0.0461, -0.0019, 0.0156, -0.0102, -0.0071, 0.0018, -0.0061, 0.0155, 0.0017, 0.0032, -0.0442, -0.0314, -0.0387, -0.0172, -0.0375, -0.0185, -0.0253, -0.0605, -0.1285, -0.1493, -0.1387, -0.1258, -0.1149, -0.1155, -0.1058, -0.0044, -0.0176, -0.0332, -0.0225, 0.0002, -0.0184, -0.0066, -0.0481, -0.0943, -0.0654, -0.0526, -0.0646, -0.0781, -0.0866, -0.1481, -0.3104, -0.2985, -0.3334, -0.2344, -0.2583, -0.2227, -0.2286, -0.2403, -0.2667, -0.2602, -0.2476, -0.2659, -0.2493, -0.2517, -0.2113, -0.235, -0.2985, -0.2786, -0.2785, -0.2794, -0.2758, -0.3094, -0.3013, -0.3245, -0.3655, -0.3271, -0.3182, -0.3324, -0.3262, -0.3034, -0.3451, -0.3319, -0.3239, -0.2968, -0.2693, -0.2444, -0.2427]}
{"unit_id": "reply:1762607236969345178", "ticker_idx": 0, "ts": "2024-02-27T22:34:47+00:00", "symbol": "RXRX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Would I hold it as more than like 20-30bps of my book? Absolutely not. But if it works out it's a 10x, so I'm interest e.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RXRX as a small option on AI drug discovery with 10x upside; low-conviction long at 20-30bps position size.", "resolved_tickers": ["RXRX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nine9_Tailed I view it much in the same way that NVDA does I imagine, as an option on AI drug discovery. Would I hold it as more than like 20-30bps of my book? Absolutely not. But if it works out it’s a 10x, so I’m interest e.", "reply_text": null, "parent_text": "@Citrini7 are you sure this is sth you want to hold, just because NVDA bought their shares? $RXRX\n\nHow does the “SAAS” concept work? Would any drug company give them training data? How do they achieve specificity? Can their model choose right compound for different diseases? \n\nTx https://t.co/rTiIZqzYp2", "quoted_text": null, "parent_author": "Nine9_Tailed", "ret_m1d": -0.04896908546814227, "ret_signed_m1d": -0.04896908546814227, "alpha_spy_m1d": -0.04711490743129709, "alpha_c_m1d": -0.051422264800646045, "bench_spy_m1d": -0.0018541780368451777, "bench_c_m1d": 0.0024531793325037743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1662371650311234, "ret_signed_p1d": -0.1662371650311234, "alpha_spy_p1d": -0.16491557991828942, "alpha_c_p1d": -0.16126215879239736, "bench_spy_p1d": -0.0013215851128339784, "bench_c_p1d": -0.004975006238726043, "ret_p1w": -0.2326031252496329, "ret_signed_p1w": -0.2326031252496329, "alpha_spy_p1w": -0.23309631495731475, "alpha_c_p1w": -0.22094976786518317, "bench_spy_p1w": 0.0004931897076818625, "bench_c_p1w": -0.011653357384449725, "ret_p1m": -0.34471650925715414, "ret_signed_p1m": -0.34471650925715414, "alpha_spy_p1m": -0.3799591913159418, "alpha_c_p1m": -0.35496151201600956, "bench_spy_p1m": 0.03524268205878767, "bench_c_p1m": 0.010245002758855426, "ret_p3m": -0.4097938416728627, "ret_signed_p3m": -0.4097938416728627, "alpha_spy_p3m": -0.45744346456181384, "alpha_c_p3m": -0.39753733548033343, "bench_spy_p3m": 0.04764962288895114, "bench_c_p3m": -0.01225650619252927, "ret_p6m": -0.5090206404119479, "ret_signed_p6m": -0.5090206404119479, "alpha_spy_p6m": -0.6219478459698675, "alpha_c_p6m": -0.5710815010193797, "bench_spy_p6m": 0.11292720555791957, "bench_c_p6m": 0.06206086060743177, "price_path": [-0.5586, -0.5238, -0.5226, -0.5425, -0.5219, -0.5142, -0.5103, -0.5129, -0.5206, -0.4633, -0.386, -0.375, -0.3911, -0.3531, -0.3905, -0.366, -0.3351, -0.3351, -0.3048, -0.3106, -0.3164, -0.3647, -0.3647, -0.364, -0.3756, -0.2841, -0.2313, -0.1875, -0.1366, -0.1952, -0.2751, -0.2809, -0.2809, -0.3067, -0.3389, -0.3628, -0.3795, -0.3247, -0.3144, -0.3325, -0.3409, -0.3698, -0.3067, -0.366, -0.3937, -0.3847, -0.4014, -0.4117, -0.3892, -0.4117, -0.3621, -0.3499, -0.2951, -0.3689, -0.2964, -0.1991, -0.1527, -0.1527, -0.1888, -0.203, -0.0335, -0.1385, -0.049, 0.0, -0.1662, -0.1327, -0.1746, -0.2075, -0.2326, -0.2706, -0.2816, -0.279, -0.3318, -0.3209, -0.2925, -0.3054, -0.2771, -0.2642, -0.3073, -0.2867, -0.3138, -0.3241, -0.3215, -0.3351, -0.3447, -0.3576, -0.3576, -0.3963, -0.4349, -0.4246, -0.4375, -0.4285, -0.4201, -0.4143, -0.4472, -0.4253, -0.4581, -0.4981, -0.5122, -0.5187, -0.5232, -0.5264, -0.5103, -0.5039, -0.4884, -0.4948, -0.4768, -0.4716, -0.4961, -0.4626, -0.4336, -0.4304, -0.424, -0.4336, -0.4465, -0.4433, -0.4459, -0.3892, -0.3524, -0.355, -0.3872, -0.393, -0.3698, -0.3872, -0.3969, -0.4182, -0.4098, -0.4098, -0.4207, -0.4472, -0.4285, -0.4665, -0.4465, -0.4581, -0.4143, -0.4195, -0.4517, -0.4446, -0.4472, -0.4008, -0.3918, -0.4034, -0.3963, -0.375, -0.375, -0.4104, -0.4298, -0.3982, -0.3956, -0.4356, -0.5119, -0.5168, -0.5193, -0.5387, -0.5264, -0.5264, -0.5284, -0.5232, -0.5206, -0.5341, -0.5052, -0.4613, -0.4716, -0.4459, -0.462, -0.4929, -0.5097, -0.4755, -0.4472, -0.4968, -0.4813, -0.462, -0.4723, -0.4878, -0.4716, -0.5271, -0.5477, -0.5638, -0.5677, -0.5896, -0.5722, -0.5947, -0.6115, -0.5786, -0.5954, -0.5689, -0.5657, -0.5393, -0.5387, -0.509]}
{"unit_id": "orig:1799968695479042057", "ticker_idx": 0, "ts": "2024-06-10T00:55:53+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every day Eli Lily is under 1T market cap is an affront to the natural order", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LLY should be above $1T market cap; decisive bullish quality verdict.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "Every day Eli Lily is under 1T market cap is an affront to the natural order.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017352712859386332, "ret_signed_m1d": -0.017352712859386332, "alpha_spy_m1d": -0.014272670388438047, "alpha_c_m1d": -0.014272670388438047, "bench_spy_m1d": -0.0030800424709482854, "bench_c_m1d": -0.0030800424709482854, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009481324609446062, "ret_signed_p1d": 0.0009481324609446062, "alpha_spy_p1d": -0.0014603209244818949, "alpha_c_p1d": -0.0014603209244818949, "bench_spy_p1d": 0.002408453385426501, "bench_c_p1d": 0.002408453385426501, "ret_p1w": 0.02313294388260667, "ret_signed_p1w": 0.02313294388260667, "alpha_spy_p1w": 0.0017760841556706541, "alpha_c_p1w": 0.0017760841556706541, "bench_spy_p1w": 0.021356859726936017, "bench_c_p1w": 0.021356859726936017, "ret_p1m": 0.07803469283355802, "ret_signed_p1m": 0.07803469283355802, "alpha_spy_p1m": 0.03705106809895775, "alpha_c_p1m": 0.03705106809895775, "bench_spy_p1m": 0.040983624734600266, "bench_c_p1m": 0.040983624734600266, "ret_p3m": 0.05667681432644467, "ret_signed_p3m": 0.05667681432644467, "alpha_spy_p3m": 0.02732402942018175, "alpha_c_p3m": 0.02732402942018175, "bench_spy_p3m": 0.02935278490626292, "bench_c_p3m": 0.02935278490626292, "ret_p6m": -0.05686083158342847, "ret_signed_p6m": -0.05686083158342847, "alpha_spy_p6m": -0.19138021878698352, "alpha_c_p6m": -0.19138021878698352, "bench_spy_p6m": 0.13451938720355505, "bench_c_p6m": 0.13451938720355505, "price_path": [-0.1254, -0.122, -0.1296, -0.1198, -0.1081, -0.108, -0.111, -0.1106, -0.1077, -0.1057, -0.1019, -0.1022, -0.1022, -0.1222, -0.1183, -0.1044, -0.1136, -0.0949, -0.1029, -0.1261, -0.1206, -0.1234, -0.1325, -0.1335, -0.1382, -0.1335, -0.1391, -0.1618, -0.156, -0.1394, -0.155, -0.1634, -0.1535, -0.1492, -0.0985, -0.1036, -0.1276, -0.1518, -0.1152, -0.1024, -0.1056, -0.1096, -0.1229, -0.1255, -0.1183, -0.0902, -0.1085, -0.1098, -0.0946, -0.0715, -0.0718, -0.0654, -0.0666, -0.0666, -0.0661, -0.0618, -0.0577, -0.0516, -0.039, -0.0375, -0.0384, -0.032, -0.0174, 0.0, 0.0009, 0.0027, 0.0212, 0.0155, 0.0231, 0.0306, 0.0306, 0.0243, 0.0218, 0.029, 0.0458, 0.0419, 0.0509, 0.0467, 0.0571, 0.0482, 0.0383, 0.0383, 0.0573, 0.0613, 0.078, 0.0865, 0.0799, 0.0964, 0.0988, 0.0886, 0.0469, -0.0186, -0.0087, 0.0011, 0.0154, -0.0059, -0.0506, -0.0698, -0.0661, -0.0865, -0.0702, -0.0376, -0.07, -0.1037, -0.083, -0.1074, -0.0228, 0.0308, 0.0224, 0.0498, 0.0771, 0.0785, 0.0675, 0.0672, 0.0998, 0.1021, 0.1046, 0.103, 0.1004, 0.105, 0.0986, 0.0885, 0.1114, 0.1114, 0.1074, 0.0955, 0.0567, 0.0451, 0.0515, 0.0434, 0.0661, 0.0825, 0.0694, 0.0692, 0.0491, 0.0477, 0.0593, 0.0668, 0.0634, 0.0702, 0.0703, 0.0527, 0.0162, 0.0256, 0.0239, 0.0316, 0.0252, 0.0271, 0.0401, 0.0578, 0.0648, 0.0543, 0.079, 0.0761, 0.0573, 0.0609, 0.0617, 0.0627, 0.049, 0.0525, 0.0457, 0.0319, 0.0335, 0.0368, 0.0461, -0.0196, -0.0394, -0.0519, -0.0667, -0.0668, -0.1012, -0.0768, -0.0373, -0.0363, -0.052, -0.0602, -0.0898, -0.1347, -0.1567, -0.1538, -0.1263, -0.1304, -0.1326, -0.1245, -0.0847, -0.086, -0.086, -0.0777, -0.0726, -0.0569]}
{"unit_id": "orig:1761748484925866110", "ticker_idx": 0, "ts": "2024-02-25T13:42:25+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you want to start comparing NVDA to CSCO in the dot com bubble…you better cover your fcking short", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Warns NVDA shorts to cover: comparing it to CSCO dot-com bubble is misguided; bullish implication for NVDA.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "This is a pretty based chart from @fundstrat \n\nI am pretty sure it should be clear that Tom isn’t using this analog to suggest NVDA takes the same course as CSCO but rather that if you want to start comparing NVDA to CSCO in the dot com bubble…you better cover your fcking short. https://t.co/BxMZ94gBBx", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0034768877501528683, "ret_signed_m1d": 0.0034768877501528683, "alpha_spy_m1d": 0.007152904026085705, "alpha_c_m1d": -0.004747511234388546, "bench_spy_m1d": 0.0036760162759328363, "bench_c_m1d": -0.008224398984541414, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004943624362537591, "ret_signed_p1d": 0.004943624362537591, "alpha_spy_p1d": 0.006801246762036639, "alpha_c_p1d": 0.0020437027569705224, "bench_spy_p1d": 0.0018576223994990482, "bench_c_p1d": -0.0028999216055670685, "ret_p1w": 0.07769418503023284, "ret_signed_p1w": -0.07769418503023284, "alpha_spy_p1w": -0.06522360487322199, "alpha_c_p1w": -0.012374505162516591, "bench_spy_p1w": 0.012470580157010858, "bench_c_p1w": 0.06531967986771625, "ret_p1m": 0.1703501259360749, "ret_signed_p1m": -0.1703501259360749, "alpha_spy_p1m": -0.14182807696524424, "alpha_c_p1m": -0.10084694901008673, "bench_spy_p1m": 0.02852204897083066, "bench_c_p1m": 0.06950317692598817, "ret_p3m": 0.31244453045558496, "ret_signed_p3m": -0.31244453045558496, "alpha_spy_p3m": -0.26974766059425814, "alpha_c_p3m": -0.17234470363083143, "bench_spy_p3m": 0.042696869861326814, "bench_c_p3m": 0.14009982682475353, "ret_p6m": 0.609093265086389, "ret_signed_p6m": -0.609093265086389, "alpha_spy_p6m": -0.497917275768446, "alpha_c_p6m": -0.4298206332801757, "bench_spy_p6m": 0.11117598931794292, "bench_c_p6m": 0.17927263180621322, "price_path": [-0.3914, -0.4087, -0.4088, -0.4246, -0.4112, -0.4247, -0.4109, -0.3994, -0.4105, -0.3974, -0.392, -0.3887, -0.3819, -0.3669, -0.3728, -0.3917, -0.3806, -0.3826, -0.3826, -0.3769, -0.3752, -0.3739, -0.3739, -0.3739, -0.391, -0.3986, -0.3931, -0.3792, -0.3393, -0.3281, -0.3128, -0.3069, -0.3083, -0.3083, -0.2871, -0.2913, -0.278, -0.2478, -0.2458, -0.243, -0.2242, -0.2209, -0.2284, -0.2102, -0.2063, -0.2221, -0.2031, -0.1635, -0.1234, -0.1374, -0.1137, -0.1195, -0.088, -0.0865, -0.088, -0.0656, -0.0813, -0.0819, -0.0819, -0.1219, -0.1469, -0.007, -0.0035, 0.0, -0.0049, -0.0181, 0.0003, 0.0403, 0.0777, 0.0869, 0.1215, 0.1717, 0.1067, 0.0845, 0.1622, 0.1492, 0.112, 0.1106, 0.1184, 0.1304, 0.1427, 0.1561, 0.1922, 0.2012, 0.1704, 0.1411, 0.1425, 0.1425, 0.1426, 0.131, 0.1249, 0.0862, 0.1128, 0.1017, 0.0792, 0.1005, 0.1458, 0.115, 0.0874, 0.1053, 0.0625, 0.0706, -0.0365, 0.0054, 0.0422, 0.0074, 0.0448, 0.1093, 0.1096, 0.0925, 0.05, 0.0851, 0.1227, 0.165, 0.145, 0.1432, 0.1221, 0.1364, 0.143, 0.1551, 0.1965, 0.1931, 0.1693, 0.1984, 0.2061, 0.2006, 0.3124, 0.3462, 0.3462, 0.4402, 0.4519, 0.3972, 0.3862, 0.4541, 0.4722, 0.5481, 0.5299, 0.5285, 0.5399, 0.5289, 0.5832, 0.6389, 0.6676, 0.6563, 0.7144, 0.7144, 0.6537, 0.6005, 0.4935, 0.5944, 0.5983, 0.5679, 0.5622, 0.5718, 0.5512, 0.6221, 0.6221, 0.5911, 0.6211, 0.6613, 0.706, 0.611, 0.6343, 0.6241, 0.5978, 0.492, 0.5312, 0.4912, 0.5622, 0.5502, 0.4447, 0.4198, 0.4297, 0.4111, 0.3117, 0.4797, 0.381, 0.3564, 0.2702, 0.3183, 0.2507, 0.3274, 0.3246, 0.3786, 0.4686, 0.4931, 0.5536, 0.5753, 0.6439, 0.6091]}
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{"unit_id": "reply:1795678945897271524", "ticker_idx": 0, "ts": "2024-05-29T04:49:57+00:00", "symbol": "FNMA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FNMA is more degenerate and thus more my style", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers FNMA as a speculative long over DJT.", "resolved_tickers": ["FNMA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dalibali2 @nope_its_lily @eliant_capital FNMA is more degenerate and thus more my style", "reply_text": null, "parent_text": "@Citrini7 @nope_its_lily @eliant_capital Y’all are over thinking this. Just go long DJT!", "quoted_text": null, "parent_author": "dalibali2", "ret_m1d": 0.020408143405366452, "ret_signed_m1d": 0.020408143405366452, "alpha_spy_m1d": 0.0133560698637738, "alpha_c_m1d": 0.0133560698637738, "bench_spy_m1d": 0.007052073541592652, "bench_c_m1d": 0.007052073541592652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06802722577930842, "ret_signed_p1d": 0.06802722577930842, "alpha_spy_p1d": 0.07466093079771041, "alpha_c_p1d": 0.07466093079771041, "bench_spy_p1d": -0.006633705018401992, "bench_c_p1d": -0.006633705018401992, "ret_p1w": 0.06122443021609958, "ret_signed_p1w": 0.06122443021609958, "alpha_spy_p1w": 0.04493461806303167, "alpha_c_p1w": 0.04493461806303167, "bench_spy_p1w": 0.016289812153067906, "bench_c_p1w": 0.016289812153067906, "ret_p1m": -0.10884359368479479, "ret_signed_p1m": -0.10884359368479479, "alpha_spy_p1m": -0.15072287110335225, "alpha_c_p1m": -0.15072287110335225, "bench_spy_p1m": 0.04187927741855746, "bench_c_p1m": 0.04187927741855746, "ret_p3m": -0.14965988049552792, "ret_signed_p3m": -0.14965988049552792, "alpha_spy_p3m": -0.21903668311661473, "alpha_c_p3m": -0.21903668311661473, "bench_spy_p3m": 0.06937680262108681, "bench_c_p3m": 0.06937680262108681, "ret_p6m": 1.1496598804955278, "ret_signed_p6m": 1.1496598804955278, "alpha_spy_p6m": 1.0141114499271147, "alpha_c_p6m": 1.0141114499271147, "bench_spy_p6m": 0.13554843056841315, "bench_c_p6m": 0.13554843056841315, "price_path": [-0.1361, -0.1293, -0.1565, -0.1293, -0.1088, -0.0068, 0.0476, -0.0068, 0.0204, 0.0476, 0.034, 0.1361, 0.1361, 0.2245, 0.3265, 0.2857, 0.2789, 0.3265, 0.2721, 0.068, 0.068, 0.1429, 0.102, 0.0612, 0.0612, -0.1224, 0.0068, 0.068, 0.0476, 0.0816, 0.0748, 0.0, -0.0272, -0.0136, -0.102, -0.0884, -0.0272, -0.0136, 0.0, -0.0068, -0.0068, 0.0408, 0.0, 0.034, 0.0068, 0.0136, 0.0136, -0.0068, -0.0204, -0.0612, 0.0068, 0.0, 0.0204, 0.034, 0.068, 0.0884, 0.1293, 0.0884, 0.0816, 0.0272, 0.034, 0.034, 0.0204, 0.0, 0.068, 0.0544, 0.0476, 0.0408, 0.0612, 0.0884, 0.0884, 0.0884, 0.034, 0.0204, -0.034, -0.034, -0.0544, -0.1156, -0.1156, -0.1156, -0.2313, -0.1497, -0.1497, -0.1088, -0.1088, -0.0272, -0.0068, -0.0476, 0.0068, 0.0068, -0.0068, -0.0136, -0.0408, -0.0816, -0.0748, -0.0748, 0.0136, 0.0476, -0.0068, -0.0068, -0.0476, -0.068, -0.0476, -0.0544, -0.0816, -0.0612, -0.102, -0.1156, -0.1293, -0.1429, -0.2313, -0.2925, -0.2041, -0.2381, -0.2449, -0.2177, -0.2381, -0.2517, -0.2517, -0.1837, -0.1633, -0.1361, -0.1497, -0.1156, -0.1633, -0.1293, -0.1497, -0.1565, -0.1837, -0.1769, -0.1837, -0.1837, -0.2177, -0.2177, -0.1905, -0.1837, -0.1429, -0.1361, -0.2313, -0.2517, -0.2041, -0.1633, -0.1565, -0.1293, -0.1565, -0.1429, -0.1565, -0.1565, -0.1565, -0.1633, -0.1701, -0.1973, -0.2041, -0.2177, -0.2109, -0.2041, -0.2313, -0.2313, -0.2313, -0.2313, -0.1973, -0.0748, -0.1156, -0.0816, -0.068, -0.0544, 0.0, 0.0748, 0.1293, 0.034, 0.0476, 0.0, -0.0204, -0.0272, -0.0544, -0.1156, -0.0952, -0.0544, 0.3197, 0.4082, 0.4694, 0.6054, 0.9116, 1.1361, 1.0816, 1.1701, 1.3333, 1.3061, 1.0476, 1.1497]}
{"unit_id": "orig:1801638793138647328", "ticker_idx": 0, "ts": "2024-06-14T15:32:15+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "selling GOOGL to buy AAPL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell GOOGL, buy AAPL; also overweight TSM as part of next-phase AI positioning.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Here’s a free preview of our annual review on the next phase of AI that was published on 6/2.    It includes excerpts of our view on selling GOOGL to buy AAPL, overweighting TSM and evaluating CRDO’s last earnings. \n\nAgain it’s free so check it out.\n\nhttps://t.co/Q6i4F6Bl2O", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009219925414124752, "ret_signed_m1d": 0.009219925414124752, "alpha_spy_m1d": 0.008611974573596415, "alpha_c_m1d": 0.00601050246590118, "bench_spy_m1d": -0.0006079508405283374, "bench_c_m1d": -0.0032094229482235725, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0025453909804167285, "ret_signed_p1d": -0.0025453909804167285, "alpha_spy_p1d": 0.005413489519231707, "alpha_c_p1d": 0.002209089603163905, "bench_spy_p1d": 0.007958880499648435, "bench_c_p1d": 0.004754480583580634, "ret_p1w": 0.01606430904278322, "ret_signed_p1w": -0.01606430904278322, "alpha_spy_p1w": -0.00964051017476053, "alpha_c_p1w": -0.006436504430320511, "bench_spy_p1w": 0.00642379886802269, "bench_c_p1w": 0.00962780461246271, "ret_p1m": 0.05509363740917217, "ret_signed_p1m": -0.05509363740917217, "alpha_spy_p1m": -0.0172115501542891, "alpha_c_p1m": -0.02277434815239676, "bench_spy_p1m": 0.03788208725488307, "bench_c_p1m": 0.03231928925677541, "ret_p3m": -0.14383966792309288, "ret_signed_p3m": 0.14383966792309288, "alpha_spy_p3m": 0.16858008800353175, "alpha_c_p3m": 0.15041663130965577, "bench_spy_p3m": 0.024740420080438863, "bench_c_p3m": 0.006576963386562884, "ret_p6m": -0.005577555498050613, "ret_signed_p6m": 0.005577555498050613, "alpha_spy_p6m": 0.12664213063567176, "alpha_c_p6m": 0.1863902441155969, "bench_spy_p6m": 0.12106457513762114, "bench_c_p6m": 0.1808126886175463, "price_path": [-0.1693, -0.1596, -0.1661, -0.1482, -0.1521, -0.1487, -0.1476, -0.1473, -0.1473, -0.1215, -0.1267, -0.1247, -0.1495, -0.1384, -0.1251, -0.1152, -0.1178, -0.0993, -0.1088, -0.125, -0.1276, -0.1216, -0.1186, -0.1294, -0.117, -0.1058, -0.1009, -0.1186, -0.0285, -0.0613, -0.0803, -0.0742, -0.0586, -0.0551, -0.0502, -0.0324, -0.043, -0.0397, -0.0471, -0.0444, -0.0376, -0.0253, -0.0159, -0.0053, -0.0004, 0.0048, -0.0035, -0.0195, -0.0113, -0.0113, -0.0033, -0.0062, -0.0276, -0.0254, -0.0216, -0.0181, -0.0089, -0.0015, -0.0143, -0.0101, -0.001, 0.0057, -0.0092, 0.0, 0.0025, -0.0096, -0.0096, -0.0028, 0.0161, 0.0137, 0.041, 0.0401, 0.0488, 0.0303, 0.0351, 0.0478, 0.0511, 0.0511, 0.0781, 0.0692, 0.069, 0.0814, 0.0497, 0.0468, 0.0551, 0.0403, 0.0239, 0.0051, 0.0049, 0.0276, 0.0283, -0.0235, -0.0538, -0.0554, -0.0411, -0.0368, -0.0297, -0.0341, -0.0573, -0.0992, -0.1046, -0.101, -0.0835, -0.0742, -0.082, -0.0714, -0.0929, -0.0876, -0.0782, -0.0572, -0.0544, -0.0619, -0.0735, -0.0632, -0.0601, -0.0685, -0.0789, -0.0849, -0.0759, -0.0759, -0.1099, -0.1151, -0.1106, -0.1463, -0.1577, -0.158, -0.1438, -0.1238, -0.1082, -0.1048, -0.0976, -0.0948, -0.0816, -0.0734, -0.0833, -0.0808, -0.0853, -0.0783, -0.0714, -0.0606, -0.0542, -0.0606, -0.0606, -0.0538, -0.0769, -0.069, -0.0832, -0.082, -0.0754, -0.0657, -0.0628, -0.0645, -0.0772, -0.0744, -0.0707, -0.0647, -0.078, -0.0784, -0.0639, -0.0557, -0.0389, -0.0119, -0.0308, -0.0298, -0.0414, -0.0386, -0.0003, 0.0238, 0.0102, 0.0215, 0.0287, 0.0132, -0.0055, -0.023, -0.0071, 0.0089, -0.0033, -0.0506, -0.0668, -0.0504, -0.0421, -0.0415, -0.0415, -0.0431, -0.0287, -0.0295, -0.0124, -0.0222, -0.0105, -0.0056]}
{"unit_id": "orig:1801638793138647328", "ticker_idx": 1, "ts": "2024-06-14T15:32:15+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "selling GOOGL to buy AAPL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell GOOGL, buy AAPL; also overweight TSM as part of next-phase AI positioning.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "Here’s a free preview of our annual review on the next phase of AI that was published on 6/2.    It includes excerpts of our view on selling GOOGL to buy AAPL, overweighting TSM and evaluating CRDO’s last earnings. \n\nAgain it’s free so check it out.\n\nhttps://t.co/Q6i4F6Bl2O", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008235677578470435, "ret_signed_m1d": 0.008235677578470435, "alpha_spy_m1d": 0.008843628418998772, "alpha_c_m1d": 0.011969080125057485, "bench_spy_m1d": -0.0006079508405283374, "bench_c_m1d": -0.00373340254658705, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019671523197995144, "ret_signed_p1d": 0.019671523197995144, "alpha_spy_p1d": 0.011712642698346709, "alpha_c_p1d": 0.004517933779695227, "bench_spy_p1d": 0.007958880499648435, "bench_c_p1d": 0.015153589418299918, "ret_p1w": -0.02353060049325839, "ret_signed_p1w": -0.02353060049325839, "alpha_spy_p1w": -0.02995439936128108, "alpha_c_p1w": -0.026781012538590887, "bench_spy_p1w": 0.00642379886802269, "bench_c_p1w": 0.003250412045332496, "ret_p1m": 0.10311071515230541, "ret_signed_p1m": 0.10311071515230541, "alpha_spy_p1m": 0.06522862789742234, "alpha_c_p1m": 0.07253611324446574, "bench_spy_p1m": 0.03788208725488307, "bench_c_p1m": 0.03057460190783967, "ret_p3m": 0.04907392719911052, "ret_signed_p3m": 0.04907392719911052, "alpha_spy_p3m": 0.02433350711867166, "alpha_c_p3m": 0.09189175459842314, "bench_spy_p3m": 0.024740420080438863, "bench_c_p3m": -0.042817827399312614, "ret_p6m": 0.16385422438550945, "ret_signed_p6m": 0.16385422438550945, "alpha_spy_p6m": 0.042789649247888306, "alpha_c_p6m": 0.10916837828097115, "bench_spy_p6m": 0.12106457513762114, "bench_c_p6m": 0.054685846104538305, "price_path": [-0.1725, -0.1603, -0.1946, -0.1903, -0.1971, -0.2024, -0.1855, -0.1941, -0.1941, -0.2009, -0.2065, -0.2027, -0.2066, -0.203, -0.2083, -0.2026, -0.2115, -0.1774, -0.1703, -0.1884, -0.204, -0.2104, -0.215, -0.2245, -0.2206, -0.2156, -0.2057, -0.2016, -0.2043, -0.1846, -0.1995, -0.2043, -0.1868, -0.1382, -0.146, -0.1428, -0.1412, -0.1326, -0.1385, -0.1233, -0.1179, -0.1072, -0.1066, -0.1065, -0.1009, -0.0948, -0.1016, -0.1205, -0.1059, -0.1059, -0.1059, -0.1045, -0.0998, -0.0953, -0.0869, -0.0854, -0.0782, -0.0848, -0.0734, -0.0912, -0.0251, 0.0027, 0.0082, 0.0, 0.0197, 0.0085, 0.0085, -0.0132, -0.0235, -0.0205, -0.0161, 0.0036, 0.0076, -0.0088, 0.02, 0.0366, 0.0426, 0.0426, 0.0652, 0.0721, 0.0762, 0.0964, 0.071, 0.0849, 0.1031, 0.1051, 0.0771, 0.055, 0.0556, 0.054, 0.0589, 0.0285, 0.0235, 0.0257, 0.0271, 0.0297, 0.0451, 0.0276, 0.0347, -0.0152, -0.0248, -0.0126, 0.0039, 0.0176, 0.0249, 0.0425, 0.0446, 0.0588, 0.065, 0.0643, 0.0672, 0.0667, 0.0579, 0.0688, 0.0704, 0.0744, 0.0671, 0.0827, 0.0789, 0.0789, 0.0496, 0.0405, 0.0478, 0.0404, 0.0408, 0.0371, 0.0491, 0.0496, 0.0483, 0.0192, 0.0214, 0.0398, 0.0783, 0.0752, 0.067, 0.0713, 0.0666, 0.072, 0.0732, 0.0978, 0.0658, 0.0685, 0.0633, 0.0686, 0.0445, 0.0637, 0.0815, 0.0791, 0.0721, 0.0898, 0.1018, 0.092, 0.0938, 0.1072, 0.1142, 0.1113, 0.0872, 0.0863, 0.0903, 0.0997, 0.1009, 0.0841, 0.0644, 0.0503, 0.046, 0.0528, 0.0494, 0.0718, 0.0705, 0.0576, 0.0576, 0.0618, 0.0765, 0.0613, 0.0755, 0.0767, 0.0801, 0.0779, 0.0842, 0.0984, 0.1087, 0.1081, 0.1081, 0.1194, 0.1301, 0.1445, 0.1462, 0.1464, 0.1454, 0.1639]}
{"unit_id": "orig:1801638793138647328", "ticker_idx": 2, "ts": "2024-06-14T15:32:15+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "overweighting TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell GOOGL, buy AAPL; also overweight TSM as part of next-phase AI positioning.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Here’s a free preview of our annual review on the next phase of AI that was published on 6/2.    It includes excerpts of our view on selling GOOGL to buy AAPL, overweighting TSM and evaluating CRDO’s last earnings. \n\nAgain it’s free so check it out.\n\nhttps://t.co/Q6i4F6Bl2O", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002318887542236192, "ret_signed_m1d": 0.002318887542236192, "alpha_spy_m1d": 0.0029268383827645295, "alpha_c_m1d": 0.0048572309904922895, "bench_spy_m1d": -0.0006079508405283374, "bench_c_m1d": -0.0025383434482560974, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02741888328806108, "ret_signed_p1d": 0.02741888328806108, "alpha_spy_p1d": 0.019460002788412645, "alpha_c_p1d": 0.010284978927883826, "bench_spy_p1d": 0.007958880499648435, "bench_c_p1d": 0.017133904360177254, "ret_p1w": 0.008405526083072212, "ret_signed_p1w": 0.008405526083072212, "alpha_spy_p1w": 0.0019817272150495224, "alpha_c_p1w": 0.01960419464359675, "bench_spy_p1w": 0.00642379886802269, "bench_c_p1w": -0.011198668560524538, "ret_p1m": 0.07367697414095087, "ret_signed_p1m": 0.07367697414095087, "alpha_spy_p1m": 0.0357948868860678, "alpha_c_p1m": 0.05150368614542722, "bench_spy_p1m": 0.03788208725488307, "bench_c_p1m": 0.02217328799552365, "ret_p3m": -0.013216545664045065, "ret_signed_p3m": -0.013216545664045065, "alpha_spy_p3m": -0.03795696574448393, "alpha_c_p3m": 0.11553038040376074, "bench_spy_p3m": 0.024740420080438863, "bench_c_p3m": -0.1287469260678058, "ret_p6m": 0.15880320095003886, "ret_signed_p6m": 0.15880320095003886, "alpha_spy_p6m": 0.037738625812417714, "alpha_c_p6m": 0.24025452736792152, "bench_spy_p6m": 0.12106457513762114, "bench_c_p6m": -0.08145132641788266, "price_path": [-0.2206, -0.2098, -0.1942, -0.1879, -0.1897, -0.1977, -0.2101, -0.2138, -0.2138, -0.1824, -0.1897, -0.1794, -0.193, -0.1831, -0.1749, -0.1598, -0.1551, -0.1494, -0.1764, -0.1902, -0.1922, -0.1966, -0.2357, -0.2621, -0.2502, -0.229, -0.2316, -0.2108, -0.2008, -0.1997, -0.2064, -0.2202, -0.2128, -0.182, -0.1747, -0.1846, -0.1702, -0.1749, -0.1375, -0.154, -0.122, -0.101, -0.1203, -0.1235, -0.1127, -0.112, -0.0977, -0.0922, -0.0754, -0.0754, -0.0788, -0.1081, -0.1161, -0.1272, -0.1046, -0.1189, -0.0586, -0.0635, -0.0501, -0.0283, -0.0424, -0.0004, 0.0023, 0.0, 0.0274, 0.0416, 0.0416, 0.0166, 0.0084, -0.0272, 0.0005, -0.0026, -0.0051, 0.0075, -0.001, 0.0185, 0.0579, 0.0579, 0.0665, 0.0819, 0.0696, 0.1075, 0.0695, 0.086, 0.0737, 0.0784, -0.0076, -0.0037, -0.0391, -0.0183, -0.0156, -0.0737, -0.0709, -0.0613, -0.0725, -0.1042, -0.0389, -0.0831, -0.1313, -0.1424, -0.0992, -0.1013, -0.0461, -0.0312, -0.0283, -0.001, -0.0147, 0.0084, 0.0118, 0.017, -0.0027, -0.0062, -0.0352, -0.0071, -0.0199, -0.0114, -0.0192, -0.0195, -0.0047, -0.0047, -0.0697, -0.0675, -0.0511, -0.091, -0.0564, -0.0584, -0.0132, -0.0026, 0.0036, -0.0163, -0.0263, -0.0267, 0.0253, 0.0128, 0.0168, 0.0587, 0.0609, 0.087, 0.0355, 0.0104, 0.0011, 0.0228, 0.0442, 0.054, 0.0735, 0.0825, 0.0888, 0.0809, 0.1102, 0.1183, 0.0888, 0.0908, 0.1976, 0.1682, 0.175, 0.1548, 0.1686, 0.1516, 0.1836, 0.1327, 0.1458, 0.1315, 0.1086, 0.1226, 0.1145, 0.139, 0.1242, 0.1706, 0.1706, 0.129, 0.1157, 0.086, 0.0967, 0.0822, 0.0908, 0.1035, 0.0959, 0.1127, 0.1059, 0.0768, 0.0696, 0.0542, 0.0542, 0.0744, 0.1311, 0.1572, 0.1676, 0.1887, 0.1812, 0.1588]}
{"unit_id": "orig:1821167843230032138", "ticker_idx": 0, "ts": "2024-08-07T12:53:44+00:00", "symbol": "healthcare", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "we're ready to go long them now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ready to go long healthcare stocks beaten down by GLP-1 fears.", "resolved_tickers": ["XLV"], "resolution_method": "etf", "resolution_reason": "US healthcare sector via XLV ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "CitriniResearch would like to make it very clear to any healthcare investors whose stocks went down because of GLP-1 fears that it was definitely not our fault.\n\nBut, in the hypothetical situation where it was, we’re ready to go long them now. https://t.co/hF9SGzAuad", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01027340183631642, "ret_signed_m1d": 0.01027340183631642, "alpha_spy_m1d": 0.003544609903849638, "alpha_c_m1d": 0.003544609903849638, "bench_spy_m1d": 0.006728791932466782, "bench_c_m1d": 0.006728791932466782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02212192727084794, "ret_signed_p1d": 0.02212192727084794, "alpha_spy_p1d": -0.0009954459373953117, "alpha_c_p1d": -0.0009954459373953117, "bench_spy_p1d": 0.023117373208243253, "bench_c_p1d": 0.023117373208243253, "ret_p1w": 0.03938099688205199, "ret_signed_p1w": 0.03938099688205199, "alpha_spy_p1w": -0.008993647391995596, "alpha_c_p1w": -0.008993647391995596, "bench_spy_p1w": 0.048374644274047585, "bench_c_p1w": 0.048374644274047585, "ret_p1m": 0.058009767273604185, "ret_signed_p1m": 0.058009767273604185, "alpha_spy_p1m": -0.0016630378441755411, "alpha_c_p1m": -0.0016630378441755411, "bench_spy_p1m": 0.059672805117779726, "bench_c_p1m": 0.059672805117779726, "ret_p3m": 0.008954518440681403, "ret_signed_p3m": 0.008954518440681403, "alpha_spy_p3m": -0.09303454302195036, "alpha_c_p3m": -0.09303454302195036, "bench_spy_p3m": 0.10198906146263176, "bench_c_p3m": 0.10198906146263176, "ret_p6m": 0.01745867857573513, "ret_signed_p6m": 0.01745867857573513, "alpha_spy_p6m": -0.15660214753574087, "alpha_c_p6m": -0.15660214753574087, "bench_spy_p6m": 0.174060826111476, "bench_c_p6m": 0.174060826111476, "price_path": [-0.0204, -0.0214, -0.0172, -0.0026, -0.0038, -0.0019, -0.004, -0.0023, -0.0005, -0.0114, -0.0148, -0.0148, -0.0267, -0.0343, -0.0338, -0.0197, -0.0128, -0.0099, -0.0054, -0.0021, -0.001, 0.0026, -0.0015, -0.0036, -0.0044, -0.0048, -0.0058, -0.0045, -0.0045, -0.0012, 0.0016, 0.0074, 0.0042, 0.0007, -0.001, -0.0018, -0.0074, -0.011, -0.0186, -0.0186, -0.011, -0.0121, -0.0073, 0.0021, 0.0092, 0.0155, 0.0119, 0.0264, 0.031, 0.0076, 0.0127, 0.0186, 0.0179, 0.0264, 0.0213, 0.0271, 0.0277, 0.0286, 0.0248, 0.0353, 0.0332, 0.0056, 0.0103, 0.0, 0.0221, 0.0272, 0.0233, 0.0357, 0.0394, 0.0459, 0.047, 0.0534, 0.0576, 0.0594, 0.0601, 0.0647, 0.0641, 0.0657, 0.067, 0.0692, 0.0766, 0.0766, 0.0746, 0.0727, 0.058, 0.0544, 0.0618, 0.0666, 0.0635, 0.0673, 0.0695, 0.0769, 0.0658, 0.064, 0.0679, 0.0635, 0.0614, 0.0593, 0.049, 0.0525, 0.0519, 0.0588, 0.0532, 0.0511, 0.0416, 0.0424, 0.0378, 0.0435, 0.0541, 0.0502, 0.0579, 0.0637, 0.0508, 0.0537, 0.0476, 0.0527, 0.0403, 0.0388, 0.0339, 0.0271, 0.0215, 0.023, 0.0202, 0.0182, 0.0096, 0.0156, 0.009, 0.0164, 0.0177, 0.025, 0.0324, 0.0263, 0.012, 0.0094, -0.0065, -0.0249, -0.0242, -0.0293, -0.0178, -0.0099, -0.009, -0.0005, 0.0048, 0.0102, 0.0102, 0.0134, 0.0116, 0.0093, 0.0087, -0.0025, -0.0082, -0.0053, -0.0094, -0.0229, -0.0306, -0.0308, -0.0423, -0.043, -0.056, -0.0632, -0.0513, -0.0419, -0.0379, -0.0379, -0.036, -0.0405, -0.0523, -0.05, -0.05, -0.0497, -0.0404, -0.04, -0.0352, -0.0303, -0.0303, -0.0357, -0.0231, -0.0332, -0.0293, -0.0254, -0.032, -0.032, -0.016, -0.0182, -0.0051, -0.0035, 0.0189, 0.0118, 0.0059, 0.0175]}
{"unit_id": "orig:1813222641186017492", "ticker_idx": 0, "ts": "2024-07-16T14:42:20+00:00", "symbol": "LAUR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vocational schools like $LAUR $PRDO $ATGE and $UTI are beneficiaries", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long vocational school stocks LAUR, PRDO, ATGE, UTI as beneficiaries of Trump deregulation and onshoring/nearshoring tailwinds reinforced by JD Vance pick.", "resolved_tickers": ["LAUR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Education & Training Services", "unit_kind": "original", "lang": "en", "tweet_text": "One of my favorites of the Trump trade ideas was a combination of deregulation & Onshoring vs Nearshoring tailwinds.\n\nVocational schools like $LAUR $PRDO $ATGE and  $UTI are beneficiaries (anyone remember Betsy DeVos?). JD Vance pick reinforces that imo.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016571018620840983, "ret_signed_m1d": -0.016571018620840983, "alpha_spy_m1d": -0.01067589626006471, "alpha_c_m1d": -0.01067589626006471, "bench_spy_m1d": -0.005895122360776273, "bench_c_m1d": -0.005895122360776273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011472234309458651, "ret_signed_p1d": -0.011472234309458651, "alpha_spy_p1d": 0.00254894016069962, "alpha_c_p1d": 0.00254894016069962, "bench_spy_p1d": -0.01402117447015827, "bench_c_p1d": -0.01402117447015827, "ret_p1w": -0.015296352934147217, "ret_signed_p1w": -0.015296352934147217, "alpha_spy_p1w": 0.0043190811588195155, "alpha_c_p1w": 0.0043190811588195155, "bench_spy_p1w": -0.019615434092966733, "bench_c_p1w": -0.019615434092966733, "ret_p1m": -0.06692155928246979, "ret_signed_p1m": -0.06692155928246979, "alpha_spy_p1m": -0.029549486626159638, "alpha_c_p1m": -0.029549486626159638, "bench_spy_p1m": -0.03737207265631015, "bench_c_p1m": -0.03737207265631015, "ret_p3m": -0.02103250048002825, "ret_signed_p3m": -0.02103250048002825, "alpha_spy_p3m": -0.050239134155869225, "alpha_c_p3m": -0.050239134155869225, "bench_spy_p3m": 0.029206633675840976, "bench_c_p3m": 0.029206633675840976, "ret_p6m": 0.19056729157155505, "ret_signed_p6m": 0.19056729157155505, "alpha_spy_p6m": 0.14023936552972827, "alpha_c_p6m": 0.14023936552972827, "bench_spy_p6m": 0.05032792604182679, "bench_c_p6m": 0.05032792604182679, "price_path": [-0.1039, -0.1052, -0.0956, -0.0918, -0.0873, -0.079, -0.0567, -0.044, -0.0758, -0.0701, -0.0931, -0.0453, -0.0127, 0.007, 0.0402, 0.0402, 0.021, 0.0287, 0.0268, 0.0382, 0.0312, 0.0414, 0.044, 0.0344, 0.0198, 0.0217, 0.021, 0.021, 0.0172, -0.0006, 0.0013, -0.0019, -0.0121, -0.0472, -0.0312, -0.0357, -0.065, -0.0631, -0.0688, -0.0765, -0.0892, -0.1013, -0.095, -0.0924, -0.0924, -0.1052, -0.109, -0.0924, -0.0956, -0.0943, -0.0905, -0.0478, -0.0727, -0.0746, -0.079, -0.079, -0.0733, -0.0663, -0.0707, -0.0618, -0.0402, -0.0338, -0.0166, 0.0, -0.0115, -0.0344, -0.051, -0.044, -0.0153, -0.0204, -0.014, -0.0771, -0.0453, -0.0076, -0.0121, -0.0261, -0.0854, -0.0867, -0.0835, -0.0943, -0.0733, -0.0484, -0.0739, -0.0554, -0.0669, -0.0497, -0.051, -0.0491, -0.0497, -0.0382, -0.0446, -0.0242, -0.0261, -0.0127, -0.0198, -0.0293, -0.0172, -0.0172, -0.0421, -0.0402, -0.0357, -0.0542, -0.0688, -0.0663, -0.0612, -0.028, 0.0516, 0.0625, 0.0637, 0.0612, 0.0784, 0.0733, 0.0695, 0.0663, 0.0542, 0.0542, 0.0612, 0.0586, 0.0351, 0.0178, -0.007, 0.007, -0.0045, -0.0013, 0.0038, -0.0057, -0.021, -0.0255, -0.0147, -0.0019, 0.0019, 0.0089, -0.0127, -0.0045, 0.0019, -0.0198, -0.0249, -0.0229, -0.0178, -0.0083, 0.095, 0.0771, 0.1026, 0.1249, 0.1581, 0.1944, 0.1976, 0.1944, 0.1765, 0.1785, 0.1663, 0.1797, 0.1899, 0.1963, 0.2033, 0.2282, 0.2441, 0.2562, 0.2192, 0.2065, 0.2065, 0.211, 0.2001, 0.195, 0.1976, 0.1899, 0.1778, 0.1721, 0.1931, 0.2288, 0.2173, 0.2065, 0.2097, 0.1969, 0.1472, 0.1587, 0.1702, 0.1542, 0.174, 0.174, 0.1823, 0.1606, 0.1523, 0.1657, 0.1657, 0.1568, 0.1689, 0.1587, 0.1651, 0.1906]}
{"unit_id": "orig:1813222641186017492", "ticker_idx": 1, "ts": "2024-07-16T14:42:20+00:00", "symbol": "PRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vocational schools like $LAUR $PRDO $ATGE and $UTI are beneficiaries", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long vocational school stocks LAUR, PRDO, ATGE, UTI as beneficiaries of Trump deregulation and onshoring/nearshoring tailwinds reinforced by JD Vance pick.", "resolved_tickers": ["PRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Education & Training Services", "unit_kind": "original", "lang": "en", "tweet_text": "One of my favorites of the Trump trade ideas was a combination of deregulation & Onshoring vs Nearshoring tailwinds.\n\nVocational schools like $LAUR $PRDO $ATGE and  $UTI are beneficiaries (anyone remember Betsy DeVos?). JD Vance pick reinforces that imo.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05170199160908617, "ret_signed_m1d": -0.05170199160908617, "alpha_spy_m1d": -0.0458068692483099, "alpha_c_m1d": -0.0458068692483099, "bench_spy_m1d": -0.005895122360776273, "bench_c_m1d": -0.005895122360776273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005601028541691866, "ret_signed_p1d": 0.005601028541691866, "alpha_spy_p1d": 0.019622203011850137, "alpha_c_p1d": 0.019622203011850137, "bench_spy_p1d": -0.01402117447015827, "bench_c_p1d": -0.01402117447015827, "ret_p1w": 0.03662224051345464, "ret_signed_p1w": 0.03662224051345464, "alpha_spy_p1w": 0.05623767460642137, "alpha_c_p1w": 0.05623767460642137, "bench_spy_p1w": -0.019615434092966733, "bench_c_p1w": -0.019615434092966733, "ret_p1m": -0.02671274810082025, "ret_signed_p1m": -0.02671274810082025, "alpha_spy_p1m": 0.010659324555489902, "alpha_c_p1m": 0.010659324555489902, "bench_spy_p1m": -0.03737207265631015, "bench_c_p1m": -0.03737207265631015, "ret_p3m": -0.08605703576597279, "ret_signed_p3m": -0.08605703576597279, "alpha_spy_p3m": -0.11526366944181377, "alpha_c_p3m": -0.11526366944181377, "bench_spy_p3m": 0.029206633675840976, "bench_c_p3m": 0.029206633675840976, "ret_p6m": 0.14862674038335633, "ret_signed_p6m": 0.14862674038335633, "alpha_spy_p6m": 0.09829881434152954, "alpha_c_p6m": 0.09829881434152954, "bench_spy_p6m": 0.05032792604182679, "bench_c_p6m": 0.05032792604182679, "price_path": [-0.2715, -0.2569, -0.2496, -0.2351, -0.2102, -0.2016, -0.1913, -0.2016, -0.2153, -0.2136, 0.0338, 0.0436, 0.0445, 0.0256, 0.0248, 0.0252, 0.0188, 0.0235, 0.0145, 0.0102, 0.0209, 0.0076, 0.0046, -0.0031, -0.0022, -0.0181, 0.0008, 0.0008, 0.0128, -0.0202, -0.0198, -0.0306, -0.0267, -0.0371, -0.05, -0.0582, -0.0676, -0.0732, -0.0801, -0.0715, -0.0853, -0.1064, -0.1125, -0.1125, -0.1125, -0.1146, -0.1004, -0.0939, -0.1034, -0.0926, -0.0969, -0.0771, -0.1047, -0.0905, -0.0823, -0.0823, -0.0797, -0.0763, -0.0974, -0.0987, -0.0724, -0.0651, -0.0517, 0.0, 0.0056, 0.0134, 0.0108, 0.0259, 0.0366, 0.0362, 0.0427, 0.0681, 0.0681, 0.0879, 0.0681, 0.0595, 0.0327, -0.0108, -0.0112, -0.0508, -0.0185, -0.0284, -0.0358, -0.0297, -0.0267, -0.019, -0.0159, -0.0198, -0.0315, -0.0177, -0.0146, -0.0142, -0.0203, -0.034, -0.0293, -0.031, -0.0276, -0.0276, -0.0609, -0.0479, -0.0557, -0.0757, -0.0843, -0.0765, -0.0813, -0.0592, -0.0393, -0.0371, -0.0501, -0.0505, -0.0315, -0.0367, -0.0458, -0.0471, -0.0505, -0.0536, -0.0393, -0.0362, -0.0635, -0.0787, -0.09, -0.0648, -0.0748, -0.0791, -0.0804, -0.0991, -0.0861, -0.0722, -0.077, -0.0731, -0.0722, -0.0861, -0.1069, -0.0969, -0.0735, -0.0783, -0.0826, -0.0666, -0.0466, -0.0306, -0.0315, -0.0453, -0.0475, -0.0362, 0.0726, 0.073, 0.0804, 0.102, 0.0778, 0.2117, 0.1397, 0.1506, 0.1618, 0.1441, 0.1454, 0.1623, 0.1844, 0.2013, 0.1865, 0.1974, 0.1974, 0.1896, 0.2109, 0.1904, 0.1913, 0.1861, 0.1704, 0.1695, 0.1987, 0.2026, 0.1891, 0.1909, 0.2226, 0.19, 0.143, 0.1626, 0.1373, 0.1373, 0.1578, 0.1578, 0.1647, 0.1456, 0.1421, 0.1525, 0.1525, 0.1377, 0.1347, 0.1181, 0.1186, 0.1486]}
{"unit_id": "orig:1813222641186017492", "ticker_idx": 3, "ts": "2024-07-16T14:42:20+00:00", "symbol": "UTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vocational schools like $LAUR $PRDO $ATGE and $UTI are beneficiaries", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long vocational school stocks LAUR, PRDO, ATGE, UTI as beneficiaries of Trump deregulation and onshoring/nearshoring tailwinds reinforced by JD Vance pick.", "resolved_tickers": ["UTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Education & Training Services", "unit_kind": "original", "lang": "en", "tweet_text": "One of my favorites of the Trump trade ideas was a combination of deregulation & Onshoring vs Nearshoring tailwinds.\n\nVocational schools like $LAUR $PRDO $ATGE and  $UTI are beneficiaries (anyone remember Betsy DeVos?). JD Vance pick reinforces that imo.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.060941746294512766, "ret_signed_m1d": -0.060941746294512766, "alpha_spy_m1d": -0.055046623933736494, "alpha_c_m1d": -0.055046623933736494, "bench_spy_m1d": -0.005895122360776273, "bench_c_m1d": -0.005895122360776273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005540187573216393, "ret_signed_p1d": 0.005540187573216393, "alpha_spy_p1d": 0.019561362043374664, "alpha_c_p1d": 0.019561362043374664, "bench_spy_p1d": -0.01402117447015827, "bench_c_p1d": -0.01402117447015827, "ret_p1w": 0.04986158248865791, "ret_signed_p1w": 0.04986158248865791, "alpha_spy_p1w": 0.06947701658162464, "alpha_c_p1w": 0.06947701658162464, "bench_spy_p1w": -0.019615434092966733, "bench_c_p1w": -0.019615434092966733, "ret_p1m": -0.04875341816966805, "ret_signed_p1m": -0.04875341816966805, "alpha_spy_p1m": -0.011381345513357899, "alpha_c_p1m": -0.011381345513357899, "bench_spy_p1m": -0.03737207265631015, "bench_c_p1m": -0.03737207265631015, "ret_p3m": -0.12077559244575786, "ret_signed_p3m": -0.12077559244575786, "alpha_spy_p3m": -0.14998222612159884, "alpha_c_p3m": -0.14998222612159884, "bench_spy_p3m": 0.029206633675840976, "bench_c_p3m": 0.029206633675840976, "ret_p6m": 0.3994460552118806, "ret_signed_p6m": 0.3994460552118806, "alpha_spy_p6m": 0.3491181291700538, "alpha_c_p6m": 0.3491181291700538, "bench_spy_p6m": 0.05032792604182679, "bench_c_p6m": 0.05032792604182679, "price_path": [-0.2116, -0.1922, -0.1945, -0.1956, -0.19, -0.1751, -0.1579, -0.1407, -0.1568, -0.1529, -0.1463, -0.1352, -0.0848, -0.0787, -0.0753, -0.1584, -0.1679, -0.1695, -0.1729, -0.1457, -0.1546, -0.1701, -0.19, -0.205, -0.1884, -0.1701, -0.1496, -0.1496, -0.0942, -0.0992, -0.1108, -0.1241, -0.1485, -0.1551, -0.1512, -0.1817, -0.2017, -0.205, -0.2011, -0.2028, -0.215, -0.2332, -0.2316, -0.2305, -0.2305, -0.2299, -0.2161, -0.2227, -0.1934, -0.1767, -0.169, -0.1285, -0.1097, -0.0925, -0.0881, -0.0881, -0.0914, -0.0787, -0.1202, -0.1186, -0.0947, -0.0898, -0.0609, 0.0, 0.0055, 0.0144, 0.0111, 0.0471, 0.0499, 0.0443, 0.0355, 0.0765, 0.0604, 0.072, 0.0493, 0.0155, -0.0116, -0.0443, -0.0305, -0.0626, -0.0482, -0.0548, -0.0753, -0.067, -0.0488, -0.0371, -0.0332, -0.0753, -0.0742, -0.0343, -0.0371, -0.0399, -0.067, -0.0465, -0.0399, -0.0399, -0.0332, -0.0332, -0.0709, -0.067, -0.0837, -0.123, -0.0825, -0.0909, -0.1025, -0.0837, -0.0715, -0.0731, -0.0781, -0.0781, -0.0632, -0.0881, -0.0964, -0.0898, -0.1064, -0.1108, -0.1047, -0.0992, -0.1274, -0.1302, -0.1463, -0.1463, -0.1579, -0.1374, -0.1429, -0.1429, -0.1208, -0.0981, -0.1102, -0.0814, -0.0909, -0.0997, -0.1175, -0.1169, -0.1086, -0.0909, -0.0781, -0.0698, -0.0554, -0.0482, -0.0781, -0.0831, -0.082, -0.0515, 0.0543, 0.0753, 0.1247, 0.1424, 0.1158, 0.1263, 0.0825, 0.0864, 0.0903, 0.1047, 0.1019, 0.308, 0.4061, 0.4371, 0.4377, 0.4427, 0.4427, 0.4332, 0.4648, 0.3391, 0.3751, 0.4094, 0.4194, 0.4211, 0.4471, 0.446, 0.4432, 0.4277, 0.4681, 0.4521, 0.3745, 0.4083, 0.4011, 0.4094, 0.4565, 0.4565, 0.4698, 0.4382, 0.4332, 0.4244, 0.4244, 0.4078, 0.4515, 0.4277, 0.4255, 0.3994]}
{"unit_id": "quote:1842300961735459110", "ticker_idx": 0, "ts": "2024-10-04T20:29:12+00:00", "symbol": "APOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very solid profit outlook on $APOG", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Endorses bullish Q4 view on APOG; solid profit outlook ahead.", "resolved_tickers": ["APOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Building Products & Equipment'", "bench_c_industry": "Building Products & Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Very solid profit outlook on $APOG https://t.co/hUDqQR7b9r", "reply_text": null, "parent_text": null, "quoted_text": "Shaping up to be a solid Q4 for retail storefront glass $APOG", "parent_author": null, "ret_m1d": -0.18467769950274115, "ret_signed_m1d": -0.18467769950274115, "alpha_spy_m1d": -0.1756722648185456, "alpha_c_m1d": -0.17774095360565467, "bench_spy_m1d": -0.009005434684195568, "bench_c_m1d": -0.006936745897086483, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06100333123993118, "ret_signed_p1d": -0.06100333123993118, "alpha_spy_p1d": -0.051962981683507325, "alpha_c_p1d": -0.058567790803057074, "bench_spy_p1d": -0.009040349556423855, "bench_c_p1d": -0.0024355404368741063, "ret_p1w": -0.06803282014641676, "ret_signed_p1w": -0.06803282014641676, "alpha_spy_p1w": -0.07955147504337401, "alpha_c_p1w": -0.0895072229270516, "bench_spy_p1w": 0.011518654896957248, "bench_c_p1w": 0.021474402780634838, "ret_p1m": -0.08310057507880597, "ret_signed_p1m": -0.08310057507880597, "alpha_spy_p1m": -0.07756797743725141, "alpha_c_p1m": -0.07092425345585474, "bench_spy_p1m": -0.00553259764155456, "bench_c_p1m": -0.012176321622951236, "ret_p3m": -0.1464505456498193, "ret_signed_p3m": -0.1464505456498193, "alpha_spy_p3m": -0.1727562995231744, "alpha_c_p3m": -0.12366978662635486, "bench_spy_p3m": 0.026305753873355098, "bench_c_p3m": -0.022780759023464436, "ret_p6m": -0.4434956345739016, "ret_signed_p6m": -0.4434956345739016, "alpha_spy_p6m": -0.4260102231894196, "alpha_c_p6m": -0.4185836338596912, "bench_spy_p6m": -0.017485411384482008, "bench_c_p6m": -0.024912000714210403, "price_path": [-0.3045, -0.2983, -0.282, -0.2743, -0.2568, -0.2282, -0.2398, -0.242, -0.2599, -0.2494, -0.2215, -0.2457, -0.213, -0.1879, -0.1942, -0.1937, -0.1822, -0.1952, -0.2406, -0.2724, -0.2655, -0.2726, -0.2677, -0.2615, -0.2743, -0.2538, -0.2589, -0.245, -0.2437, -0.2408, -0.2506, -0.2314, -0.2375, -0.1986, -0.1944, -0.2126, -0.2204, -0.2093, -0.2043, -0.2043, -0.2372, -0.2433, -0.246, -0.2576, -0.2614, -0.2458, -0.2537, -0.246, -0.2203, -0.2033, -0.1849, -0.1961, -0.1716, -0.1958, -0.1966, -0.2052, -0.191, -0.1699, -0.1682, -0.1657, -0.1743, -0.174, -0.1847, 0.0, -0.061, -0.0854, -0.0722, -0.082, -0.068, -0.0552, -0.061, -0.0534, -0.0589, -0.0605, -0.0658, -0.0982, -0.1041, -0.1078, -0.1043, -0.0833, -0.0935, -0.0933, -0.1055, -0.094, -0.0831, -0.0489, 0.0055, 0.0004, 0.0283, 0.0425, 0.019, 0.0134, -0.0085, -0.0195, -0.0267, -0.031, -0.0282, -0.0186, -0.0053, 0.0144, 0.0183, 0.0014, 0.0014, 0.0065, 0.0086, 0.0018, 0.0062, -0.008, -0.0083, -0.0345, -0.0438, -0.0439, -0.0612, -0.082, -0.0774, -0.1059, -0.1407, -0.1426, -0.148, -0.1487, -0.1386, -0.1386, -0.1257, -0.1353, -0.1481, -0.1465, -0.1465, -0.1482, -0.1406, -0.1498, -0.3115, -0.3722, -0.3722, -0.3934, -0.3617, -0.366, -0.3463, -0.3498, -0.3343, -0.3343, -0.3115, -0.3219, -0.3339, -0.3421, -0.3667, -0.3689, -0.3699, -0.3693, -0.3872, -0.4057, -0.4047, -0.3998, -0.3897, -0.3905, -0.3929, -0.3842, -0.4036, -0.4078, -0.4047, -0.4047, -0.4058, -0.4132, -0.4115, -0.4215, -0.4177, -0.4172, -0.4285, -0.4326, -0.4242, -0.4418, -0.4447, -0.4286, -0.4232, -0.4248, -0.4206, -0.4316, -0.4315, -0.4407, -0.4185, -0.4353, -0.436, -0.4299, -0.4344, -0.4387, -0.4197, -0.4221, -0.4209, -0.429, -0.4394, -0.4435]}
{"unit_id": "reply:1843866725487628472", "ticker_idx": 0, "ts": "2024-10-09T04:10:59+00:00", "symbol": "HSI", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I can definitely see a near round trip followed by an even funnier and more vertical rally", "tweet_type": "prediction", "timeline": "weeks", "summary": "Sees HSI pulling back near 18k then ripping to an even more vertical rally.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hang Seng Index proxy via iShares EWH Hong Kong ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aeybobby honestly idk about the US election but I can definitely see a near round trip followed by an even funnier and more vertical rally", "reply_text": null, "parent_text": "@Citrini7 Max pain is pullback to where rally started ie 18k HSI followed by Trump victory and max ‘tarriff’ talk \n\n… then rip", "quoted_text": null, "parent_author": "aeybobby", "ret_m1d": 0.0026723758098972095, "ret_signed_m1d": 0.0026723758098972095, "alpha_spy_m1d": 0.00955108366907853, "alpha_c_m1d": 0.00955108366907853, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.006878707859181321, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016034474284279954, "ret_signed_p1d": -0.0016034474284279954, "alpha_spy_p1d": 0.0001467213124688449, "alpha_c_p1d": 0.0001467213124688449, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.0017501687408968403, "ret_p1w": -0.033671737722299366, "ret_signed_p1w": -0.033671737722299366, "alpha_spy_p1w": -0.04261236783902389, "alpha_c_p1w": -0.04261236783902389, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.008940630116724524, "ret_p1m": -0.01443069771850769, "ret_signed_p1m": -0.01443069771850769, "alpha_spy_p1m": -0.04643312198963845, "alpha_c_p1m": -0.04643312198963845, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.03200242427113076, "ret_p3m": -0.10157474665201494, "ret_signed_p3m": -0.10157474665201494, "alpha_spy_p3m": -0.13661590651288846, "alpha_c_p3m": -0.13661590651288846, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": 0.03504115986087353, "ret_p6m": -0.04648011747131242, "ret_signed_p6m": -0.04648011747131242, "alpha_spy_p6m": 0.017652941857663973, "alpha_c_p6m": 0.017652941857663973, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.0641330593289764, "price_path": [-0.1518, -0.1662, -0.1652, -0.163, -0.1716, -0.1716, -0.1652, -0.1737, -0.1871, -0.1887, -0.1833, -0.1785, -0.1855, -0.1849, -0.1855, -0.1903, -0.1849, -0.1929, -0.1876, -0.1684, -0.1737, -0.1753, -0.1652, -0.1758, -0.1673, -0.163, -0.1545, -0.1668, -0.1657, -0.1625, -0.1502, -0.1443, -0.1384, -0.1464, -0.1363, -0.1352, -0.1352, -0.155, -0.1539, -0.1454, -0.1545, -0.1491, -0.1598, -0.1577, -0.1491, -0.147, -0.1422, -0.1299, -0.1352, -0.108, -0.1042, -0.0951, -0.0529, -0.0668, -0.0246, 0.0011, -0.0027, 0.0198, 0.0706, 0.0412, 0.0706, 0.0877, 0.0027, 0.0, -0.0016, 0.0069, -0.0069, -0.0438, -0.0337, -0.0508, -0.0273, -0.0433, -0.0379, -0.047, -0.0433, -0.0396, -0.0289, -0.0342, -0.0417, -0.0449, -0.0369, -0.0337, -0.0176, -0.0401, -0.0144, -0.0385, -0.0406, -0.0663, -0.0743, -0.078, -0.0812, -0.0754, -0.0812, -0.0786, -0.0786, -0.0946, -0.093, -0.093, -0.0775, -0.0775, -0.0679, -0.0775, -0.0711, -0.0786, -0.0764, -0.0759, -0.0241, -0.0497, -0.0599, -0.0679, -0.0738, -0.0871, -0.0868, -0.1048, -0.1021, -0.0967, -0.0885, -0.077, -0.077, -0.0732, -0.0858, -0.0928, -0.0912, -0.0912, -0.1054, -0.0983, -0.1016, -0.1119, -0.1218, -0.1218, -0.1365, -0.1381, -0.1332, -0.1223, -0.1207, -0.1054, -0.1054, -0.0994, -0.1059, -0.1108, -0.1038, -0.1038, -0.0994, -0.1032, -0.0885, -0.0999, -0.1103, -0.1021, -0.1163, -0.1098, -0.1158, -0.1087, -0.1174, -0.0912, -0.0819, -0.0738, -0.0738, -0.0787, -0.0776, -0.0732, -0.0623, -0.0607, -0.0519, -0.0372, -0.0372, -0.0405, -0.0558, -0.0427, -0.0083, 0.0004, -0.0012, -0.0208, -0.0121, -0.0067, -0.0088, -0.0099, 0.0032, -0.0061, 0.0021, -0.017, -0.0268, -0.0323, -0.035, -0.0416, -0.0285, -0.0421, -0.0448, -0.0323, -0.0296, -0.0465]}
{"unit_id": "orig:1822665003507310871", "ticker_idx": 0, "ts": "2024-08-11T16:02:54+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we have to go at least 30% lower on USDJPY than when saravelos said JPY was the same as TRY or ARS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "USDJPY must fall at least 30% from the level when JPY was compared to TRY/ARS; strongly bearish USD/JPY.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "we have to go at least 30% lower on USDJPY than when saravelos said JPY was the same as TRY or ARS. sorry, I don’t make the rules. https://t.co/oqVIEJYMie", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0042640801241524695, "ret_signed_m1d": -0.0042640801241524695, "alpha_spy_m1d": -0.004789379082950296, "alpha_c_m1d": null, "bench_spy_m1d": -0.0005252989587978263, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.0004081338280472746, "ret_signed_p1d": 0.0004081338280472746, "alpha_spy_p1d": 0.016853555558385525, "alpha_c_p1d": null, "bench_spy_p1d": 0.01644542173033825, "bench_c_p1d": null, "ret_p1w": 0.006215816975897459, "ret_signed_p1w": -0.006215816975897459, "alpha_spy_p1w": 0.043177243608660376, "alpha_c_p1w": null, "bench_spy_p1w": 0.049393060584557835, "bench_c_p1w": null, "ret_p1m": -0.026285043031501476, "ret_signed_p1m": 0.026285043031501476, "alpha_spy_p1m": 0.05538812456724884, "alpha_c_p1m": null, "bench_spy_p1m": 0.029103081535747366, "bench_c_p1m": null, "ret_p3m": 0.0494960590128517, "ret_signed_p3m": -0.0494960590128517, "alpha_spy_p3m": 0.07083082535546659, "alpha_c_p3m": null, "bench_spy_p3m": 0.12032688436831829, "bench_c_p3m": null, "ret_p6m": 0.05600430444728888, "ret_signed_p6m": -0.05600430444728888, "alpha_spy_p6m": 0.07973808847586494, "alpha_c_p6m": null, "bench_spy_p6m": 0.13574239292315382, "bench_c_p6m": null, "price_path": [0.0643, 0.0492, 0.0567, 0.0592, 0.0634, 0.0626, 0.0657, 0.0675, 0.0668, 0.0667, 0.0695, 0.0719, 0.0674, 0.0689, 0.0614, 0.055, 0.0604, 0.0589, 0.0666, 0.068, 0.0684, 0.0664, 0.0686, 0.0714, 0.0725, 0.0736, 0.0742, 0.0809, 0.0872, 0.086, 0.086, 0.0923, 0.0928, 0.0943, 0.0984, 0.0984, 0.0991, 0.0974, 0.0925, 0.094, 0.0972, 0.0991, 0.0759, 0.0767, 0.0755, 0.0769, 0.0588, 0.0687, 0.0706, 0.067, 0.0593, 0.0466, 0.0453, 0.0483, 0.0462, 0.0383, 0.0184, 0.0147, -0.0099, -0.0085, -0.0157, -0.0062, 0.0043, 0.0, -0.0004, -0.0005, 0.0014, 0.0148, 0.0062, -0.0023, -0.0115, -0.0131, -0.0057, -0.0207, -0.0172, -0.0209, -0.0177, -0.0146, -0.0045, -0.0022, -0.0115, -0.0253, -0.0248, -0.031, -0.0263, -0.0327, -0.0303, -0.0377, -0.0425, -0.0425, -0.0342, -0.0295, -0.0285, -0.0207, -0.0231, -0.0277, -0.016, -0.0134, -0.029, -0.0227, -0.0225, -0.0031, -0.0014, 0.0121, 0.0075, 0.0076, 0.0144, 0.0113, 0.0156, 0.0179, 0.014, 0.0172, 0.0208, 0.0174, 0.0242, 0.0279, 0.0389, 0.0322, 0.0402, 0.0417, 0.0424, 0.0419, 0.0336, 0.0357, 0.0356, 0.0299, 0.0495, 0.0417, 0.0399, 0.0438, 0.0518, 0.057, 0.0641, 0.0518, 0.0515, 0.0522, 0.0561, 0.0488, 0.0483, 0.0499, 0.0406, 0.0292, 0.0281, 0.0194, 0.0168, 0.0177, 0.024, 0.0215, 0.0203, 0.0297, 0.0324, 0.0354, 0.0377, 0.0436, 0.0479, 0.0444, 0.0519, 0.0721, 0.0645, 0.0688, 0.0684, 0.0686, 0.0728, 0.0737, 0.0677, 0.0677, 0.0726, 0.0702, 0.071, 0.0728, 0.0761, 0.0758, 0.0748, 0.0738, 0.0702, 0.0749, 0.0627, 0.0565, 0.063, 0.0558, 0.0594, 0.0639, 0.062, 0.0592, 0.0535, 0.0579, 0.0553, 0.048, 0.0566, 0.056]}
{"unit_id": "reply:1800546860886606218", "ticker_idx": 0, "ts": "2024-06-11T15:13:18+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I think that in the next 12-24 months this specific line of features becomes a \"must have\" and drives a massive replacement cycle", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish AAPL: expects a massive iPhone replacement cycle driven by new features becoming must-haves in the next 12-24 months.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I mean it’s a pretty simple disagreement that honestly is more risky on my side. You think that this cycle is going to be similar to past cycles and view it as an incremental change that will be treated that way by consumers. I think that in the next 12-24 months this specific line of features becomes a “must have” and drives a massive replacement cycle. \n\nHistory would say you will be right but I am willing to stick my neck out a bit on this one.", "reply_text": null, "parent_text": "@ghill37g @Citrini7 higher iPhone numbers for the reasons I describe and a much bigger multiple. multiple was too low before obviously because ppl didnt appreciate iphone pricing power. but not totally outrageous as Huawei was eating Apple's lunch before the Sep 2020 ban", "quoted_text": null, "parent_author": "when_to_fold_em", "ret_m1d": -0.06772872638054894, "ret_signed_m1d": -0.06772872638054894, "alpha_spy_m1d": -0.06532605970580929, "alpha_c_m1d": -0.049470058396444916, "bench_spy_m1d": -0.002402666674739651, "bench_c_m1d": -0.018258667984104027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02857838504879151, "ret_signed_p1d": 0.02857838504879151, "alpha_spy_p1d": 0.020365305366886632, "alpha_c_p1d": 0.006459138113303675, "bench_spy_p1d": 0.008213079681904878, "bench_c_p1d": 0.022119246935487835, "ret_p1w": 0.03446766830671044, "ret_signed_p1w": 0.03446766830671044, "alpha_spy_p1w": 0.012975940070376168, "alpha_c_p1w": -0.016583777092504803, "bench_spy_p1w": 0.021491728236334273, "bench_c_p1w": 0.051051445399215245, "ret_p1m": 0.12469224566435755, "ret_signed_p1m": 0.12469224566435755, "alpha_spy_p1m": 0.07593377287311665, "alpha_c_p1m": 0.043268877121299454, "bench_spy_p1m": 0.0487584727912409, "bench_c_p1m": 0.0814233685430581, "ret_p3m": 0.06722475857207777, "ret_signed_p3m": 0.06722475857207777, "alpha_spy_p3m": 0.05762736563134174, "alpha_c_p3m": 0.1394065306736203, "bench_spy_p3m": 0.009597392940736027, "bench_c_p3m": -0.07218177210154253, "ret_p6m": 0.17576135508273039, "ret_signed_p6m": 0.17576135508273039, "alpha_spy_p6m": 0.03693973413329332, "alpha_c_p6m": 0.07667007381479563, "bench_spy_p6m": 0.13882162094943706, "bench_c_p6m": 0.09909128126793476, "price_path": [-0.166, -0.1678, -0.1625, -0.1511, -0.1387, -0.1738, -0.1695, -0.1764, -0.1818, -0.1645, -0.1733, -0.1733, -0.1803, -0.186, -0.1821, -0.1861, -0.1825, -0.1879, -0.182, -0.1912, -0.1562, -0.1489, -0.1675, -0.1834, -0.1901, -0.1947, -0.2046, -0.2005, -0.1954, -0.1852, -0.181, -0.1838, -0.1636, -0.1789, -0.1838, -0.1658, -0.1159, -0.124, -0.1207, -0.119, -0.1102, -0.1163, -0.1007, -0.0952, -0.0841, -0.0836, -0.0834, -0.0778, -0.0714, -0.0784, -0.0979, -0.0829, -0.0829, -0.0828, -0.0814, -0.0766, -0.0719, -0.0633, -0.0618, -0.0545, -0.0612, -0.0495, -0.0677, 0.0, 0.0286, 0.0342, 0.0258, 0.046, 0.0345, 0.0345, 0.0122, 0.0016, 0.0048, 0.0093, 0.0294, 0.0336, 0.0168, 0.0463, 0.0633, 0.0695, 0.0695, 0.0926, 0.0998, 0.1039, 0.1247, 0.0986, 0.1129, 0.1315, 0.1336, 0.1049, 0.0822, 0.0828, 0.0811, 0.0862, 0.055, 0.0499, 0.0522, 0.0535, 0.0562, 0.0721, 0.0541, 0.0614, 0.0102, 0.0004, 0.0129, 0.0297, 0.0439, 0.0513, 0.0694, 0.0716, 0.0861, 0.0925, 0.0917, 0.0947, 0.0942, 0.0852, 0.0963, 0.098, 0.1021, 0.0946, 0.1106, 0.1068, 0.1068, 0.0766, 0.0674, 0.0748, 0.0672, 0.0677, 0.0638, 0.0761, 0.0766, 0.0753, 0.0455, 0.0477, 0.0666, 0.1061, 0.1029, 0.0945, 0.0989, 0.094, 0.0996, 0.1009, 0.1261, 0.0933, 0.096, 0.0907, 0.0961, 0.0714, 0.0911, 0.1094, 0.107, 0.0998, 0.1179, 0.1302, 0.1202, 0.122, 0.1358, 0.1429, 0.1399, 0.1153, 0.1143, 0.1184, 0.128, 0.1293, 0.1121, 0.0918, 0.0773, 0.073, 0.0799, 0.0764, 0.0994, 0.0981, 0.0849, 0.0849, 0.0892, 0.1042, 0.0886, 0.1032, 0.1045, 0.108, 0.1057, 0.1122, 0.1267, 0.1373, 0.1367, 0.1367, 0.1483, 0.1592, 0.174, 0.1758]}
{"unit_id": "orig:1815111047327428614", "ticker_idx": 0, "ts": "2024-07-21T19:46:11+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "how quickly the ETH ETF got approval after Trump came out pro crypto", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ETH on bipartisan political tailwind; neither party wants to be anti-crypto.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "All you need to remember is how quickly the ETH ETF got approval after Trump came out pro crypto. \n\nNeither party wants to be the anti crypto party here. Too much on the line to create a new single issue along which to divide undecideds.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018984584117468506, "ret_signed_m1d": 0.018984584117468506, "alpha_spy_m1d": 0.029189298625234783, "alpha_c_m1d": null, "bench_spy_m1d": -0.010204714507766277, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.012084550339342526, "ret_signed_p1d": 0.012084550339342526, "alpha_spy_p1d": 0.013653184047136002, "alpha_c_p1d": null, "bench_spy_p1d": -0.0015686337077934764, "bench_c_p1d": null, "ret_p1w": -0.034844762545451435, "ret_signed_p1w": -0.034844762545451435, "alpha_spy_p1w": -0.017013730946038308, "alpha_c_p1w": null, "bench_spy_p1w": -0.017831031599413127, "bench_c_p1w": null, "ret_p1m": -0.2520950953593396, "ret_signed_p1m": -0.2520950953593396, "alpha_spy_p1m": -0.2593969217878457, "alpha_c_p1m": null, "bench_spy_p1m": 0.007301826428506075, "bench_c_p1m": null, "ret_p3m": -0.24303617097976438, "ret_signed_p3m": -0.24303617097976438, "alpha_spy_p3m": -0.29619792126082856, "alpha_c_p3m": null, "bench_spy_p3m": 0.05316175028106418, "bench_c_p3m": null, "ret_p6m": -0.06299677262779624, "ret_signed_p6m": -0.06299677262779624, "alpha_spy_p6m": -0.11941275527608508, "alpha_c_p6m": null, "bench_spy_p6m": 0.05641598264828884, "bench_c_p6m": null, "price_path": [-0.0874, -0.0825, -0.0902, -0.0654, -0.1244, -0.1368, -0.1315, -0.0979, -0.1098, -0.1261, -0.1357, -0.1175, -0.1542, -0.1427, -0.1626, -0.1172, -0.144, -0.1007, 0.0649, 0.1014, 0.0863, 0.0978, 0.0833, 0.1313, 0.1162, 0.0938, 0.0891, 0.0929, 0.0947, 0.1082, 0.1232, 0.1079, 0.0692, 0.0658, 0.0168, 0.0346, 0.0084, 0.0116, 0.0206, 0.0126, 0.0346, 0.0205, 0.022, -0.0262, -0.0132, -0.0206, 0.0013, -0.0194, -0.0, -0.007, -0.0429, -0.1122, -0.1334, -0.1226, -0.1094, -0.0983, -0.0989, -0.089, 0.0143, 0.0009, -0.015, -0.0041, 0.019, 0.0, 0.0121, -0.0303, -0.0773, -0.0478, -0.0348, -0.047, -0.0608, -0.0694, -0.1321, -0.2974, -0.2853, -0.3208, -0.2201, -0.2444, -0.2081, -0.2141, -0.226, -0.253, -0.2463, -0.2334, -0.2521, -0.2352, -0.2376, -0.1965, -0.2206, -0.2853, -0.2651, -0.265, -0.2658, -0.2622, -0.2964, -0.2882, -0.3118, -0.3536, -0.3145, -0.3054, -0.3199, -0.3135, -0.2903, -0.3328, -0.3194, -0.3112, -0.2836, -0.2556, -0.2302, -0.2285, -0.2503, -0.2349, -0.2164, -0.2434, -0.2882, -0.3125, -0.317, -0.2981, -0.2961, -0.2908, -0.3116, -0.3071, -0.2918, -0.2359, -0.2425, -0.2411, -0.243, -0.2322, -0.2252, -0.2384, -0.2707, -0.2633, -0.292, -0.2544, -0.2332, -0.2276, -0.2688, -0.2699, -0.3033, -0.2958, -0.2082, -0.1584, -0.139, -0.0191, -0.0564, -0.072, -0.1109, -0.0981, -0.0676, -0.0956, -0.107, -0.0231, -0.0316, -0.0078, -0.0331, 0.063, 0.0405, 0.0445, 0.0592, 0.0524, 0.1165, 0.1077, 0.1643, 0.0809, 0.0556, 0.1141, 0.1287, 0.1368, 0.159, 0.1297, 0.0518, -0.0065, 0.0093, -0.0072, 0.015, 0.0154, -0.0317, -0.0324, -0.0244, -0.0314, -0.0253, 0.0032, 0.0478, 0.0721, -0.0171, -0.0332, -0.0642, -0.0503, -0.0886, -0.063]}
{"unit_id": "thread:1804920893509976564", "ticker_idx": 0, "ts": "2024-06-23T16:54:09+00:00", "symbol": "alcohol companies", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been short some alcohol companies on both the anticipated impact of GLP-1s and the lower propensity of gen Z to social drinking", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Currently short select alcohol companies on GLP-1 headwinds and declining gen Z social drinking.", "resolved_tickers": ["STZ", "BF-B", "DEO"], "resolution_method": "basket", "resolution_reason": "Alcohol sector basket: Constellation, Brown-Forman, Diageo", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Beverages - Wineries & Distilleries", "unit_kind": "self_thread", "lang": "en", "tweet_text": "An idea I’ve been going back and forth on (which I’ve ultimately not decided to do as it strikes me as overthink-y) - I’ve been short some alcohol companies on both the anticipated impact of GLP-1s and the lower propensity of gen Z to social drinking. What I would do if the latter element wasn’t more pronounced than the former like it is right now would be:\n\n long alcohol companies with the majority of their revenues in, say, Japan or other countries where diabesity is less common and GLP-1 penetration will be less significant while \n\nshort those with the majority of their revenues in fatter rich countries\n\n---\n\nreal https://t.co/EnUDRx7Iwd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005322601986133176, "ret_signed_m1d": 0.005322601986133176, "alpha_spy_m1d": 0.008584060148665935, "alpha_c_m1d": 0.008584060148665935, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": 0.00326145816253276, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010436126813558952, "ret_signed_p1d": 0.010436126813558952, "alpha_spy_p1d": 0.014287090898019791, "alpha_c_p1d": 0.014287090898019791, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": 0.0038509640844608395, "ret_p1w": -0.03704914784822152, "ret_signed_p1w": 0.03704914784822152, "alpha_spy_p1w": 0.04183983076109273, "alpha_c_p1w": 0.04183983076109273, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.004790682912871214, "ret_p1m": -0.03280488239898505, "ret_signed_p1m": 0.03280488239898505, "alpha_spy_p1m": 0.05314628142261446, "alpha_c_p1m": 0.05314628142261446, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.020341399023629414, "ret_p3m": 0.03126370045164125, "ret_signed_p3m": -0.03126370045164125, "alpha_spy_p3m": 0.020768636715432644, "alpha_c_p3m": 0.020768636715432644, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.052032337167073894, "ret_p6m": -0.04266833282993195, "ret_signed_p6m": 0.04266833282993195, "alpha_spy_p6m": 0.15948959840062746, "alpha_c_p6m": 0.15948959840062746, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.1168212655706955, "price_path": [0.115, 0.1097, 0.1097, 0.0956, 0.1003, 0.1026, 0.0913, 0.0863, 0.0813, 0.0811, 0.0725, 0.0763, 0.0513, 0.0474, 0.0378, 0.0515, 0.0531, 0.0562, 0.0591, 0.0592, 0.0559, 0.044, 0.0429, 0.0501, 0.0313, 0.025, 0.0266, 0.0346, 0.0278, 0.0385, 0.0435, 0.0567, 0.065, 0.0601, 0.0545, 0.0384, 0.0535, 0.0505, 0.0302, 0.0293, 0.0231, 0.0072, 0.007, 0.007, -0.0105, -0.024, -0.018, 0.0056, 0.0092, 0.006, -0.0122, 0.0, -0.0044, -0.0188, -0.0183, -0.0167, -0.0197, -0.0143, 0.0014, -0.0079, -0.0079, -0.0056, -0.0053, 0.0, -0.0104, -0.0136, -0.0252, -0.027, -0.037, -0.03, -0.0402, -0.0402, -0.0218, -0.0349, -0.045, -0.0286, -0.0086, -0.0022, -0.0232, -0.0254, -0.0148, -0.0266, -0.0336, -0.033, -0.0328, -0.027, -0.0109, 0.004, -0.0114, -0.0367, -0.0306, -0.0383, -0.0298, -0.0597, -0.0536, -0.0484, -0.0483, -0.0411, -0.0484, -0.0348, -0.0308, -0.0163, -0.0186, -0.0224, -0.0274, -0.0132, -0.0123, -0.0019, -0.0025, -0.0118, -0.0166, -0.014, -0.01, -0.01, -0.0019, -0.0071, -0.0071, -0.0125, 0.005, -0.0059, -0.0035, 0.0161, 0.0168, 0.0214, 0.0249, 0.0264, 0.0313, 0.0128, 0.0331, 0.0309, 0.0152, 0.0497, 0.061, 0.0656, 0.0609, 0.0535, 0.0285, 0.0303, 0.0202, 0.0092, 0.0074, 0.0132, 0.023, 0.0338, 0.0297, 0.0376, 0.0396, 0.041, 0.0273, 0.0323, 0.026, 0.0272, 0.0178, 0.0156, -0.007, -0.0239, -0.0479, -0.0506, -0.042, -0.0435, -0.0801, -0.0697, -0.0788, -0.0744, -0.0766, -0.0759, -0.0688, -0.0804, -0.0808, -0.0785, -0.0781, -0.0773, -0.0683, -0.0558, -0.0796, -0.0742, -0.0742, -0.0631, -0.0657, -0.0746, -0.0783, -0.029, -0.0366, -0.0216, -0.0223, -0.0215, -0.0157, -0.0095, -0.03, -0.0427]}
{"unit_id": "orig:1816109157323329614", "ticker_idx": 0, "ts": "2024-07-24T13:52:19+00:00", "symbol": "SMID cap equities", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There's so much opportunity out there right now in SMID cap", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on US SMID-cap equities; found two names expected to double.", "resolved_tickers": ["IWM", "IJH"], "resolution_method": "basket", "resolution_reason": "SMID cap proxy: IWM (small) + IJH (mid)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Have found two names in the past week that are obvious doubles imo. \n\nThere’s so much opportunity out there right now in SMID cap.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020897489826167237, "ret_signed_m1d": 0.020897489826167237, "alpha_spy_m1d": -0.002290605915821309, "alpha_c_m1d": -0.002290605915821309, "bench_spy_m1d": 0.023188095741988546, "bench_c_m1d": 0.023188095741988546, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010246902327226248, "ret_signed_p1d": 0.010246902327226248, "alpha_spy_p1d": 0.015457179919301955, "alpha_c_p1d": 0.015457179919301955, "bench_spy_p1d": -0.005210277592075707, "bench_c_p1d": -0.005210277592075707, "ret_p1w": 0.030727580189733095, "ret_signed_p1w": 0.030727580189733095, "alpha_spy_p1w": 0.013027144552954173, "alpha_c_p1w": 0.013027144552954173, "bench_spy_p1w": 0.01770043563677892, "bench_c_p1w": 0.01770043563677892, "ret_p1m": -0.004006996618233782, "ret_signed_p1m": -0.004006996618233782, "alpha_spy_p1m": -0.0317033354223778, "alpha_c_p1m": -0.0317033354223778, "bench_spy_p1m": 0.027696338804144016, "bench_c_p1m": 0.027696338804144016, "ret_p3m": 0.04037556075734927, "ret_signed_p3m": 0.04037556075734927, "alpha_spy_p3m": -0.041272195000496836, "alpha_c_p3m": -0.041272195000496836, "bench_spy_p3m": 0.08164775575784611, "bench_c_p3m": 0.08164775575784611, "ret_p6m": 0.06008536520816499, "ret_signed_p6m": 0.06008536520816499, "alpha_spy_p6m": -0.04009785233226615, "alpha_c_p6m": -0.04009785233226615, "bench_spy_p6m": 0.10018321754043114, "bench_c_p6m": 0.10018321754043114, "price_path": [-0.065, -0.0584, -0.0764, -0.0752, -0.0606, -0.051, -0.0385, -0.0357, -0.0405, -0.031, -0.0348, -0.0341, -0.0248, -0.0149, -0.0228, -0.0221, -0.0207, -0.0218, -0.03, -0.044, -0.0347, -0.0347, -0.0384, -0.0517, -0.0429, -0.0326, -0.0393, -0.0519, -0.0394, -0.0443, -0.0533, -0.051, -0.0548, -0.0412, -0.0483, -0.0615, -0.0533, -0.0516, -0.0516, -0.0548, -0.0518, -0.0468, -0.053, -0.0556, -0.0493, -0.0462, -0.0547, -0.0516, -0.0507, -0.0507, -0.056, -0.0513, -0.0562, -0.0463, -0.0175, -0.0068, 0.0056, 0.0348, 0.0218, 0.0063, 0.0003, 0.0144, 0.0209, 0.0, 0.0102, 0.0273, 0.0209, 0.0247, 0.0307, 0.0026, -0.029, -0.0578, -0.048, -0.0569, -0.0354, -0.0367, -0.0439, -0.0296, -0.0331, -0.0111, -0.0095, 0.0013, -0.009, 0.0034, -0.004, 0.0227, 0.0212, 0.0153, 0.0096, 0.0145, 0.0214, 0.0214, -0.0074, -0.0099, -0.0158, -0.0316, -0.0283, -0.0297, -0.0263, -0.016, 0.0049, 0.0101, 0.0168, 0.0174, 0.0367, 0.0274, 0.0284, 0.0291, 0.0177, 0.0245, 0.0288, 0.0306, 0.0195, 0.0193, 0.0142, 0.0262, 0.0187, 0.0193, 0.0239, 0.0183, 0.0373, 0.0442, 0.0433, 0.0565, 0.0557, 0.0548, 0.0404, 0.0349, 0.0271, 0.029, 0.0243, 0.0377, 0.0366, 0.0352, 0.0198, 0.0236, 0.0277, 0.0448, 0.0965, 0.0938, 0.1005, 0.1136, 0.0979, 0.0894, 0.0773, 0.0635, 0.0656, 0.0697, 0.0737, 0.0903, 0.1096, 0.1266, 0.1198, 0.1186, 0.1186, 0.1214, 0.1194, 0.114, 0.1176, 0.1065, 0.1085, 0.1032, 0.0971, 0.103, 0.0927, 0.0863, 0.0894, 0.0765, 0.0323, 0.0287, 0.0369, 0.0371, 0.0456, 0.0456, 0.0529, 0.0401, 0.0325, 0.0343, 0.0343, 0.0333, 0.0473, 0.0485, 0.0409, 0.04, 0.04, 0.0212, 0.0262, 0.0381, 0.055, 0.0601]}
{"unit_id": "quote:1804928397010743651", "ticker_idx": 0, "ts": "2024-06-23T17:23:58+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it's a fundamental story.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses hyperscalers (MSFT/GOOGL/AMZN/META) as fundamental beneficiaries of AI/data gains; implicitly bearish on SNOW as gains don't accrue to it.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "many such cases. gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it’s a fundamental story.", "reply_text": null, "parent_text": null, "quoted_text": "I Spent my entire weekend researching everything databases , BI, AI/ML, $SNOW , Databricks, Iceberg blah blah...\n\nAll I came away with is... Buy $MSFT, $GOOGL, $AMZN and $META...\n\nI went into this thinking @laurenbalik was a $snow hater and isnt worth paying attention to but... I", "parent_author": null, "ret_m1d": 0.004713175481987575, "ret_signed_m1d": 0.004713175481987575, "alpha_spy_m1d": 0.001451717319454815, "alpha_c_m1d": 0.001451717319454815, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": 0.00326145816253276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007326751731721037, "ret_signed_p1d": 0.007326751731721037, "alpha_spy_p1d": 0.003475787647260198, "alpha_c_p1d": 0.003475787647260198, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": 0.0038509640844608395, "ret_p1w": 0.020238078752108368, "ret_signed_p1w": 0.020238078752108368, "alpha_spy_p1w": 0.015447395839237155, "alpha_c_p1w": 0.015447395839237155, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.004790682912871214, "ret_p1m": -0.006299213143631022, "ret_signed_p1m": -0.006299213143631022, "alpha_spy_p1m": -0.026640612167260436, "alpha_c_p1m": -0.026640612167260436, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.020341399023629414, "ret_p3m": -0.018293164237225712, "ret_signed_p3m": -0.018293164237225712, "alpha_spy_p3m": -0.0703255014042996, "alpha_c_p3m": -0.0703255014042996, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.052032337167073894, "ret_p6m": 0.019032659663155593, "ret_signed_p6m": 0.019032659663155593, "alpha_spy_p6m": -0.0977886059075399, "alpha_c_p6m": -0.0977886059075399, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.1168212655706955, "price_path": [-0.0603, -0.0619, -0.0619, -0.0533, -0.0603, -0.0625, -0.0682, -0.0512, -0.0533, -0.0495, -0.0562, -0.0458, -0.0593, -0.0777, -0.0756, -0.0817, -0.0986, -0.1101, -0.106, -0.0912, -0.0879, -0.1102, -0.094, -0.1031, -0.1319, -0.1194, -0.1129, -0.0932, -0.0779, -0.0873, -0.0846, -0.0806, -0.0752, -0.0775, -0.0712, -0.0549, -0.0596, -0.0613, -0.0499, -0.0416, -0.0383, -0.0462, -0.0391, -0.0391, -0.0388, -0.0413, -0.0737, -0.0727, -0.0763, -0.0706, -0.0529, -0.0517, -0.0532, -0.0442, -0.0335, -0.0148, -0.0136, -0.0114, 0.0016, -0.003, -0.003, -0.0044, 0.0047, 0.0, 0.0073, 0.01, 0.0116, -0.0016, 0.0202, 0.0259, 0.0293, 0.0293, 0.0444, 0.0415, 0.0265, 0.0415, 0.0157, 0.0131, 0.0141, 0.0041, -0.0093, -0.0163, -0.0236, -0.0106, -0.0063, -0.0419, -0.0654, -0.05, -0.0468, -0.0553, -0.0655, -0.0683, -0.0875, -0.1173, -0.1074, -0.11, -0.1005, -0.093, -0.0913, -0.0752, -0.0688, -0.0578, -0.0635, -0.0567, -0.0494, -0.0509, -0.0701, -0.0673, -0.0747, -0.0739, -0.0812, -0.0755, -0.0665, -0.0665, -0.0837, -0.085, -0.0861, -0.1011, -0.0921, -0.0731, -0.0533, -0.0445, -0.0364, -0.0347, -0.0262, -0.0359, -0.0183, -0.0259, -0.0299, -0.0396, -0.033, -0.0348, -0.0422, -0.0371, -0.0586, -0.0665, -0.0679, -0.0689, -0.0835, -0.072, -0.0658, -0.0694, -0.0684, -0.062, -0.0629, -0.0688, -0.0675, -0.0642, -0.0628, -0.0433, -0.0498, -0.0495, -0.0419, -0.0454, -0.0334, -0.0321, -0.0907, -0.0817, -0.0859, -0.0792, -0.0597, -0.048, -0.0544, -0.0646, -0.0533, -0.0485, -0.0447, -0.0713, -0.0696, -0.0651, -0.0702, -0.0742, -0.065, -0.0609, -0.0403, -0.0515, -0.0515, -0.0505, -0.0336, -0.0331, -0.0192, -0.0075, -0.0054, 0.0001, -0.0059, 0.0068, 0.008, 0.0029, 0.0126, 0.019]}
{"unit_id": "quote:1804928397010743651", "ticker_idx": 1, "ts": "2024-06-23T17:23:58+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it's a fundamental story.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses hyperscalers (MSFT/GOOGL/AMZN/META) as fundamental beneficiaries of AI/data gains; implicitly bearish on SNOW as gains don't accrue to it.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "many such cases. gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it’s a fundamental story.", "reply_text": null, "parent_text": null, "quoted_text": "I Spent my entire weekend researching everything databases , BI, AI/ML, $SNOW , Databricks, Iceberg blah blah...\n\nAll I came away with is... Buy $MSFT, $GOOGL, $AMZN and $META...\n\nI went into this thinking @laurenbalik was a $snow hater and isnt worth paying attention to but... I", "parent_author": null, "ret_m1d": 0.00228759764348041, "ret_signed_m1d": 0.00228759764348041, "alpha_spy_m1d": -0.0009738605190523497, "alpha_c_m1d": 0.005628836727628039, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": -0.003341239084147629, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026838436133461707, "ret_signed_p1d": 0.026838436133461707, "alpha_spy_p1d": 0.022987472049000868, "alpha_c_p1d": 0.015661989105643093, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": 0.011176447027818615, "ret_p1w": 0.021035540293281363, "ret_signed_p1w": 0.021035540293281363, "alpha_spy_p1w": 0.01624485738041015, "alpha_c_p1w": 0.017506135968706982, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.003529404324574381, "ret_p1m": 0.01433986486376404, "ret_signed_p1m": 0.01433986486376404, "alpha_spy_p1m": -0.006001534159865374, "alpha_c_p1m": 0.010222226485093966, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.004117638378670074, "ret_p3m": -0.09410147247753109, "ret_signed_p3m": -0.09410147247753109, "alpha_spy_p3m": -0.14613380964460498, "alpha_c_p3m": -0.13998382035079193, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.04588234787326084, "ret_p6m": 0.09308984996552616, "ret_signed_p6m": 0.09308984996552616, "alpha_spy_p6m": -0.023731415605169337, "alpha_c_p6m": -0.09367757843888302, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.18676742840440919, "price_path": [-0.1592, -0.1588, -0.1588, -0.1334, -0.1386, -0.1366, -0.161, -0.1501, -0.137, -0.1272, -0.1298, -0.1116, -0.1209, -0.1369, -0.1395, -0.1335, -0.1305, -0.1412, -0.129, -0.118, -0.1131, -0.1306, -0.0417, -0.074, -0.0928, -0.0868, -0.0714, -0.0679, -0.0631, -0.0456, -0.056, -0.0528, -0.0601, -0.0573, -0.0506, -0.0385, -0.0292, -0.0188, -0.014, -0.0088, -0.017, -0.0327, -0.0247, -0.0247, -0.0169, -0.0196, -0.0408, -0.0386, -0.0349, -0.0314, -0.0224, -0.015, -0.0277, -0.0235, -0.0145, -0.008, -0.0227, -0.0136, -0.011, -0.023, -0.023, -0.0163, 0.0023, 0.0, 0.0268, 0.026, 0.0345, 0.0163, 0.021, 0.0336, 0.0368, 0.0368, 0.0635, 0.0547, 0.0545, 0.0667, 0.0354, 0.0326, 0.0408, 0.0262, 0.01, -0.0085, -0.0087, 0.0137, 0.0143, -0.0368, -0.0666, -0.0682, -0.0541, -0.0498, -0.0429, -0.0472, -0.0701, -0.1114, -0.1168, -0.1132, -0.0959, -0.0868, -0.0945, -0.084, -0.1052, -0.1, -0.0907, -0.07, -0.0672, -0.0746, -0.086, -0.0759, -0.0729, -0.0811, -0.0913, -0.0973, -0.0884, -0.0884, -0.122, -0.1271, -0.1226, -0.1579, -0.1691, -0.1694, -0.1554, -0.1357, -0.1202, -0.1169, -0.1099, -0.1071, -0.0941, -0.086, -0.0957, -0.0933, -0.0977, -0.0908, -0.084, -0.0734, -0.067, -0.0733, -0.0733, -0.0666, -0.0894, -0.0816, -0.0957, -0.0944, -0.088, -0.0783, -0.0756, -0.0772, -0.0897, -0.0869, -0.0833, -0.0773, -0.0905, -0.0909, -0.0766, -0.0685, -0.052, -0.0253, -0.044, -0.043, -0.0544, -0.0516, -0.0138, 0.0099, -0.0035, 0.0076, 0.0147, -0.0006, -0.019, -0.0363, -0.0206, -0.0048, -0.0168, -0.0634, -0.0795, -0.0633, -0.0551, -0.0545, -0.0545, -0.0561, -0.0419, -0.0427, -0.0258, -0.0354, -0.0239, -0.0191, 0.0358, 0.093, 0.0737, 0.0618, 0.1, 0.0931]}
{"unit_id": "quote:1804928397010743651", "ticker_idx": 2, "ts": "2024-06-23T17:23:58+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it's a fundamental story.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses hyperscalers (MSFT/GOOGL/AMZN/META) as fundamental beneficiaries of AI/data gains; implicitly bearish on SNOW as gains don't accrue to it.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "many such cases. gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it’s a fundamental story.", "reply_text": null, "parent_text": null, "quoted_text": "I Spent my entire weekend researching everything databases , BI, AI/ML, $SNOW , Databricks, Iceberg blah blah...\n\nAll I came away with is... Buy $MSFT, $GOOGL, $AMZN and $META...\n\nI went into this thinking @laurenbalik was a $snow hater and isnt worth paying attention to but... I", "parent_author": null, "ret_m1d": 0.018914664915130608, "ret_signed_m1d": 0.018914664915130608, "alpha_spy_m1d": 0.015653206752597848, "alpha_c_m1d": 0.014626764152696703, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": 0.004287900762433905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004149318226444709, "ret_signed_p1d": 0.004149318226444709, "alpha_spy_p1d": 0.0002983541419838698, "alpha_c_p1d": 0.008172771846392424, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": -0.0040234536199477144, "ret_p1w": 0.06267170967830005, "ret_signed_p1w": 0.06267170967830005, "alpha_spy_p1w": 0.057881026765428834, "alpha_c_p1w": 0.053963641915661054, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.008708067762638994, "ret_p1m": 0.004526573825171187, "ret_signed_p1m": 0.004526573825171187, "alpha_spy_p1m": -0.015814825198458227, "alpha_c_p1m": -0.03730514119518746, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.04183171502035865, "ret_p3m": 0.0231717822021531, "ret_signed_p3m": 0.0231717822021531, "alpha_spy_p3m": -0.028860554964920793, "alpha_c_p3m": -0.06335815587676774, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.08652993807892084, "ret_p6m": 0.24562151626491313, "ret_signed_p6m": 0.24562151626491313, "alpha_spy_p6m": 0.12880025069421763, "alpha_c_p6m": -0.07671087851857461, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.32233239478348774, "price_path": [-0.0309, -0.028, -0.028, -0.0248, -0.0263, -0.017, -0.03, -0.0027, -0.002, 0.0005, 0.002, 0.0188, 0.003, -0.0105, -0.0121, -0.0231, -0.0342, -0.059, -0.0449, -0.0325, -0.0484, -0.0641, -0.0321, -0.0248, -0.057, -0.0354, -0.0046, 0.0034, 0.0169, 0.0172, 0.0131, 0.0212, 0.0103, 0.0054, 0.0081, 0.0023, -0.0105, -0.0047, -0.0109, -0.013, -0.0131, -0.0244, -0.026, -0.026, -0.0184, -0.0191, -0.0337, -0.0492, -0.039, -0.0336, -0.0231, -0.0031, -0.0068, 0.008, 0.0089, 0.0071, -0.0094, -0.0103, -0.0081, -0.0149, -0.0149, 0.0029, 0.0189, 0.0, 0.0041, 0.0433, 0.0662, 0.0414, 0.0627, 0.0778, 0.0648, 0.0648, 0.0778, 0.0739, 0.0742, 0.0766, 0.0511, 0.0481, 0.0385, 0.0401, 0.0127, -0.0098, -0.0131, -0.0163, 0.0045, -0.0255, -0.0308, -0.0165, -0.0128, -0.0208, 0.0076, -0.0081, -0.0952, -0.1323, -0.1274, -0.1229, -0.1065, -0.1004, -0.1011, -0.0827, -0.0834, -0.043, -0.0459, -0.0396, -0.0361, -0.0294, -0.0509, -0.046, -0.0543, -0.0671, -0.0796, -0.0725, -0.0381, -0.0381, -0.0502, -0.066, -0.0414, -0.0764, -0.0548, -0.0324, -0.0057, 0.0077, 0.005, -0.0037, 0.0071, 0.0046, 0.0232, 0.0325, 0.0448, 0.0452, 0.0375, 0.0301, 0.0129, 0.0041, -0.0024, -0.0044, -0.0195, 0.0051, -0.0257, -0.0154, -0.0022, 0.0058, 0.0175, 0.0106, 0.0114, 0.0071, 0.0106, 0.0184, 0.0189, 0.0223, -0.0046, 0.0044, 0.0122, 0.0152, 0.0283, 0.0386, 0.0045, 0.0666, 0.055, 0.0751, 0.116, 0.1319, 0.1218, 0.1146, 0.1258, 0.1537, 0.1396, 0.0918, 0.0869, 0.1026, 0.0933, 0.069, 0.0622, 0.0856, 0.1201, 0.1087, 0.1087, 0.1203, 0.1355, 0.1502, 0.1756, 0.1885, 0.2234, 0.2184, 0.2127, 0.2408, 0.2339, 0.2257, 0.2552, 0.2456]}
{"unit_id": "quote:1804928397010743651", "ticker_idx": 3, "ts": "2024-06-23T17:23:58+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it's a fundamental story.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses hyperscalers (MSFT/GOOGL/AMZN/META) as fundamental beneficiaries of AI/data gains; implicitly bearish on SNOW as gains don't accrue to it.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "many such cases. gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it’s a fundamental story.", "reply_text": null, "parent_text": null, "quoted_text": "I Spent my entire weekend researching everything databases , BI, AI/ML, $SNOW , Databricks, Iceberg blah blah...\n\nAll I came away with is... Buy $MSFT, $GOOGL, $AMZN and $META...\n\nI went into this thinking @laurenbalik was a $snow hater and isnt worth paying attention to but... I", "parent_author": null, "ret_m1d": -0.008278044448731814, "ret_signed_m1d": -0.008278044448731814, "alpha_spy_m1d": -0.011539502611264574, "alpha_c_m1d": -0.004936805364584185, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": -0.003341239084147629, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02343112188868912, "ret_signed_p1d": 0.02343112188868912, "alpha_spy_p1d": 0.019580157804228282, "alpha_c_p1d": 0.012254674860870507, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": 0.011176447027818615, "ret_p1w": 0.011565170174431039, "ret_signed_p1w": 0.011565170174431039, "alpha_spy_p1w": 0.006774487261559825, "alpha_c_p1w": 0.008035765849856658, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.003529404324574381, "ret_p1m": -0.02048464402267902, "ret_signed_p1m": -0.02048464402267902, "alpha_spy_p1m": -0.040826043046308436, "alpha_c_p1m": -0.024602282401349096, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.004117638378670074, "ret_p3m": 0.12171199758439633, "ret_signed_p3m": 0.12171199758439633, "alpha_spy_p3m": 0.06967966041732243, "alpha_c_p3m": 0.07582964971113548, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.04588234787326084, "ret_p6m": 0.24377356373277204, "ret_signed_p6m": 0.24377356373277204, "alpha_spy_p6m": 0.12695229816207654, "alpha_c_p6m": 0.05700613532836285, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.18676742840440919, "price_path": [-0.0111, -0.0277, -0.0277, -0.0161, -0.0041, 0.0147, 0.0231, 0.0559, 0.0397, 0.035, 0.0409, 0.0476, 0.025, 0.0017, 0.0007, -0.0105, 0.0048, -0.0367, -0.0354, -0.0066, -0.0118, -0.1162, -0.1124, -0.1337, -0.1386, -0.1206, -0.1156, -0.095, -0.0675, -0.0624, -0.0537, -0.048, -0.0465, -0.0629, -0.0552, -0.0358, -0.0524, -0.0551, -0.0612, -0.0696, -0.0633, -0.0673, -0.0424, -0.0424, -0.039, -0.0502, -0.0648, -0.0652, -0.0439, -0.0449, -0.0087, -0.0113, -0.0129, 0.0064, 0.0161, 0.0189, 0.0094, 0.0105, 0.0155, 0.0012, 0.0012, 0.0056, -0.0083, 0.0, 0.0234, 0.0285, 0.0414, 0.0106, 0.0116, 0.0212, 0.0221, 0.0221, 0.0822, 0.061, 0.0623, 0.0717, 0.0276, -0.0001, -0.0055, -0.0183, -0.074, -0.0462, -0.0443, -0.0231, -0.0205, -0.0754, -0.0912, -0.0666, -0.0665, -0.0716, -0.0483, -0.0023, -0.0216, -0.0465, -0.0097, -0.02, 0.0215, 0.0378, 0.0342, 0.0594, 0.0558, 0.077, 0.0571, 0.0609, 0.0558, 0.0727, 0.0662, 0.0583, 0.0445, 0.0405, 0.0358, 0.0387, 0.0449, 0.0449, 0.0258, 0.0277, 0.036, 0.0027, 0.0118, 0.0118, 0.0259, 0.0535, 0.0515, 0.0699, 0.076, 0.0793, 0.1217, 0.1262, 0.1324, 0.1302, 0.1402, 0.1392, 0.1383, 0.1485, 0.1566, 0.1492, 0.1692, 0.1956, 0.1732, 0.1895, 0.1847, 0.1713, 0.1836, 0.1845, 0.1762, 0.1572, 0.1575, 0.1566, 0.1539, 0.1677, 0.1309, 0.1391, 0.1501, 0.16, 0.1903, 0.1873, 0.1387, 0.1379, 0.1249, 0.1485, 0.1477, 0.1871, 0.1824, 0.17, 0.1733, 0.1636, 0.1579, 0.1116, 0.1123, 0.1257, 0.1346, 0.1297, 0.1218, 0.1338, 0.1507, 0.142, 0.142, 0.1522, 0.1894, 0.2312, 0.2314, 0.2217, 0.2515, 0.231, 0.2425, 0.2693, 0.2655, 0.2446, 0.2534, 0.2438]}
{"unit_id": "quote:1804928397010743651", "ticker_idx": 4, "ts": "2024-06-23T17:23:58+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it's a fundamental story.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses hyperscalers (MSFT/GOOGL/AMZN/META) as fundamental beneficiaries of AI/data gains; implicitly bearish on SNOW as gains don't accrue to it.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "many such cases. gains accruing solely to the hyperscalers is not just a phenomenon in stock price. it’s a fundamental story.", "reply_text": null, "parent_text": null, "quoted_text": "I Spent my entire weekend researching everything databases , BI, AI/ML, $SNOW , Databricks, Iceberg blah blah...\n\nAll I came away with is... Buy $MSFT, $GOOGL, $AMZN and $META...\n\nI went into this thinking @laurenbalik was a $snow hater and isnt worth paying attention to but... I", "parent_author": null, "ret_m1d": 0.024038460950644547, "ret_signed_m1d": -0.024038460950644547, "alpha_spy_m1d": -0.020777002788111787, "alpha_c_m1d": -0.020777002788111787, "bench_spy_m1d": 0.00326145816253276, "bench_c_m1d": 0.00326145816253276, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004727595776103155, "ret_signed_p1d": 0.004727595776103155, "alpha_spy_p1d": 0.008578559860563995, "alpha_c_p1d": 0.008578559860563995, "bench_spy_p1d": 0.0038509640844608395, "bench_c_p1d": 0.0038509640844608395, "ret_p1w": 0.1439903908756357, "ret_signed_p1w": -0.1439903908756357, "alpha_spy_p1w": -0.13919970796276449, "alpha_c_p1w": -0.13919970796276449, "bench_spy_p1w": 0.004790682912871214, "bench_c_p1w": 0.004790682912871214, "ret_p1m": 0.0625000229248629, "ret_signed_p1m": -0.0625000229248629, "alpha_spy_p1m": -0.04215862390123348, "alpha_c_p1m": -0.04215862390123348, "bench_spy_p1m": 0.020341399023629414, "bench_c_p1m": 0.020341399023629414, "ret_p3m": -0.08637825436767543, "ret_signed_p3m": 0.08637825436767543, "alpha_spy_p3m": 0.13841059153474933, "alpha_c_p3m": 0.13841059153474933, "bench_spy_p3m": 0.052032337167073894, "bench_c_p3m": 0.052032337167073894, "ret_p6m": 0.36866981876398186, "ret_signed_p6m": -0.36866981876398186, "alpha_spy_p6m": -0.25184855319328636, "alpha_c_p6m": -0.25184855319328636, "bench_spy_p6m": 0.1168212655706955, "bench_c_p6m": 0.1168212655706955, "price_path": [0.2824, 0.2949, 0.2949, 0.2862, 0.2515, 0.2261, 0.2127, 0.2329, 0.2409, 0.2466, 0.2257, 0.2768, 0.2705, 0.2178, 0.2043, 0.1923, 0.1892, 0.1655, 0.1796, 0.2113, 0.2419, 0.222, 0.2671, 0.2615, 0.2436, 0.2511, 0.2642, 0.2766, 0.3115, 0.2748, 0.2643, 0.249, 0.2592, 0.2804, 0.2897, 0.3171, 0.3224, 0.297, 0.3204, 0.3038, 0.3088, 0.2386, 0.2513, 0.2513, 0.2079, 0.1874, 0.1294, 0.0912, 0.0972, 0.0978, 0.076, 0.058, 0.0514, 0.0157, 0.0295, 0.0443, 0.0088, 0.019, 0.047, 0.0224, 0.0224, 0.0146, 0.024, 0.0, -0.0047, 0.0347, 0.0731, 0.0825, 0.144, 0.1372, 0.1447, 0.1447, 0.146, 0.1344, 0.1014, 0.1018, 0.1072, 0.0877, 0.0715, 0.0914, 0.0825, 0.0404, 0.0405, 0.0509, 0.0625, 0.0066, 0.0384, 0.0337, 0.0382, 0.0327, 0.0447, -0.0048, -0.0403, -0.0975, -0.08, -0.0777, -0.0256, -0.0031, -0.0142, 0.0181, 0.02, 0.018, 0.026, 0.053, 0.0571, 0.0822, -0.0768, -0.0716, -0.0545, -0.0742, -0.1061, -0.0854, -0.0847, -0.0847, -0.1153, -0.1122, -0.1046, -0.1301, -0.1189, -0.1164, -0.1026, -0.0946, -0.0892, -0.0958, -0.1055, -0.1123, -0.0864, -0.1164, -0.0925, -0.0986, -0.0976, -0.0986, -0.0872, -0.0796, -0.1167, -0.1214, -0.1148, -0.0808, -0.088, -0.0904, -0.0411, -0.0081, -0.0062, -0.0131, -0.0165, -0.0473, -0.0462, -0.0421, -0.042, -0.0745, -0.0897, -0.0792, -0.0702, -0.0599, -0.0514, -0.0466, -0.08, -0.0746, -0.0886, -0.0665, -0.0271, -0.0101, -0.0313, -0.0104, 0.0053, 0.0475, 0.0358, 0.0093, 0.0211, 0.0436, 0.0346, 0.373, 0.3417, 0.3736, 0.3724, 0.3918, 0.3918, 0.4006, 0.3816, 0.4098, 0.4945, 0.4668, 0.4715, 0.4484, 0.3746, 0.3779, 0.3622, 0.3435, 0.382, 0.3687]}
{"unit_id": "quote:1813203904038863059", "ticker_idx": 0, "ts": "2024-07-16T13:27:53+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A measly 77 billion stands between us and glory.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LLY; frames ~$77B gap to $1T market cap as trivial, implying upside.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "A measly 77 billion stands between us and glory.", "reply_text": null, "parent_text": null, "quoted_text": "Every day Eli Lily is under 1T market cap is an affront to the natural order.", "parent_author": null, "ret_m1d": 0.00940959713970968, "ret_signed_m1d": 0.00940959713970968, "alpha_spy_m1d": 0.015304719500485953, "alpha_c_m1d": 0.015304719500485953, "bench_spy_m1d": -0.005895122360776273, "bench_c_m1d": -0.005895122360776273, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0382433306677058, "ret_signed_p1d": -0.0382433306677058, "alpha_spy_p1d": -0.02422215619754753, "alpha_c_p1d": -0.02422215619754753, "bench_spy_p1d": -0.01402117447015827, "bench_c_p1d": -0.01402117447015827, "ret_p1w": -0.06723658119898557, "ret_signed_p1w": -0.06723658119898557, "alpha_spy_p1w": -0.047621147106018835, "alpha_c_p1w": -0.047621147106018835, "bench_spy_p1w": -0.019615434092966733, "bench_c_p1w": -0.019615434092966733, "ret_p1m": -0.010535352076767479, "ret_signed_p1m": -0.010535352076767479, "alpha_spy_p1m": 0.026836720579542672, "alpha_c_p1m": 0.026836720579542672, "bench_spy_p1m": -0.03737207265631015, "bench_c_p1m": -0.03737207265631015, "ret_p3m": -0.008748459300390143, "ret_signed_p3m": -0.008748459300390143, "alpha_spy_p3m": -0.03795509297623112, "alpha_c_p3m": -0.03795509297623112, "bench_spy_p3m": 0.029206633675840976, "bench_c_p3m": 0.029206633675840976, "ret_p6m": -0.16140025037662642, "ret_signed_p6m": -0.16140025037662642, "alpha_spy_p6m": -0.2117281764184532, "alpha_c_p6m": -0.2117281764184532, "bench_spy_p6m": 0.05032792604182679, "bench_c_p6m": 0.05032792604182679, "price_path": [-0.2091, -0.23, -0.2246, -0.2094, -0.2237, -0.2315, -0.2223, -0.2184, -0.1719, -0.1765, -0.1986, -0.2208, -0.1872, -0.1754, -0.1783, -0.182, -0.1942, -0.1967, -0.19, -0.1642, -0.1811, -0.1822, -0.1682, -0.147, -0.1473, -0.1414, -0.1425, -0.1425, -0.142, -0.1381, -0.1344, -0.1288, -0.1172, -0.1158, -0.1167, -0.1108, -0.0973, -0.0814, -0.0805, -0.0789, -0.0619, -0.0671, -0.0601, -0.0532, -0.0532, -0.0591, -0.0613, -0.0547, -0.0393, -0.0428, -0.0346, -0.0385, -0.0289, -0.0371, -0.0462, -0.0462, -0.0287, -0.0251, -0.0097, -0.0019, -0.0079, 0.0072, 0.0094, 0.0, -0.0382, -0.0984, -0.0893, -0.0803, -0.0672, -0.0868, -0.1279, -0.1455, -0.1421, -0.1608, -0.1458, -0.1159, -0.1456, -0.1767, -0.1576, -0.18, -0.1023, -0.053, -0.0608, -0.0356, -0.0105, -0.0093, -0.0193, -0.0196, 0.0103, 0.0124, 0.0148, 0.0132, 0.0109, 0.0151, 0.0092, -0.0001, 0.021, 0.021, 0.0173, 0.0064, -0.0293, -0.04, -0.034, -0.0415, -0.0206, -0.0056, -0.0176, -0.0178, -0.0363, -0.0376, -0.0268, -0.02, -0.0231, -0.0169, -0.0167, -0.0329, -0.0665, -0.0578, -0.0594, -0.0523, -0.0582, -0.0565, -0.0445, -0.0283, -0.0219, -0.0315, -0.0087, -0.0115, -0.0287, -0.0254, -0.0246, -0.0237, -0.0363, -0.0331, -0.0394, -0.0521, -0.0506, -0.0475, -0.039, -0.0994, -0.1176, -0.1291, -0.1427, -0.1428, -0.1743, -0.1519, -0.1157, -0.1147, -0.1291, -0.1366, -0.1638, -0.2051, -0.2253, -0.2226, -0.1974, -0.2011, -0.2032, -0.1957, -0.1592, -0.1604, -0.1604, -0.1527, -0.148, -0.1336, -0.116, -0.1205, -0.1193, -0.144, -0.1482, -0.152, -0.1666, -0.1594, -0.1702, -0.1706, -0.1854, -0.193, -0.1821, -0.1517, -0.1524, -0.1524, -0.154, -0.1657, -0.1757, -0.1776, -0.1776, -0.1711, -0.167, -0.185, -0.1762, -0.1614]}
{"unit_id": "quote:1840432861943628159", "ticker_idx": 0, "ts": "2024-09-29T16:46:02+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "China easing while the global economy stays strong would likely necessitate a continued policy response of tightening that will narrow interest rate differentials & strengthen the yen, in my opinion", "tweet_type": "analysis", "timeline": "months", "summary": "Disagrees with parent; BOJ will tighten as China eases, narrowing rate differentials and strengthening the yen (USD/JPY lower).", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I would make this point differently and point out the following alternative view;\n\nA large part of what allowed Japan to resist normalization of policy for so long was that China was exporting deflation and therefore allowing Japan to remain in their low rate paradigm well past the worst of the 2022 inflationary episode.\n\nChina easing while the global economy stays strong would likely necessitate a continued policy response of tightening that will narrow interest rate differentials & strengthen the yen, in my opinion.", "reply_text": null, "parent_text": null, "quoted_text": "With new “MAGA” prime Minister of Japan, and China strategically easing on both monetary and fiscal front - with lots of financial engineering in the China capital markets now - it likely means BOJ will not be hiking rates anytime soon. \n\nWith US dollar weak/falling, and as long", "parent_author": null, "ret_m1d": 0.016059329129684885, "ret_signed_m1d": -0.016059329129684885, "alpha_spy_m1d": -0.020050672484184795, "alpha_c_m1d": null, "bench_spy_m1d": -0.00399134335449991, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.006492383002293156, "ret_signed_p1d": -0.006492383002293156, "alpha_spy_p1d": -0.015450923924824056, "alpha_c_p1d": null, "bench_spy_p1d": -0.0089585409225309, "bench_c_p1d": null, "ret_p1w": 0.042280960353738184, "ret_signed_p1w": -0.042280960353738184, "alpha_spy_p1w": -0.05266852347511164, "alpha_c_p1w": null, "bench_spy_p1w": -0.010387563121373455, "bench_c_p1w": null, "ret_p1m": 0.07280975849450932, "ret_signed_p1m": -0.07280975849450932, "alpha_spy_p1m": -0.058849369166360965, "alpha_c_p1m": null, "bench_spy_p1m": 0.01396038932814836, "bench_c_p1m": null, "ret_p3m": 0.100502093150179, "ret_signed_p3m": -0.100502093150179, "alpha_spy_p3m": -0.04890558829353919, "alpha_c_p3m": null, "bench_spy_p3m": 0.0515965048566398, "bench_c_p3m": null, "ret_p6m": 0.05596602570343312, "ret_signed_p6m": -0.05596602570343312, "alpha_spy_p6m": -0.04660022915539286, "alpha_c_p6m": null, "bench_spy_p6m": 0.009365796548040262, "bench_c_p6m": null, "price_path": [0.1311, 0.1319, 0.1301, 0.125, 0.1266, 0.1299, 0.1318, 0.108, 0.1088, 0.1076, 0.109, 0.0904, 0.1006, 0.1025, 0.0988, 0.0909, 0.0778, 0.0764, 0.0795, 0.0774, 0.0692, 0.0488, 0.0449, 0.0196, 0.0211, 0.0137, 0.0234, 0.0342, 0.0298, 0.0294, 0.0293, 0.0313, 0.0451, 0.0362, 0.0274, 0.018, 0.0164, 0.0239, 0.0085, 0.0121, 0.0083, 0.0116, 0.0148, 0.0252, 0.0276, 0.018, 0.0038, 0.0043, -0.0021, 0.0028, -0.0038, -0.0014, -0.009, -0.014, -0.014, -0.0054, -0.0005, 0.0005, 0.0086, 0.006, 0.0013, 0.0133, 0.0161, 0.0, 0.0065, 0.0067, 0.0266, 0.0284, 0.0423, 0.0376, 0.0377, 0.0447, 0.0415, 0.0459, 0.0482, 0.0442, 0.0476, 0.0512, 0.0477, 0.0548, 0.0585, 0.0699, 0.063, 0.0712, 0.0728, 0.0735, 0.073, 0.0644, 0.0666, 0.0665, 0.0606, 0.0808, 0.0728, 0.0709, 0.0749, 0.0831, 0.0886, 0.0958, 0.0832, 0.0829, 0.0836, 0.0876, 0.0801, 0.0796, 0.0812, 0.0716, 0.0599, 0.0588, 0.0498, 0.0471, 0.0481, 0.0545, 0.052, 0.0508, 0.0604, 0.0632, 0.0663, 0.0687, 0.0747, 0.0792, 0.0756, 0.0833, 0.1041, 0.0963, 0.1007, 0.1003, 0.1005, 0.1048, 0.1057, 0.0995, 0.0995, 0.1046, 0.1021, 0.1029, 0.1048, 0.1082, 0.1079, 0.1069, 0.1058, 0.1021, 0.1069, 0.0944, 0.0881, 0.0947, 0.0873, 0.091, 0.0956, 0.0937, 0.0908, 0.0849, 0.0895, 0.0868, 0.0792, 0.0881, 0.0875, 0.0795, 0.0688, 0.0589, 0.0635, 0.0629, 0.0697, 0.0803, 0.0715, 0.0647, 0.0607, 0.0641, 0.0591, 0.0464, 0.0463, 0.0496, 0.0441, 0.0424, 0.0506, 0.0559, 0.0457, 0.0491, 0.0428, 0.0373, 0.0338, 0.03, 0.0368, 0.0385, 0.0362, 0.0407, 0.0462, 0.0467, 0.04, 0.0407, 0.0483, 0.056]}
{"unit_id": "thread:1806508223014244459", "ticker_idx": 0, "ts": "2024-06-28T02:01:38+00:00", "symbol": "S&P 500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "sell bonds buy equities", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sell bonds, buy equities as Trump election odds rise; equity themes set to play out with increased ferocity.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "No particular reason for posting this but I think it might be time to go reread this article I wrote back in March/April about being positioned for how the market will digest Trump’s election odds rising significantly.\n\nhttps://t.co/HZpstHdwGX\n\n---\n\nsell bonds buy equities \n\n(in case you want a tldr)\n\nbut there’s a lot of equity stuff in there too that’ll likely begin playing out with increased ferocity\n\n---\n\nhttps://t.co/podgjI8VQp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003950766403564732, "ret_signed_m1d": 0.003950766403564732, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.003950766403564732, "bench_c_m1d": 0.003950766403564732, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002058232379863467, "ret_signed_p1d": 0.002058232379863467, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.002058232379863467, "bench_c_p1d": 0.002058232379863467, "ret_p1w": 0.019146805766256936, "ret_signed_p1w": 0.019146805766256936, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.019146805766256936, "bench_c_p1w": 0.019146805766256936, "ret_p1m": 0.0009925869738875992, "ret_signed_p1m": 0.0009925869738875992, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.0009925869738875992, "bench_c_p1m": 0.0009925869738875992, "ret_p3m": 0.050656861721229074, "ret_signed_p3m": 0.050656861721229074, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.050656861721229074, "bench_c_p3m": 0.050656861721229074, "ret_p6m": 0.09977915283365957, "ret_signed_p6m": 0.09977915283365957, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.09977915283365957, "bench_c_p6m": 0.09977915283365957, "price_path": [-0.0497, -0.0487, -0.0603, -0.0505, -0.0499, -0.0488, -0.0583, -0.0512, -0.0643, -0.0761, -0.0777, -0.0832, -0.0851, -0.0931, -0.0847, -0.0739, -0.0743, -0.0778, -0.0691, -0.0658, -0.0806, -0.0836, -0.075, -0.0635, -0.0539, -0.0528, -0.0527, -0.0473, -0.046, -0.0459, -0.0415, -0.0297, -0.0317, -0.0303, -0.0292, -0.0268, -0.0296, -0.0367, -0.0303, -0.0303, -0.0296, -0.0364, -0.0428, -0.0341, -0.0333, -0.0322, -0.0207, -0.0207, -0.0219, -0.0189, -0.0165, -0.0085, -0.0065, -0.0059, 0.0021, 0.0046, 0.0046, 0.0019, 0.0005, -0.0027, 0.0011, 0.0024, 0.004, 0.0, 0.0021, 0.0088, 0.0133, 0.0133, 0.0191, 0.0203, 0.0213, 0.0314, 0.0225, 0.029, 0.0318, 0.0379, 0.0234, 0.0155, 0.0088, 0.0192, 0.0176, -0.0055, -0.0107, 0.0004, 0.001, -0.0041, 0.0121, -0.0022, -0.0208, -0.0493, -0.0406, -0.047, -0.0249, -0.0206, -0.0201, -0.004, -0.0009, 0.0163, 0.0185, 0.0283, 0.0266, 0.0301, 0.0221, 0.0329, 0.0304, 0.0319, 0.0259, 0.026, 0.0358, 0.0358, 0.0144, 0.0124, 0.0099, -0.0071, 0.004, 0.0084, 0.0187, 0.0273, 0.0327, 0.0342, 0.0346, 0.0316, 0.0492, 0.0474, 0.05, 0.053, 0.0507, 0.0548, 0.0533, 0.0575, 0.048, 0.0485, 0.0466, 0.0561, 0.0465, 0.0564, 0.0637, 0.0619, 0.0682, 0.077, 0.0686, 0.0733, 0.0733, 0.0775, 0.0757, 0.0751, 0.0653, 0.0676, 0.0672, 0.0705, 0.0723, 0.069, 0.0481, 0.0525, 0.0502, 0.0629, 0.0894, 0.0978, 0.1025, 0.1036, 0.1002, 0.1007, 0.0936, 0.0796, 0.084, 0.088, 0.0884, 0.0942, 0.0976, 0.1013, 0.1071, 0.1037, 0.1037, 0.1106, 0.1126, 0.1131, 0.12, 0.1182, 0.1203, 0.1145, 0.111, 0.1196, 0.1139, 0.1136, 0.1184, 0.1138, 0.0806, 0.0803, 0.0932, 0.0998]}
{"unit_id": "thread:1806508223014244459", "ticker_idx": 1, "ts": "2024-06-28T02:01:38+00:00", "symbol": "US Treasury bonds", "kind": "macro", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "sell bonds buy equities", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sell bonds, buy equities as Trump election odds rise; equity themes set to play out with increased ferocity.", "resolved_tickers": ["IEF", "TLT"], "resolution_method": "etf", "resolution_reason": "US Treasury bonds via IEF (7-10Y) and TLT (20Y+)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "No particular reason for posting this but I think it might be time to go reread this article I wrote back in March/April about being positioned for how the market will digest Trump’s election odds rising significantly.\n\nhttps://t.co/HZpstHdwGX\n\n---\n\nsell bonds buy equities \n\n(in case you want a tldr)\n\nbut there’s a lot of equity stuff in there too that’ll likely begin playing out with increased ferocity\n\n---\n\nhttps://t.co/podgjI8VQp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012148611755399719, "ret_signed_m1d": -0.012148611755399719, "alpha_spy_m1d": -0.008197845351834987, "alpha_c_m1d": -0.008197845351834987, "bench_spy_m1d": 0.003950766403564732, "bench_c_m1d": 0.003950766403564732, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012351347356421405, "ret_signed_p1d": 0.012351347356421405, "alpha_spy_p1d": 0.014409579736284872, "alpha_c_p1d": 0.014409579736284872, "bench_spy_p1d": 0.002058232379863467, "bench_c_p1d": 0.002058232379863467, "ret_p1w": 0.010110803866259732, "ret_signed_p1w": -0.010110803866259732, "alpha_spy_p1w": 0.009036001899997204, "alpha_c_p1w": 0.009036001899997204, "bench_spy_p1w": 0.019146805766256936, "bench_c_p1w": 0.019146805766256936, "ret_p1m": 0.020601970007081305, "ret_signed_p1m": -0.020601970007081305, "alpha_spy_p1m": -0.019609383033193706, "alpha_c_p1m": -0.019609383033193706, "bench_spy_p1m": 0.0009925869738875992, "bench_c_p1m": 0.0009925869738875992, "ret_p3m": 0.06653168100020113, "ret_signed_p3m": -0.06653168100020113, "alpha_spy_p3m": -0.015874819278972052, "alpha_c_p3m": -0.015874819278972052, "bench_spy_p3m": 0.050656861721229074, "bench_c_p3m": 0.050656861721229074, "ret_p6m": -0.008976646690782353, "ret_signed_p6m": 0.008976646690782353, "alpha_spy_p6m": 0.10875579952444192, "alpha_c_p6m": 0.10875579952444192, "bench_spy_p6m": 0.09977915283365957, "bench_c_p6m": 0.09977915283365957, "price_path": [-0.0067, -0.0062, -0.001, -0.0112, -0.0124, -0.0058, -0.0233, -0.0262, -0.0216, -0.0323, -0.0374, -0.029, -0.0331, -0.0308, -0.0315, -0.0307, -0.0356, -0.0408, -0.037, -0.0311, -0.0375, -0.032, -0.0277, -0.0201, -0.0177, -0.0135, -0.0178, -0.014, -0.0183, -0.0165, -0.0123, -0.0018, -0.0033, -0.0082, -0.0104, -0.0066, -0.0066, -0.0116, -0.0095, -0.0095, -0.0193, -0.0277, -0.0205, -0.0149, -0.0038, 0.0048, 0.0103, 0.0093, -0.0053, -0.0097, -0.0019, 0.0046, 0.0153, 0.0208, 0.0133, 0.0202, 0.0202, 0.0155, 0.0156, 0.0181, 0.0194, 0.009, 0.0121, 0.0, -0.0124, -0.0067, 0.0032, 0.0032, 0.0101, 0.0114, 0.0084, 0.0105, 0.0186, 0.0219, 0.0144, 0.0238, 0.0243, 0.0189, 0.0143, 0.0124, 0.012, 0.0054, 0.0107, 0.017, 0.0206, 0.0236, 0.0326, 0.0393, 0.0636, 0.067, 0.0502, 0.0446, 0.0398, 0.047, 0.0504, 0.0564, 0.0604, 0.0528, 0.0557, 0.0589, 0.0652, 0.0666, 0.0589, 0.0648, 0.0628, 0.0616, 0.0607, 0.058, 0.0505, 0.0505, 0.0626, 0.0726, 0.0769, 0.0776, 0.0807, 0.0868, 0.086, 0.0826, 0.0851, 0.0916, 0.0879, 0.0787, 0.0764, 0.0742, 0.0727, 0.0732, 0.0665, 0.0674, 0.0723, 0.0683, 0.0741, 0.068, 0.0602, 0.0486, 0.0427, 0.044, 0.0391, 0.037, 0.0351, 0.0345, 0.0435, 0.0465, 0.0355, 0.0365, 0.0234, 0.0234, 0.0208, 0.0252, 0.0212, 0.0187, 0.0197, 0.0204, 0.0209, 0.0107, 0.0212, 0.0242, 0.0049, 0.0152, 0.0227, 0.0188, 0.008, 0.0029, 0.0057, 0.0046, 0.0066, 0.0103, 0.0079, 0.0073, 0.0079, 0.0263, 0.0232, 0.0288, 0.0288, 0.0363, 0.0375, 0.0315, 0.039, 0.04, 0.0425, 0.0358, 0.0325, 0.026, 0.0179, 0.0103, 0.012, 0.0132, 0.003, -0.0069, -0.0022, -0.009]}
{"unit_id": "reply:1843815060575310229", "ticker_idx": 0, "ts": "2024-10-09T00:45:41+00:00", "symbol": "GNRC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this but the exact opposite conclusion", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Disagrees with parent's bearish GNRC view; implies bullish stance.", "resolved_tickers": ["GNRC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@damedondalla @WaterworldCapi1 this but the exact opposite conclusion", "reply_text": null, "parent_text": "@WaterworldCapi1 @Citrini7 Gnrc is probably a zero it’s the most expensive option https://t.co/tLThNns1Lm", "quoted_text": null, "parent_author": "damedondalla", "ret_m1d": -0.006906885071618185, "ret_signed_m1d": -0.006906885071618185, "alpha_spy_m1d": -2.8177212436863996e-05, "alpha_c_m1d": 0.0019450463812290542, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.00885193145284724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034650799202245786, "ret_signed_p1d": -0.034650799202245786, "alpha_spy_p1d": -0.032900630461348945, "alpha_c_p1d": -0.02952979056656002, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.005121008635685764, "ret_p1w": 0.011144079764085157, "ret_signed_p1w": 0.011144079764085157, "alpha_spy_p1w": 0.0022034496473606335, "alpha_c_p1w": -0.00758466919061318, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.018728748954698338, "ret_p1m": 0.08369617499366977, "ret_signed_p1m": 0.08369617499366977, "alpha_spy_p1m": 0.05169375072253901, "alpha_c_p1m": 0.05523750963116858, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.02845866536250119, "ret_p3m": -0.07098494517454612, "ret_signed_p3m": -0.07098494517454612, "alpha_spy_p3m": -0.10602610503541965, "alpha_c_p3m": -0.044694781753922164, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": -0.026290163420623958, "ret_p6m": -0.32880606015464964, "ret_signed_p6m": -0.32880606015464964, "alpha_spy_p6m": -0.26467300082567324, "alpha_c_p6m": -0.25697792622282356, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.07182813393182608, "price_path": [-0.1065, -0.1014, -0.0758, -0.0822, -0.0889, -0.0917, -0.0726, -0.0828, -0.1174, -0.1132, -0.0746, -0.0979, -0.097, -0.0964, -0.1555, -0.1708, -0.1741, -0.1895, -0.2045, -0.1785, -0.1623, -0.1687, -0.1651, -0.1615, -0.1349, -0.1258, -0.0998, -0.1174, -0.1146, -0.1276, -0.0896, -0.0846, -0.0942, -0.1081, -0.1004, -0.0915, -0.0915, -0.1466, -0.1478, -0.1569, -0.1897, -0.1737, -0.1723, -0.1688, -0.1835, -0.1843, -0.179, -0.1658, -0.1692, -0.1705, -0.1772, -0.1512, -0.1245, -0.1432, -0.1165, -0.1013, -0.0778, -0.082, -0.06, -0.0828, -0.0703, 0.0089, -0.0069, 0.0, -0.0347, 0.0075, 0.0082, -0.012, 0.0111, -0.0222, -0.0291, -0.0327, -0.0282, -0.0355, -0.0362, -0.0458, -0.0385, -0.0388, -0.0414, -0.0391, -0.0196, -0.009, 0.0553, 0.0651, 0.0837, 0.099, 0.1325, 0.1046, 0.1088, 0.0815, 0.0553, 0.056, 0.0444, 0.0459, 0.0652, 0.0975, 0.1125, 0.1159, 0.1051, 0.1051, 0.0923, 0.088, 0.0846, 0.0597, 0.0446, 0.0402, 0.0268, -0.0055, -0.003, 0.0077, -0.0293, -0.0297, -0.0417, -0.0842, -0.0939, -0.093, -0.1045, -0.1021, -0.1021, -0.0944, -0.0965, -0.1019, -0.1001, -0.1001, -0.0887, -0.0778, -0.071, -0.0655, -0.0793, -0.0793, -0.0862, -0.0732, -0.0684, -0.0705, -0.0697, -0.0641, -0.0641, -0.0478, -0.0788, -0.0926, -0.0862, -0.0986, -0.1341, -0.1403, -0.1163, -0.1333, -0.1608, -0.1726, -0.1746, -0.1717, -0.1752, -0.158, -0.1773, -0.1152, -0.1478, -0.1477, -0.1477, -0.165, -0.1734, -0.1957, -0.1988, -0.1965, -0.1945, -0.1924, -0.2092, -0.2098, -0.2404, -0.2587, -0.2451, -0.2403, -0.2073, -0.2373, -0.2377, -0.2381, -0.2586, -0.2431, -0.2311, -0.2345, -0.2242, -0.226, -0.2366, -0.2009, -0.2096, -0.2232, -0.2391, -0.2623, -0.2649, -0.2668, -0.256, -0.3288]}
{"unit_id": "quote:1816876909113888950", "ticker_idx": 0, "ts": "2024-07-26T16:43:05+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might flip it today", "tweet_type": "prediction", "timeline": "intraday", "summary": "Considering flipping the QQQ/IWM relative trade — long IWM vs short QQQ as the performance gap narrows to ~2%.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "might flip it today", "reply_text": null, "parent_text": null, "quoted_text": "QQQ is now only outperforming IWM by ~2% YTD from a high of 20% outperformance. https://t.co/ung51PcPhT", "parent_author": null, "ret_m1d": -0.010151931661491531, "ret_signed_m1d": 0.010151931661491531, "alpha_spy_m1d": -0.0009236226914145496, "alpha_c_m1d": -0.0009236226914145496, "bench_spy_m1d": -0.01107555435290608, "bench_c_m1d": -0.01107555435290608, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0020087624117977043, "ret_signed_p1d": -0.0020087624117977043, "alpha_spy_p1d": -0.0014207538264374708, "alpha_c_p1d": -0.0014207538264374708, "bench_spy_p1d": 0.0005880085853602335, "bench_c_p1d": 0.0005880085853602335, "ret_p1w": -0.03071474974936217, "ret_signed_p1w": 0.03071474974936217, "alpha_spy_p1w": 0.009518740057808506, "alpha_c_p1w": 0.009518740057808506, "bench_spy_p1w": -0.021196009691553663, "bench_c_p1w": -0.021196009691553663, "ret_p1m": 0.026718782311127454, "ret_signed_p1m": -0.026718782311127454, "alpha_spy_p1m": 0.003312007727684252, "alpha_c_p1m": 0.003312007727684252, "bench_spy_p1m": 0.030030790038811706, "bench_c_p1m": 0.030030790038811706, "ret_p3m": 0.05632379246039765, "ret_signed_p3m": -0.05632379246039765, "alpha_spy_p3m": 0.008555520408588535, "alpha_c_p3m": 0.008555520408588535, "bench_spy_p3m": 0.06487931286898618, "bench_c_p3m": 0.06487931286898618, "ret_p6m": 0.13034460145850346, "ret_signed_p6m": -0.13034460145850346, "alpha_spy_p6m": -0.025667283331665125, "alpha_c_p6m": -0.025667283331665125, "bench_spy_p6m": 0.10467731812683834, "bench_c_p6m": 0.10467731812683834, "price_path": [-0.0844, -0.091, -0.0794, -0.0609, -0.0506, -0.0504, -0.051, -0.0489, -0.0467, -0.0445, -0.0383, -0.0233, -0.0253, -0.0258, -0.019, -0.017, -0.0172, -0.0217, -0.0124, -0.0124, -0.0087, -0.0157, -0.0262, -0.028, -0.0228, -0.0201, -0.0004, -0.0007, -0.0016, 0.0024, 0.0093, 0.0225, 0.0281, 0.0334, 0.0461, 0.0464, 0.0464, 0.0383, 0.0355, 0.0237, 0.0354, 0.0376, 0.0403, 0.0349, 0.0409, 0.0519, 0.0606, 0.0606, 0.0717, 0.0742, 0.0752, 0.0864, 0.0626, 0.0688, 0.0717, 0.0721, 0.0406, 0.0357, 0.0265, 0.0418, 0.0381, 0.0009, -0.0102, 0.0, 0.002, -0.0118, 0.0175, -0.0071, -0.0307, -0.0596, -0.0506, -0.0609, -0.0322, -0.0271, -0.025, -0.0008, -0.0005, 0.0247, 0.026, 0.0395, 0.0373, 0.0422, 0.0257, 0.0368, 0.0267, 0.0298, 0.0181, 0.0166, 0.0287, 0.0287, -0.0025, -0.0051, -0.0042, -0.0308, -0.0184, -0.0093, 0.0122, 0.0221, 0.0267, 0.0222, 0.0227, 0.0183, 0.044, 0.0421, 0.0448, 0.0499, 0.0508, 0.0587, 0.0528, 0.0557, 0.041, 0.0425, 0.0417, 0.0541, 0.0428, 0.0584, 0.0667, 0.0655, 0.0671, 0.0761, 0.0617, 0.0618, 0.0626, 0.0695, 0.0716, 0.0728, 0.0563, 0.0649, 0.0714, 0.0716, 0.0818, 0.0737, 0.0466, 0.0543, 0.0512, 0.0647, 0.0936, 0.1108, 0.1121, 0.1114, 0.1094, 0.108, 0.1003, 0.0741, 0.0815, 0.089, 0.0884, 0.0923, 0.094, 0.0958, 0.1016, 0.093, 0.093, 0.1026, 0.1146, 0.118, 0.1318, 0.1287, 0.1388, 0.1299, 0.1261, 0.1462, 0.1388, 0.1475, 0.1641, 0.1589, 0.1171, 0.1122, 0.1219, 0.1328, 0.1482, 0.1482, 0.1474, 0.1321, 0.1171, 0.1076, 0.1076, 0.1054, 0.1235, 0.1364, 0.1161, 0.1163, 0.1163, 0.0988, 0.0953, 0.0943, 0.1194, 0.1116, 0.1303, 0.1303]}
{"unit_id": "quote:1816876909113888950", "ticker_idx": 1, "ts": "2024-07-26T16:43:05+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might flip it today", "tweet_type": "prediction", "timeline": "intraday", "summary": "Considering flipping the QQQ/IWM relative trade — long IWM vs short QQQ as the performance gap narrows to ~2%.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "might flip it today", "reply_text": null, "parent_text": null, "quoted_text": "QQQ is now only outperforming IWM by ~2% YTD from a high of 20% outperformance. https://t.co/ung51PcPhT", "parent_author": null, "ret_m1d": -0.01627854521390648, "ret_signed_m1d": -0.01627854521390648, "alpha_spy_m1d": -0.0052029908610004005, "alpha_c_m1d": -0.0052029908610004005, "bench_spy_m1d": -0.01107555435290608, "bench_c_m1d": -0.01107555435290608, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011105072640991587, "ret_signed_p1d": -0.011105072640991587, "alpha_spy_p1d": -0.01169308122635182, "alpha_c_p1d": -0.01169308122635182, "bench_spy_p1d": 0.0005880085853602335, "bench_c_p1d": 0.0005880085853602335, "ret_p1w": -0.06823640062406933, "ret_signed_p1w": -0.06823640062406933, "alpha_spy_p1w": -0.04704039093251566, "alpha_c_p1w": -0.04704039093251566, "bench_spy_p1w": -0.021196009691553663, "bench_c_p1w": -0.021196009691553663, "ret_p1m": -0.016813751171413482, "ret_signed_p1m": -0.016813751171413482, "alpha_spy_p1m": -0.04684454121022519, "alpha_c_p1m": -0.04684454121022519, "bench_spy_p1m": 0.030030790038811706, "bench_c_p1m": 0.030030790038811706, "ret_p3m": -0.018873607234730083, "ret_signed_p3m": -0.018873607234730083, "alpha_spy_p3m": -0.08375292010371627, "alpha_c_p3m": -0.08375292010371627, "bench_spy_p3m": 0.06487931286898618, "bench_c_p3m": 0.06487931286898618, "ret_p6m": 0.011957280934491443, "ret_signed_p6m": 0.011957280934491443, "alpha_spy_p6m": -0.0927200371923469, "alpha_c_p6m": -0.0927200371923469, "bench_spy_p6m": 0.10467731812683834, "bench_c_p6m": 0.10467731812683834, "price_path": [-0.1287, -0.1269, -0.1109, -0.1021, -0.0904, -0.0884, -0.0937, -0.0844, -0.0913, -0.0894, -0.08, -0.0685, -0.0752, -0.0746, -0.0725, -0.0734, -0.0812, -0.0963, -0.0863, -0.0863, -0.0876, -0.101, -0.0925, -0.0848, -0.09, -0.1017, -0.088, -0.0945, -0.1052, -0.1021, -0.1052, -0.0914, -0.0994, -0.1137, -0.1062, -0.1047, -0.1047, -0.1085, -0.1065, -0.1026, -0.1055, -0.1079, -0.0988, -0.0951, -0.1027, -0.0996, -0.0999, -0.0999, -0.1041, -0.0979, -0.1018, -0.093, -0.0604, -0.0494, -0.0314, 0.0017, -0.0088, -0.028, -0.0329, -0.0175, -0.0071, -0.0284, -0.0163, 0.0, -0.0111, -0.0074, -0.0016, -0.0341, -0.0682, -0.0982, -0.0884, -0.0992, -0.0773, -0.0792, -0.0875, -0.0725, -0.0782, -0.0543, -0.0518, -0.0402, -0.0514, -0.0391, -0.0475, -0.0171, -0.0168, -0.0244, -0.031, -0.0241, -0.0185, -0.0185, -0.0485, -0.0501, -0.0548, -0.0728, -0.0702, -0.071, -0.0682, -0.0562, -0.033, -0.0295, -0.0215, -0.0213, -0.0011, -0.0118, -0.0154, -0.0138, -0.0258, -0.0206, -0.014, -0.0115, -0.0249, -0.0263, -0.0328, -0.0193, -0.027, -0.0263, -0.0242, -0.0296, -0.0098, -0.0025, -0.0017, 0.0147, 0.0119, 0.0098, -0.0061, -0.0098, -0.0189, -0.0167, -0.0204, -0.0045, -0.0077, -0.009, -0.0255, -0.02, -0.0151, 0.0035, 0.0616, 0.0578, 0.0656, 0.0816, 0.0627, 0.0521, 0.038, 0.0225, 0.0245, 0.0321, 0.0334, 0.0491, 0.0685, 0.0848, 0.0768, 0.0783, 0.0783, 0.0824, 0.0819, 0.0742, 0.078, 0.0654, 0.0692, 0.0639, 0.0593, 0.0641, 0.0502, 0.043, 0.0491, 0.0371, -0.0088, -0.0132, -0.0039, -0.0062, 0.0027, 0.0027, 0.0129, -0.0018, -0.0095, -0.0082, -0.0082, -0.0074, 0.0073, 0.0077, -0.0003, -0.0049, -0.0049, -0.0268, -0.0249, -0.0138, 0.0056, 0.0076, 0.012, 0.012]}
{"unit_id": "orig:1845854130658541912", "ticker_idx": 0, "ts": "2024-10-14T15:48:13+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "managed to use the dip to double the size of our position below $80", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Doubled VRT position on the dip; bullish on the business fundamentals.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Two months ago you could buy $VRT in size below $70, an insane reaction to a bunch of variables that had nothing to do with how hard the business is killing it.\n\ndidn’t quite catch the lows exactly but managed to use the dip to double the size of our position below $80! https://t.co/rVbtyOoHMT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005070746312666685, "ret_signed_m1d": -0.005070746312666685, "alpha_spy_m1d": 0.003041360550151917, "alpha_c_m1d": 0.0008898354777335804, "bench_spy_m1d": -0.008112106862818602, "bench_c_m1d": -0.005960581790400266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04394626402998281, "ret_signed_p1d": -0.04394626402998281, "alpha_spy_p1d": -0.036176529884524355, "alpha_c_p1d": -0.03626221875195257, "bench_spy_p1d": -0.007769734145458451, "bench_c_p1d": -0.007684045278030238, "ret_p1w": -0.0026687637402842412, "ret_signed_p1w": -0.0026687637402842412, "alpha_spy_p1w": -0.0014878968461842224, "alpha_c_p1w": 0.0007065108618379279, "bench_spy_p1w": -0.0011808668941000189, "bench_c_p1w": -0.003375274602122169, "ret_p1m": 0.10141445022270079, "ret_signed_p1m": 0.10141445022270079, "alpha_spy_p1m": 0.07988516060887485, "alpha_c_p1m": 0.08195299393747768, "bench_spy_p1m": 0.02152928961382594, "bench_c_p1m": 0.01946145628522311, "ret_p3m": 0.1503306100754196, "ret_signed_p3m": 0.1503306100754196, "alpha_spy_p3m": 0.13808727664107567, "alpha_c_p3m": 0.19170694468483696, "bench_spy_p3m": 0.012243333434343917, "bench_c_p3m": -0.041376334609417365, "ret_p6m": -0.4400348971256999, "ret_signed_p6m": -0.4400348971256999, "alpha_spy_p6m": -0.2951306418687635, "alpha_c_p6m": -0.2828731416694277, "bench_spy_p6m": -0.1449042552569364, "bench_c_p6m": -0.1571617554562722, "price_path": [-0.2727, -0.2658, -0.2413, -0.2187, -0.1907, -0.3011, -0.3198, -0.3141, -0.3063, -0.3505, -0.3001, -0.3419, -0.3823, -0.3976, -0.384, -0.4022, -0.368, -0.3645, -0.3513, -0.322, -0.2871, -0.2622, -0.2937, -0.2985, -0.3196, -0.3064, -0.3172, -0.3014, -0.3058, -0.2867, -0.2839, -0.2892, -0.2616, -0.2616, -0.3312, -0.3325, -0.3317, -0.3617, -0.3376, -0.3288, -0.2673, -0.2284, -0.2373, -0.2264, -0.2235, -0.2202, -0.181, -0.159, -0.1454, -0.1336, -0.1038, -0.1049, -0.1245, -0.1149, -0.1316, -0.0901, -0.0865, -0.0641, -0.0505, -0.0497, -0.0382, -0.0439, -0.0051, 0.0, -0.0439, -0.0064, 0.0166, -0.0014, -0.0027, 0.0005, -0.036, -0.0212, -0.0021, 0.0107, 0.0126, 0.0004, -0.0278, -0.049, -0.0552, 0.0003, 0.0713, 0.0868, 0.1187, 0.128, 0.1014, 0.1078, 0.0767, 0.0753, 0.0944, 0.2538, 0.2236, 0.2587, 0.2468, 0.1745, 0.172, 0.1293, 0.1293, 0.1351, 0.1302, 0.1405, 0.1647, 0.1976, 0.1911, 0.1227, 0.083, 0.1198, 0.1127, 0.1193, 0.121, 0.074, 0.0155, 0.0273, 0.0682, 0.0477, 0.0566, 0.0566, 0.0579, 0.0243, 0.0337, 0.011, 0.011, 0.0527, 0.1183, 0.1931, 0.1625, 0.1503, 0.1503, 0.1473, 0.1035, 0.1475, 0.1746, 0.1799, 0.2092, 0.2092, 0.2737, 0.3223, 0.3659, 0.3021, -0.087, -0.0518, -0.0171, 0.0198, 0.0413, 0.002, -0.01, 0.0593, 0.0639, 0.0801, 0.1191, 0.0968, -0.0101, -0.0276, -0.0385, -0.0385, -0.0215, -0.0404, -0.0672, -0.1458, -0.19, -0.1822, -0.1225, -0.1777, -0.1531, -0.24, -0.2312, -0.2179, -0.27, -0.2433, -0.3057, -0.2603, -0.2402, -0.2606, -0.2218, -0.2073, -0.2463, -0.2062, -0.207, -0.211, -0.1659, -0.1847, -0.2734, -0.3206, -0.339, -0.3572, -0.3299, -0.3135, -0.3994, -0.4711, -0.4318, -0.44]}
{"unit_id": "thread:1806343499320603050", "ticker_idx": 0, "ts": "2024-06-27T15:07:05+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm buying some HIMS here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying HIMS on the dip caused by short seller report, dismissing the report's concerns as already-known risks baked into the thesis.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "don’t normally like staying involved in names that get short seller drama but I’m buying some HIMS here. I understand taking profit (stock is up huge) but if you’re selling because of the points raised by this short report (like “it’s easy to get a prescription” and “if the compounded drugs have an issue, that will be bad”) then you probably didn’t understand the name to begin with.\n\n---\n\n“it’s too easy to get a prescription! if this continues then everyone will be able to get a prescription for GLP-1s” https://t.co/YdYoaRoscr\n\n---\n\n“if the compounded drugs have issues then that will be bad” https://t.co/PHwjWMH7x9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0769230256226845, "ret_signed_m1d": 0.0769230256226845, "alpha_spy_m1d": 0.07849683958482556, "alpha_c_m1d": 0.07849683958482556, "bench_spy_m1d": -0.0015738139621410685, "bench_c_m1d": -0.0015738139621410685, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008491512108233845, "ret_signed_p1d": 0.008491512108233845, "alpha_spy_p1d": 0.012426731379710176, "alpha_c_p1d": 0.012426731379710176, "bench_spy_p1d": -0.003935219271476331, "bench_c_p1d": -0.003935219271476331, "ret_p1w": 0.023476488641748672, "ret_signed_p1w": 0.023476488641748672, "alpha_spy_p1w": 0.014160326662780776, "alpha_c_p1w": 0.014160326662780776, "bench_spy_p1w": 0.009316161978967896, "bench_c_p1w": 0.009316161978967896, "ret_p1m": 0.08741258541387076, "ret_signed_p1m": 0.08741258541387076, "alpha_spy_p1m": 0.09094505522163343, "alpha_c_p1m": 0.09094505522163343, "bench_spy_p1m": -0.0035324698077626726, "bench_c_p1m": -0.0035324698077626726, "ret_p3m": -0.13736263422179706, "ret_signed_p3m": -0.13736263422179706, "alpha_spy_p3m": -0.18619820237171703, "alpha_c_p3m": -0.18619820237171703, "bench_spy_p3m": 0.04883556814991996, "bench_c_p3m": 0.04883556814991996, "ret_p6m": 0.30869131687652906, "ret_signed_p6m": 0.30869131687652906, "alpha_spy_p6m": 0.21976079064574505, "alpha_c_p6m": 0.21976079064574505, "bench_spy_p6m": 0.08893052623078401, "bench_c_p6m": 0.08893052623078401, "price_path": [-0.2178, -0.2512, -0.2253, -0.2667, -0.2752, -0.2567, -0.2732, -0.2732, -0.2707, -0.3027, -0.3397, -0.3661, -0.3801, -0.3836, -0.4056, -0.4066, -0.3841, -0.3836, -0.3871, -0.3756, -0.3731, -0.3741, -0.3751, -0.3886, -0.4376, -0.4181, -0.3831, -0.3931, -0.3546, -0.3861, -0.3561, -0.3137, -0.3087, -0.2987, -0.2722, -0.0709, -0.1229, -0.1923, -0.2093, -0.1568, -0.1568, -0.046, -0.022, 0.0175, -0.03, 0.0235, 0.0405, 0.0864, 0.0774, 0.0385, 0.0799, 0.1009, 0.1828, 0.2173, 0.1863, 0.2063, 0.2383, 0.2383, 0.1184, 0.1064, 0.1064, 0.1568, 0.0769, 0.0, 0.0085, 0.0699, 0.0594, 0.0235, 0.0235, 0.038, 0.0245, 0.0335, 0.0095, 0.0514, 0.0849, 0.1409, 0.1543, 0.0984, 0.0175, -0.03, 0.016, 0.1374, 0.1244, 0.1613, 0.0874, 0.0844, 0.0589, 0.0609, -0.0754, -0.1219, -0.1089, -0.1568, -0.1988, -0.2083, -0.2028, -0.2023, -0.2018, -0.2293, -0.2153, -0.2218, -0.1728, -0.1743, -0.1723, -0.1778, -0.1643, -0.1983, -0.2587, -0.2687, -0.2642, -0.2642, -0.2642, -0.2757, -0.2702, -0.2792, -0.3182, -0.3022, -0.2742, -0.2373, -0.2098, -0.1723, -0.1868, -0.1958, -0.1853, -0.1548, -0.1858, -0.1788, -0.1374, -0.1379, -0.1154, -0.1124, -0.0799, -0.0355, -0.0534, -0.1444, -0.1179, -0.029, -0.0634, -0.0644, -0.1084, -0.0664, 0.024, 0.1389, 0.1169, 0.0769, 0.1064, 0.1513, 0.1783, 0.0679, 0.0749, 0.0854, 0.1528, 0.1109, -0.049, -0.0594, 0.017, 0.037, 0.031, 0.1698, 0.1798, 0.1693, 0.3926, 0.3332, 0.3786, 0.0415, -0.035, 0.0485, 0.1753, 0.0884, 0.2063, 0.2652, 0.5659, 0.5325, 0.5155, 0.5155, 0.6094, 0.541, 0.6089, 0.6943, 0.5784, 0.7098, 0.6299, 0.542, 0.508, 0.503, 0.4995, 0.5609, 0.5544, 0.4261, 0.3167, 0.3087]}
{"unit_id": "orig:1816284321545613613", "ticker_idx": 0, "ts": "2024-07-25T01:28:21+00:00", "symbol": "Nikkei", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nikkei has more downside left than Nasdaq tbh", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nikkei has more downside than Nasdaq; both expected to decline but Nikkei more so.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "Nikkei index proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I think Nikkei has more downside left than Nasdaq tbh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015933879799811645, "ret_signed_m1d": -0.015933879799811645, "alpha_spy_m1d": -0.01069631303096319, "alpha_c_m1d": -0.01069631303096319, "bench_spy_m1d": 0.005237566768848456, "bench_c_m1d": 0.005237566768848456, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013425935695270619, "ret_signed_p1d": -0.013425935695270619, "alpha_spy_p1d": -0.0022263396071600106, "alpha_c_p1d": -0.0022263396071600106, "bench_spy_p1d": 0.011199596088110608, "bench_c_p1d": 0.011199596088110608, "ret_p1w": -0.00339326260070949, "ret_signed_p1w": 0.00339326260070949, "alpha_spy_p1w": 0.01193703615818531, "alpha_c_p1w": 0.01193703615818531, "bench_spy_p1w": 0.00854377355747582, "bench_c_p1w": 0.00854377355747582, "ret_p1m": 0.0612275153162789, "ret_signed_p1m": -0.0612275153162789, "alpha_spy_p1m": -0.017171650098028124, "alpha_c_p1m": -0.017171650098028124, "bench_spy_p1m": 0.04405586521825078, "bench_c_p1m": 0.04405586521825078, "ret_p3m": 0.004130988161898941, "ret_signed_p3m": -0.004130988161898941, "alpha_spy_p3m": 0.08260439075088177, "alpha_c_p3m": 0.08260439075088177, "bench_spy_p3m": 0.08673537891278071, "bench_c_p3m": 0.08673537891278071, "ret_p6m": -0.008354035100576862, "ret_signed_p6m": 0.008354035100576862, "alpha_spy_p6m": 0.12540329299813302, "alpha_c_p6m": 0.12540329299813302, "bench_spy_p6m": 0.11704925789755616, "bench_c_p6m": 0.11704925789755616, "price_path": [-0.0079, -0.0148, -0.0172, 0.0028, 0.0143, 0.0203, 0.0092, -0.0035, 0.0009, -0.0049, -0.0088, -0.001, 0.0101, -0.0002, 0.0066, 0.0137, 0.0079, -0.0038, -0.0082, 0.0026, 0.0026, 0.0083, -0.0119, -0.0032, 0.0101, 0.0164, 0.0176, 0.0146, 0.014, 0.0066, 0.0155, 0.0041, 0.009, -0.0093, -0.0096, -0.0173, -0.0165, -0.0165, -0.0192, -0.0261, -0.0187, -0.0032, -0.0069, -0.0019, 0.0068, 0.0001, 0.0159, 0.0252, 0.0252, 0.0322, 0.0271, 0.0328, 0.0516, 0.0477, 0.0534, 0.0484, 0.0608, 0.0546, 0.0387, 0.0322, 0.0372, 0.0363, 0.0159, 0.0, 0.0134, 0.0158, 0.0171, 0.0471, -0.0034, -0.0462, -0.0642, -0.0688, -0.0533, -0.0332, -0.0356, -0.0302, -0.0025, -0.001, 0.0181, 0.0235, 0.0381, 0.033, 0.045, 0.0373, 0.0612, 0.0479, 0.0583, 0.0537, 0.0555, 0.0618, 0.0618, 0.0459, 0.0351, 0.0413, 0.0046, 0.0229, 0.0201, 0.0263, 0.0364, 0.0308, 0.0407, 0.0285, 0.0238, 0.0509, 0.0515, 0.0578, 0.0487, 0.0468, 0.0769, 0.0487, 0.0555, 0.0569, 0.0509, 0.0468, 0.0605, 0.0481, 0.0513, 0.0459, 0.046, 0.0482, 0.05, 0.0285, 0.0347, 0.0292, 0.0347, 0.0176, 0.0041, -0.0164, -0.0083, -0.008, -0.0012, 0.0086, 0.0094, 0.0043, 0.003, 0.0038, 0.019, 0.0236, 0.0325, 0.0243, 0.0269, 0.0106, -0.0006, 0.0006, -0.0043, 0.0015, 0.0, -0.0074, -0.0046, 0.0025, 0.0094, 0.0043, 0.0015, 0.0015, 0.0282, 0.0407, 0.0556, 0.0497, 0.0478, 0.0487, 0.0395, 0.0339, 0.0485, 0.0382, 0.026, 0.0207, 0.0171, -0.0084, -0.0052, -0.0079, -0.0037, -0.0043, -0.0043, 0.0072, 0.0149, 0.0063, 0.0054, 0.0054, 0.0041, 0.0081, 0.0104, 0.008, 0.0054, 0.0054, -0.0224, -0.0197, -0.0217, -0.007, -0.0133, -0.0084]}
{"unit_id": "orig:1816284321545613613", "ticker_idx": 1, "ts": "2024-07-25T01:28:21+00:00", "symbol": "^IXIC", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Nikkei has more downside left than Nasdaq tbh", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Nikkei has more downside than Nasdaq; both expected to decline but Nikkei more so.", "resolved_tickers": ["^IXIC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I think Nikkei has more downside left than Nasdaq tbh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00935234927289752, "ret_signed_m1d": -0.00935234927289752, "alpha_spy_m1d": -0.004114782504049064, "alpha_c_m1d": null, "bench_spy_m1d": 0.005237566768848456, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.010252765674276132, "ret_signed_p1d": -0.010252765674276132, "alpha_spy_p1d": 0.0009468304138344763, "alpha_c_p1d": null, "bench_spy_p1d": 0.011199596088110608, "bench_c_p1d": null, "ret_p1w": 0.0007234250698615607, "ret_signed_p1w": -0.0007234250698615607, "alpha_spy_p1w": 0.00782034848761426, "alpha_c_p1w": null, "bench_spy_p1w": 0.00854377355747582, "bench_c_p1w": null, "ret_p1m": 0.04051214493600752, "ret_signed_p1m": -0.04051214493600752, "alpha_spy_p1m": 0.0035437202822432567, "alpha_c_p1m": null, "bench_spy_p1m": 0.04405586521825078, "bench_c_p1m": null, "ret_p3m": 0.08136838284600478, "ret_signed_p3m": -0.08136838284600478, "alpha_spy_p3m": 0.005366996066775931, "alpha_c_p3m": null, "bench_spy_p3m": 0.08673537891278071, "bench_c_p3m": null, "ret_p6m": 0.14250484907368288, "ret_signed_p6m": -0.14250484907368288, "alpha_spy_p6m": -0.025455591176126724, "alpha_c_p6m": null, "bench_spy_p6m": 0.11704925789755616, "bench_c_p6m": null, "price_path": [-0.0698, -0.0887, -0.0917, -0.078, -0.0597, -0.0485, -0.0494, -0.0512, -0.0486, -0.0489, -0.0462, -0.039, -0.0256, -0.0281, -0.0289, -0.0225, -0.0203, -0.0221, -0.0259, -0.0152, -0.0152, -0.0094, -0.0152, -0.0259, -0.026, -0.0205, -0.0189, 0.0004, -0.0005, -0.0028, 0.0006, 0.0094, 0.0248, 0.0283, 0.0295, 0.0393, 0.0396, 0.0396, 0.0314, 0.0295, 0.0183, 0.0312, 0.0363, 0.0394, 0.0321, 0.0406, 0.0493, 0.0586, 0.0586, 0.0682, 0.0711, 0.0726, 0.0853, 0.0641, 0.0708, 0.0751, 0.0773, 0.0474, 0.0401, 0.0317, 0.0481, 0.0475, 0.0094, 0.0, 0.0103, 0.011, -0.002, 0.0243, 0.0007, -0.0236, -0.0571, -0.0474, -0.0574, -0.0304, -0.0254, -0.0233, 0.0003, 0.0006, 0.024, 0.0262, 0.0405, 0.037, 0.0429, 0.0255, 0.0405, 0.0317, 0.0334, 0.0218, 0.0195, 0.031, 0.031, -0.0026, -0.0057, -0.0031, -0.0286, -0.0173, -0.0091, 0.0124, 0.0226, 0.0292, 0.0239, 0.026, 0.0228, 0.0484, 0.0446, 0.0461, 0.052, 0.0524, 0.0587, 0.0546, 0.0586, 0.0424, 0.0433, 0.0429, 0.0556, 0.0432, 0.0583, 0.0646, 0.064, 0.0676, 0.0769, 0.066, 0.069, 0.0694, 0.0761, 0.0791, 0.0814, 0.0637, 0.0718, 0.0778, 0.0806, 0.0891, 0.083, 0.0532, 0.0616, 0.0581, 0.0732, 0.1049, 0.1215, 0.1225, 0.1232, 0.1222, 0.1193, 0.1121, 0.0872, 0.0937, 0.1051, 0.1039, 0.1042, 0.106, 0.109, 0.116, 0.1093, 0.1093, 0.1185, 0.1293, 0.1338, 0.1486, 0.1466, 0.1559, 0.1487, 0.1458, 0.1661, 0.1584, 0.1598, 0.1741, 0.1704, 0.1287, 0.1275, 0.1392, 0.1503, 0.1658, 0.1658, 0.1652, 0.1478, 0.1342, 0.1239, 0.1239, 0.1222, 0.142, 0.1562, 0.1343, 0.1337, 0.1337, 0.1152, 0.111, 0.1084, 0.1356, 0.1255, 0.1425]}
{"unit_id": "quote:1800853730033827924", "ticker_idx": 0, "ts": "2024-06-12T11:32:42+00:00", "symbol": "ADBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gonna be amazing to watch those idiots get wrecked.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ADBE; market badly misreads AI impact on Adobe — bears who think image generators hurt sales will get wrecked.", "resolved_tickers": ["ADBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I cannot express how first-order-thinking, zero-critical-thought, basic-ass-bitch-mindset the market has been when it comes to viewing the impact of AI on Adobe. \n\n“da image generators will make da sales not gud”\n\nGonna be amazing to watch those idiots get wrecked.", "reply_text": null, "parent_text": null, "quoted_text": "$ADBE CEO: \"We've created our own foundation models in imaging and video,...We showed how we can actually integrate other models as well...We were differentiated in that we said we will train our models only on data that we have license for and so we can indemnify a customer\"", "parent_author": null, "ret_m1d": 0.006132183778374545, "ret_signed_m1d": 0.006132183778374545, "alpha_spy_m1d": 0.014278358279994907, "alpha_c_m1d": 0.014278358279994907, "bench_spy_m1d": -0.008146174501620362, "bench_c_m1d": -0.008146174501620362, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002457226813687985, "ret_signed_p1d": -0.002457226813687985, "alpha_spy_p1d": -0.004470643974344712, "alpha_c_p1d": -0.004470643974344712, "bench_spy_p1d": 0.0020134171606567275, "bench_c_p1d": 0.0020134171606567275, "ret_p1w": 0.1356470427406693, "ret_signed_p1w": 0.1356470427406693, "alpha_spy_p1w": 0.12247656437450982, "alpha_c_p1w": 0.12247656437450982, "bench_spy_p1w": 0.013170478366159477, "bench_c_p1w": 0.013170478366159477, "ret_p1m": 0.2125818400931181, "ret_signed_p1m": 0.2125818400931181, "alpha_spy_p1m": 0.18133610953877932, "alpha_c_p1m": 0.18133610953877932, "bench_spy_p1m": 0.03124573055433877, "bench_c_p1m": 0.03124573055433877, "ret_p3m": 0.23921980327851444, "ret_signed_p3m": 0.23921980327851444, "alpha_spy_p3m": 0.2266353108406085, "alpha_c_p3m": 0.2266353108406085, "bench_spy_p3m": 0.012584492437905936, "bench_c_p3m": 0.012584492437905936, "ret_p6m": 0.17037418491713452, "ret_signed_p6m": 0.17037418491713452, "alpha_spy_p6m": 0.042688728859207714, "alpha_c_p6m": 0.042688728859207714, "bench_spy_p6m": 0.1276854560579268, "bench_c_p6m": 0.1276854560579268, "price_path": [0.0709, 0.1174, 0.1333, 0.1289, 0.1117, 0.0862, 0.103, 0.1038, 0.0968, 0.0973, 0.0973, 0.0918, 0.0855, 0.0808, 0.0592, 0.0549, 0.0531, 0.0711, 0.0595, 0.0531, 0.0309, 0.0222, 0.0356, 0.0317, 0.0289, 0.0112, 0.0153, 0.0283, 0.0375, 0.0295, 0.0385, 0.0287, 0.0064, 0.0207, 0.0363, 0.0572, 0.0733, 0.0705, 0.0614, 0.0495, 0.0488, 0.0505, 0.035, 0.0554, 0.05, 0.0512, 0.054, 0.0478, 0.0523, 0.051, 0.0338, 0.0338, 0.0404, 0.0386, -0.0304, -0.0329, -0.0453, -0.025, -0.0089, -0.0038, 0.0121, 0.0002, 0.0061, 0.0, -0.0025, 0.1423, 0.128, 0.1356, 0.1356, 0.1372, 0.16, 0.1398, 0.1457, 0.1496, 0.1889, 0.208, 0.2178, 0.2345, 0.2398, 0.2398, 0.2576, 0.2512, 0.2308, 0.2276, 0.2126, 0.2157, 0.2302, 0.232, 0.2245, 0.2109, 0.1982, 0.2065, 0.1873, 0.1548, 0.1572, 0.1796, 0.1669, 0.1714, 0.1996, 0.1882, 0.1442, 0.1075, 0.1181, 0.1169, 0.153, 0.1662, 0.1545, 0.1639, 0.1738, 0.205, 0.2035, 0.2245, 0.2226, 0.2303, 0.2122, 0.214, 0.2165, 0.2347, 0.2189, 0.2387, 0.2491, 0.2491, 0.2417, 0.2509, 0.235, 0.2252, 0.2392, 0.2492, 0.2621, 0.2755, 0.1674, 0.134, 0.1199, 0.1049, 0.1448, 0.1358, 0.1479, 0.1396, 0.1262, 0.1207, 0.1209, 0.1259, 0.0934, 0.0999, 0.0955, 0.103, 0.0596, 0.0791, 0.0744, 0.095, 0.0773, 0.1082, 0.1047, 0.0928, 0.0804, 0.0762, 0.0823, 0.0723, 0.0547, 0.05, 0.0519, 0.046, 0.0555, 0.0583, 0.0396, 0.0499, 0.0467, 0.0577, 0.0978, 0.0893, 0.0757, 0.097, 0.1447, 0.1579, 0.1522, 0.0946, 0.0862, 0.0864, 0.0862, 0.0969, 0.1137, 0.128, 0.1423, 0.117, 0.117, 0.1219, 0.1225, 0.1226, 0.1666, 0.1704]}
{"unit_id": "quote:1800607502477692981", "ticker_idx": 0, "ts": "2024-06-11T19:14:16+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "maybe they should just try buying before it goes up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sarcastic but genuine lean: natural gas goes up on hot summer / cold winter demand; buy before it rises.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "they keep saying natural gas is hard but maybe they should just try buying before it goes up and selling before it goes down idk?", "reply_text": null, "parent_text": null, "quoted_text": "hot summer\n\ncold winter\n\ni have consulted the experts: this is a positive for natural gas.", "parent_author": null, "ret_m1d": -0.06223874174881272, "ret_signed_m1d": -0.06223874174881272, "alpha_spy_m1d": -0.05983607507407307, "alpha_c_m1d": -0.05983607507407307, "bench_spy_m1d": -0.002402666674739651, "bench_c_m1d": -0.002402666674739651, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03251280727425365, "ret_signed_p1d": -0.03251280727425365, "alpha_spy_p1d": -0.04072588695615853, "alpha_c_p1d": -0.04072588695615853, "bench_spy_p1d": 0.008213079681904878, "bench_c_p1d": 0.008213079681904878, "ret_p1w": -0.07385044597672152, "ret_signed_p1w": -0.07385044597672152, "alpha_spy_p1w": -0.0953421742130558, "alpha_c_p1w": -0.0953421742130558, "bench_spy_p1w": 0.021491728236334273, "bench_c_p1w": 0.021491728236334273, "ret_p1m": -0.27960985906970826, "ret_signed_p1m": -0.27960985906970826, "alpha_spy_p1m": -0.32836833186094916, "alpha_c_p1m": -0.32836833186094916, "bench_spy_p1m": 0.0487584727912409, "bench_c_p1m": 0.0487584727912409, "ret_p3m": -0.33488159599983025, "ret_signed_p3m": -0.33488159599983025, "alpha_spy_p3m": -0.3444789889405663, "alpha_c_p3m": -0.3444789889405663, "bench_spy_p3m": 0.009597392940736027, "bench_c_p3m": 0.009597392940736027, "ret_p6m": -0.38411519712088704, "ret_signed_p6m": -0.38411519712088704, "alpha_spy_p6m": -0.5229368180703241, "alpha_c_p6m": -0.5229368180703241, "bench_spy_p6m": 0.13882162094943706, "bench_c_p6m": 0.13882162094943706, "price_path": [-0.2768, -0.2973, -0.2875, -0.2736, -0.2861, -0.2884, -0.2982, -0.3014, -0.3052, -0.3335, -0.3233, -0.3233, -0.2852, -0.281, -0.2819, -0.3079, -0.3093, -0.2843, -0.2638, -0.2722, -0.3103, -0.3084, -0.3432, -0.3275, -0.3321, -0.3302, -0.3256, -0.3014, -0.2829, -0.333, -0.3326, -0.347, -0.3075, -0.3293, -0.3432, -0.3098, -0.2722, -0.2541, -0.249, -0.2592, -0.2141, -0.2327, -0.196, -0.2025, -0.1825, -0.1561, -0.1129, -0.0794, -0.0948, -0.0455, -0.0655, -0.1166, -0.1166, -0.1008, -0.1537, -0.1844, -0.183, -0.1212, -0.163, -0.1203, -0.1036, -0.0627, -0.0622, 0.0, -0.0325, -0.066, -0.0776, -0.1101, -0.0739, -0.0739, -0.1161, -0.1194, -0.085, -0.118, -0.1496, -0.1649, -0.1904, -0.2304, -0.2378, -0.2406, -0.2406, -0.2754, -0.2634, -0.2694, -0.2796, -0.2931, -0.2801, -0.3275, -0.3214, -0.3618, -0.3446, -0.3358, -0.3028, -0.3098, -0.3353, -0.3614, -0.3725, -0.3688, -0.3493, -0.3711, -0.392, -0.3939, -0.399, -0.3813, -0.3562, -0.3414, -0.3367, -0.3312, -0.3344, -0.3154, -0.3233, -0.3465, -0.3177, -0.3196, -0.3237, -0.3586, -0.3627, -0.3809, -0.3925, -0.3869, -0.3762, -0.379, -0.379, -0.3549, -0.3748, -0.3414, -0.3349, -0.3739, -0.3465, -0.3381, -0.3112, -0.327, -0.3098, -0.32, -0.3293, -0.3214, -0.2875, -0.2527, -0.2657, -0.2638, -0.2815, -0.2397, -0.2415, -0.2397, -0.2378, -0.2253, -0.2596, -0.2856, -0.2917, -0.3098, -0.2973, -0.3126, -0.3502, -0.3493, -0.3758, -0.3818, -0.3948, -0.3846, -0.373, -0.3581, -0.3349, -0.3288, -0.3804, -0.3771, -0.3855, -0.4097, -0.4203, -0.3934, -0.418, -0.4022, -0.412, -0.418, -0.359, -0.3655, -0.3446, -0.3892, -0.379, -0.3614, -0.3558, -0.3149, -0.2963, -0.3353, -0.3131, -0.2996, -0.3586, -0.3586, -0.3298, -0.3553, -0.3864, -0.3841]}
{"unit_id": "reply:1848799915259928873", "ticker_idx": 0, "ts": "2024-10-22T18:53:43+00:00", "symbol": "US defense", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i think the trade would just be to short u.s. defense considering", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short US defense sector given Trump's NATO comments pushing spending burden to European members.", "resolved_tickers": ["ITA"], "resolution_method": "etf", "resolution_reason": "US defense sector via iShares ITA ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bubbleboy_08 @lord_fed difficult to reconcile a short on eu defense with trump’s comments re: nato members being forced to pay 2% GDP or “be on their own”. i think the trade would just be to short u.s. defense considering", "reply_text": null, "parent_text": "@lord_fed @Citrini7", "quoted_text": null, "parent_author": "bubbleboy_08", "ret_m1d": 0.03381616298167689, "ret_signed_m1d": -0.03381616298167689, "alpha_spy_m1d": -0.0332846819998025, "alpha_c_m1d": -0.0332846819998025, "bench_spy_m1d": 0.0005314809818743882, "bench_c_m1d": 0.0005314809818743882, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003056019064464399, "ret_signed_p1d": -0.003056019064464399, "alpha_spy_p1d": -0.012193338093326123, "alpha_c_p1d": -0.012193338093326123, "bench_spy_p1d": -0.009137319028861723, "bench_c_p1d": -0.009137319028861723, "ret_p1w": -0.019864482258216798, "ret_signed_p1w": 0.019864482258216798, "alpha_spy_p1w": 0.01720718385805975, "alpha_c_p1w": 0.01720718385805975, "bench_spy_p1w": -0.0026572984001570488, "bench_c_p1w": -0.0026572984001570488, "ret_p1m": 0.007573857292131114, "ret_signed_p1m": -0.007573857292131114, "alpha_spy_p1m": 0.004735093135178614, "alpha_c_p1m": 0.004735093135178614, "bench_spy_p1m": 0.012308950427309728, "bench_c_p1m": 0.012308950427309728, "ret_p3m": 0.010258739329938482, "ret_signed_p3m": -0.010258739329938482, "alpha_spy_p3m": 0.01763570449971108, "alpha_c_p3m": 0.01763570449971108, "bench_spy_p3m": 0.027894443829649562, "bench_c_p3m": 0.027894443829649562, "ret_p6m": -0.0011539546006760215, "ret_signed_p6m": 0.0011539546006760215, "alpha_spy_p6m": -0.09194106365447086, "alpha_c_p6m": -0.09194106365447086, "bench_spy_p6m": -0.09309501825514688, "bench_c_p6m": -0.09309501825514688, "price_path": [-0.0745, -0.0653, -0.0664, -0.0605, -0.0502, -0.0615, -0.0899, -0.1041, -0.099, -0.0945, -0.0744, -0.0698, -0.0703, -0.0647, -0.0622, -0.0491, -0.0456, -0.0415, -0.0492, -0.0455, -0.0451, -0.0394, -0.0421, -0.0398, -0.0361, -0.0265, -0.0202, -0.0202, -0.0537, -0.0474, -0.0564, -0.0715, -0.0519, -0.0555, -0.0561, -0.0436, -0.0356, -0.031, -0.0334, -0.0328, -0.023, -0.019, -0.0075, -0.0102, -0.0118, -0.0181, -0.0134, -0.0058, 0.0055, 0.0056, -0.001, 0.0085, 0.0054, 0.0057, 0.0088, -0.0009, 0.0155, 0.0215, 0.0162, 0.0277, 0.0291, 0.0288, 0.0338, 0.0, 0.0031, -0.0075, -0.006, -0.0121, -0.0199, -0.0211, -0.0405, -0.0397, -0.0383, -0.0268, 0.0043, -0.0017, 0.0352, 0.0451, 0.0331, 0.0369, 0.0043, -0.0029, -0.0014, 0.0031, 0.0076, 0.0159, 0.0265, 0.0157, 0.0277, 0.0222, 0.0222, 0.0336, 0.0189, 0.0192, 0.0314, 0.015, 0.0106, -0.0081, -0.0049, -0.0082, -0.0198, -0.0143, -0.006, -0.0148, -0.047, -0.0384, -0.0251, -0.0238, -0.0148, -0.0148, -0.0109, -0.0164, -0.0291, -0.0315, -0.0315, -0.0348, -0.0259, -0.0341, -0.0349, -0.0272, -0.0272, -0.0333, -0.0263, -0.0133, -0.0079, 0.0018, 0.0103, 0.0103, 0.0428, 0.0366, 0.0561, 0.0442, 0.0329, 0.0323, 0.0259, 0.0476, 0.0433, 0.0447, 0.0383, 0.0482, 0.0463, 0.0424, 0.0473, 0.0493, 0.0422, 0.0331, 0.0231, 0.0231, 0.031, 0.0286, 0.0189, -0.0049, -0.0033, 0.0025, 0.0071, 0.0148, 0.0314, 0.0198, -0.0049, 0.0163, -0.0043, -0.0023, -0.0131, -0.0117, -0.005, -0.0077, 0.0077, 0.0223, 0.0193, 0.0437, 0.0354, 0.0328, 0.0553, 0.0645, 0.0487, 0.0436, 0.0227, 0.0218, 0.0292, 0.033, -0.0137, -0.0969, -0.0937, -0.083, -0.0, -0.0184, -0.0048, 0.0069, 0.0032, -0.0012]}
{"unit_id": "orig:1807399658731286554", "ticker_idx": 0, "ts": "2024-06-30T13:03:53+00:00", "symbol": "gasoline", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I want to be long gasoline & heating oil", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Shifting from crude to long gasoline and heating oil on advice received.", "resolved_tickers": ["UGA"], "resolution_method": "etf", "resolution_reason": "Gasoline commodity via United States Gasoline Fund UGA", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’ve been informed by @moreproteinbars that I don’t actually want to be long crude, I want to be long gasoline & heating oil.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02803744776525119, "ret_signed_m1d": -0.02803744776525119, "alpha_spy_m1d": -0.025983443004494622, "alpha_c_m1d": -0.025983443004494622, "bench_spy_m1d": -0.002054004760756567, "bench_c_m1d": -0.002054004760756567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0020129314666492704, "ret_signed_p1d": -0.0020129314666492704, "alpha_spy_p1d": -0.008742671110632427, "alpha_c_p1d": -0.008742671110632427, "bench_spy_p1d": 0.006729739643983157, "bench_c_p1d": 0.006729739643983157, "ret_p1w": -0.01567223464352685, "ret_signed_p1w": -0.01567223464352685, "alpha_spy_p1w": -0.03389932707374099, "alpha_c_p1w": -0.03389932707374099, "bench_spy_p1w": 0.018227092430214142, "bench_c_p1w": 0.018227092430214142, "ret_p1m": -0.07160320831657718, "ret_signed_p1m": -0.07160320831657718, "alpha_spy_p1m": -0.0654785624307005, "alpha_c_p1m": -0.0654785624307005, "bench_spy_p1m": -0.0061246458858766895, "bench_c_p1m": -0.0061246458858766895, "ret_p3m": -0.1647735786674459, "ret_signed_p3m": -0.1647735786674459, "alpha_spy_p3m": -0.21742942030772416, "alpha_c_p3m": -0.21742942030772416, "bench_spy_p3m": 0.052655841640278256, "bench_c_p3m": 0.052655841640278256, "ret_p6m": -0.11114310593460464, "ret_signed_p6m": -0.11114310593460464, "alpha_spy_p6m": -0.22086231729002614, "alpha_c_p6m": -0.22086231729002614, "bench_spy_p6m": 0.10971921135542151, "bench_c_p6m": 0.10971921135542151, "price_path": [0.0382, 0.0473, 0.0444, 0.0335, 0.0387, 0.047, 0.047, 0.0502, 0.049, 0.0605, 0.0273, 0.0194, 0.0214, 0.0151, 0.0273, 0.0312, 0.043, 0.0433, 0.0424, 0.0207, -0.0171, -0.0118, -0.0266, -0.0152, -0.0292, -0.0319, -0.0277, -0.0456, -0.0404, -0.0591, -0.0449, -0.0305, -0.0171, -0.0289, -0.039, -0.0556, -0.0538, -0.0479, -0.0479, -0.0344, -0.0558, -0.0775, -0.0697, -0.1017, -0.0965, -0.0923, -0.0762, -0.0834, -0.0709, -0.07, -0.0782, -0.071, -0.0746, -0.0579, -0.0451, -0.0451, -0.0371, -0.0329, -0.0316, -0.0324, -0.0237, -0.0207, -0.028, 0.0, -0.002, -0.003, -0.003, -0.0019, -0.0157, -0.0193, -0.0249, -0.0178, -0.0239, -0.0308, -0.0371, -0.0273, -0.0285, -0.0466, -0.0444, -0.0592, -0.0505, -0.0433, -0.0496, -0.0636, -0.0716, -0.0309, -0.0483, -0.0825, -0.0703, -0.0844, -0.0659, -0.0541, -0.0535, -0.0368, -0.0614, -0.0804, -0.0692, -0.0847, -0.104, -0.1116, -0.1239, -0.1124, -0.0926, -0.0883, -0.1031, -0.116, -0.0978, -0.1048, -0.1048, -0.1518, -0.1645, -0.1748, -0.185, -0.1773, -0.1925, -0.1881, -0.1695, -0.1689, -0.1533, -0.1423, -0.1469, -0.1201, -0.1237, -0.1422, -0.1304, -0.141, -0.1648, -0.1612, -0.1599, -0.1393, -0.1284, -0.087, -0.0906, -0.061, -0.0959, -0.0971, -0.062, -0.0648, -0.0797, -0.1111, -0.11, -0.1094, -0.1262, -0.1216, -0.0986, -0.1093, -0.112, -0.0968, -0.1396, -0.1475, -0.1267, -0.1104, -0.1258, -0.1017, -0.091, -0.0922, -0.09, -0.105, -0.1285, -0.1283, -0.1311, -0.1214, -0.1333, -0.1058, -0.1009, -0.1001, -0.0965, -0.0926, -0.1172, -0.1216, -0.1284, -0.1284, -0.1331, -0.1347, -0.1123, -0.1229, -0.1244, -0.139, -0.1211, -0.1193, -0.1006, -0.0976, -0.0962, -0.1068, -0.1198, -0.1261, -0.1346, -0.1224, -0.1196, -0.1111]}
{"unit_id": "reply:1838581220222837145", "ticker_idx": 0, "ts": "2024-09-24T14:08:16+00:00", "symbol": "EWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "brb I'm going to go buy some $EWM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Malaysia ETF EWM on unspecified catalyst.", "resolved_tickers": ["EWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dalibali2 this is actually incredibly bullish brb I’m going to go buy some $EWM", "reply_text": null, "parent_text": "Damn Malaysia is wild", "quoted_text": null, "parent_author": "dalibali2", "ret_m1d": -0.01865396509481343, "ret_signed_m1d": -0.01865396509481343, "alpha_spy_m1d": -0.01580090502884557, "alpha_c_m1d": -0.01580090502884557, "bench_spy_m1d": -0.0028530600659678607, "bench_c_m1d": -0.0028530600659678607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021945884661814796, "ret_signed_p1d": -0.0021945884661814796, "alpha_spy_p1d": 1.0973233757316514e-05, "alpha_c_p1d": 1.0973233757316514e-05, "bench_spy_p1d": -0.002205561699938796, "bench_c_p1d": -0.002205561699938796, "ret_p1w": -0.01426478816245047, "ret_signed_p1w": -0.01426478816245047, "alpha_spy_p1w": -0.009573741888176057, "alpha_c_p1w": -0.009573741888176057, "bench_spy_p1w": -0.004691046274274413, "bench_c_p1w": -0.004691046274274413, "ret_p1m": -0.06949530142908167, "ret_signed_p1m": -0.06949530142908167, "alpha_spy_p1m": -0.08120551709149504, "alpha_c_p1m": -0.08120551709149504, "bench_spy_p1m": 0.01171021566241337, "bench_c_p1m": 0.01171021566241337, "ret_p3m": -0.11555880122660411, "ret_signed_p3m": -0.11555880122660411, "alpha_spy_p3m": -0.1537868698566459, "alpha_c_p3m": -0.1537868698566459, "bench_spy_p3m": 0.0382280686300418, "bench_c_p3m": 0.0382280686300418, "ret_p6m": -0.13120598177436416, "ret_signed_p6m": -0.13120598177436416, "alpha_spy_p6m": -0.12724802023059056, "alpha_c_p6m": -0.12724802023059056, "bench_spy_p6m": -0.0039579615437735916, "bench_c_p6m": -0.0039579615437735916, "price_path": [-0.1825, -0.1785, -0.1767, -0.1737, -0.1609, -0.1609, -0.1613, -0.1617, -0.1639, -0.1565, -0.1525, -0.147, -0.1481, -0.1474, -0.1426, -0.1481, -0.1485, -0.1544, -0.1492, -0.1562, -0.1573, -0.1536, -0.1474, -0.1481, -0.1331, -0.1339, -0.1192, -0.1598, -0.1467, -0.1474, -0.1331, -0.1266, -0.1222, -0.1152, -0.1097, -0.1138, -0.1075, -0.0812, -0.0841, -0.086, -0.0881, -0.0801, -0.0797, -0.0702, -0.0571, -0.0673, -0.0519, -0.0519, -0.0695, -0.0618, -0.0666, -0.0753, -0.0739, -0.0658, -0.0666, -0.0691, -0.0516, -0.0472, -0.0366, -0.0337, -0.0219, -0.0146, -0.0187, 0.0, -0.0022, 0.0037, -0.0033, -0.0106, -0.0143, -0.0296, -0.0402, -0.0461, -0.0556, -0.0523, -0.0516, -0.0508, -0.0527, -0.0534, -0.0571, -0.06, -0.0567, -0.0519, -0.0571, -0.0567, -0.0695, -0.0706, -0.0775, -0.0856, -0.0849, -0.0907, -0.0988, -0.0936, -0.0838, -0.0743, -0.0823, -0.0794, -0.0885, -0.0991, -0.1053, -0.1053, -0.117, -0.1167, -0.1086, -0.1068, -0.1134, -0.1119, -0.1108, -0.1024, -0.105, -0.0977, -0.0977, -0.0999, -0.1053, -0.1035, -0.0933, -0.0878, -0.0856, -0.0885, -0.09, -0.0914, -0.0988, -0.094, -0.0947, -0.1051, -0.1204, -0.117, -0.1156, -0.1193, -0.1103, -0.1103, -0.0992, -0.0943, -0.0861, -0.0861, -0.0861, -0.0936, -0.0932, -0.0969, -0.0958, -0.1066, -0.1066, -0.1189, -0.1215, -0.1241, -0.129, -0.1349, -0.1267, -0.1267, -0.113, -0.1059, -0.1118, -0.1033, -0.1051, -0.1126, -0.1148, -0.1077, -0.1275, -0.1293, -0.1163, -0.1051, -0.1044, -0.107, -0.1025, -0.1066, -0.1033, -0.0932, -0.0899, -0.0899, -0.1033, -0.1014, -0.0954, -0.0973, -0.0969, -0.1074, -0.0999, -0.1148, -0.1182, -0.1282, -0.1346, -0.1159, -0.1275, -0.1323, -0.1387, -0.1394, -0.1606, -0.1465, -0.1353, -0.1267, -0.1286, -0.1312]}
{"unit_id": "orig:1839643089603833900", "ticker_idx": 0, "ts": "2024-09-27T12:27:46+00:00", "symbol": "ESTA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It will be so much sweeter to watch them lift the offer at 70 than here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ESTA; expects shorts to be squeezed, implying price moves significantly higher from current levels.", "resolved_tickers": ["ESTA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "original", "lang": "en", "tweet_text": "I hope the people who are short $ESTA don’t cover today. I hope they think they’re being very clever by waiting for evidence of commercialization they think will be lackluster to prove the bear case.\n\nIt will be so much sweeter to watch them lift the offer at 70 than here.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12414966069144306, "ret_signed_m1d": -0.12414966069144306, "alpha_spy_m1d": -0.12560213046626456, "alpha_c_m1d": -0.1246723621254483, "bench_spy_m1d": 0.0014524697748214965, "bench_c_m1d": 0.0005227014340052349, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0801445659946669, "ret_signed_p1d": -0.0801445659946669, "alpha_spy_p1d": -0.08415190401112804, "alpha_c_p1d": -0.08667951094469761, "bench_spy_p1d": 0.004007338016461137, "bench_c_p1d": 0.006534944950030708, "ret_p1w": -0.038052739810565894, "ret_signed_p1w": -0.038052739810565894, "alpha_spy_p1w": -0.04069512587920632, "alpha_c_p1w": -0.029034169836534174, "bench_spy_p1w": 0.0026423860686404232, "bench_c_p1w": -0.00901856997403172, "ret_p1m": -0.048469441956187076, "ret_signed_p1m": -0.048469441956187076, "alpha_spy_p1m": -0.06484843045884503, "alpha_c_p1m": -0.020956534598082, "bench_spy_p1m": 0.016378988502657954, "bench_c_p1m": -0.027512907358105076, "ret_p3m": -0.054209166399459496, "ret_signed_p3m": -0.054209166399459496, "alpha_spy_p3m": -0.10994932477519814, "alpha_c_p3m": 0.03119944958703691, "bench_spy_p3m": 0.055740158375738647, "bench_c_p3m": -0.0854086159864964, "ret_p6m": -0.1237244809003204, "ret_signed_p6m": -0.1237244809003204, "alpha_spy_p6m": -0.13470497844949514, "alpha_c_p6m": -0.0934547763765734, "bench_spy_p6m": 0.01098049754917474, "bench_c_p6m": -0.030269704523747, "price_path": [-0.0912, -0.0704, -0.0704, -0.081, -0.044, -0.0585, -0.0793, -0.03, -0.0457, -0.0323, 0.0415, 0.0102, -0.0128, -0.0334, 0.0066, 0.0206, 0.0157, 0.0234, 0.0247, 0.0004, -0.0351, -0.0553, -0.0963, -0.2009, -0.2687, -0.2234, -0.244, -0.1711, -0.118, -0.1276, -0.0989, -0.1176, -0.0801, -0.1025, -0.0693, -0.0634, -0.0636, -0.0789, -0.0295, -0.0204, -0.0164, -0.0181, -0.0536, -0.0259, -0.0259, -0.1029, -0.1116, -0.0965, -0.1159, -0.101, -0.0903, -0.1286, -0.101, -0.0604, -0.0506, -0.074, -0.1001, -0.0655, -0.0976, -0.1469, -0.1545, -0.1518, -0.1241, 0.0, -0.0801, -0.1378, -0.0506, -0.111, -0.0381, -0.0172, -0.0967, -0.1216, -0.1754, -0.1533, -0.1224, -0.0959, -0.0878, -0.101, -0.1091, -0.1114, -0.04, -0.0442, -0.0461, -0.051, -0.0485, -0.0468, -0.044, -0.084, -0.0344, -0.006, 0.0183, 0.0376, 0.023, -0.0168, -0.0372, -0.0991, -0.1641, -0.2026, -0.1966, -0.1969, -0.2024, -0.1112, -0.0942, -0.0842, -0.0317, -0.0313, -0.0206, -0.0206, -0.0244, -0.0221, -0.0555, -0.061, -0.1116, -0.0657, -0.0801, -0.0799, -0.0111, -0.0283, -0.0221, -0.0261, -0.0504, -0.0974, -0.1722, -0.1494, -0.1042, -0.0542, -0.0542, -0.017, -0.0234, -0.0355, -0.0206, -0.0206, -0.0374, -0.0166, -0.0083, -0.0047, 0.0051, 0.0051, -0.0266, -0.2834, -0.2953, -0.2634, -0.2636, -0.2653, -0.2653, -0.244, -0.2298, -0.2768, -0.3008, -0.2917, -0.2985, -0.2808, -0.2823, -0.3187, -0.3635, -0.3467, -0.3452, -0.3565, -0.3939, -0.3591, -0.3567, -0.3588, -0.2859, -0.233, -0.233, -0.2479, -0.2328, -0.2553, -0.2893, -0.2515, -0.2394, -0.2334, -0.0959, -0.0886, -0.0884, -0.0179, -0.0731, -0.1054, -0.1135, -0.22, -0.2392, -0.1911, -0.2598, -0.2126, -0.1652, -0.1754, -0.1533, -0.1611, -0.1567, -0.1237]}
{"unit_id": "quote:1846923935344198028", "ticker_idx": 0, "ts": "2024-10-17T14:39:15+00:00", "symbol": "ELV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ELV's poor results on higher utilization suggests a better outlook for devices", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ELV poor results signal rising utilization headwinds; medtech/devices poised for cyclical inflection upward.", "resolved_tickers": ["ELV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "Healthcare’s cyclical inflection continues with SRT echoing MRK in calling a bottom for bioprocessing on the horizon. Meanwhile, in medtech, ELV’s poor results on higher utilization suggests a better outlook for devices\n\nhttps://t.co/kLjgSmTQng https://t.co/y4kkskdGRO", "reply_text": null, "parent_text": null, "quoted_text": "the note we published this week on healthcare/medtech experiencing a cyclical trough was  shorter than our previous primers, because it was very clear that ain’t nobody got time for a 80 page long treatise 2 days after the VIX tripled in a day\n\nhttps://t.co/kLjgSmTQng", "parent_author": null, "ret_m1d": 0.11839757284650321, "ret_signed_m1d": -0.11839757284650321, "alpha_spy_m1d": -0.11848334888547885, "alpha_c_m1d": -0.1125572837415556, "bench_spy_m1d": -8.57760389756379e-05, "bench_c_m1d": 0.005840289104947605, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030561716344258527, "ret_signed_p1d": 0.030561716344258527, "alpha_spy_p1d": 0.034408195584590184, "alpha_c_p1d": 0.03541764433482075, "bench_spy_p1d": 0.0038464792403316572, "bench_c_p1d": 0.0048559279905622255, "ret_p1w": -0.05695968413507835, "ret_signed_p1w": 0.05695968413507835, "alpha_spy_p1w": 0.05161916552930601, "alpha_c_p1w": 0.03740462810264977, "bench_spy_p1w": -0.0053405186057723375, "bench_c_p1w": -0.019555056032428575, "ret_p1m": -0.0982559077912527, "ret_signed_p1m": 0.0982559077912527, "alpha_spy_p1m": 0.10409433283222314, "alpha_c_p1m": 0.029025763895499157, "bench_spy_p1m": 0.00583842504097043, "bench_c_p1m": -0.06923014389575355, "ret_p3m": -0.11158273227627258, "ret_signed_p3m": 0.11158273227627258, "alpha_spy_p3m": 0.11467269672509173, "alpha_c_p3m": 0.03443761794167055, "bench_spy_p3m": 0.003089964448819149, "bench_c_p3m": -0.07714511433460203, "ret_p6m": -0.00200067870445253, "ret_signed_p6m": 0.00200067870445253, "alpha_spy_p6m": -0.07527467742347194, "alpha_c_p6m": -0.09228617283944152, "bench_spy_p6m": -0.07727535612792447, "bench_c_p6m": -0.09428685154389405, "price_path": [0.1306, 0.1273, 0.1491, 0.1533, 0.1836, 0.1889, 0.2032, 0.1937, 0.1942, 0.2008, 0.1746, 0.175, 0.1693, 0.1814, 0.1938, 0.1799, 0.1929, 0.2099, 0.2155, 0.2199, 0.2192, 0.2184, 0.2169, 0.2191, 0.225, 0.222, 0.2305, 0.2365, 0.2387, 0.2495, 0.2495, 0.2616, 0.228, 0.2215, 0.2159, 0.2198, 0.2246, 0.2229, 0.2284, 0.2397, 0.2456, 0.2232, 0.214, 0.2108, 0.2149, 0.2015, 0.1868, 0.1714, 0.1709, 0.1791, 0.1702, 0.1506, 0.1369, 0.1213, 0.1074, 0.1073, 0.1015, 0.1106, 0.1076, 0.1295, 0.1455, 0.0889, 0.1184, 0.0, -0.0306, -0.0497, -0.0552, -0.0648, -0.057, -0.0429, -0.061, -0.076, -0.0756, -0.0868, -0.0683, -0.0596, -0.0598, -0.0347, -0.0338, -0.0489, -0.0427, -0.0707, -0.0753, -0.084, -0.0983, -0.0982, -0.1129, -0.1055, -0.0917, -0.0941, -0.0827, -0.0954, -0.0936, -0.0936, -0.0841, -0.0764, -0.0816, -0.0996, -0.112, -0.1365, -0.1059, -0.119, -0.1288, -0.145, -0.1381, -0.1565, -0.1723, -0.1724, -0.1719, -0.173, -0.1619, -0.1573, -0.1573, -0.1556, -0.1615, -0.1666, -0.1664, -0.1664, -0.1733, -0.1604, -0.1421, -0.1396, -0.134, -0.134, -0.1387, -0.1041, -0.1116, -0.1203, -0.1294, -0.1294, -0.1294, -0.1205, -0.1171, -0.0931, -0.094, -0.0707, -0.0839, -0.0954, -0.0977, -0.1058, -0.0846, -0.0917, -0.0912, -0.1177, -0.1155, -0.1048, -0.116, -0.1285, -0.1151, -0.1204, -0.1204, -0.1357, -0.1149, -0.1176, -0.1298, -0.1294, -0.0918, -0.1275, -0.1122, -0.1032, -0.1063, -0.1023, -0.1018, -0.0899, -0.0747, -0.0707, -0.0423, -0.0673, -0.0532, -0.0448, -0.0229, -0.0101, -0.0232, -0.0145, -0.0306, -0.0305, -0.0391, -0.0231, -0.0198, -0.0197, -0.013, -0.0182, -0.0258, 0.0272, -0.0268, -0.0398, -0.0222, -0.0114, -0.0098, -0.002]}
{"unit_id": "quote:1846923935344198028", "ticker_idx": 1, "ts": "2024-10-17T14:39:15+00:00", "symbol": "medtech", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "a better outlook for devices", "tweet_type": "analysis", "timeline": "unspecified", "summary": "ELV poor results signal rising utilization headwinds; medtech/devices poised for cyclical inflection upward.", "resolved_tickers": ["IHI"], "resolution_method": "etf", "resolution_reason": "US medtech/devices via iShares IHI ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Healthcare’s cyclical inflection continues with SRT echoing MRK in calling a bottom for bioprocessing on the horizon. Meanwhile, in medtech, ELV’s poor results on higher utilization suggests a better outlook for devices\n\nhttps://t.co/kLjgSmTQng https://t.co/y4kkskdGRO", "reply_text": null, "parent_text": null, "quoted_text": "the note we published this week on healthcare/medtech experiencing a cyclical trough was  shorter than our previous primers, because it was very clear that ain’t nobody got time for a 80 page long treatise 2 days after the VIX tripled in a day\n\nhttps://t.co/kLjgSmTQng", "parent_author": null, "ret_m1d": 0.004091935550362802, "ret_signed_m1d": 0.004091935550362802, "alpha_spy_m1d": 0.00417771158933844, "alpha_c_m1d": 0.00417771158933844, "bench_spy_m1d": -8.57760389756379e-05, "bench_c_m1d": -8.57760389756379e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028303410349816538, "ret_signed_p1d": 0.028303410349816538, "alpha_spy_p1d": 0.02445693110948488, "alpha_c_p1d": 0.02445693110948488, "bench_spy_p1d": 0.0038464792403316572, "bench_c_p1d": 0.0038464792403316572, "ret_p1w": 0.011423562738147597, "ret_signed_p1w": 0.011423562738147597, "alpha_spy_p1w": 0.016764081343919934, "alpha_c_p1w": 0.016764081343919934, "bench_spy_p1w": -0.0053405186057723375, "bench_c_p1w": -0.0053405186057723375, "ret_p1m": 0.01517463998518509, "ret_signed_p1m": 0.01517463998518509, "alpha_spy_p1m": 0.00933621494421466, "alpha_c_p1m": 0.00933621494421466, "bench_spy_p1m": 0.00583842504097043, "bench_c_p1m": 0.00583842504097043, "ret_p3m": 0.02042224812050253, "ret_signed_p3m": 0.02042224812050253, "alpha_spy_p3m": 0.01733228367168338, "alpha_c_p3m": 0.01733228367168338, "bench_spy_p3m": 0.003089964448819149, "bench_c_p3m": 0.003089964448819149, "ret_p6m": -0.03472946294368351, "ret_signed_p6m": -0.03472946294368351, "alpha_spy_p6m": 0.04254589318424096, "alpha_c_p6m": 0.04254589318424096, "bench_spy_p6m": -0.07727535612792447, "bench_c_p6m": -0.07727535612792447, "price_path": [-0.031, -0.0313, -0.0288, -0.0601, -0.0739, -0.0679, -0.0678, -0.0652, -0.0529, -0.0506, -0.0741, -0.0604, -0.0693, -0.0484, -0.0495, -0.054, -0.0463, -0.0444, -0.0308, -0.0252, -0.0189, -0.0266, -0.0186, -0.0134, -0.0088, -0.0131, -0.0058, -0.0075, -0.0029, 0.0019, 0.0019, -0.0002, -0.0014, -0.0112, -0.0114, -0.0003, 0.0066, 0.0072, 0.0128, 0.0118, 0.0177, 0.009, 0.0017, 0.0112, 0.0066, 0.0118, 0.0053, -0.0024, 0.002, 0.0017, 0.0097, -0.0019, -0.0044, -0.0148, -0.0109, -0.0217, -0.0072, 0.0003, -0.0049, -0.0007, 0.0082, 0.001, 0.0041, 0.0, 0.0283, 0.0184, 0.0159, 0.0135, 0.0114, 0.0055, 0.0041, 0.0055, 0.0095, -0.0089, 0.0084, 0.0085, 0.0143, 0.0191, 0.0153, 0.0254, 0.0302, 0.0305, 0.0239, 0.0135, 0.0152, 0.0242, 0.0223, 0.0222, 0.0298, 0.029, 0.0341, 0.0348, 0.0392, 0.0392, 0.0419, 0.038, 0.035, 0.0399, 0.0259, 0.0259, 0.0239, 0.028, 0.0269, 0.024, 0.0159, 0.0131, 0.0146, -0.0107, -0.0105, 0.0045, 0.0056, 0.0129, 0.0129, 0.0173, 0.0127, -0.0014, -0.0033, -0.0033, -0.0038, 0.0103, 0.016, 0.0165, 0.0317, 0.0317, 0.0223, 0.0197, 0.0204, 0.0355, 0.0524, 0.0563, 0.0563, 0.0775, 0.0804, 0.0917, 0.091, 0.0987, 0.0954, 0.0939, 0.1026, 0.0899, 0.0951, 0.0961, 0.1118, 0.0939, 0.0899, 0.0997, 0.0954, 0.0908, 0.1009, 0.0992, 0.0992, 0.0975, 0.1075, 0.1075, 0.0993, 0.1051, 0.0928, 0.0976, 0.0788, 0.0893, 0.0918, 0.078, 0.0835, 0.0589, 0.0577, 0.031, 0.0226, 0.0136, 0.0006, 0.0107, 0.0216, 0.0172, 0.0253, 0.0241, 0.0188, 0.0333, 0.0304, 0.0241, 0.0292, 0.0155, 0.0287, 0.0247, 0.0306, 0.0041, -0.06, -0.0535, -0.0725, -0.0064, -0.0448, -0.0347]}
{"unit_id": "reply:1838733900400541928", "ticker_idx": 0, "ts": "2024-09-25T00:14:58+00:00", "symbol": "VIX", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "generational vol selling opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls vol a generational selling opportunity; strongly bearish on volatility.", "resolved_tickers": ["UVXY"], "resolution_method": "etf", "resolution_reason": "VIX volatility proxy via UVXY (short-term VIX futures)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RaisingTheBAR47 generational vol selling opportunity", "reply_text": null, "parent_text": "Somewhat concerning vol can’t crack sub 15 with China stimmy and fed easing \n\nStay woke", "quoted_text": null, "parent_author": "RaisingTheBAR47", "ret_m1d": -0.018679950660080435, "ret_signed_m1d": 0.018679950660080435, "alpha_spy_m1d": 0.02089038761510731, "alpha_c_m1d": 0.02089038761510731, "bench_spy_m1d": 0.002210436955026873, "bench_c_m1d": 0.002210436955026873, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008302707019460787, "ret_signed_p1d": -0.0008302707019460787, "alpha_spy_p1d": 0.003134477836736149, "alpha_c_p1d": 0.003134477836736149, "bench_spy_p1d": 0.003964748538682228, "bench_c_p1d": 0.003964748538682228, "ret_p1w": 0.13158992532250902, "ret_signed_p1w": -0.13158992532250902, "alpha_spy_p1w": -0.13365976449281203, "alpha_c_p1w": -0.13365976449281203, "bench_spy_p1w": -0.0020698391703030117, "bench_c_p1w": -0.0020698391703030117, "ret_p1m": 0.12536327510248224, "ret_signed_p1m": -0.12536327510248224, "alpha_spy_p1m": -0.10922395730255197, "alpha_c_p1m": -0.10922395730255197, "bench_spy_p1m": 0.016139317799930275, "bench_c_p1m": 0.016139317799930275, "ret_p3m": -0.16106263501875073, "ret_signed_p3m": 0.16106263501875073, "alpha_spy_p3m": 0.2078165209943832, "alpha_c_p3m": 0.2078165209943832, "bench_spy_p3m": 0.04675388597563246, "bench_c_p3m": 0.04675388597563246, "ret_p6m": -0.10336236831614032, "ret_signed_p6m": 0.10336236831614032, "alpha_spy_p6m": 0.09871958968539052, "alpha_c_p6m": 0.09871958968539052, "bench_spy_p6m": -0.0046427786307498, "bench_c_p6m": -0.0046427786307498, "price_path": [-0.0228, -0.0726, -0.0955, -0.0847, -0.0847, -0.0851, -0.1046, -0.1046, -0.1079, -0.1038, -0.1291, -0.105, -0.0955, -0.0502, -0.0079, 0.0548, -0.0253, -0.0394, 0.1553, 0.1673, 0.0731, 0.0498, 0.0946, 0.0469, 0.1951, 0.6198, 1.5641, 0.8364, 0.7663, 0.567, 0.2553, 0.2453, 0.1063, -0.0095, -0.0693, -0.0685, -0.0992, -0.0407, -0.0245, 0.0419, -0.0506, -0.0527, -0.0822, -0.0054, -0.0548, -0.0938, -0.0938, 0.1748, 0.2159, 0.1308, 0.2603, 0.1337, 0.1071, 0.034, 0.0208, 0.0149, 0.0307, 0.0619, 0.049, -0.0178, -0.0237, -0.0195, -0.0187, 0.0, 0.0008, 0.071, 0.0349, 0.154, 0.1316, 0.2071, 0.1399, 0.2885, 0.2142, 0.1673, 0.188, 0.1702, 0.1079, 0.1623, 0.1424, 0.1175, 0.078, 0.0801, 0.0739, 0.1548, 0.1254, 0.2063, 0.12, 0.1133, 0.1511, 0.2844, 0.2507, 0.1702, 0.0789, -0.0822, -0.1229, -0.1308, -0.1345, -0.1395, -0.1689, -0.1702, -0.0826, -0.1333, -0.088, -0.0423, -0.0548, -0.1083, -0.1569, -0.1706, -0.176, -0.176, -0.1988, -0.2084, -0.2183, -0.2092, -0.2046, -0.2258, -0.2005, -0.2009, -0.2167, -0.208, -0.208, -0.1831, -0.1569, 0.0477, 0.1943, -0.0693, -0.1611, -0.2287, -0.2287, -0.2283, -0.1731, -0.1478, -0.1399, -0.1399, -0.1117, -0.1868, -0.1901, -0.1183, -0.127, -0.127, -0.0411, -0.0677, -0.0951, -0.2051, -0.2084, -0.1984, -0.1984, -0.2466, -0.2312, -0.2516, -0.2603, -0.1818, -0.2275, -0.2312, -0.2362, -0.1959, -0.1723, -0.2071, -0.2337, -0.2416, -0.2034, -0.2325, -0.2291, -0.2341, -0.2532, -0.2582, -0.2582, -0.2636, -0.2752, -0.2715, -0.1947, -0.1876, -0.1806, -0.2034, -0.1357, -0.1652, -0.0544, -0.0216, -0.0868, 0.0585, -0.0095, 0.1519, 0.1461, 0.0639, 0.1262, -0.0125, -0.071, -0.0349, -0.0818, -0.1034]}
{"unit_id": "quote:1840044118140993962", "ticker_idx": 0, "ts": "2024-09-28T15:01:18+00:00", "symbol": "HSI", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Entering long HSI / short NKY pair trade, endorsing and extending a known failed trade.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hang Seng Index proxy via iShares EWH Hong Kong ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "mandatory moment of silence for chua\n\nyou died so this trade could live 🫡 https://t.co/ggWSDgqsKD", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": 0.003751439159075609, "ret_signed_m1d": 0.003751439159075609, "alpha_spy_m1d": 0.007742782513575519, "alpha_c_m1d": 0.007742782513575519, "bench_spy_m1d": -0.00399134335449991, "bench_c_m1d": -0.00399134335449991, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022508084922321148, "ret_signed_p1d": 0.022508084922321148, "alpha_spy_p1d": 0.03146662584485205, "alpha_c_p1d": 0.03146662584485205, "bench_spy_p1d": -0.0089585409225309, "bench_c_p1d": -0.0089585409225309, "ret_p1w": 0.09056818099313357, "ret_signed_p1w": 0.09056818099313357, "alpha_spy_p1w": 0.10095574411450703, "alpha_c_p1w": 0.10095574411450703, "bench_spy_p1w": -0.010387563121373455, "bench_c_p1w": -0.010387563121373455, "ret_p1m": -0.03161837714559279, "ret_signed_p1m": -0.03161837714559279, "alpha_spy_p1m": -0.04557876647374115, "alpha_c_p1m": -0.04557876647374115, "bench_spy_p1m": 0.01396038932814836, "bench_c_p1m": 0.01396038932814836, "ret_p3m": -0.0707257717995885, "ret_signed_p3m": -0.0707257717995885, "alpha_spy_p3m": -0.1223222766562283, "alpha_c_p3m": -0.1223222766562283, "bench_spy_p3m": 0.0515965048566398, "bench_c_p3m": 0.0515965048566398, "ret_p6m": -0.032439025087845685, "ret_signed_p6m": -0.032439025087845685, "alpha_spy_p6m": -0.04180482163588595, "alpha_c_p6m": -0.04180482163588595, "bench_spy_p6m": 0.009365796548040262, "bench_c_p6m": 0.009365796548040262, "price_path": [-0.1672, -0.1672, -0.1865, -0.1994, -0.1924, -0.187, -0.1688, -0.1495, -0.164, -0.1629, -0.1608, -0.1693, -0.1693, -0.1629, -0.1715, -0.1849, -0.1865, -0.1811, -0.1763, -0.1833, -0.1827, -0.1833, -0.1881, -0.1827, -0.1908, -0.1854, -0.1661, -0.1715, -0.1731, -0.1629, -0.1736, -0.1651, -0.1608, -0.1522, -0.1645, -0.1635, -0.1602, -0.1479, -0.142, -0.1361, -0.1442, -0.134, -0.1329, -0.1329, -0.1527, -0.1517, -0.1431, -0.1522, -0.1468, -0.1576, -0.1554, -0.1468, -0.1447, -0.1399, -0.1275, -0.1329, -0.1056, -0.1018, -0.0927, -0.0504, -0.0643, -0.022, 0.0038, 0.0, 0.0225, 0.0734, 0.0439, 0.0734, 0.0906, 0.0054, 0.0027, 0.0011, 0.0096, -0.0043, -0.0413, -0.0311, -0.0482, -0.0247, -0.0407, -0.0354, -0.0445, -0.0407, -0.037, -0.0263, -0.0316, -0.0391, -0.0423, -0.0343, -0.0311, -0.015, -0.0375, -0.0118, -0.0359, -0.038, -0.0638, -0.0718, -0.0756, -0.0788, -0.0729, -0.0788, -0.0761, -0.0761, -0.0922, -0.0906, -0.0906, -0.075, -0.075, -0.0654, -0.075, -0.0686, -0.0761, -0.074, -0.0734, -0.0214, -0.0472, -0.0573, -0.0654, -0.0713, -0.0847, -0.0844, -0.1024, -0.0997, -0.0942, -0.086, -0.0746, -0.0746, -0.0707, -0.0833, -0.0904, -0.0888, -0.0888, -0.103, -0.0959, -0.0992, -0.1096, -0.1194, -0.1194, -0.1342, -0.1358, -0.1309, -0.12, -0.1183, -0.103, -0.103, -0.097, -0.1035, -0.1085, -0.1014, -0.1014, -0.097, -0.1008, -0.086, -0.0975, -0.1079, -0.0997, -0.1139, -0.1074, -0.1134, -0.1063, -0.115, -0.0888, -0.0795, -0.0713, -0.0713, -0.0762, -0.0751, -0.0707, -0.0598, -0.0581, -0.0494, -0.0346, -0.0346, -0.0379, -0.0532, -0.0401, -0.0056, 0.0031, 0.0015, -0.0182, -0.0095, -0.004, -0.0062, -0.0073, 0.0058, -0.0035, 0.0048, -0.0144, -0.0242, -0.0297, -0.0324]}
{"unit_id": "quote:1840044118140993962", "ticker_idx": 1, "ts": "2024-09-28T15:01:18+00:00", "symbol": "NKY", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Entering long HSI / short NKY pair trade, endorsing and extending a known failed trade.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "Nikkei 225 proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "mandatory moment of silence for chua\n\nyou died so this trade could live 🫡 https://t.co/ggWSDgqsKD", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": -0.006430064692572124, "ret_signed_m1d": 0.006430064692572124, "alpha_spy_m1d": 0.002438721338072214, "alpha_c_m1d": 0.002438721338072214, "bench_spy_m1d": -0.00399134335449991, "bench_c_m1d": -0.00399134335449991, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013976776281867664, "ret_signed_p1d": -0.0013976776281867664, "alpha_spy_p1d": -0.010356218550717666, "alpha_c_p1d": -0.010356218550717666, "bench_spy_p1d": -0.0089585409225309, "bench_c_p1d": -0.0089585409225309, "ret_p1w": -0.006989181053114191, "ret_signed_p1w": 0.006989181053114191, "alpha_spy_p1w": -0.0033983820682592647, "alpha_c_p1w": -0.0033983820682592647, "bench_spy_p1w": -0.010387563121373455, "bench_c_p1w": -0.010387563121373455, "ret_p1m": -0.04445077012161913, "ret_signed_p1m": 0.04445077012161913, "alpha_spy_p1m": 0.05841115944976749, "alpha_c_p1m": 0.05841115944976749, "bench_spy_p1m": 0.01396038932814836, "bench_c_p1m": 0.01396038932814836, "ret_p3m": -0.045708781932839004, "ret_signed_p3m": 0.045708781932839004, "alpha_spy_p3m": 0.0973052867894788, "alpha_c_p3m": 0.0973052867894788, "bench_spy_p3m": 0.0515965048566398, "bench_c_p3m": 0.0515965048566398, "ret_p6m": 0.01760774770349971, "ret_signed_p6m": -0.01760774770349971, "alpha_spy_p6m": -0.008241951155459448, "alpha_c_p6m": -0.008241951155459448, "bench_spy_p6m": 0.009365796548040262, "bench_c_p6m": 0.009365796548040262, "price_path": [-0.0287, -0.0287, -0.0221, -0.0268, -0.0215, -0.0036, -0.0074, -0.002, -0.0067, 0.005, -0.0008, -0.0159, -0.0221, -0.0173, -0.0182, -0.0375, -0.0526, -0.0398, -0.0376, -0.0363, -0.008, -0.0558, -0.0963, -0.1134, -0.1177, -0.103, -0.084, -0.0862, -0.0812, -0.0549, -0.0535, -0.0354, -0.0303, -0.0165, -0.0212, -0.0099, -0.0172, 0.0055, -0.0071, 0.0027, -0.0017, 0.0, 0.006, 0.006, -0.0091, -0.0193, -0.0134, -0.0482, -0.0309, -0.0335, -0.0277, -0.018, -0.0233, -0.014, -0.0256, -0.0301, -0.0043, -0.0038, 0.0022, -0.0064, -0.0082, 0.0203, -0.0064, 0.0, 0.0014, -0.0043, -0.0082, 0.0048, -0.007, -0.0039, -0.0091, -0.0089, -0.0068, -0.0052, -0.0256, -0.0197, -0.0249, -0.0197, -0.0359, -0.0486, -0.0681, -0.0604, -0.0601, -0.0537, -0.0445, -0.0436, -0.0485, -0.0498, -0.0489, -0.0345, -0.0302, -0.0218, -0.0295, -0.0271, -0.0425, -0.0531, -0.052, -0.0566, -0.0512, -0.0526, -0.0595, -0.0569, -0.0502, -0.0436, -0.0485, -0.0512, -0.0512, -0.0259, -0.014, 0.0001, -0.0055, -0.0073, -0.0064, -0.0151, -0.0204, -0.0066, -0.0164, -0.028, -0.033, -0.0363, -0.0605, -0.0575, -0.06, -0.0561, -0.0566, -0.0566, -0.0457, -0.0385, -0.0466, -0.0474, -0.0474, -0.0487, -0.0449, -0.0427, -0.045, -0.0474, -0.0474, -0.0738, -0.0713, -0.0731, -0.0592, -0.0652, -0.0605, -0.0605, -0.0441, -0.0453, -0.0372, -0.0278, -0.0383, -0.0302, -0.0332, -0.0187, -0.0302, -0.0395, -0.0308, -0.0187, -0.0148, -0.0278, -0.024, -0.0241, -0.0344, -0.0167, -0.0152, -0.0152, -0.0048, -0.0116, -0.0104, -0.0192, -0.0236, -0.0138, -0.0132, -0.0204, -0.028, -0.0175, -0.0255, -0.0041, -0.0118, -0.0038, -0.025, -0.0309, -0.0131, -0.0167, -0.0013, 0.0092, 0.0064, 0.0179, 0.0125, 0.0126, 0.0104, 0.0176]}
{"unit_id": "quote:1820159439418106020", "ticker_idx": 0, "ts": "2024-08-04T18:06:41+00:00", "symbol": "office CRE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is in fact still my thesis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Maintains long office CRE thesis despite growth scare, citing WFH power balance shifting in a recession.", "resolved_tickers": ["BXP", "SLG"], "resolution_method": "basket", "resolution_reason": "Office CRE basket: BXP and SL Green, pure-play office REITs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "REIT - Office", "unit_kind": "quote", "lang": "en", "tweet_text": "It seems truly insane to buy office CRE into a growth scare but this is in fact still my thesis.", "reply_text": null, "parent_text": null, "quoted_text": "@EgweneAlVer Well….\n\nI agree with you there. And I think the actual risks in real estate may be in MF rather than office.\n\nThink about how the employment dynamic changes (the power balance btwn employer and employee) during a recession. “I wanna WFH” does not fly w/ u3 > 4.5%\n\nAnd combined w", "parent_author": null, "ret_m1d": 0.039794107189099925, "ret_signed_m1d": 0.039794107189099925, "alpha_spy_m1d": 0.00979683181604174, "alpha_c_m1d": 0.00979683181604174, "bench_spy_m1d": 0.029997275373058185, "bench_c_m1d": 0.029997275373058185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04463372808054722, "ret_signed_p1d": 0.04463372808054722, "alpha_spy_p1d": 0.03541426263259895, "alpha_c_p1d": 0.03541426263259895, "bench_spy_p1d": 0.009219465447948272, "bench_c_p1d": 0.009219465447948272, "ret_p1w": 0.02316676821067809, "ret_signed_p1w": 0.02316676821067809, "alpha_spy_p1w": -0.007545872299730472, "alpha_c_p1w": -0.007545872299730472, "bench_spy_p1w": 0.030712640510408562, "bench_c_p1w": 0.030712640510408562, "ret_p1m": 0.10972982396458308, "ret_signed_p1m": 0.10972982396458308, "alpha_spy_p1m": 0.04266099979167348, "alpha_c_p1m": 0.04266099979167348, "bench_spy_p1m": 0.0670688241729096, "bench_c_p1m": 0.0670688241729096, "ret_p3m": 0.26419950109132695, "ret_signed_p3m": 0.26419950109132695, "alpha_spy_p3m": 0.16175220310940586, "alpha_c_p3m": 0.16175220310940586, "bench_spy_p3m": 0.10244729798192109, "bench_c_p3m": 0.10244729798192109, "ret_p6m": 0.12177118331504277, "ret_signed_p6m": 0.12177118331504277, "alpha_spy_p6m": -0.054182743267463085, "alpha_c_p6m": -0.054182743267463085, "bench_spy_p6m": 0.17595392658250586, "bench_c_p6m": 0.17595392658250586, "price_path": [-0.1264, -0.1041, -0.1051, -0.0895, -0.065, -0.0666, -0.0813, -0.0862, -0.0979, -0.093, -0.1091, -0.1357, -0.1345, -0.1345, -0.1479, -0.1645, -0.1355, -0.1032, -0.1074, -0.1047, -0.1036, -0.0916, -0.1047, -0.1114, -0.1234, -0.0868, -0.0667, -0.0629, -0.0642, -0.056, -0.056, -0.0688, -0.0784, -0.0675, -0.0728, -0.0821, -0.0752, -0.0562, -0.0767, -0.0653, -0.0586, -0.0586, -0.0796, -0.0688, -0.0565, -0.0492, 0.0073, 0.0336, 0.0532, 0.0584, 0.0393, 0.0218, 0.018, 0.036, 0.0533, 0.0253, 0.0468, 0.0787, 0.0931, 0.1138, 0.104, 0.0941, 0.0398, 0.0, 0.0446, 0.0321, 0.048, 0.0483, 0.0232, 0.048, 0.0461, 0.0665, 0.0689, 0.0802, 0.067, 0.0809, 0.0804, 0.1162, 0.1166, 0.1286, 0.1254, 0.1279, 0.1358, 0.1358, 0.1097, 0.114, 0.1068, 0.0969, 0.0955, 0.1094, 0.1475, 0.176, 0.196, 0.2179, 0.1971, 0.2277, 0.2369, 0.2252, 0.2315, 0.2326, 0.208, 0.1981, 0.2023, 0.2105, 0.2041, 0.2029, 0.1908, 0.1972, 0.184, 0.1878, 0.2047, 0.2053, 0.2154, 0.2442, 0.275, 0.2901, 0.3227, 0.3595, 0.3213, 0.3194, 0.3112, 0.3322, 0.3202, 0.3248, 0.3213, 0.2978, 0.2642, 0.243, 0.2677, 0.2908, 0.3064, 0.327, 0.3258, 0.3214, 0.2641, 0.261, 0.2595, 0.2488, 0.2538, 0.2723, 0.2745, 0.2959, 0.2992, 0.3046, 0.3065, 0.3095, 0.3095, 0.2993, 0.2698, 0.2478, 0.2497, 0.2394, 0.2607, 0.2922, 0.2586, 0.2445, 0.2392, 0.253, 0.264, 0.2519, 0.1615, 0.1352, 0.1558, 0.1591, 0.1697, 0.1697, 0.1685, 0.1404, 0.1373, 0.1628, 0.1628, 0.1616, 0.1684, 0.1393, 0.1119, 0.0992, 0.0992, 0.062, 0.0777, 0.0915, 0.123, 0.1257, 0.1357, 0.1357, 0.1538, 0.1438, 0.1249, 0.14, 0.1599, 0.1218]}
{"unit_id": "orig:1805529239690620972", "ticker_idx": 0, "ts": "2024-06-25T09:11:30+00:00", "symbol": "USDCAD=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I think USDCAD has peaked and is a short here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "USDCAD viewed as peaked and a short, though author hesitates on timing near Fourth of July.", "resolved_tickers": ["USDCAD=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "significant issues forming into a dilemma:\n\n1) I think USDCAD has peaked and is a short here\n\n2) there’s zero chance I can bring myself to short USDCAD a week before the Fourth of July", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0031775993126343938, "ret_signed_m1d": -0.0031775993126343938, "alpha_spy_m1d": -0.007013790363138539, "alpha_c_m1d": null, "bench_spy_m1d": -0.0038361910505041452, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.00023426568574169693, "ret_signed_p1d": -0.00023426568574169693, "alpha_spy_p1d": 0.0010140005476100278, "alpha_c_p1d": null, "bench_spy_p1d": 0.0012482662333517247, "bench_c_p1d": null, "ret_p1w": 0.005850095971249969, "ret_signed_p1w": -0.005850095971249969, "alpha_spy_p1w": 0.0018220573629237347, "alpha_c_p1w": null, "bench_spy_p1w": 0.007672153334173704, "bench_c_p1w": null, "ret_p1m": 0.009364517668860817, "ret_signed_p1m": -0.009364517668860817, "alpha_spy_p1m": -0.01597221892133638, "alpha_c_p1m": null, "bench_spy_p1m": -0.006607701252475562, "bench_c_p1m": null, "ret_p3m": -0.006970364256083772, "ret_signed_p3m": 0.006970364256083772, "alpha_spy_p3m": 0.0531554142061782, "alpha_c_p3m": null, "bench_spy_p3m": 0.046185049950094426, "bench_c_p3m": null, "ret_p6m": 0.047723254369330004, "ret_signed_p6m": -0.047723254369330004, "alpha_spy_p6m": 0.03165609205754927, "alpha_c_p6m": null, "bench_spy_p6m": 0.07937934642687927, "bench_c_p6m": null, "price_path": [-0.0053, -0.0089, -0.01, -0.0062, -0.0069, -0.0098, -0.0083, -0.0039, -0.0064, -0.0062, 0.0021, 0.0021, 0.0073, 0.0094, 0.0118, 0.0083, 0.0082, 0.0059, 0.0031, 0.0002, 0.0034, 0.0, -0.0001, 0.0006, 0.0087, 0.0048, 0.0006, 0.0025, 0.001, 0.0055, 0.0051, 0.0015, 0.0014, 0.0006, -0.0004, -0.0045, -0.0032, -0.0037, -0.0027, -0.0013, 0.0023, 0.0054, 0.0006, -0.0021, -0.0009, 0.0043, 0.0019, -0.0029, -0.0021, 0.0013, 0.0024, 0.0008, 0.0074, 0.0076, 0.0071, 0.0047, 0.0061, 0.0055, 0.0041, 0.0043, 0.0035, 0.002, 0.0032, 0.0, 0.0002, 0.0034, 0.003, 0.0011, 0.0059, 0.0014, -0.0018, -0.0031, -0.0015, -0.0021, -0.002, -0.003, -0.0025, -0.0009, 0.0013, 0.0008, 0.0015, 0.0032, 0.0036, 0.0076, 0.0094, 0.0112, 0.0118, 0.0125, 0.0145, 0.014, 0.011, 0.0163, 0.0165, 0.0108, 0.0094, 0.0071, 0.0057, 0.0057, 0.0062, 0.0037, 0.0042, 0.0055, 0.0015, -0.002, -0.003, -0.0055, -0.004, -0.011, -0.0129, -0.0154, -0.0132, -0.0124, -0.0124, -0.0118, -0.0084, -0.011, -0.0116, -0.007, -0.0069, -0.0035, -0.0058, -0.006, -0.0059, -0.0052, -0.0048, -0.0035, -0.007, -0.0069, -0.0094, -0.0173, -0.0129, -0.0133, -0.0109, -0.0096, -0.012, -0.0112, -0.008, -0.0058, -0.0029, -0.0004, 0.0038, 0.0064, 0.009, 0.0106, 0.009, 0.0071, 0.0101, 0.0104, 0.0129, 0.0116, 0.0131, 0.0143, 0.0174, 0.017, 0.0187, 0.0183, 0.0203, 0.0191, 0.0178, 0.0128, 0.0213, 0.0153, 0.0183, 0.0193, 0.0211, 0.0245, 0.0296, 0.0313, 0.0267, 0.0218, 0.0227, 0.0236, 0.0201, 0.0323, 0.0289, 0.027, 0.0256, 0.026, 0.0282, 0.0299, 0.0304, 0.0266, 0.0359, 0.0376, 0.0378, 0.0359, 0.041, 0.0416, 0.0422, 0.0477]}
{"unit_id": "reply:1805999274603262430", "ticker_idx": 0, "ts": "2024-06-26T16:19:15+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I view MRVL like a hedge on AI basket from risk of ASICs disrupting current paradigm", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MRVL as a hedge within AI basket; ASIC disruption risk makes it a defensive position.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Crypto_Class21 I view MRVL like a hedge on AI basket from risk of ASICs disrupting current paradigm", "reply_text": null, "parent_text": "@Citrini7 You still like MRVL and UTI? They seem like they haven’t hit their stride vs other AI basket members. \n\nCLS and SMCI have seen some significant follow through YTD.", "quoted_text": null, "parent_author": "Crypto_Class21", "ret_m1d": -0.00014637866271283162, "ret_signed_m1d": -0.00014637866271283162, "alpha_spy_m1d": 0.0011003313446339424, "alpha_c_m1d": -0.0034425224961579515, "bench_spy_m1d": -0.001246710007346774, "bench_c_m1d": 0.00329614383344512, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006738027951129322, "ret_signed_p1d": 0.006738027951129322, "alpha_spy_p1d": 0.0051617331942914735, "alpha_c_p1d": 0.01459519858717706, "bench_spy_p1d": 0.0015762947568378483, "bench_c_p1d": -0.007857170636047739, "ret_p1w": 0.05756548899298797, "ret_signed_p1w": 0.05756548899298797, "alpha_spy_p1w": 0.04665834723990092, "alpha_c_p1w": 0.024182265868952113, "bench_spy_p1w": 0.010907141753087046, "bench_c_p1w": 0.033383223124035855, "ret_p1m": -0.061912496814128026, "ret_signed_p1m": -0.061912496814128026, "alpha_spy_p1m": -0.04889692659081346, "alpha_c_p1m": 0.0314147240377618, "bench_spy_p1m": -0.013015570223314565, "bench_c_p1m": -0.09332722085188982, "ret_p3m": 0.052727910284944945, "ret_signed_p3m": 0.052727910284944945, "alpha_spy_p3m": 0.005236175893467587, "alpha_c_p3m": 0.13689489416425726, "bench_spy_p3m": 0.04749173439147736, "bench_c_p3m": -0.08416698387931232, "ret_p6m": 0.6008666471270265, "ret_signed_p6m": 0.6008666471270265, "alpha_spy_p6m": 0.5231639293723247, "alpha_c_p6m": 0.6853402764443103, "bench_spy_p6m": 0.07770271775470183, "bench_c_p6m": -0.08447362931728375, "price_path": [0.0374, 0.0713, 0.077, 0.0688, 0.0374, 0.0633, 0.0526, 0.0734, 0.0454, 0.0478, 0.0277, -0.0057, 0.0001, -0.0262, -0.0444, -0.0899, -0.079, -0.0646, -0.0501, -0.0116, 0.0198, 0.007, -0.0346, -0.0652, -0.0234, 0.0035, 0.0227, 0.006, -0.0023, -0.0086, 0.0029, 0.011, -0.0037, 0.0275, 0.0705, 0.0535, 0.0908, 0.0737, 0.0792, 0.0989, 0.1232, 0.1232, 0.1474, 0.11, 0.1257, 0.0079, -0.0009, -0.0277, 0.0224, -0.0025, -0.0041, 0.0176, 0.0312, 0.0746, 0.0674, 0.0732, 0.052, 0.0713, 0.0713, 0.0728, 0.053, -0.0073, -0.0001, 0.0, 0.0067, 0.0239, 0.04, 0.0488, 0.0576, 0.0576, 0.0558, 0.0973, 0.0816, 0.0968, 0.0573, 0.0788, 0.079, 0.1083, -0.0042, -0.0, -0.025, 0.0117, 0.0026, -0.0566, -0.0619, -0.0366, -0.0547, -0.0794, -0.0181, -0.0755, -0.1314, -0.1546, -0.1465, -0.1768, -0.1034, -0.1122, -0.1129, -0.061, -0.0648, 0.0164, 0.0162, 0.0414, 0.0175, 0.0458, 0.0065, 0.0532, 0.0089, 0.0219, 0.0033, 0.0238, 0.1177, 0.1177, 0.0265, 0.0389, 0.0246, -0.0295, 0.0105, 0.0496, 0.0979, 0.0892, 0.0919, 0.076, 0.0668, 0.0489, 0.0977, 0.0829, 0.0527, 0.0438, 0.0435, 0.0768, 0.0407, 0.0573, 0.0307, 0.0561, 0.059, 0.0762, 0.0807, 0.0718, 0.0678, 0.0634, 0.0859, 0.1397, 0.1651, 0.1984, 0.1724, 0.1716, 0.2006, 0.2229, 0.2006, 0.2021, 0.1974, 0.2242, 0.2452, 0.2148, 0.1754, 0.2437, 0.238, 0.2793, 0.3297, 0.3783, 0.3762, 0.3535, 0.3613, 0.3215, 0.3308, 0.2886, 0.3016, 0.3108, 0.3184, 0.3636, 0.3573, 0.3533, 0.3666, 0.322, 0.322, 0.36, 0.4211, 0.4072, 0.7335, 0.6634, 0.6654, 0.5703, 0.5652, 0.6339, 0.5994, 0.7719, 0.8308, 0.6469, 0.5447, 0.6009]}
{"unit_id": "quote:1823402551313670527", "ticker_idx": 0, "ts": "2024-08-13T16:53:40+00:00", "symbol": "SPRY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SPRY was one of the biopharma names we added to the portfolio in the recent rebalance. It's kind of a layup. I think it's at least a double from here.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SPRY: added to portfolio, intranasal epi product has strong pediatric penetration potential, cheap vs epipen, at least a double from here.", "resolved_tickers": ["SPRY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPRY was one of the biopharma names we added to the portfolio in the recent rebalance.\n\nIt’s kind of a layup.\n\nI have seen lots of people freak out about administering epipens. Just the other day my gf had to give a kid having anaphylaxis an epipen on the subway because their caretaker was too afraid to do it. \n\nThis is actually not an unreasonable fear, either. Delivering an epipen is easy, but also easy to mess up if you’re freaking out. \n\nThis product (intranasal epi delivered via nasal spray) will have solid penetration, especially in pediatrics. It’s comparable in price to an epipen, without insurance it’s actually cheaper than an epipen and comparable to adrenaclick ($199 for 2 doses of neffy, $500-700 for 2 epi autoinjectors). \n\nI think the company can pull off awareness (especially in pediatrics) without much in the way of marketing expenses (moms groups talk) and probably rack up some solid revenue before getting acquired. \n\nI’m a big fan of the company realizing it can make money while also having a net benefit here (ensuring copay is max $25/offering @ $199 w/o insurance), think that also speaks to their read on what demand will be like. \n\nI think it’s at least a double from here. Still, it’s a biopharma so it could also just go to zero because of “lmao sike”. Size appropriately.", "reply_text": null, "parent_text": null, "quoted_text": "$SPRY back of the envelope maths: assuming it doubles (conservative see latest prez) the tam, that’s 2bn potential revenue, slap a customary  3-4x multiple on that and you get to 6-8bn market cap,  a 6-8x from here.", "parent_author": null, "ret_m1d": -0.1692189867641547, "ret_signed_m1d": -0.1692189867641547, "alpha_spy_m1d": -0.15303964119502167, "alpha_c_m1d": -0.15724965669111413, "bench_spy_m1d": -0.01617934556913303, "bench_c_m1d": -0.011969330073040574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004594212686745092, "ret_signed_p1d": -0.004594212686745092, "alpha_spy_p1d": -0.007749049405549435, "alpha_c_p1d": -0.008165156384322136, "bench_spy_p1d": 0.0031548367188043436, "bench_c_p1d": 0.0035709436975770448, "ret_p1w": 0.1401225011415248, "ret_signed_p1w": 0.1401225011415248, "alpha_spy_p1w": 0.1093866423751948, "alpha_c_p1w": 0.11896129940165778, "bench_spy_p1w": 0.030735858766330004, "bench_c_p1w": 0.02116120173986702, "ret_p1m": -0.08116388863391855, "ret_signed_p1m": -0.08116388863391855, "alpha_spy_p1m": -0.10400357280073114, "alpha_c_p1m": -0.10801213345443372, "bench_spy_p1m": 0.02283968416681259, "bench_c_p1m": 0.026848244820515177, "ret_p3m": 0.30474734824146776, "ret_signed_p3m": 0.30474734824146776, "alpha_spy_p3m": 0.19777205484395233, "alpha_c_p3m": 0.3079207696340308, "bench_spy_p3m": 0.10697529339751544, "bench_c_p3m": -0.0031734213925630472, "ret_p6m": -0.023736631673538455, "ret_signed_p6m": -0.023736631673538455, "alpha_spy_p6m": -0.14563381986782675, "alpha_c_p6m": -0.013541494377609098, "bench_spy_p6m": 0.1218971881942883, "bench_c_p6m": -0.010195137295929357, "price_path": [-0.3032, -0.3086, -0.2963, -0.3239, -0.3162, -0.3262, -0.3124, -0.3124, -0.3124, -0.3247, -0.3178, -0.3201, -0.3078, -0.3155, -0.3025, -0.3247, -0.3254, -0.3055, -0.3132, -0.3032, -0.3155, -0.3369, -0.356, -0.3813, -0.3813, -0.4081, -0.3744, -0.3691, -0.4142, -0.3813, -0.3836, -0.3484, -0.3315, -0.3369, -0.304, -0.304, -0.3032, -0.2741, -0.2527, -0.1991, -0.1493, -0.1309, -0.1072, -0.1317, -0.1325, -0.2002, -0.193, -0.1769, -0.2098, -0.2037, -0.1432, -0.1593, -0.1608, -0.16, -0.1677, -0.1968, -0.242, -0.2864, -0.2511, -0.2676, -0.2427, -0.1669, -0.1692, 0.0, -0.0046, 0.0368, 0.0207, 0.0904, 0.1401, 0.026, -0.0191, -0.0077, 0.0107, 0.0689, 0.0521, -0.0061, -0.0061, -0.0061, -0.0858, -0.0865, -0.1003, -0.1302, -0.1034, -0.1187, -0.0812, -0.0329, 0.0184, -0.0084, -0.0008, 0.0758, 0.1378, 0.1309, 0.0789, 0.0475, 0.0758, 0.111, 0.0965, 0.1103, 0.1072, 0.1064, 0.072, 0.0865, 0.0459, 0.0628, 0.0498, 0.0651, 0.1118, 0.1447, 0.1662, 0.2649, 0.2351, 0.2243, 0.2802, 0.2856, 0.2289, 0.1792, 0.1309, 0.1478, 0.1616, 0.0926, 0.1271, 0.1685, 0.1639, 0.173, 0.2037, 0.2358, 0.3047, 0.3392, 0.2718, 0.0781, 0.0804, 0.0727, 0.0551, 0.0559, 0.0375, 0.0245, 0.072, 0.0498, 0.1003, 0.1126, 0.1126, 0.111, 0.0199, 0.0421, 0.1041, 0.072, 0.0735, 0.0191, -0.0084, -0.0605, -0.0322, -0.0888, -0.09, -0.0995, -0.1608, -0.1332, -0.144, -0.1424, -0.1263, -0.1263, -0.1462, -0.1738, -0.1868, -0.1922, -0.1922, -0.1799, -0.1432, -0.1516, -0.1317, -0.1248, -0.1248, -0.1394, -0.1378, -0.1302, -0.0804, -0.0674, -0.0375, -0.0375, 0.0322, 0.0375, 0.0636, 0.0781, 0.1064, 0.1394, 0.0965, 0.0942, -0.0031, -0.0574, -0.0413, -0.0237]}
{"unit_id": "orig:1800541675015823697", "ticker_idx": 0, "ts": "2024-06-11T14:52:42+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "as someone long apple", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed long position in Apple; dismisses bearish counterpart's thesis.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "@Mementium I can’t tell you how happy it makes me, as someone long apple, that this is your take. You will be just as wrong as you were on Lily. https://t.co/0SYFn7zAxO", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06772872638054894, "ret_signed_m1d": -0.06772872638054894, "alpha_spy_m1d": -0.06532605970580929, "alpha_c_m1d": -0.049470058396444916, "bench_spy_m1d": -0.002402666674739651, "bench_c_m1d": -0.018258667984104027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02857838504879151, "ret_signed_p1d": 0.02857838504879151, "alpha_spy_p1d": 0.020365305366886632, "alpha_c_p1d": 0.006459138113303675, "bench_spy_p1d": 0.008213079681904878, "bench_c_p1d": 0.022119246935487835, "ret_p1w": 0.03446766830671044, "ret_signed_p1w": 0.03446766830671044, "alpha_spy_p1w": 0.012975940070376168, "alpha_c_p1w": -0.016583777092504803, "bench_spy_p1w": 0.021491728236334273, "bench_c_p1w": 0.051051445399215245, "ret_p1m": 0.12469224566435755, "ret_signed_p1m": 0.12469224566435755, "alpha_spy_p1m": 0.07593377287311665, "alpha_c_p1m": 0.043268877121299454, "bench_spy_p1m": 0.0487584727912409, "bench_c_p1m": 0.0814233685430581, "ret_p3m": 0.06722475857207777, "ret_signed_p3m": 0.06722475857207777, "alpha_spy_p3m": 0.05762736563134174, "alpha_c_p3m": 0.1394065306736203, "bench_spy_p3m": 0.009597392940736027, "bench_c_p3m": -0.07218177210154253, "ret_p6m": 0.17576135508273039, "ret_signed_p6m": 0.17576135508273039, "alpha_spy_p6m": 0.03693973413329332, "alpha_c_p6m": 0.07667007381479563, "bench_spy_p6m": 0.13882162094943706, "bench_c_p6m": 0.09909128126793476, "price_path": [-0.166, -0.1678, -0.1625, -0.1511, -0.1387, -0.1738, -0.1695, -0.1764, -0.1818, -0.1645, -0.1733, -0.1733, -0.1803, -0.186, -0.1821, -0.1861, -0.1825, -0.1879, -0.182, -0.1912, -0.1562, -0.1489, -0.1675, -0.1834, -0.1901, -0.1947, -0.2046, -0.2005, -0.1954, -0.1852, -0.181, -0.1838, -0.1636, -0.1789, -0.1838, -0.1658, -0.1159, -0.124, -0.1207, -0.119, -0.1102, -0.1163, -0.1007, -0.0952, -0.0841, -0.0836, -0.0834, -0.0778, -0.0714, -0.0784, -0.0979, -0.0829, -0.0829, -0.0828, -0.0814, -0.0766, -0.0719, -0.0633, -0.0618, -0.0545, -0.0612, -0.0495, -0.0677, 0.0, 0.0286, 0.0342, 0.0258, 0.046, 0.0345, 0.0345, 0.0122, 0.0016, 0.0048, 0.0093, 0.0294, 0.0336, 0.0168, 0.0463, 0.0633, 0.0695, 0.0695, 0.0926, 0.0998, 0.1039, 0.1247, 0.0986, 0.1129, 0.1315, 0.1336, 0.1049, 0.0822, 0.0828, 0.0811, 0.0862, 0.055, 0.0499, 0.0522, 0.0535, 0.0562, 0.0721, 0.0541, 0.0614, 0.0102, 0.0004, 0.0129, 0.0297, 0.0439, 0.0513, 0.0694, 0.0716, 0.0861, 0.0925, 0.0917, 0.0947, 0.0942, 0.0852, 0.0963, 0.098, 0.1021, 0.0946, 0.1106, 0.1068, 0.1068, 0.0766, 0.0674, 0.0748, 0.0672, 0.0677, 0.0638, 0.0761, 0.0766, 0.0753, 0.0455, 0.0477, 0.0666, 0.1061, 0.1029, 0.0945, 0.0989, 0.094, 0.0996, 0.1009, 0.1261, 0.0933, 0.096, 0.0907, 0.0961, 0.0714, 0.0911, 0.1094, 0.107, 0.0998, 0.1179, 0.1302, 0.1202, 0.122, 0.1358, 0.1429, 0.1399, 0.1153, 0.1143, 0.1184, 0.128, 0.1293, 0.1121, 0.0918, 0.0773, 0.073, 0.0799, 0.0764, 0.0994, 0.0981, 0.0849, 0.0849, 0.0892, 0.1042, 0.0886, 0.1032, 0.1045, 0.108, 0.1057, 0.1122, 0.1267, 0.1373, 0.1367, 0.1367, 0.1483, 0.1592, 0.174, 0.1758]}
{"unit_id": "quote:1843860926459769163", "ticker_idx": 0, "ts": "2024-10-09T03:47:56+00:00", "symbol": "Hong Kong equities", "kind": "index", "geography": "China", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "bloomberg guests saying a pullback is a good thing makes me think the pullback isn't over yet", "tweet_type": "prediction", "timeline": "days", "summary": "Contrarian read: consensus comfort with HK/China pullback signals it has further to go.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hong Kong equities via iShares EWH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "tbh bloomberg guests saying a pullback is a good thing makes me think the pullback isn’t over yet.", "reply_text": null, "parent_text": null, "quoted_text": "Pullback continues. HK extends yesterday’s 10% losses. Mainland China gauges completely reverse yesterday’s reopening rally.\n\nOur guests have told us this consolidation is a good thing. Nothing goes up in a straight line. Most of the easy money’s been made. Best to avoid index https://t.co/h84bEH3zro", "parent_author": null, "ret_m1d": 0.0026723758098972095, "ret_signed_m1d": -0.0026723758098972095, "alpha_spy_m1d": -0.00955108366907853, "alpha_c_m1d": -0.00955108366907853, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.006878707859181321, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016034474284279954, "ret_signed_p1d": 0.0016034474284279954, "alpha_spy_p1d": -0.0001467213124688449, "alpha_c_p1d": -0.0001467213124688449, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.0017501687408968403, "ret_p1w": -0.033671737722299366, "ret_signed_p1w": 0.033671737722299366, "alpha_spy_p1w": 0.04261236783902389, "alpha_c_p1w": 0.04261236783902389, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.008940630116724524, "ret_p1m": -0.01443069771850769, "ret_signed_p1m": 0.01443069771850769, "alpha_spy_p1m": 0.04643312198963845, "alpha_c_p1m": 0.04643312198963845, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.03200242427113076, "ret_p3m": -0.10157474665201494, "ret_signed_p3m": 0.10157474665201494, "alpha_spy_p3m": 0.13661590651288846, "alpha_c_p3m": 0.13661590651288846, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": 0.03504115986087353, "ret_p6m": -0.04648011747131242, "ret_signed_p6m": 0.04648011747131242, "alpha_spy_p6m": -0.017652941857663973, "alpha_c_p6m": -0.017652941857663973, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.0641330593289764, "price_path": [-0.1518, -0.1662, -0.1652, -0.163, -0.1716, -0.1716, -0.1652, -0.1737, -0.1871, -0.1887, -0.1833, -0.1785, -0.1855, -0.1849, -0.1855, -0.1903, -0.1849, -0.1929, -0.1876, -0.1684, -0.1737, -0.1753, -0.1652, -0.1758, -0.1673, -0.163, -0.1545, -0.1668, -0.1657, -0.1625, -0.1502, -0.1443, -0.1384, -0.1464, -0.1363, -0.1352, -0.1352, -0.155, -0.1539, -0.1454, -0.1545, -0.1491, -0.1598, -0.1577, -0.1491, -0.147, -0.1422, -0.1299, -0.1352, -0.108, -0.1042, -0.0951, -0.0529, -0.0668, -0.0246, 0.0011, -0.0027, 0.0198, 0.0706, 0.0412, 0.0706, 0.0877, 0.0027, 0.0, -0.0016, 0.0069, -0.0069, -0.0438, -0.0337, -0.0508, -0.0273, -0.0433, -0.0379, -0.047, -0.0433, -0.0396, -0.0289, -0.0342, -0.0417, -0.0449, -0.0369, -0.0337, -0.0176, -0.0401, -0.0144, -0.0385, -0.0406, -0.0663, -0.0743, -0.078, -0.0812, -0.0754, -0.0812, -0.0786, -0.0786, -0.0946, -0.093, -0.093, -0.0775, -0.0775, -0.0679, -0.0775, -0.0711, -0.0786, -0.0764, -0.0759, -0.0241, -0.0497, -0.0599, -0.0679, -0.0738, -0.0871, -0.0868, -0.1048, -0.1021, -0.0967, -0.0885, -0.077, -0.077, -0.0732, -0.0858, -0.0928, -0.0912, -0.0912, -0.1054, -0.0983, -0.1016, -0.1119, -0.1218, -0.1218, -0.1365, -0.1381, -0.1332, -0.1223, -0.1207, -0.1054, -0.1054, -0.0994, -0.1059, -0.1108, -0.1038, -0.1038, -0.0994, -0.1032, -0.0885, -0.0999, -0.1103, -0.1021, -0.1163, -0.1098, -0.1158, -0.1087, -0.1174, -0.0912, -0.0819, -0.0738, -0.0738, -0.0787, -0.0776, -0.0732, -0.0623, -0.0607, -0.0519, -0.0372, -0.0372, -0.0405, -0.0558, -0.0427, -0.0083, 0.0004, -0.0012, -0.0208, -0.0121, -0.0067, -0.0088, -0.0099, 0.0032, -0.0061, 0.0021, -0.017, -0.0268, -0.0323, -0.035, -0.0416, -0.0285, -0.0421, -0.0448, -0.0323, -0.0296, -0.0465]}
{"unit_id": "reply:1805784794665730549", "ticker_idx": 0, "ts": "2024-06-26T02:06:59+00:00", "symbol": "ESTA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My thesis is that ESTA's Motiva implant is situated well to hit the market as this upcoming lift in volumes begins truly surprising consensus", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long ESTA: Motiva implant positioned to benefit as GLP-1-driven cosmetic procedure volumes ramp and surprise consensus.", "resolved_tickers": ["ESTA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Yeah that’s why this is still a thesis. There are still only about 1 million patients in the US who have even been on these drugs long enough to have experienced results that *could* necessitate a procedure like this. That’s not counting the % that won’t seek out these treatments or won’t have these issues (or, of course, the % that don’t have boobs). Supply chain issues with GLP-1s and lack of coverage/expense make that so, but they are being addressed. My thesis is that ESTA’s Motiva implant is situated well to hit the market as this upcoming lift in volumes begins truly surprising consensus.", "reply_text": null, "parent_text": "@Citrini7 So I would guess whatever subset of patients are good candidates for silicon, the bulk of them probably haven’t trickled into the clinic yet.", "quoted_text": null, "parent_author": "ReadingTheTape4", "ret_m1d": 0.021564547451674576, "ret_signed_m1d": 0.021564547451674576, "alpha_spy_m1d": 0.02281125745902135, "alpha_c_m1d": 0.018005569378353625, "bench_spy_m1d": -0.001246710007346774, "bench_c_m1d": 0.003558978073320951, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006652923021614798, "ret_signed_p1d": 0.006652923021614798, "alpha_spy_p1d": 0.00507662826477695, "alpha_c_p1d": 0.008295503457703912, "bench_spy_p1d": 0.0015762947568378483, "bench_c_p1d": -0.0016425804360891139, "ret_p1w": 0.0032117317999167394, "ret_signed_p1w": 0.0032117317999167394, "alpha_spy_p1w": -0.007695409953170307, "alpha_c_p1w": 0.02244370521393413, "bench_spy_p1w": 0.010907141753087046, "bench_c_p1w": -0.01923197341401739, "ret_p1m": 0.10438172106293098, "ret_signed_p1m": 0.10438172106293098, "alpha_spy_p1m": 0.11739729128624554, "alpha_c_p1m": 0.08378087682371138, "bench_spy_p1m": -0.013015570223314565, "bench_c_p1m": 0.020600844239219596, "ret_p3m": -0.07937598238955823, "ret_signed_p3m": -0.07937598238955823, "alpha_spy_p3m": -0.1268677167810356, "alpha_c_p3m": -0.14005538042638033, "bench_spy_p3m": 0.04749173439147736, "bench_c_p3m": 0.060679398036822096, "ret_p6m": -0.10667587771510578, "ret_signed_p6m": -0.10667587771510578, "alpha_spy_p6m": -0.18437859546980762, "alpha_c_p6m": -0.04287657743909379, "bench_spy_p6m": 0.07770271775470183, "bench_c_p6m": -0.063799300276012, "price_path": [0.1677, 0.1195, 0.1574, 0.2111, 0.209, 0.2425, 0.2432, 0.2705, 0.2202, 0.2168, 0.1643, 0.1705, 0.187, 0.1964, 0.206, 0.0869, 0.1074, 0.1399, 0.123, 0.1136, 0.112, 0.1241, 0.1473, 0.161, 0.1356, 0.212, 0.2475, 0.2374, 0.1757, 0.3037, 0.2838, 0.2891, 0.3492, 0.3733, 0.3297, 0.2978, 0.2388, 0.2473, 0.2228, 0.2182, 0.2283, 0.2283, 0.2175, 0.1865, 0.1838, 0.1982, 0.1888, 0.1654, 0.2363, 0.1872, 0.1039, 0.112, 0.0688, 0.0881, 0.0259, 0.0204, -0.0087, -0.0021, -0.0021, -0.0197, -0.0489, 0.0218, 0.0216, 0.0, 0.0067, 0.0424, -0.0057, -0.0193, 0.0032, 0.0032, -0.0083, 0.0317, 0.0161, -0.0064, 0.0468, 0.0298, 0.0443, 0.1239, 0.0902, 0.0654, 0.0431, 0.0863, 0.1014, 0.0961, 0.1044, 0.1058, 0.0796, 0.0413, 0.0195, -0.0248, -0.1376, -0.2108, -0.162, -0.1842, -0.1055, -0.0482, -0.0585, -0.0275, -0.0477, -0.0073, -0.0314, 0.0044, 0.0108, 0.0106, -0.006, 0.0473, 0.0571, 0.0615, 0.0596, 0.0213, 0.0512, 0.0512, -0.0319, -0.0413, -0.025, -0.0459, -0.0298, -0.0184, -0.0596, -0.0298, 0.014, 0.0245, -0.0007, -0.0289, 0.0085, -0.0262, -0.0794, -0.0876, -0.0847, -0.0548, 0.0791, -0.0073, -0.0695, 0.0245, -0.0406, 0.0381, 0.0606, -0.0252, -0.0521, -0.1101, -0.0863, -0.053, -0.0243, -0.0156, -0.0298, -0.0385, -0.0411, 0.036, 0.0314, 0.0294, 0.0241, 0.0268, 0.0287, 0.0317, -0.0115, 0.042, 0.0727, 0.0989, 0.1198, 0.1039, 0.061, 0.039, -0.0278, -0.098, -0.1395, -0.1331, -0.1333, -0.1393, -0.0408, -0.0225, -0.0117, 0.045, 0.0454, 0.0569, 0.0569, 0.0528, 0.0553, 0.0193, 0.0133, -0.0413, 0.0083, -0.0073, -0.0071, 0.0672, 0.0486, 0.0553, 0.0509, 0.0248, -0.0259, -0.1067]}
{"unit_id": "reply:1803469854500069394", "ticker_idx": 0, "ts": "2024-06-19T16:48:14+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even the damn software itself is bullish on NVDA.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Playfully but genuinely bullish on NVDA; endorses the bullish sentiment embedded in the anecdote.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JackFarley96 @ForwardGuidance I love how the transcription software changed “NVDA is a fabless semiconductor company” to “NVDA is a fabulous semiconductor company”.\n\nEven the damn software itself is bullish on NVDA.", "reply_text": null, "parent_text": "OUT NOW- when @Citrini7 came on @ForwardGuidance in June 2023 to share his mega-bull case for AI stocks, some in my audience laughed at him. \n\nNow that his portfolio is up 100% since then, no one is laughing now. \n\nToday's topic is even more controversial: 2024 election alpha. https://t.co/y1eIpG4vMe", "quoted_text": null, "parent_author": "JackFarley96", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03540331995359125, "ret_signed_p1d": -0.03540331995359125, "alpha_spy_p1d": -0.03268701678862507, "alpha_c_p1d": -0.007075541467855384, "bench_spy_p1d": -0.002716303164966183, "bench_c_p1d": -0.028327778485735866, "ret_p1w": -0.06770899015976417, "ret_signed_p1w": -0.06770899015976417, "alpha_spy_p1w": -0.06548465361082789, "alpha_c_p1w": -0.010439157665111165, "bench_spy_p1w": -0.0022243365489362787, "bench_c_p1w": -0.057269832494653006, "ret_p1m": -0.10687406768179752, "ret_signed_p1m": -0.10687406768179752, "alpha_spy_p1m": -0.11772731173770434, "alpha_c_p1m": -0.03020111679173132, "bench_spy_p1m": 0.010853244055906819, "bench_c_p1m": -0.0766729508900662, "ret_p3m": -0.13858972008834958, "ret_signed_p3m": -0.13858972008834958, "alpha_spy_p3m": -0.16806292027533332, "alpha_c_p3m": 0.016635004873645665, "bench_spy_p3m": 0.02947320018698374, "bench_c_p3m": -0.15522472496199524, "ret_p6m": 0.01313780473743753, "ret_signed_p6m": 0.01313780473743753, "alpha_spy_p6m": -0.09561406022752927, "alpha_c_p6m": 0.13378383949394435, "bench_spy_p6m": 0.1087518649649668, "bench_c_p6m": -0.12064603475650681, "price_path": [-0.3046, -0.2993, -0.3174, -0.3344, -0.3336, -0.3336, -0.3336, -0.3403, -0.3439, -0.3664, -0.3509, -0.3574, -0.3705, -0.3581, -0.3317, -0.3496, -0.3657, -0.3553, -0.3802, -0.3755, -0.438, -0.4135, -0.3921, -0.4124, -0.3906, -0.3529, -0.3528, -0.3628, -0.3876, -0.3671, -0.3452, -0.3205, -0.3322, -0.3332, -0.3455, -0.3371, -0.3333, -0.3262, -0.3021, -0.3041, -0.318, -0.301, -0.2965, -0.2997, -0.2345, -0.2148, -0.2148, -0.16, -0.1532, -0.185, -0.1914, -0.1519, -0.1413, -0.097, -0.1076, -0.1084, -0.1018, -0.1082, -0.0766, -0.044, -0.0273, -0.0339, 0.0, 0.0, -0.0354, -0.0665, -0.1289, -0.07, -0.0677, -0.0855, -0.0888, -0.0832, -0.0952, -0.0538, -0.0538, -0.0719, -0.0544, -0.031, -0.0049, -0.0603, -0.0468, -0.0527, -0.068, -0.1297, -0.1069, -0.1302, -0.0888, -0.0958, -0.1573, -0.1719, -0.1661, -0.1769, -0.2349, -0.1369, -0.1945, -0.2088, -0.2591, -0.2311, -0.2705, -0.2258, -0.2274, -0.1959, -0.1434, -0.1291, -0.0938, -0.0811, -0.0412, -0.0614, -0.0522, -0.0873, -0.0458, -0.0673, -0.0537, -0.0735, -0.1327, -0.1196, -0.1196, -0.2034, -0.2166, -0.2092, -0.2416, -0.2147, -0.2027, -0.1377, -0.1212, -0.1215, -0.1386, -0.1474, -0.1637, -0.1305, -0.1443, -0.1424, -0.1084, -0.0889, -0.085, -0.1045, -0.1042, -0.137, -0.1233, -0.0938, -0.0785, -0.0579, -0.0198, -0.0215, -0.0056, -0.0057, 0.0185, -0.0293, 0.0011, 0.01, 0.0179, 0.0601, 0.0592, 0.0294, 0.0357, 0.044, 0.0365, 0.0419, 0.0278, -0.0207, -0.0012, 0.0036, 0.032, 0.0741, 0.0982, 0.089, 0.0715, 0.0938, 0.0789, 0.0826, 0.0473, 0.0338, 0.0844, 0.0761, 0.0819, 0.0471, 0.0033, 0.01, -0.0017, -0.0017, 0.0198, 0.0226, 0.0346, 0.0706, 0.0701, 0.0508, 0.024, -0.0036, 0.0277, 0.0131]}
{"unit_id": "quote:1811050775595897009", "ticker_idx": 0, "ts": "2024-07-10T14:52:07+00:00", "symbol": "CPUs", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "now we will buy the CPUs and the dram and the interconnects", "tweet_type": "analysis", "timeline": "months", "summary": "Rotation into inference-phase plays: CPUs, DRAM, and interconnects are the next leg after GPU/HBM/training buildout.", "resolved_tickers": ["AMD", "INTC", "QCOM"], "resolution_method": "basket", "resolution_reason": "CPU sector basket: AMD, INTC, QCOM", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "we bought the GPUs, the HBM, servers, datacenter stuff. we bid the model trainers.\n\nnow we will buy the CPUs and the dram and the interconnects. the inferrers and the inferred.\n\nreturn to basics & remember we’re all kinda slow and stupid I guess. https://t.co/FJPlkerwyU", "reply_text": null, "parent_text": null, "quoted_text": "“AI/ML involves training and inference”\n\nInvestors: “ok let’s spend 18 months bidding training and then we can start bidding inference”\n\nafter literally a year spent thinking about this it might actually end up being that simple bros", "parent_author": null, "ret_m1d": -0.01778884784488044, "ret_signed_m1d": -0.01778884784488044, "alpha_spy_m1d": -0.007990610226460415, "alpha_c_m1d": 0.005178358242976633, "bench_spy_m1d": -0.009798237618420025, "bench_c_m1d": -0.022967206087857073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03104446376809226, "ret_signed_p1d": -0.03104446376809226, "alpha_spy_p1d": -0.022421850349611566, "alpha_c_p1d": 0.005397321935378636, "bench_spy_p1d": -0.008622613418480696, "bench_c_p1d": -0.0364417857034709, "ret_p1w": -0.07582595545498887, "ret_signed_p1w": -0.07582595545498887, "alpha_spy_p1w": -0.06802291497483597, "alpha_c_p1w": 0.02034485410095528, "bench_spy_p1w": -0.007803040480152901, "bench_c_p1w": -0.09617080955594415, "ret_p1m": -0.2925467367240702, "ret_signed_p1m": -0.2925467367240702, "alpha_spy_p1m": -0.23790780068117973, "alpha_c_p1m": -0.0921699898436859, "bench_spy_p1m": -0.054638936042890496, "bench_c_p1m": -0.20037674688038432, "ret_p3m": -0.207025528957293, "ret_signed_p3m": -0.207025528957293, "alpha_spy_p3m": -0.22167248087205396, "alpha_c_p3m": -0.08952292907258111, "bench_spy_p3m": 0.014646951914760953, "bench_c_p3m": -0.1175025998847119, "ret_p6m": -0.3390726131812798, "ret_signed_p6m": -0.3390726131812798, "alpha_spy_p6m": -0.387328494910532, "alpha_c_p6m": -0.21323261784265202, "bench_spy_p6m": 0.048255881729252215, "bench_c_p6m": -0.12583999533862777, "price_path": [-0.092, -0.0938, -0.0906, -0.12, -0.1287, -0.1581, -0.1484, -0.1412, -0.1364, -0.1275, -0.1479, -0.1421, -0.1592, -0.1885, -0.1583, -0.1473, -0.1326, -0.1405, -0.1478, -0.1492, -0.1499, -0.1427, -0.1252, -0.1023, -0.0919, -0.0895, -0.0773, -0.0789, -0.0771, -0.101, -0.0704, -0.0704, -0.0534, -0.0816, -0.0823, -0.0769, -0.0854, -0.0968, -0.0664, -0.0726, -0.0721, -0.0798, -0.0835, -0.0717, -0.0714, -0.0759, -0.0621, -0.0645, -0.0645, -0.0702, -0.0714, -0.0968, -0.093, -0.1076, -0.1071, -0.092, -0.1001, -0.0857, -0.0791, -0.0791, -0.054, -0.0194, -0.0178, 0.0, -0.031, -0.0181, -0.0124, -0.0153, -0.0758, -0.0788, -0.1128, -0.0873, -0.0973, -0.1458, -0.1721, -0.1592, -0.1669, -0.1946, -0.1555, -0.2203, -0.3003, -0.3113, -0.3212, -0.3349, -0.2925, -0.3045, -0.3059, -0.2768, -0.2865, -0.2572, -0.2552, -0.2334, -0.2399, -0.23, -0.262, -0.2446, -0.264, -0.2566, -0.2718, -0.2721, -0.2389, -0.2389, -0.2979, -0.2939, -0.298, -0.321, -0.3082, -0.2991, -0.2722, -0.2758, -0.2657, -0.2559, -0.2495, -0.2614, -0.2335, -0.2363, -0.2326, -0.2258, -0.2099, -0.1893, -0.1992, -0.2041, -0.2262, -0.225, -0.2197, -0.202, -0.207, -0.1956, -0.1913, -0.2087, -0.1964, -0.1893, -0.2188, -0.2273, -0.2264, -0.2241, -0.223, -0.2274, -0.2441, -0.2373, -0.2255, -0.2134, -0.196, -0.2472, -0.2707, -0.2546, -0.2633, -0.2527, -0.2185, -0.1987, -0.2056, -0.222, -0.2451, -0.2504, -0.2445, -0.2638, -0.2453, -0.2503, -0.2721, -0.2663, -0.262, -0.2502, -0.2673, -0.2747, -0.2747, -0.2657, -0.2508, -0.2657, -0.2657, -0.285, -0.2903, -0.3034, -0.3222, -0.3128, -0.3082, -0.3187, -0.3154, -0.3221, -0.3475, -0.3586, -0.3496, -0.3247, -0.3179, -0.3179, -0.321, -0.3242, -0.3381, -0.3405, -0.3405, -0.3391]}
{"unit_id": "quote:1811050775595897009", "ticker_idx": 1, "ts": "2024-07-10T14:52:07+00:00", "symbol": "DRAM", "kind": "sector", "geography": "global", "sub_sector": "DRAM", "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "now we will buy the CPUs and the dram and the interconnects", "tweet_type": "analysis", "timeline": "months", "summary": "Rotation into inference-phase plays: CPUs, DRAM, and interconnects are the next leg after GPU/HBM/training buildout.", "resolved_tickers": ["000660.KS", "005930.KS", "MU"], "resolution_method": "basket", "resolution_reason": "DRAM basket: SK Hynix, Samsung, Micron", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "we bought the GPUs, the HBM, servers, datacenter stuff. we bid the model trainers.\n\nnow we will buy the CPUs and the dram and the interconnects. the inferrers and the inferred.\n\nreturn to basics & remember we’re all kinda slow and stupid I guess. https://t.co/FJPlkerwyU", "reply_text": null, "parent_text": null, "quoted_text": "“AI/ML involves training and inference”\n\nInvestors: “ok let’s spend 18 months bidding training and then we can start bidding inference”\n\nafter literally a year spent thinking about this it might actually end up being that simple bros", "parent_author": null, "ret_m1d": -0.013528216031260198, "ret_signed_m1d": -0.013528216031260198, "alpha_spy_m1d": -0.0037299784128401736, "alpha_c_m1d": 0.009438990056596874, "bench_spy_m1d": -0.009798237618420025, "bench_c_m1d": -0.022967206087857073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013024749618911313, "ret_signed_p1d": -0.013024749618911313, "alpha_spy_p1d": -0.0044021362004306175, "alpha_c_p1d": 0.023417036084559584, "bench_spy_p1d": -0.008622613418480696, "bench_c_p1d": -0.0364417857034709, "ret_p1w": -0.07125686750733873, "ret_signed_p1w": -0.07125686750733873, "alpha_spy_p1w": -0.06345382702718583, "alpha_c_p1w": 0.02491394204860542, "bench_spy_p1w": -0.007803040480152901, "bench_c_p1w": -0.09617080955594415, "ret_p1m": -0.2684258502075062, "ret_signed_p1m": -0.2684258502075062, "alpha_spy_p1m": -0.2137869141646157, "alpha_c_p1m": -0.06804910332712188, "bench_spy_p1m": -0.054638936042890496, "bench_c_p1m": -0.20037674688038432, "ret_p3m": -0.2570128893842775, "ret_signed_p3m": -0.2570128893842775, "alpha_spy_p3m": -0.2716598412990385, "alpha_c_p3m": -0.13951028949956562, "bench_spy_p3m": 0.014646951914760953, "bench_c_p3m": -0.1175025998847119, "ret_p6m": -0.3416196161730025, "ret_signed_p6m": -0.3416196161730025, "alpha_spy_p6m": -0.38987549790225473, "alpha_c_p6m": -0.21577962083437474, "bench_spy_p6m": 0.048255881729252215, "bench_c_p6m": -0.12583999533862777, "price_path": [-0.1234, -0.1308, -0.1508, -0.1688, -0.1719, -0.2046, -0.2069, -0.2018, -0.1795, -0.2015, -0.182, -0.1858, -0.1886, -0.1966, -0.1891, -0.1854, -0.1721, -0.1515, -0.1534, -0.1668, -0.154, -0.1473, -0.1412, -0.1339, -0.1233, -0.137, -0.122, -0.1249, -0.1226, -0.1171, -0.1203, -0.1113, -0.1007, -0.1124, -0.1412, -0.1534, -0.1304, -0.1369, -0.1111, -0.12, -0.0991, -0.0949, -0.09, -0.0677, -0.0442, -0.0461, -0.0332, 0.003, 0.0069, -0.0087, -0.0309, -0.0453, -0.0366, -0.015, -0.0375, -0.0396, -0.0398, -0.0421, -0.0262, -0.0239, -0.0188, -0.0231, -0.0135, 0.0, -0.013, -0.0282, -0.0302, -0.0305, -0.0713, -0.0867, -0.1081, -0.1172, -0.1163, -0.1284, -0.1672, -0.158, -0.1553, -0.1784, -0.1417, -0.1668, -0.2297, -0.2902, -0.2789, -0.2681, -0.2684, -0.2497, -0.2352, -0.2192, -0.2011, -0.1851, -0.1531, -0.1668, -0.158, -0.1694, -0.1814, -0.1949, -0.2189, -0.229, -0.228, -0.2488, -0.2405, -0.2397, -0.2735, -0.3001, -0.2973, -0.3092, -0.3139, -0.3195, -0.3128, -0.2997, -0.3055, -0.3154, -0.3116, -0.315, -0.3292, -0.3196, -0.3077, -0.3023, -0.2993, -0.2335, -0.2354, -0.2678, -0.2761, -0.2857, -0.2809, -0.2755, -0.257, -0.2702, -0.2723, -0.2557, -0.2522, -0.2487, -0.2424, -0.2419, -0.2241, -0.2404, -0.2412, -0.2535, -0.2435, -0.2456, -0.2418, -0.2441, -0.2419, -0.2473, -0.2699, -0.2789, -0.256, -0.2521, -0.2341, -0.2302, -0.2285, -0.2551, -0.2834, -0.3068, -0.3251, -0.3111, -0.3051, -0.3076, -0.3099, -0.2974, -0.2882, -0.276, -0.2809, -0.3097, -0.3228, -0.33, -0.3324, -0.3207, -0.3101, -0.3065, -0.3125, -0.3086, -0.3158, -0.3041, -0.3002, -0.2899, -0.2724, -0.2703, -0.2798, -0.3397, -0.3418, -0.3393, -0.3385, -0.3385, -0.338, -0.333, -0.3436, -0.3464, -0.3464, -0.3416]}
{"unit_id": "quote:1816150520031003054", "ticker_idx": 0, "ts": "2024-07-24T16:36:41+00:00", "symbol": "FTAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "oh that's a good business\" you buy the stock? Seems like it might be that simple, my friends?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish FTAI: author implies buying after concluding it's a good business.", "resolved_tickers": ["FTAI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Is it actually maybe just as simple as when you go “oh that’s a good business” you buy the stock?\n\nSeems like it might be that simple, my friends?", "reply_text": null, "parent_text": null, "quoted_text": "Someone finally explained FTAI to me and wow what a business", "parent_author": null, "ret_m1d": -0.012906245858551713, "ret_signed_m1d": -0.012906245858551713, "alpha_spy_m1d": -0.03609434160054026, "alpha_c_m1d": -0.03490472775869924, "bench_spy_m1d": 0.023188095741988546, "bench_c_m1d": 0.021998481900147526, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03588101011238576, "ret_signed_p1d": -0.03588101011238576, "alpha_spy_p1d": -0.03067073252031005, "alpha_c_p1d": -0.043917277425176926, "bench_spy_p1d": -0.005210277592075707, "bench_c_p1d": 0.008036267312791168, "ret_p1w": 0.020137321181862067, "ret_signed_p1w": 0.020137321181862067, "alpha_spy_p1w": 0.002436885545083145, "alpha_c_p1w": -0.01777149976291348, "bench_spy_p1w": 0.01770043563677892, "bench_c_p1w": 0.037908820944775545, "ret_p1m": 0.09751542964984039, "ret_signed_p1m": 0.09751542964984039, "alpha_spy_p1m": 0.06981909084569637, "alpha_c_p1m": 0.0584701604505653, "bench_spy_p1m": 0.027696338804144016, "bench_c_p1m": 0.03904526919927509, "ret_p3m": 0.3068107165466252, "ret_signed_p3m": 0.3068107165466252, "alpha_spy_p3m": 0.22516296078877907, "alpha_c_p3m": 0.17660067549114644, "bench_spy_p3m": 0.08164775575784611, "bench_c_p3m": 0.13021004105547873, "ret_p6m": 0.10359280057742803, "ret_signed_p6m": 0.10359280057742803, "alpha_spy_p6m": 0.0034095830369968994, "alpha_c_p6m": -0.01716228555540833, "bench_spy_p6m": 0.10018321754043114, "bench_c_p6m": 0.12075508613283636, "price_path": [-0.3549, -0.3381, -0.3598, -0.3325, -0.3115, -0.2859, -0.2851, -0.2933, -0.2842, -0.2796, -0.2759, -0.2984, -0.2816, -0.2698, -0.2796, -0.2838, -0.2672, -0.2409, -0.2504, -0.2627, -0.2268, -0.2268, -0.2252, -0.2757, -0.256, -0.2282, -0.241, -0.2841, -0.2559, -0.2433, -0.2499, -0.2225, -0.232, -0.2006, -0.2117, -0.226, -0.1817, -0.1425, -0.1425, -0.1524, -0.1512, -0.1627, -0.0877, -0.0782, -0.0681, -0.0551, -0.0389, -0.0118, -0.0225, -0.0225, -0.0324, -0.0254, -0.0458, -0.1243, -0.1172, -0.1055, -0.0692, -0.0168, -0.0591, -0.0573, -0.0658, -0.0368, -0.0129, 0.0, -0.0359, 0.0309, 0.0306, 0.0059, 0.0201, -0.003, -0.0667, -0.1105, -0.0699, -0.0775, -0.0411, -0.0416, -0.0473, -0.0476, -0.0406, -0.0229, 0.0421, 0.0568, 0.0492, 0.0938, 0.0975, 0.1175, 0.1213, 0.1156, 0.1078, 0.1441, 0.1732, 0.1732, 0.0826, 0.0961, 0.0913, 0.0332, 0.0376, 0.0455, 0.0637, 0.1114, 0.1496, 0.1654, 0.1637, 0.1606, 0.1954, 0.1969, 0.1934, 0.1945, 0.194, 0.157, 0.1892, 0.22, 0.2085, 0.2358, 0.225, 0.2865, 0.2795, 0.3444, 0.3306, 0.3228, 0.3439, 0.3594, 0.3311, 0.3384, 0.3337, 0.3177, 0.3068, 0.2873, 0.2928, 0.3143, 0.3241, 0.3082, 0.3166, 0.3338, 0.2341, 0.3077, 0.2627, 0.2773, 0.3679, 0.3771, 0.4418, 0.5117, 0.482, 0.491, 0.4498, 0.4571, 0.4992, 0.5728, 0.5746, 0.609, 0.5975, 0.5474, 0.5814, 0.5204, 0.5204, 0.5526, 0.534, 0.4827, 0.5168, 0.4563, 0.4449, 0.3786, 0.3795, 0.3765, 0.2423, 0.2114, 0.2014, 0.1969, 0.1648, 0.206, 0.2277, 0.1775, 0.1899, 0.1899, 0.1941, 0.169, 0.1634, 0.3247, 0.3247, 0.3284, 0.3922, 0.4527, 0.4706, 0.5522, 0.5522, 0.6004, 0.5135, 0.4097, 0.0675, 0.1036]}
{"unit_id": "reply:1825384700187197621", "ticker_idx": 0, "ts": "2024-08-19T04:10:01+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I shorted a bit", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a small short USDJPY position.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TShirtnJeans2 USDJPY you mean and maybe? I shorted a bit", "reply_text": null, "parent_text": "@Citrini7 JPY/USD is tanking again.\nIs the JPY carry unwind back on?", "quoted_text": null, "parent_author": "TShirtnJeans2", "ret_m1d": 0.008556642001954495, "ret_signed_m1d": -0.008556642001954495, "alpha_spy_m1d": -0.018027458923251305, "alpha_c_m1d": null, "bench_spy_m1d": -0.00947081692129681, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.008495691822692941, "ret_signed_p1d": 0.008495691822692941, "alpha_spy_p1d": 0.006869689143313096, "alpha_c_p1d": null, "bench_spy_p1d": -0.0016260026793798454, "bench_c_p1d": null, "ret_p1w": -0.026737637014146665, "ret_signed_p1w": 0.026737637014146665, "alpha_spy_p1w": 0.028846173054923097, "alpha_c_p1w": null, "bench_spy_p1w": 0.002108536040776432, "bench_c_p1w": null, "ret_p1m": -0.04843332256649968, "ret_signed_p1m": 0.04843332256649968, "alpha_spy_p1m": 0.05461616406770964, "alpha_c_p1m": null, "bench_spy_p1m": 0.006182841501209957, "bench_c_p1m": null, "ret_p3m": 0.05050831005675893, "ret_signed_p3m": -0.05050831005675893, "alpha_spy_p3m": 0.013036088469248197, "alpha_c_p3m": null, "bench_spy_p3m": 0.06354439852600713, "bench_c_p3m": null, "ret_p6m": 0.025703649709109877, "ret_signed_p6m": -0.025703649709109877, "alpha_spy_p6m": 0.06293003363630634, "alpha_c_p6m": null, "bench_spy_p6m": 0.08863368334541621, "bench_c_p6m": null, "price_path": [0.0561, 0.0591, 0.0609, 0.0602, 0.0601, 0.0629, 0.0652, 0.0608, 0.0623, 0.0549, 0.0484, 0.0539, 0.0523, 0.06, 0.0614, 0.0618, 0.0598, 0.062, 0.0648, 0.0659, 0.067, 0.0676, 0.0742, 0.0805, 0.0793, 0.0793, 0.0856, 0.086, 0.0875, 0.0916, 0.0916, 0.0924, 0.0906, 0.0857, 0.0872, 0.0904, 0.0923, 0.0692, 0.07, 0.0688, 0.0703, 0.0522, 0.0621, 0.064, 0.0604, 0.0528, 0.0401, 0.0388, 0.0418, 0.0397, 0.0319, 0.0121, 0.0084, -0.016, -0.0146, -0.0218, -0.0124, -0.0019, -0.0062, -0.0066, -0.0067, -0.0048, 0.0086, 0.0, -0.0085, -0.0176, -0.0192, -0.0119, -0.0267, -0.0233, -0.0269, -0.0238, -0.0207, -0.0106, -0.0083, -0.0176, -0.0313, -0.0308, -0.037, -0.0323, -0.0387, -0.0363, -0.0436, -0.0484, -0.0484, -0.0402, -0.0355, -0.0345, -0.0267, -0.0292, -0.0337, -0.0221, -0.0195, -0.035, -0.0287, -0.0285, -0.0093, -0.0075, 0.0058, 0.0013, 0.0014, 0.0081, 0.0051, 0.0093, 0.0116, 0.0077, 0.0109, 0.0145, 0.0111, 0.0179, 0.0215, 0.0325, 0.0259, 0.0338, 0.0353, 0.0359, 0.0355, 0.0272, 0.0293, 0.0292, 0.0235, 0.043, 0.0353, 0.0334, 0.0373, 0.0453, 0.0505, 0.0575, 0.0453, 0.045, 0.0457, 0.0496, 0.0423, 0.0418, 0.0434, 0.0342, 0.0228, 0.0217, 0.0131, 0.0105, 0.0114, 0.0176, 0.0152, 0.014, 0.0233, 0.026, 0.029, 0.0313, 0.0372, 0.0414, 0.038, 0.0454, 0.0655, 0.058, 0.0622, 0.0618, 0.062, 0.0662, 0.067, 0.0611, 0.0611, 0.066, 0.0636, 0.0644, 0.0661, 0.0695, 0.0692, 0.0682, 0.0671, 0.0636, 0.0682, 0.0561, 0.05, 0.0564, 0.0493, 0.0528, 0.0573, 0.0554, 0.0526, 0.047, 0.0514, 0.0488, 0.0415, 0.0501, 0.0495, 0.0417, 0.0314, 0.0219, 0.0263, 0.0257]}
{"unit_id": "reply:1811893302922477975", "ticker_idx": 0, "ts": "2024-07-12T22:40:01+00:00", "symbol": "Agency MBS REITs", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Agency MBS REITs are a low key goated play for what's coming still too", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Agency MBS REITs as a strong play for the current macro environment.", "resolved_tickers": ["AGNC", "NLY", "MFA"], "resolution_method": "basket", "resolution_reason": "Agency MBS REIT basket: AGNC, NLY, MFA", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "REIT - Mortgage", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PharmD_KS Agency MBS REITs are a low key goated play for what’s coming still too", "reply_text": null, "parent_text": "@Citrini7 Boomers gonna boomer with NLY", "quoted_text": null, "parent_author": "PharmD_KS", "ret_m1d": -0.019923792388236678, "ret_signed_m1d": -0.019923792388236678, "alpha_spy_m1d": -0.013655783394479, "alpha_c_m1d": -0.013655783394479, "bench_spy_m1d": -0.006268008993757679, "bench_c_m1d": -0.006268008993757679, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0006232159895579089, "ret_signed_p1d": 0.0006232159895579089, "alpha_spy_p1d": -0.0021270158209411396, "alpha_c_p1d": -0.0021270158209411396, "bench_spy_p1d": 0.0027502318104990486, "bench_c_p1d": 0.0027502318104990486, "ret_p1w": -0.010988541038055466, "ret_signed_p1w": -0.010988541038055466, "alpha_spy_p1w": 0.008654588757572967, "alpha_c_p1w": 0.008654588757572967, "bench_spy_p1w": -0.019643129795628433, "bench_c_p1w": -0.019643129795628433, "ret_p1m": -0.020601898709909767, "ret_signed_p1m": -0.020601898709909767, "alpha_spy_p1m": 0.027113003978646837, "alpha_c_p1m": 0.027113003978646837, "bench_spy_p1m": -0.047714902688556604, "bench_c_p1m": -0.047714902688556604, "ret_p3m": 0.04208309872063828, "ret_signed_p3m": 0.04208309872063828, "alpha_spy_p3m": 0.008296189881925452, "alpha_c_p3m": 0.008296189881925452, "bench_spy_p3m": 0.033786908838712826, "bench_c_p3m": 0.033786908838712826, "ret_p6m": -0.03339246583071535, "ret_signed_p6m": -0.03339246583071535, "alpha_spy_p6m": -0.10340446700412378, "alpha_c_p6m": -0.10340446700412378, "bench_spy_p6m": 0.07001200117340844, "bench_c_p6m": 0.07001200117340844, "price_path": [-0.1538, -0.1481, -0.1449, -0.134, -0.1286, -0.1114, -0.1147, -0.1209, -0.1097, -0.1046, -0.1178, -0.1053, -0.0988, -0.0901, -0.0846, -0.0903, -0.0877, -0.0792, -0.0754, -0.0766, -0.0695, -0.0582, -0.0581, -0.0568, -0.068, -0.0654, -0.0732, -0.0964, -0.088, -0.088, -0.0955, -0.1059, -0.0945, -0.082, -0.0739, -0.0784, -0.0688, -0.0769, -0.0854, -0.0869, -0.0975, -0.0748, -0.063, -0.0629, -0.0626, -0.067, -0.067, -0.0648, -0.0644, -0.0596, -0.0643, -0.0703, -0.0759, -0.0713, -0.0844, -0.0704, -0.0712, -0.0712, -0.0677, -0.0694, -0.0655, -0.0478, -0.0199, 0.0, 0.0006, 0.0188, 0.0078, -0.0073, -0.011, -0.0046, -0.0008, -0.0321, -0.0418, -0.0266, -0.0259, -0.0135, -0.0224, -0.0271, -0.0341, -0.0627, -0.0393, -0.0377, -0.0104, -0.0044, -0.0206, -0.0107, -0.0088, -0.0023, 0.0038, 0.0123, 0.0025, 0.0046, -0.0002, 0.0107, 0.0177, 0.014, 0.0212, 0.0234, 0.0312, 0.0312, 0.0247, 0.0199, 0.0266, 0.0237, 0.0257, 0.0331, 0.0286, 0.0395, 0.0553, 0.0717, 0.069, 0.0752, 0.0722, 0.0666, 0.0468, 0.0597, 0.0496, 0.0487, 0.0605, 0.0689, 0.0453, 0.0401, 0.0412, 0.0418, 0.0258, 0.0424, 0.0421, 0.0475, 0.0414, 0.0515, 0.0619, 0.0715, 0.0679, 0.0744, 0.0504, 0.0311, 0.0248, 0.0322, 0.0256, 0.0138, 0.0163, 0.0242, 0.004, -0.0002, 0.0049, 0.0163, -0.0191, -0.0037, 0.0059, 0.0084, -0.0176, -0.0157, -0.0186, -0.0137, -0.0087, -0.0097, -0.0208, -0.0112, -0.0024, 0.0005, -0.0086, -0.0019, -0.0019, -0.0005, -0.0033, -0.0132, -0.0152, -0.0153, -0.004, -0.0033, -0.0106, -0.0111, -0.0168, -0.0145, -0.0107, -0.0227, -0.0556, -0.0599, -0.0448, -0.0455, -0.0354, -0.0354, -0.0439, -0.049, -0.0619, -0.045, -0.045, -0.0402, -0.0205, -0.0334]}
{"unit_id": "orig:1812317185206837741", "ticker_idx": 0, "ts": "2024-07-14T02:44:22+00:00", "symbol": "APOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shaping up to be a solid Q4 for retail storefront glass $APOG", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish APOG on solid Q4 outlook for retail storefront glass.", "resolved_tickers": ["APOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Building Products & Equipment'", "bench_c_industry": "Building Products & Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Shaping up to be a solid Q4 for retail storefront glass $APOG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02356526303120432, "ret_signed_m1d": -0.02356526303120432, "alpha_spy_m1d": -0.02082257425063594, "alpha_c_m1d": -0.016449143947258382, "bench_spy_m1d": -0.002742688780568381, "bench_c_m1d": -0.007116119083945938, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03847383113985203, "ret_signed_p1d": 0.03847383113985203, "alpha_spy_p1d": 0.03254375022648226, "alpha_c_p1d": 0.013527959552511959, "bench_spy_p1d": 0.005930080913369773, "bench_c_p1d": 0.024945871587340074, "ret_p1w": 0.009939024145229292, "ret_signed_p1w": 0.009939024145229292, "alpha_spy_p1w": 0.022191284036216508, "alpha_c_p1w": 0.0013839618544890797, "bench_spy_p1w": -0.012252259890987216, "bench_c_p1w": 0.008555062290740212, "ret_p1m": 0.0040077173194044136, "ret_signed_p1m": 0.0040077173194044136, "alpha_spy_p1m": 0.03871666413601316, "alpha_c_p1m": 0.004967262900226754, "bench_spy_p1m": -0.03470894681660874, "bench_c_p1m": -0.0009595455808223408, "ret_p3m": 0.23517139808199783, "ret_signed_p3m": 0.23517139808199783, "alpha_spy_p3m": 0.20602418418123913, "alpha_c_p3m": 0.1443302687795105, "bench_spy_p3m": 0.029147213900758695, "bench_c_p3m": 0.09084112930248733, "ret_p6m": -0.0736736885752024, "ret_signed_p6m": -0.0736736885752024, "alpha_spy_p6m": -0.1286886094991332, "alpha_c_p6m": -0.14025568479642103, "bench_spy_p6m": 0.05501492092393079, "bench_c_p6m": 0.06658199622121863, "price_path": [-0.1107, -0.0484, -0.0785, -0.0853, -0.0198, -0.0099, -0.0249, -0.0133, -0.0088, -0.0175, -0.0056, 0.0112, 0.0104, 0.0281, 0.0324, 0.0469, 0.0473, 0.0636, 0.0496, 0.0572, 0.0664, 0.0461, 0.0581, 0.0535, 0.0543, 0.043, 0.0503, 0.07, 0.07, 0.0484, 0.0376, 0.0433, 0.0371, 0.0109, -0.0142, 0.005, -0.0119, -0.0169, -0.0118, -0.0156, 0.0053, -0.0039, -0.0135, -0.0099, -0.0132, -0.0132, -0.0304, -0.0356, -0.0301, -0.0517, -0.0542, 0.0226, 0.0031, -0.0148, -0.0169, -0.0081, -0.0081, -0.0233, -0.0344, -0.0643, -0.0559, -0.034, -0.0236, 0.0, 0.0385, 0.0228, 0.0199, -0.0042, 0.0099, 0.0475, 0.0149, 0.0588, 0.0927, 0.0842, 0.0848, 0.1004, 0.0829, 0.0218, -0.021, -0.0117, -0.0213, -0.0147, -0.0064, -0.0236, 0.004, -0.0029, 0.0159, 0.0176, 0.0215, 0.0083, 0.0341, 0.026, 0.0782, 0.0838, 0.0595, 0.0489, 0.0638, 0.0705, 0.0705, 0.0263, 0.0181, 0.0144, -0.0011, -0.0063, 0.0147, 0.0042, 0.0144, 0.0491, 0.072, 0.0967, 0.0816, 0.1146, 0.0821, 0.081, 0.0694, 0.0885, 0.1169, 0.1191, 0.1225, 0.1109, 0.1114, 0.097, 0.3455, 0.2634, 0.2305, 0.2483, 0.2352, 0.2539, 0.2712, 0.2634, 0.2736, 0.2663, 0.264, 0.257, 0.2134, 0.2053, 0.2004, 0.2052, 0.2333, 0.2197, 0.22, 0.2036, 0.219, 0.2337, 0.2796, 0.3528, 0.3461, 0.3835, 0.4027, 0.371, 0.3634, 0.334, 0.3192, 0.3096, 0.3038, 0.3075, 0.3205, 0.3383, 0.3649, 0.37, 0.3474, 0.3474, 0.3543, 0.357, 0.3478, 0.3538, 0.3346, 0.3343, 0.2991, 0.2866, 0.2864, 0.2631, 0.2351, 0.2414, 0.2029, 0.1561, 0.1536, 0.1463, 0.1454, 0.159, 0.159, 0.1764, 0.1634, 0.1462, 0.1484, 0.1484, 0.146, 0.1563, 0.1439, -0.0737]}
{"unit_id": "quote:1823116564230709441", "ticker_idx": 0, "ts": "2024-08-12T21:57:15+00:00", "symbol": "CACC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's time to just be straight up short CACC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Advocates removing the hedge and going outright short CACC.", "resolved_tickers": ["CACC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "I think it’s time to just be straight up short CACC?", "reply_text": null, "parent_text": null, "quoted_text": "$CACC short (avg 555) is now hedged w/ $OMF long @ $31", "parent_author": null, "ret_m1d": 0.03411930261048557, "ret_signed_m1d": -0.03411930261048557, "alpha_spy_m1d": -0.034644601569283395, "alpha_c_m1d": -0.028903577643294653, "bench_spy_m1d": -0.0005252989587978263, "bench_c_m1d": 0.005215724967190916, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01227397297933508, "ret_signed_p1d": -0.01227397297933508, "alpha_spy_p1d": 0.004171448751003171, "alpha_c_p1d": -0.003976097812456558, "bench_spy_p1d": 0.01644542173033825, "bench_c_p1d": 0.008297875166878521, "ret_p1w": 0.0528567918501579, "ret_signed_p1w": -0.0528567918501579, "alpha_spy_p1w": -0.0034637312656000674, "alpha_c_p1w": -0.009471287022883468, "bench_spy_p1w": 0.049393060584557835, "bench_c_p1w": 0.043385504827274435, "ret_p1m": -0.045402346052140996, "ret_signed_p1m": 0.045402346052140996, "alpha_spy_p1m": 0.07450542758788836, "alpha_c_p1m": 0.1001676904511658, "bench_spy_p1m": 0.029103081535747366, "bench_c_p1m": 0.05476534439902481, "ret_p3m": 0.023579490686410187, "ret_signed_p3m": -0.023579490686410187, "alpha_spy_p3m": 0.0967473936819081, "alpha_c_p3m": 0.13637321710117023, "bench_spy_p3m": 0.12032688436831829, "bench_c_p3m": 0.15995270778758042, "ret_p6m": 0.16820929245582894, "ret_signed_p6m": -0.16820929245582894, "alpha_spy_p6m": -0.03246689953267512, "alpha_c_p6m": 0.05380009148293374, "bench_spy_p6m": 0.13574239292315382, "bench_c_p6m": 0.22200938393876268, "price_path": [0.1708, 0.1225, 0.1193, 0.1121, 0.1114, 0.0956, 0.072, 0.0839, 0.0839, 0.0939, 0.0773, 0.0977, 0.1054, 0.0963, 0.0941, 0.1139, 0.093, 0.0804, 0.0682, 0.0596, 0.0835, 0.0699, 0.0609, 0.0876, 0.0867, 0.0867, 0.0927, 0.1008, 0.1045, 0.1039, 0.1193, 0.1169, 0.1591, 0.1648, 0.1767, 0.1688, 0.1688, 0.1746, 0.176, 0.18, 0.2003, 0.2618, 0.2989, 0.3174, 0.3763, 0.3669, 0.3259, 0.3117, 0.2815, 0.2595, 0.2404, 0.2925, 0.2906, 0.277, 0.3082, 0.2947, 0.1019, 0.0811, 0.0681, 0.0602, 0.0326, 0.043, 0.0341, 0.0, 0.0123, 0.0004, 0.0256, 0.0314, 0.0529, 0.0441, 0.0572, 0.054, 0.0832, 0.0731, 0.0658, 0.0669, 0.0637, 0.0507, 0.0507, 0.0315, 0.0189, 0.0154, -0.0042, 0.0071, -0.0454, -0.052, -0.051, -0.0263, -0.0177, -0.0043, 0.0137, 0.0454, 0.0215, 0.024, 0.0081, -0.0104, -0.006, 0.0082, -0.0014, -0.0125, -0.0205, -0.0252, -0.0028, -0.0019, -0.0013, 0.0167, 0.0243, 0.0295, 0.0327, 0.0501, 0.083, 0.071, 0.0705, 0.0762, 0.0703, 0.0697, 0.082, 0.0581, 0.0486, 0.0189, 0.0403, -0.0429, -0.0601, -0.046, -0.0248, 0.0315, 0.0236, 0.0134, 0.0089, -0.01, -0.0046, -0.0051, 0.0029, 0.0043, 0.0022, 0.008, 0.036, 0.0655, 0.0925, 0.0882, 0.1131, 0.1131, 0.1209, 0.0932, 0.0853, 0.0752, 0.062, 0.088, 0.1139, 0.1126, 0.1165, 0.1197, 0.0936, 0.1175, 0.1052, 0.0559, 0.0382, 0.0386, 0.039, 0.0558, 0.0558, 0.0648, 0.0567, 0.0454, 0.0573, 0.0573, 0.0477, 0.0537, 0.0603, 0.0501, 0.0237, 0.0237, -0.0081, 0.0171, 0.0404, 0.0713, 0.0861, 0.0919, 0.0919, 0.1181, 0.138, 0.1804, 0.1791, 0.1803, 0.1838, 0.1824, 0.1577, 0.1435, 0.1499, 0.1682]}
{"unit_id": "orig:1838577131275559268", "ticker_idx": 0, "ts": "2024-09-24T13:52:01+00:00", "symbol": "FXI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sets up for further, squeezy action on incrementally good news", "tweet_type": "analysis", "timeline": "weeks", "summary": "China stimulus skepticism means bold upside sellers, setting up a gamma squeeze on FXI on any incremental fiscal news.", "resolved_tickers": ["FXI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’m going to refrain from sharing my view on Chinese stimulus efforts economically speaking as a reasonable consensus has already emerged (good start/needs more non-monetary aspects).\n\nBut what I will say is that nearly everyone I’ve spoken to has deep suspicions this acts the same as all previous China pumps. That’s a reasonable and self-preserving stance…but it also means some bold sellers of upside. And that sets up for further, squeezy action on incrementally good news (of which there is potentially a lot in the pipeline).\n\nIf I was China and my main concern here were ensuring positioning worked in my favor, what I’d do is keep mum for the next week or so. Let everyone think the monetary is the only component, feel comfortable selling those FXI calls. Then start leaking out hints at fiscal, drag it out and cause gamma squeezes that ensure it doesn’t fizzle out. \n\nMy two cents. Not that valuable but felt like sharing 😂", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08947368627200614, "ret_signed_m1d": -0.08947368627200614, "alpha_spy_m1d": -0.08662062620603828, "alpha_c_m1d": -0.08662062620603828, "bench_spy_m1d": -0.0028530600659678607, "bench_c_m1d": -0.0028530600659678607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027631604544075983, "ret_signed_p1d": -0.027631604544075983, "alpha_spy_p1d": -0.025426042844137187, "alpha_c_p1d": -0.025426042844137187, "bench_spy_p1d": -0.002205561699938796, "bench_c_p1d": -0.002205561699938796, "ret_p1w": 0.08881572719981534, "ret_signed_p1w": 0.08881572719981534, "alpha_spy_p1w": 0.09350677347408975, "alpha_c_p1w": 0.09350677347408975, "bench_spy_p1w": -0.004691046274274413, "bench_c_p1w": -0.004691046274274413, "ret_p1m": 0.049999993471980586, "ret_signed_p1m": 0.049999993471980586, "alpha_spy_p1m": 0.038289777809567216, "alpha_c_p1m": 0.038289777809567216, "bench_spy_p1m": 0.01171021566241337, "bench_c_p1m": 0.01171021566241337, "ret_p3m": 0.015631734059980307, "ret_signed_p3m": 0.015631734059980307, "alpha_spy_p3m": -0.022596334570061494, "alpha_c_p3m": -0.022596334570061494, "bench_spy_p3m": 0.0382280686300418, "bench_c_p3m": 0.0382280686300418, "ret_p6m": 0.27972275762861076, "ret_signed_p6m": 0.27972275762861076, "alpha_spy_p6m": 0.28368071917238435, "alpha_c_p6m": 0.28368071917238435, "bench_spy_p6m": -0.0039579615437735916, "bench_c_p6m": -0.0039579615437735916, "price_path": [-0.1484, -0.1451, -0.1421, -0.1306, -0.1151, -0.1151, -0.1303, -0.1372, -0.1283, -0.1322, -0.1138, -0.1046, -0.1247, -0.1247, -0.1365, -0.1444, -0.1507, -0.1329, -0.1451, -0.1546, -0.1648, -0.1605, -0.1592, -0.1668, -0.1553, -0.1671, -0.1711, -0.1766, -0.1849, -0.1813, -0.1615, -0.1628, -0.1563, -0.1513, -0.1671, -0.15, -0.1329, -0.125, -0.1447, -0.1359, -0.1424, -0.1289, -0.1359, -0.1263, -0.1401, -0.1339, -0.1296, -0.1296, -0.1447, -0.1454, -0.1497, -0.1612, -0.1605, -0.1625, -0.1539, -0.1543, -0.1493, -0.1444, -0.1336, -0.1385, -0.1076, -0.1069, -0.0895, 0.0, -0.0276, 0.05, 0.0582, 0.0454, 0.0888, 0.1671, 0.1349, 0.1747, 0.2069, 0.0964, 0.0786, 0.0928, 0.0977, 0.077, 0.023, 0.0411, 0.0148, 0.0582, 0.0441, 0.0523, 0.05, 0.0438, 0.0434, 0.0615, 0.0539, 0.0405, 0.0382, 0.0421, 0.0484, 0.0737, 0.0421, 0.0993, 0.0352, 0.0352, -0.003, -0.0043, -0.0148, -0.0082, 0.0105, -0.0003, 0.0043, -0.0016, -0.0234, -0.023, -0.0289, -0.003, -0.003, -0.003, -0.001, 0.0033, -0.0039, -0.001, 0.0122, 0.0954, 0.0454, 0.0355, 0.0362, 0.023, 0.0062, 0.024, 0.0033, 0.0096, 0.0156, 0.025, 0.038, 0.038, 0.039, 0.03, 0.018, 0.0163, 0.0163, -0.0021, 0.0146, 0.0013, -0.0111, -0.0148, -0.0148, -0.0435, -0.0388, -0.0178, -0.0044, -0.0041, 0.0153, 0.0153, 0.0266, 0.0193, 0.0203, 0.0457, 0.055, 0.067, 0.0627, 0.0881, 0.0647, 0.059, 0.0841, 0.066, 0.0777, 0.0928, 0.1225, 0.1131, 0.1408, 0.1405, 0.1699, 0.1699, 0.1786, 0.1702, 0.1929, 0.2099, 0.1695, 0.1812, 0.2166, 0.2036, 0.1762, 0.1522, 0.1699, 0.2283, 0.2343, 0.234, 0.2009, 0.215, 0.2136, 0.2216, 0.2574, 0.2871, 0.2851, 0.2797]}
{"unit_id": "reply:1818074498031038682", "ticker_idx": 0, "ts": "2024-07-30T00:01:53+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "long tacos/short semis", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short semis as a directional call alongside long tacos.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductors via VanEck SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CoorsLightCEO did you not hear? it’s over. long tacos/short semis. https://t.co/CrtnrYOxu5", "reply_text": null, "parent_text": "idk i guess only 5,936 of you want to do the work https://t.co/cHNwUJEf9b", "quoted_text": null, "parent_author": "CoorsLightCEO", "ret_m1d": 0.039787366029282456, "ret_signed_m1d": -0.039787366029282456, "alpha_spy_m1d": -0.034694987694627866, "alpha_c_m1d": -0.034694987694627866, "bench_spy_m1d": 0.00509237833465459, "bench_c_m1d": 0.00509237833465459, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0763499009731039, "ret_signed_p1d": -0.0763499009731039, "alpha_spy_p1d": -0.06009543038141918, "alpha_c_p1d": -0.06009543038141918, "bench_spy_p1d": 0.016254470591684722, "bench_c_p1d": 0.016254470591684722, "ret_p1w": -0.052337964012913796, "ret_signed_p1w": 0.052337964012913796, "alpha_spy_p1w": 0.015714267534253867, "alpha_c_p1w": 0.015714267534253867, "bench_spy_p1w": -0.03662369647865993, "bench_c_p1w": -0.03662369647865993, "ret_p1m": 0.04976690272638362, "ret_signed_p1m": -0.04976690272638362, "alpha_spy_p1m": -0.019693136885642115, "alpha_c_p1m": -0.019693136885642115, "bench_spy_p1m": 0.030073765840741506, "bench_c_p1m": 0.030073765840741506, "ret_p3m": 0.10236636125920162, "ret_signed_p3m": -0.10236636125920162, "alpha_spy_p3m": -0.03074996892680182, "alpha_c_p3m": -0.03074996892680182, "bench_spy_p3m": 0.0716163923323998, "bench_c_p3m": 0.0716163923323998, "ret_p6m": 0.16945213380667212, "ret_signed_p6m": -0.16945213380667212, "alpha_spy_p6m": -0.043349742381469714, "alpha_c_p6m": -0.043349742381469714, "bench_spy_p6m": 0.1261023914252024, "bench_c_p6m": 0.1261023914252024, "price_path": [-0.076, -0.0512, -0.0296, -0.0381, -0.0352, -0.0414, -0.0269, -0.0271, -0.0104, 0.0193, 0.0119, 0.0034, 0.0241, 0.0227, 0.031, 0.0451, 0.0645, 0.0645, 0.0887, 0.0705, 0.0558, 0.048, 0.0611, 0.0572, 0.1087, 0.1, 0.0991, 0.115, 0.1133, 0.1465, 0.1645, 0.1674, 0.1874, 0.2061, 0.2061, 0.1719, 0.1544, 0.1147, 0.1408, 0.137, 0.1281, 0.1361, 0.1374, 0.1489, 0.175, 0.175, 0.1754, 0.195, 0.1976, 0.2257, 0.1811, 0.196, 0.1933, 0.1928, 0.1079, 0.1136, 0.0814, 0.1231, 0.1106, 0.0502, 0.0309, 0.0472, 0.0398, 0.0, 0.0763, 0.0067, -0.0481, -0.0704, -0.0523, -0.0784, -0.0199, -0.0201, -0.0109, 0.0293, 0.0302, 0.0736, 0.0751, 0.0953, 0.081, 0.0922, 0.0564, 0.0825, 0.0571, 0.0677, 0.0498, 0.0368, 0.061, 0.061, -0.0187, -0.021, -0.0227, -0.0631, -0.0419, -0.0328, 0.0171, 0.0193, 0.0324, 0.0189, 0.0185, 0.0069, 0.0506, 0.0367, 0.0413, 0.0607, 0.07, 0.1009, 0.0796, 0.0696, 0.041, 0.056, 0.0657, 0.08, 0.0817, 0.1004, 0.1119, 0.1097, 0.1186, 0.1386, 0.0771, 0.0778, 0.0964, 0.096, 0.1018, 0.0968, 0.0852, 0.0897, 0.1024, 0.0947, 0.1196, 0.0924, 0.0532, 0.0666, 0.0645, 0.0821, 0.1104, 0.1375, 0.1302, 0.1049, 0.0976, 0.0791, 0.0815, 0.0457, 0.0526, 0.0641, 0.057, 0.0725, 0.066, 0.0618, 0.0521, 0.0383, 0.0383, 0.0552, 0.0802, 0.0826, 0.1009, 0.0821, 0.0834, 0.0723, 0.0454, 0.0709, 0.0606, 0.0872, 0.1036, 0.0893, 0.0546, 0.041, 0.0577, 0.0909, 0.1003, 0.1003, 0.0984, 0.0873, 0.0709, 0.06, 0.06, 0.0715, 0.1025, 0.1391, 0.112, 0.1041, 0.1041, 0.082, 0.0708, 0.0743, 0.0996, 0.1043, 0.1304, 0.1304, 0.1485, 0.1695]}
{"unit_id": "quote:1800900221322588575", "ticker_idx": 0, "ts": "2024-06-12T14:37:26+00:00", "symbol": "USDMXN=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "USDMXN wants to go above 19 sooooo badly", "tweet_type": "prediction", "timeline": "unspecified", "summary": "USDMXN strongly biased to break above 19; bullish USD vs MXN.", "resolved_tickers": ["USDMXN=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "USDMXN wants to go above 19 sooooo badly", "reply_text": null, "parent_text": null, "quoted_text": "6% on USDMXN in 4 days was the most fun I’ve had in FX in a while. https://t.co/hZ0IEIafoR", "parent_author": null, "ret_m1d": -0.00045259524209384505, "ret_signed_m1d": -0.00045259524209384505, "alpha_spy_m1d": 0.007693579259526517, "alpha_c_m1d": null, "bench_spy_m1d": -0.008146174501620362, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.009338818813672933, "ret_signed_p1d": 0.009338818813672933, "alpha_spy_p1d": 0.007325401653016206, "alpha_c_p1d": null, "bench_spy_p1d": 0.0020134171606567275, "bench_c_p1d": null, "ret_p1w": -0.009769343750243853, "ret_signed_p1w": -0.009769343750243853, "alpha_spy_p1w": -0.02293982211640333, "alpha_c_p1w": null, "bench_spy_p1w": 0.013170478366159477, "bench_c_p1w": null, "ret_p1m": -0.040046518044887125, "ret_signed_p1m": -0.040046518044887125, "alpha_spy_p1m": -0.0712922485992259, "alpha_c_p1m": null, "bench_spy_p1m": 0.03124573055433877, "bench_c_p1m": null, "ret_p3m": 0.07317199358298176, "ret_signed_p3m": 0.07317199358298176, "alpha_spy_p3m": 0.06058750114507583, "alpha_c_p3m": null, "bench_spy_p3m": 0.012584492437905936, "bench_c_p3m": null, "ret_p6m": 0.0930011878957, "ret_signed_p6m": 0.0930011878957, "alpha_spy_p6m": -0.034684268162226806, "alpha_c_p6m": null, "bench_spy_p6m": 0.1276854560579268, "bench_c_p6m": null, "price_path": [-0.1011, -0.1001, -0.0942, -0.0958, -0.103, -0.0998, -0.0981, -0.1028, -0.1049, -0.1092, -0.1064, -0.109, -0.1061, -0.1093, -0.1105, -0.108, -0.1146, -0.122, -0.1183, -0.1145, -0.116, -0.106, -0.1015, -0.0833, -0.0874, -0.081, -0.0801, -0.0777, -0.0878, -0.0813, -0.0742, -0.0762, -0.0844, -0.077, -0.0889, -0.0871, -0.0861, -0.0913, -0.0902, -0.0896, -0.0969, -0.0976, -0.0967, -0.0935, -0.1022, -0.1024, -0.1073, -0.1091, -0.1062, -0.1033, -0.0996, -0.1026, -0.1032, -0.0968, -0.0841, -0.0848, -0.0865, -0.0474, -0.0414, -0.058, -0.0377, -0.0137, -0.0005, 0.0, 0.0093, -0.0089, -0.0067, -0.0032, -0.0098, -0.0082, -0.0128, -0.0243, -0.0342, -0.0253, -0.015, -0.0081, -0.017, -0.0115, -0.0177, -0.0219, -0.0269, -0.0265, -0.0327, -0.0369, -0.04, -0.0445, -0.0475, -0.0465, -0.0501, -0.0463, -0.0335, -0.0328, -0.035, -0.0225, -0.0119, -0.0076, -0.0083, 0.0032, 0.0093, 0.0032, 0.0185, 0.051, 0.0331, 0.054, 0.0406, 0.0151, 0.013, 0.0258, 0.0225, 0.0124, 0.003, 0.0024, 0.0045, 0.0231, 0.0375, 0.049, 0.034, 0.0427, 0.0641, 0.0583, 0.0675, 0.0602, 0.0676, 0.0654, 0.0736, 0.07, 0.0732, 0.0705, 0.0812, 0.0654, 0.0506, 0.0308, 0.0336, 0.0288, 0.0357, 0.0387, 0.0428, 0.0449, 0.0392, 0.0568, 0.0557, 0.0565, 0.0583, 0.0563, 0.0445, 0.0406, 0.0375, 0.0382, 0.0412, 0.0477, 0.0462, 0.0387, 0.0455, 0.06, 0.0709, 0.0665, 0.0693, 0.0743, 0.073, 0.0674, 0.0664, 0.0735, 0.0779, 0.0793, 0.0852, 0.0791, 0.0808, 0.0814, 0.0835, 0.0854, 0.0653, 0.0838, 0.0947, 0.1078, 0.1043, 0.1, 0.0956, 0.0879, 0.0823, 0.0912, 0.0987, 0.0953, 0.1076, 0.1115, 0.1086, 0.0999, 0.0968, 0.0983, 0.0927, 0.093]}
{"unit_id": "thread:1803234503818629412", "ticker_idx": 0, "ts": "2024-06-19T01:13:02+00:00", "symbol": "TLT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own a position in Dec TLT 100c but if we go below 4.2 on 10s will probably size that up and make it shorter", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long TLT Dec 100 calls; plans to add and shorten duration if 10Y yield drops below 4.2%.", "resolved_tickers": ["TLT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "did a podcast. \n\nhttps://t.co/H56nMZMomY\n\n---\n\nbtw the bond call options that I spoke about here from Oct to Dec that added a 22% gain to the portfolio from a 3% position…\n\nSetup is kinda similar right now ngl. \n\nI own a position in Dec TLT 100c but if we go below 4.2 on 10s will probably size that up and make it shorter.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006659910388106649, "ret_signed_p1d": -0.006659910388106649, "alpha_spy_p1d": -0.003943607223140466, "alpha_c_p1d": -0.003943607223140466, "bench_spy_p1d": -0.002716303164966183, "bench_c_p1d": -0.002716303164966183, "ret_p1w": -0.015223340242832006, "ret_signed_p1w": -0.015223340242832006, "alpha_spy_p1w": -0.012999003693895728, "alpha_c_p1w": -0.012999003693895728, "bench_spy_p1w": -0.0022243365489362787, "bench_c_p1w": -0.0022243365489362787, "ret_p1m": -0.008697300480016823, "ret_signed_p1m": -0.008697300480016823, "alpha_spy_p1m": -0.019550544535923642, "alpha_c_p1m": -0.019550544535923642, "bench_spy_p1m": 0.010853244055906819, "bench_c_p1m": 0.010853244055906819, "ret_p3m": 0.08175388905548542, "ret_signed_p3m": 0.08175388905548542, "alpha_spy_p3m": 0.05228068886850168, "alpha_c_p3m": 0.05228068886850168, "bench_spy_p3m": 0.02947320018698374, "bench_c_p3m": 0.02947320018698374, "ret_p6m": -0.017839026920778656, "ret_signed_p6m": -0.017839026920778656, "alpha_spy_p6m": -0.12659089188574546, "alpha_c_p6m": -0.12659089188574546, "bench_spy_p6m": 0.1087518649649668, "bench_c_p6m": 0.1087518649649668, "price_path": [-0.0165, -0.0215, -0.0187, -0.009, -0.0098, -0.0098, -0.0283, -0.0337, -0.0339, -0.0269, -0.0405, -0.0406, -0.0317, -0.0528, -0.0571, -0.052, -0.0667, -0.0729, -0.0626, -0.0674, -0.064, -0.0656, -0.0653, -0.0719, -0.0784, -0.0736, -0.0658, -0.0738, -0.0669, -0.0629, -0.0535, -0.0498, -0.044, -0.0498, -0.0451, -0.0505, -0.0481, -0.0427, -0.0296, -0.0306, -0.0371, -0.04, -0.035, -0.0339, -0.0401, -0.0372, -0.0372, -0.051, -0.0625, -0.0535, -0.047, -0.0316, -0.0203, -0.0131, -0.0146, -0.0327, -0.0391, -0.0292, -0.0219, -0.0075, 0.0008, -0.0091, 0.0, 0.0, -0.0067, -0.0067, -0.0026, -0.001, -0.0152, -0.0113, -0.0297, -0.0465, -0.039, -0.0264, -0.0264, -0.0183, -0.0162, -0.0206, -0.0175, -0.008, -0.0037, -0.0152, -0.0013, -0.0011, -0.0087, -0.0145, -0.0174, -0.0188, -0.0294, -0.0214, -0.0138, -0.0085, -0.0047, 0.0055, 0.0142, 0.0458, 0.0513, 0.0278, 0.0206, 0.0143, 0.0243, 0.028, 0.0351, 0.0416, 0.0332, 0.0369, 0.0416, 0.0499, 0.0506, 0.0402, 0.047, 0.0443, 0.0425, 0.0412, 0.0378, 0.0267, 0.0267, 0.0435, 0.057, 0.063, 0.0629, 0.0674, 0.0749, 0.0741, 0.069, 0.0719, 0.0818, 0.0765, 0.0632, 0.0597, 0.0556, 0.0534, 0.0531, 0.0444, 0.0468, 0.0523, 0.0473, 0.0548, 0.0459, 0.0361, 0.0233, 0.0156, 0.0173, 0.0116, 0.0076, 0.0035, 0.0043, 0.0165, 0.0208, 0.0046, 0.0054, -0.0122, -0.0112, -0.0139, -0.0076, -0.0132, -0.0159, -0.0144, -0.0115, -0.0099, -0.0238, -0.0087, -0.0034, -0.0307, -0.0185, -0.0061, -0.0109, -0.0257, -0.035, -0.0294, -0.032, -0.0303, -0.0253, -0.0284, -0.0292, -0.0287, -0.0035, -0.0074, -0.0005, -0.0005, 0.0098, 0.0122, 0.0035, 0.0143, 0.0163, 0.0179, 0.0085, 0.0037, -0.0058, -0.0178]}
{"unit_id": "quote:1808457193823334830", "ticker_idx": 0, "ts": "2024-07-03T11:06:09+00:00", "symbol": "TXT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is the most obvious trump play that everyone (including myself) seems to have missed.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TXT as obvious beneficiary of Trump tariffs on Chinese golf carts.", "resolved_tickers": ["TXT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "This is the most obvious trump play that everyone (including myself) seems to have missed.", "reply_text": null, "parent_text": null, "quoted_text": "Trump will no doubt slap a 100% tariff on Chinese golf carts.\n\nLong $TXT?", "parent_author": null, "ret_m1d": -0.004987730576382354, "ret_signed_m1d": -0.004987730576382354, "alpha_spy_m1d": -0.0005449255044831514, "alpha_c_m1d": -0.0013710174470741299, "bench_spy_m1d": -0.004442805071899203, "bench_c_m1d": -0.0036167131293082244, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.0011600569160126195, "ret_signed_p1w": 0.0011600569160126195, "alpha_spy_p1w": -0.016719651260606483, "alpha_c_p1w": -0.0009769310513534357, "bench_spy_p1w": 0.017879708176619102, "bench_c_p1w": 0.0021369879673660552, "ret_p1m": 0.05092229666447734, "ret_signed_p1m": 0.05092229666447734, "alpha_spy_p1m": 0.06624530692313735, "alpha_c_p1m": 0.0194412402641293, "bench_spy_p1m": -0.015323010258660008, "bench_c_p1m": 0.03148105640034804, "ret_p3m": 0.027727452402074082, "ret_signed_p3m": 0.027727452402074082, "alpha_spy_p3m": -0.015901856233991207, "alpha_c_p3m": -0.08915328695655189, "bench_spy_p3m": 0.04362930863606529, "bench_c_p3m": 0.11688073935862597, "ret_p6m": -0.10176410030742489, "ret_signed_p6m": -0.10176410030742489, "alpha_spy_p6m": -0.19924103363506263, "alpha_c_p6m": -0.21448541065740823, "bench_spy_p6m": 0.09747693332763774, "bench_c_p6m": 0.11272131034998334, "price_path": [0.1208, 0.1247, 0.1169, 0.1091, 0.0973, 0.0896, 0.0792, 0.0813, 0.0693, 0.0736, 0.082, 0.0874, 0.105, 0.0902, -0.0154, 0.0032, 0.002, -0.019, -0.0169, -0.01, -0.0074, 0.0078, 0.0146, 0.0057, 0.0262, 0.0269, 0.0191, 0.0217, 0.0226, 0.0145, 0.0341, 0.0324, 0.03, 0.0331, 0.0176, 0.0278, 0.0278, 0.0144, -0.0022, 0.0002, 0.016, 0.0118, 0.009, 0.0036, -0.005, -0.0073, 0.0013, -0.009, 0.003, -0.0029, -0.0111, -0.0034, -0.0029, -0.0029, 0.0006, 0.0061, 0.0147, -0.0023, 0.0038, 0.0015, -0.0041, -0.0097, -0.005, 0.0, 0.0, -0.0145, -0.0042, -0.0125, 0.0012, 0.0233, 0.0299, 0.0566, 0.0906, 0.068, 0.0744, 0.0478, 0.0651, 0.0687, 0.0454, 0.0589, 0.0679, 0.0615, 0.0679, 0.0776, 0.0509, 0.0118, -0.0154, -0.019, -0.0319, -0.0166, -0.0125, -0.016, -0.0001, -0.0026, 0.0186, 0.0201, 0.028, 0.0201, 0.0282, 0.0297, 0.0429, 0.0447, 0.0385, 0.0451, 0.0463, 0.0579, 0.0579, 0.0317, 0.0271, 0.0118, -0.0058, 0.0078, 0.0037, 0.0027, 0.0086, 0.0175, 0.0248, 0.029, 0.0151, 0.0319, 0.02, 0.0081, 0.0057, -0.0081, 0.0043, 0.0181, 0.0277, 0.0146, 0.0092, -0.0009, 0.0064, -0.0048, -0.0139, 0.0017, 0.0019, 0.0205, 0.026, 0.0193, 0.0168, 0.0479, 0.0448, 0.0371, 0.0158, 0.0079, -0.0545, -0.0446, -0.0339, -0.0513, -0.0479, -0.0669, -0.0549, -0.0482, -0.0331, 0.02, 0.0195, 0.0159, 0.0222, 0.0087, 0.016, -0.001, -0.0149, -0.0331, -0.057, -0.0502, -0.0259, -0.0094, -0.0051, -0.0123, -0.0129, -0.0129, -0.0065, -0.0085, -0.0117, -0.013, -0.0357, -0.041, -0.0436, -0.0478, -0.0471, -0.0592, -0.0609, -0.056, -0.0708, -0.1167, -0.1201, -0.1081, -0.1129, -0.1036, -0.1036, -0.1018]}
{"unit_id": "reply:1831138202511446273", "ticker_idx": 0, "ts": "2024-09-04T01:12:23+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "JPY will get a safety bid in that scenario. BOJ is literally playing the waiting game on US recession. the only thing that matters in FX is interest rate differentials. if the fed is at ZIRP the carry trade is still a lot less attractive than it is rn.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish JPY (short USDJPY): Fed cuts to ZIRP collapse carry-trade differential; BOJ awaits US recession, JPY gets safety bid.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@lexmutatio @hendry_hugh JPY will get a safety bid in that scenario. BOJ is literally playing the waiting game on US recession.\n\n the only thing that matters in FX is interest rate differentials. maybe BOJ goes to -25bps. if the fed is at ZIRP the carry trade is still a lot less attractive than it is rn.", "reply_text": null, "parent_text": "@Citrini7 @hendry_hugh I’m gonna guess because the Fed is cutting aggressively RoW including Japan is even more fucked.", "quoted_text": null, "parent_author": "lexmutatio", "ret_m1d": 0.009418473136371786, "ret_signed_m1d": -0.009418473136371786, "alpha_spy_m1d": -0.007367284823733833, "alpha_c_m1d": null, "bench_spy_m1d": 0.0020511883126379526, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.013959063407858241, "ret_signed_p1d": 0.013959063407858241, "alpha_spy_p1d": 0.011526797923869347, "alpha_c_p1d": null, "bench_spy_p1d": -0.0024322654839888935, "bench_c_p1d": null, "ret_p1w": -0.021458128583537017, "ret_signed_p1w": 0.021458128583537017, "alpha_spy_p1w": 0.027756364848894877, "alpha_c_p1w": null, "bench_spy_p1w": 0.006298236265357859, "bench_c_p1w": null, "ret_p1m": 0.008455304899697147, "ret_signed_p1m": -0.008455304899697147, "alpha_spy_p1m": 0.025325845953360293, "alpha_c_p1m": null, "bench_spy_p1m": 0.03378115085305744, "bench_c_p1m": null, "ret_p3m": 0.03126869254977027, "ret_signed_p3m": -0.03126869254977027, "alpha_spy_p3m": 0.06770866553913857, "alpha_c_p3m": null, "bench_spy_p3m": 0.09897735808890884, "bench_c_p3m": null, "ret_p6m": 0.023976118046738826, "ret_signed_p6m": -0.023976118046738826, "alpha_spy_p6m": 0.04475893762570626, "alpha_c_p6m": null, "bench_spy_p6m": 0.06873505567244509, "bench_c_p6m": null, "price_path": [0.0712, 0.079, 0.0804, 0.0809, 0.0788, 0.081, 0.0839, 0.0849, 0.0861, 0.0867, 0.0934, 0.0998, 0.0986, 0.0986, 0.105, 0.1055, 0.107, 0.1112, 0.1111, 0.1119, 0.1101, 0.1052, 0.1067, 0.1099, 0.1118, 0.0884, 0.0892, 0.088, 0.0894, 0.0711, 0.0812, 0.083, 0.0794, 0.0717, 0.0587, 0.0574, 0.0604, 0.0583, 0.0503, 0.0302, 0.0265, 0.0016, 0.003, -0.0043, 0.0053, 0.0159, 0.0116, 0.0112, 0.0111, 0.0131, 0.0266, 0.0179, 0.0093, -0.0, -0.0016, 0.0058, -0.0093, -0.0058, -0.0095, -0.0063, -0.0032, 0.0071, 0.0094, 0.0, -0.014, -0.0135, -0.0197, -0.015, -0.0215, -0.019, -0.0265, -0.0314, -0.0314, -0.023, -0.0182, -0.0172, -0.0093, -0.0118, -0.0164, -0.0046, -0.0019, -0.0177, -0.0113, -0.0111, 0.0085, 0.0102, 0.0239, 0.0192, 0.0193, 0.0262, 0.0231, 0.0274, 0.0297, 0.0258, 0.0291, 0.0327, 0.0292, 0.0361, 0.0398, 0.051, 0.0442, 0.0523, 0.0538, 0.0545, 0.054, 0.0456, 0.0477, 0.0476, 0.0418, 0.0617, 0.0538, 0.0519, 0.0559, 0.064, 0.0693, 0.0765, 0.0641, 0.0637, 0.0644, 0.0684, 0.061, 0.0605, 0.0621, 0.0527, 0.0412, 0.04, 0.0313, 0.0286, 0.0295, 0.0359, 0.0334, 0.0322, 0.0417, 0.0444, 0.0474, 0.0498, 0.0557, 0.0601, 0.0565, 0.0641, 0.0846, 0.0769, 0.0813, 0.0809, 0.081, 0.0853, 0.0861, 0.0801, 0.0801, 0.0851, 0.0826, 0.0834, 0.0852, 0.0886, 0.0883, 0.0873, 0.0862, 0.0826, 0.0874, 0.075, 0.0688, 0.0754, 0.0681, 0.0717, 0.0763, 0.0743, 0.0715, 0.0657, 0.0702, 0.0675, 0.0602, 0.0689, 0.0683, 0.0604, 0.0499, 0.0402, 0.0447, 0.0441, 0.0508, 0.0612, 0.0525, 0.0459, 0.0419, 0.0453, 0.0404, 0.0279, 0.0278, 0.031, 0.0256, 0.024]}
{"unit_id": "orig:1812140994147532858", "ticker_idx": 0, "ts": "2024-07-13T15:04:15+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think OUST is going to make me a lot of money", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish OUST; expects significant gains.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "I think OUST is going to make me a lot of money", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13920102572967985, "ret_signed_m1d": -0.13920102572967985, "alpha_spy_m1d": -0.13645833694911147, "alpha_c_m1d": -0.13740778350255312, "bench_spy_m1d": -0.002742688780568381, "bench_c_m1d": -0.0017932422271267345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023096062503884296, "ret_signed_p1d": 0.023096062503884296, "alpha_spy_p1d": 0.017165981590514523, "alpha_c_p1d": 0.026426284819686563, "bench_spy_p1d": 0.005930080913369773, "bench_c_p1d": -0.003330222315802267, "ret_p1w": -0.1154806697008034, "ret_signed_p1w": -0.1154806697008034, "alpha_spy_p1w": -0.10322840980981618, "alpha_c_p1w": -0.08081243960019069, "bench_spy_p1w": -0.012252259890987216, "bench_c_p1w": -0.03466823010061271, "ret_p1m": -0.3208489510892485, "ret_signed_p1m": -0.3208489510892485, "alpha_spy_p1m": -0.28614000427263975, "alpha_c_p1m": -0.23315362365492776, "bench_spy_p1m": -0.03470894681660874, "bench_c_p1m": -0.08769532743432074, "ret_p3m": -0.58926343722311, "ret_signed_p3m": -0.58926343722311, "alpha_spy_p3m": -0.6184106511238687, "alpha_c_p3m": -0.5747637816391606, "bench_spy_p3m": 0.029147213900758695, "bench_c_p3m": -0.014499655583949389, "ret_p6m": -0.08801502876381662, "ret_signed_p6m": -0.08801502876381662, "alpha_spy_p6m": -0.1430299496877474, "alpha_c_p6m": -0.09033890682993118, "bench_spy_p6m": 0.05501492092393079, "bench_c_p6m": 0.0023238780661145597, "price_path": [-0.5581, -0.5637, -0.5531, -0.5612, -0.5281, -0.5362, -0.5331, -0.4588, -0.4195, -0.4338, -0.4195, -0.4001, -0.397, -0.387, -0.4057, -0.3845, -0.3539, -0.226, -0.2235, -0.2522, -0.2447, -0.2722, -0.1904, -0.1854, -0.2272, -0.2821, -0.2971, -0.2821, -0.2821, -0.2428, -0.2391, -0.2409, -0.2697, -0.2834, -0.2934, -0.2478, -0.2628, -0.2846, -0.2946, -0.3152, -0.3271, -0.3414, -0.3552, -0.319, -0.3333, -0.3333, -0.362, -0.3633, -0.3939, -0.4082, -0.3914, -0.3739, -0.3864, -0.3976, -0.4126, -0.3945, -0.3945, -0.4014, -0.3464, -0.2765, -0.2459, -0.191, -0.1392, 0.0, 0.0231, -0.0549, -0.1067, -0.1236, -0.1155, -0.0824, -0.1523, -0.1629, -0.1286, -0.1598, -0.1754, -0.1804, -0.2235, -0.2653, -0.3065, -0.3146, -0.3521, -0.3396, -0.3402, -0.3184, -0.3208, -0.5087, -0.5144, -0.5, -0.51, -0.5106, -0.4975, -0.52, -0.5225, -0.5262, -0.5325, -0.5481, -0.5531, -0.5574, -0.5574, -0.588, -0.5993, -0.6099, -0.6317, -0.6192, -0.6105, -0.6124, -0.6167, -0.5843, -0.6074, -0.6074, -0.6242, -0.6149, -0.6217, -0.6292, -0.6117, -0.6298, -0.6074, -0.603, -0.6067, -0.6217, -0.613, -0.6155, -0.6017, -0.5974, -0.6086, -0.5861, -0.5893, -0.5537, -0.5581, -0.5556, -0.5306, -0.5056, -0.4963, -0.485, -0.4769, -0.5125, -0.5162, -0.5287, -0.5362, -0.5568, -0.5649, -0.5861, -0.563, -0.5599, -0.5343, -0.5112, -0.5087, -0.5012, -0.3414, -0.3901, -0.4313, -0.4569, -0.4732, -0.4519, -0.437, -0.4457, -0.4401, -0.4051, -0.3833, -0.4157, -0.4039, -0.4039, -0.3833, -0.3995, -0.432, -0.4444, -0.4419, -0.3514, -0.377, -0.3889, -0.3989, -0.4295, -0.4332, -0.4145, -0.3134, -0.3521, -0.3496, -0.2522, -0.2378, -0.2004, -0.2004, -0.1442, -0.2203, -0.2228, -0.2372, -0.2372, -0.2291, -0.0861, -0.0499, -0.088]}
{"unit_id": "reply:1841653604236611781", "ticker_idx": 0, "ts": "2024-10-03T01:36:50+00:00", "symbol": "Shanghai Composite", "kind": "index", "geography": "China", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": true, "quote": "ridiculous top signal you're going to make me sell even more", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic dismissal of bullish China stocks pitch; implied bearish on Chinese equities.", "resolved_tickers": ["ASHR"], "resolution_method": "etf", "resolution_reason": "Shanghai/China A-shares via ASHR ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Solanashots ridiculous top signal you’re going to make me sell even more", "reply_text": null, "parent_text": "@Citrini7 Rotate some to the chinese stock market !\n\n$SSEC\n\nIt’s making mooooovez 🇨🇳 https://t.co/6Gmzh3y9IX", "quoted_text": null, "parent_author": "Solanashots", "ret_m1d": 0.013470097691178573, "ret_signed_m1d": 0.013470097691178573, "alpha_spy_m1d": 0.011638572814050674, "alpha_c_m1d": 0.011638572814050674, "bench_spy_m1d": 0.0018315248771278991, "bench_c_m1d": 0.0018315248771278991, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05259778963087447, "ret_signed_p1d": 0.05259778963087447, "alpha_spy_p1d": 0.04351052013477408, "alpha_c_p1d": 0.04351052013477408, "bench_spy_p1d": 0.009087269496100392, "bench_c_p1d": 0.009087269496100392, "ret_p1w": -0.07601035704530945, "ret_signed_p1w": -0.07601035704530945, "alpha_spy_p1w": -0.09064515881904045, "alpha_c_p1w": -0.09064515881904045, "bench_spy_p1w": 0.014634801773730999, "bench_c_p1w": 0.014634801773730999, "ret_p1m": -0.12315592056103697, "ret_signed_p1m": -0.12315592056103697, "alpha_spy_p1m": -0.12882665595782916, "alpha_c_p1m": -0.12882665595782916, "bench_spy_p1m": 0.0056707353967921925, "bench_c_p1m": 0.0056707353967921925, "ret_p3m": -0.1415447663757673, "ret_signed_p3m": -0.1415447663757673, "alpha_spy_p3m": -0.1771768372199679, "alpha_c_p3m": -0.1771768372199679, "bench_spy_p3m": 0.035632070844200614, "bench_c_p3m": 0.035632070844200614, "ret_p6m": -0.1366800245098505, "ret_signed_p6m": -0.1366800245098505, "alpha_spy_p6m": -0.12151192610841643, "alpha_c_p6m": -0.12151192610841643, "bench_spy_p6m": -0.015168098401434071, "bench_c_p6m": -0.015168098401434071, "price_path": [-0.2543, -0.2447, -0.245, -0.2319, -0.2332, -0.2348, -0.228, -0.2258, -0.2264, -0.2203, -0.2255, -0.2418, -0.245, -0.2453, -0.2437, -0.2511, -0.2521, -0.2322, -0.2447, -0.2393, -0.2399, -0.2489, -0.2518, -0.247, -0.2518, -0.2521, -0.2457, -0.2543, -0.2486, -0.2441, -0.2399, -0.246, -0.246, -0.2534, -0.2431, -0.2479, -0.2502, -0.2575, -0.255, -0.246, -0.246, -0.2582, -0.2614, -0.2569, -0.2662, -0.2745, -0.2771, -0.2742, -0.2784, -0.2797, -0.2768, -0.2765, -0.2758, -0.2652, -0.2633, -0.2595, -0.2001, -0.2104, -0.1466, -0.1235, -0.0831, -0.0577, 0.0135, 0.0, 0.0526, 0.1366, -0.0253, -0.0866, -0.076, -0.0869, -0.103, -0.1408, -0.1328, -0.1539, -0.1087, -0.1151, -0.103, -0.1094, -0.1151, -0.1081, -0.1033, -0.1148, -0.1193, -0.1199, -0.1232, -0.1097, -0.0808, -0.0997, -0.0478, -0.1042, -0.0882, -0.1046, -0.0949, -0.1135, -0.1222, -0.1199, -0.1216, -0.1196, -0.1174, -0.1459, -0.1501, -0.153, -0.1305, -0.1305, -0.1251, -0.1254, -0.1276, -0.1357, -0.1296, -0.1238, -0.0638, -0.1145, -0.118, -0.118, -0.1315, -0.1395, -0.1296, -0.1402, -0.1347, -0.1325, -0.136, -0.1224, -0.1224, -0.1208, -0.1244, -0.124, -0.1415, -0.1415, -0.1668, -0.1756, -0.1753, -0.1701, -0.1727, -0.1727, -0.1902, -0.1882, -0.1659, -0.1655, -0.1698, -0.1591, -0.1591, -0.1522, -0.1561, -0.1555, -0.1432, -0.1474, -0.1497, -0.1487, -0.1454, -0.1568, -0.1581, -0.1454, -0.161, -0.1535, -0.1422, -0.137, -0.1438, -0.1325, -0.1357, -0.1185, -0.1185, -0.1318, -0.1299, -0.1198, -0.1124, -0.1234, -0.1263, -0.1201, -0.1257, -0.1383, -0.1441, -0.137, -0.1237, -0.1166, -0.1234, -0.1338, -0.1224, -0.1244, -0.1266, -0.0948, -0.1004, -0.1049, -0.1062, -0.1237, -0.1334, -0.1299, -0.1286, -0.1334, -0.1279, -0.1367]}
{"unit_id": "quote:1820470726085726451", "ticker_idx": 0, "ts": "2024-08-05T14:43:38+00:00", "symbol": "HSI", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Initiating long Hang Seng / short Nikkei pair trade.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hang Seng Index proxy via iShares EWH Hong Kong ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "today we remember Chua, who died so that long HSI/short NKY could live https://t.co/fA2jSZqrQL", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": -0.0065573969088730255, "ret_signed_m1d": -0.0065573969088730255, "alpha_spy_m1d": -0.03655467228193121, "alpha_c_m1d": -0.03655467228193121, "bench_spy_m1d": 0.029997275373058185, "bench_c_m1d": 0.029997275373058185, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009836028061017577, "ret_signed_p1d": -0.009836028061017577, "alpha_spy_p1d": -0.01905549350896585, "alpha_c_p1d": -0.01905549350896585, "bench_spy_p1d": 0.009219465447948272, "bench_c_p1d": 0.009219465447948272, "ret_p1w": 0.01180334135688832, "ret_signed_p1w": 0.01180334135688832, "alpha_spy_p1w": -0.018909299153520243, "alpha_c_p1w": -0.018909299153520243, "bench_spy_p1w": 0.030712640510408562, "bench_c_p1w": 0.030712640510408562, "ret_p1m": 0.036721341926938544, "ret_signed_p1m": 0.036721341926938544, "alpha_spy_p1m": -0.030347482245971058, "alpha_c_p1m": -0.030347482245971058, "bench_spy_p1m": 0.0670688241729096, "bench_c_p1m": 0.0670688241729096, "ret_p3m": 0.1718033009755131, "ret_signed_p3m": 0.1718033009755131, "alpha_spy_p3m": 0.06935600299359201, "alpha_c_p3m": 0.06935600299359201, "bench_spy_p3m": 0.10244729798192109, "bench_c_p3m": 0.10244729798192109, "ret_p6m": 0.10494177173956576, "ret_signed_p6m": 0.10494177173956576, "alpha_spy_p6m": -0.0710121548429401, "alpha_c_p6m": -0.0710121548429401, "bench_spy_p6m": 0.17595392658250586, "bench_c_p6m": 0.17595392658250586, "price_path": [0.0732, 0.0957, 0.1175, 0.1348, 0.1252, 0.1355, 0.1451, 0.1592, 0.1547, 0.1329, 0.1226, 0.1014, 0.0976, 0.0976, 0.1014, 0.0841, 0.077, 0.0732, 0.07, 0.0783, 0.0835, 0.0835, 0.0591, 0.0649, 0.0479, 0.0452, 0.042, 0.0328, 0.0374, 0.0367, 0.0367, 0.0308, 0.021, 0.0256, 0.0118, 0.0098, -0.0013, 0.0033, 0.002, 0.0059, 0.019, 0.019, -0.0046, -0.0203, -0.0118, -0.0052, 0.017, 0.0407, 0.023, 0.0243, 0.0269, 0.0164, 0.0164, 0.0243, 0.0138, -0.0026, -0.0046, 0.002, 0.0079, -0.0007, 0.0, -0.0007, -0.0066, 0.0, -0.0098, -0.0033, 0.0203, 0.0138, 0.0118, 0.0243, 0.0111, 0.0216, 0.0269, 0.0374, 0.0223, 0.0236, 0.0275, 0.0426, 0.0498, 0.057, 0.0472, 0.0597, 0.061, 0.061, 0.0367, 0.038, 0.0485, 0.0374, 0.0439, 0.0308, 0.0334, 0.0439, 0.0466, 0.0525, 0.0675, 0.061, 0.0944, 0.099, 0.1102, 0.162, 0.1449, 0.1967, 0.2282, 0.2236, 0.2511, 0.3134, 0.2774, 0.3134, 0.3344, 0.2302, 0.2269, 0.2249, 0.2354, 0.2184, 0.1731, 0.1856, 0.1646, 0.1934, 0.1738, 0.1803, 0.1692, 0.1738, 0.1784, 0.1915, 0.1849, 0.1757, 0.1718, 0.1816, 0.1856, 0.2052, 0.1777, 0.2092, 0.1797, 0.177, 0.1456, 0.1357, 0.1311, 0.1272, 0.1344, 0.1272, 0.1305, 0.1305, 0.1108, 0.1128, 0.1128, 0.1318, 0.1318, 0.1436, 0.1318, 0.1397, 0.1305, 0.1331, 0.1338, 0.1974, 0.1659, 0.1534, 0.1436, 0.1364, 0.12, 0.1203, 0.0982, 0.1016, 0.1083, 0.1183, 0.1324, 0.1324, 0.1371, 0.1217, 0.113, 0.115, 0.115, 0.0976, 0.1063, 0.1023, 0.0895, 0.0775, 0.0775, 0.0594, 0.0574, 0.0634, 0.0768, 0.0788, 0.0976, 0.0976, 0.1049, 0.0969, 0.0909, 0.0996, 0.0996, 0.1049]}
{"unit_id": "quote:1820470726085726451", "ticker_idx": 1, "ts": "2024-08-05T14:43:38+00:00", "symbol": "NKY", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Initiating long Hang Seng / short Nikkei pair trade.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "Nikkei 225 proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "today we remember Chua, who died so that long HSI/short NKY could live https://t.co/fA2jSZqrQL", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": 0.019233793608392835, "ret_signed_m1d": -0.019233793608392835, "alpha_spy_m1d": 0.01076348176466535, "alpha_c_m1d": 0.01076348176466535, "bench_spy_m1d": 0.029997275373058185, "bench_c_m1d": 0.029997275373058185, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004887305793312979, "ret_signed_p1d": 0.004887305793312979, "alpha_spy_p1d": 0.014106771241261251, "alpha_c_p1d": 0.014106771241261251, "bench_spy_p1d": 0.009219465447948272, "bench_c_p1d": 0.009219465447948272, "ret_p1w": 0.036260474554773436, "ret_signed_p1w": -0.036260474554773436, "alpha_spy_p1w": -0.005547834044364874, "alpha_c_p1w": -0.005547834044364874, "bench_spy_p1w": 0.030712640510408562, "bench_c_p1w": 0.030712640510408562, "ret_p1m": 0.11761000206836969, "ret_signed_p1m": -0.11761000206836969, "alpha_spy_p1m": -0.05054117789546009, "alpha_c_p1m": -0.05054117789546009, "bench_spy_p1m": 0.0670688241729096, "bench_c_p1m": 0.0670688241729096, "ret_p3m": 0.07315142497126459, "ret_signed_p3m": -0.07315142497126459, "alpha_spy_p3m": 0.029295873010656504, "alpha_c_p3m": 0.029295873010656504, "bench_spy_p3m": 0.10244729798192109, "bench_c_p3m": 0.10244729798192109, "ret_p6m": 0.09375731802339504, "ret_signed_p6m": -0.09375731802339504, "alpha_spy_p6m": 0.08219660855911082, "alpha_c_p6m": 0.08219660855911082, "bench_spy_p6m": 0.17595392658250586, "bench_c_p6m": 0.17595392658250586, "price_path": [0.0648, 0.0695, 0.0634, 0.0592, 0.0675, 0.0794, 0.0684, 0.0756, 0.0833, 0.077, 0.0645, 0.0598, 0.0714, 0.0714, 0.0775, 0.0559, 0.0651, 0.0794, 0.0861, 0.0873, 0.0842, 0.0836, 0.0756, 0.0851, 0.073, 0.0782, 0.0586, 0.0583, 0.0501, 0.0509, 0.0509, 0.0481, 0.0407, 0.0486, 0.0651, 0.0612, 0.0665, 0.0758, 0.0687, 0.0856, 0.0955, 0.0955, 0.1029, 0.0976, 0.1036, 0.1238, 0.1195, 0.1257, 0.1203, 0.1335, 0.1269, 0.1099, 0.1029, 0.1083, 0.1074, 0.0856, 0.0686, 0.0829, 0.0854, 0.0869, 0.1189, 0.065, 0.0192, 0.0, -0.0049, 0.0117, 0.0331, 0.0306, 0.0363, 0.0659, 0.0675, 0.088, 0.0936, 0.1093, 0.1039, 0.1167, 0.1085, 0.134, 0.1198, 0.1309, 0.126, 0.1279, 0.1346, 0.1346, 0.1176, 0.1061, 0.1127, 0.0735, 0.093, 0.09, 0.0966, 0.1075, 0.1015, 0.1121, 0.099, 0.094, 0.123, 0.1236, 0.1304, 0.1206, 0.1186, 0.1507, 0.1206, 0.1279, 0.1294, 0.123, 0.1186, 0.1332, 0.12, 0.1234, 0.1176, 0.1178, 0.1201, 0.122, 0.099, 0.1056, 0.0998, 0.1056, 0.0873, 0.073, 0.0511, 0.0598, 0.0601, 0.0673, 0.0777, 0.0787, 0.0732, 0.0717, 0.0727, 0.0889, 0.0938, 0.1033, 0.0946, 0.0973, 0.0799, 0.0679, 0.0692, 0.064, 0.0702, 0.0686, 0.0607, 0.0637, 0.0713, 0.0787, 0.0732, 0.0702, 0.0702, 0.0987, 0.1121, 0.128, 0.1217, 0.1197, 0.1206, 0.1108, 0.1048, 0.1204, 0.1094, 0.0963, 0.0907, 0.0869, 0.0597, 0.063, 0.0601, 0.0646, 0.064, 0.064, 0.0763, 0.0845, 0.0753, 0.0744, 0.0744, 0.0729, 0.0773, 0.0797, 0.0771, 0.0744, 0.0744, 0.0446, 0.0475, 0.0454, 0.0611, 0.0544, 0.0597, 0.0597, 0.0781, 0.0768, 0.0859, 0.0965, 0.0846, 0.0938]}
{"unit_id": "thread:1823119631441133691", "ticker_idx": 0, "ts": "2024-08-12T22:09:26+00:00", "symbol": "^VIX", "kind": "index", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "always short the VIX spike", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short VIX spikes, buy equity dips, and stay out of long USD/JPY for now (only a long-term eventual long).", "resolved_tickers": ["^VIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@dampedspring @CostOfLeverage @abcampbell always short the VIX spike.\n\nalways buy the dip.\n\ndon’t necessarily get long dollar yen again.\n\n---\n\n@dampedspring @CostOfLeverage @abcampbell (I mean eventually do because “fuck yeah America” but like on a way longer timeframe than the first two)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016417105759032657, "ret_signed_m1d": 0.016417105759032657, "alpha_spy_m1d": 0.01589180680023483, "alpha_c_m1d": null, "bench_spy_m1d": -0.0005252989587978263, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.12506027811373066, "ret_signed_p1d": 0.12506027811373066, "alpha_spy_p1d": 0.1415056998440689, "alpha_c_p1d": null, "bench_spy_p1d": 0.01644542173033825, "bench_c_p1d": null, "ret_p1w": -0.2926122517545582, "ret_signed_p1w": 0.2926122517545582, "alpha_spy_p1w": 0.342005312339116, "alpha_c_p1w": null, "bench_spy_p1w": 0.049393060584557835, "bench_c_p1w": null, "ret_p1m": -0.07870590211607953, "ret_signed_p1m": 0.07870590211607953, "alpha_spy_p1m": 0.1078089836518269, "alpha_c_p1m": null, "bench_spy_p1m": 0.029103081535747366, "bench_c_p1m": null, "ret_p3m": -0.26605502263583625, "ret_signed_p3m": 0.26605502263583625, "alpha_spy_p3m": 0.38638190700415453, "alpha_c_p3m": null, "bench_spy_p3m": 0.12032688436831829, "bench_c_p3m": null, "ret_p6m": -0.16900049032953013, "ret_signed_p6m": 0.16900049032953013, "alpha_spy_p6m": 0.30474288325268395, "alpha_c_p6m": null, "bench_spy_p6m": 0.13574239292315382, "bench_c_p6m": null, "price_path": [-0.3988, -0.4003, -0.4211, -0.4133, -0.4273, -0.4066, -0.3834, -0.4239, -0.4239, -0.3761, -0.3105, -0.3013, -0.3761, -0.367, -0.3646, -0.3901, -0.3926, -0.4099, -0.3848, -0.3795, -0.4186, -0.4235, -0.3887, -0.3844, -0.4061, -0.4061, -0.3588, -0.3626, -0.3563, -0.38, -0.394, -0.409, -0.3993, -0.4099, -0.4191, -0.4162, -0.4162, -0.3974, -0.4027, -0.3959, -0.3795, -0.3761, -0.3984, -0.3665, -0.3631, -0.3008, -0.2308, -0.2023, -0.2801, -0.2892, -0.1289, -0.1086, -0.2086, -0.1985, -0.1458, -0.21, -0.1024, 0.1294, 0.8624, 0.338, 0.3448, 0.1487, -0.0164, 0.0, -0.1251, -0.2183, -0.2646, -0.2854, -0.2926, -0.2332, -0.2144, -0.1526, -0.2342, -0.2202, -0.2549, -0.1738, -0.2443, -0.2757, -0.2757, 0.0005, 0.0295, -0.0391, 0.0806, -0.0608, -0.0787, -0.1458, -0.1758, -0.2004, -0.1724, -0.1497, -0.1197, -0.2115, -0.2202, -0.2327, -0.2569, -0.2559, -0.2578, -0.1811, -0.1922, -0.07, -0.0874, -0.0106, -0.0724, 0.0932, 0.0343, 0.0072, 0.0106, -0.0121, -0.0488, -0.0034, -0.0546, -0.0773, -0.1294, -0.113, -0.1212, -0.071, -0.0787, -0.0183, -0.0439, -0.0662, -0.0174, 0.1183, 0.0565, 0.0613, -0.0106, -0.2144, -0.2661, -0.2786, -0.2772, -0.2897, -0.323, -0.309, -0.2207, -0.2477, -0.2105, -0.1714, -0.1854, -0.2641, -0.295, -0.3192, -0.3192, -0.3192, -0.3477, -0.3559, -0.3578, -0.3506, -0.3462, -0.3834, -0.3148, -0.3153, -0.3443, -0.3279, -0.3332, -0.2907, -0.2337, 0.3337, 0.1632, -0.1135, -0.1898, -0.311, -0.311, -0.2887, -0.2298, -0.1598, -0.1622, -0.1622, -0.1342, -0.2211, -0.2255, -0.1395, -0.1453, -0.1453, -0.0565, -0.0734, -0.0966, -0.2216, -0.1985, -0.2289, -0.2289, -0.2728, -0.2709, -0.2747, -0.283, -0.1357, -0.2076, -0.2004, -0.2352, -0.2067, -0.1009, -0.169]}
{"unit_id": "thread:1823119631441133691", "ticker_idx": 1, "ts": "2024-08-12T22:09:26+00:00", "symbol": "SPY", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "always buy the dip", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short VIX spikes, buy equity dips, and stay out of long USD/JPY for now (only a long-term eventual long).", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "SPY is itself the S&P 500 ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@dampedspring @CostOfLeverage @abcampbell always short the VIX spike.\n\nalways buy the dip.\n\ndon’t necessarily get long dollar yen again.\n\n---\n\n@dampedspring @CostOfLeverage @abcampbell (I mean eventually do because “fuck yeah America” but like on a way longer timeframe than the first two)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0005252989587978263, "ret_signed_m1d": -0.0005252989587978263, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.0005252989587978263, "bench_c_m1d": -0.0005252989587978263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01644542173033825, "ret_signed_p1d": 0.01644542173033825, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.01644542173033825, "bench_c_p1d": 0.01644542173033825, "ret_p1w": 0.049393060584557835, "ret_signed_p1w": 0.049393060584557835, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.049393060584557835, "bench_c_p1w": 0.049393060584557835, "ret_p1m": 0.029103081535747366, "ret_signed_p1m": 0.029103081535747366, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.029103081535747366, "bench_c_p1m": 0.029103081535747366, "ret_p3m": 0.12032688436831829, "ret_signed_p3m": 0.12032688436831829, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.12032688436831829, "bench_c_p3m": 0.12032688436831829, "ret_p6m": 0.13574239292315382, "ret_signed_p6m": 0.13574239292315382, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.13574239292315382, "bench_c_p6m": 0.13574239292315382, "price_path": [-0.0097, -0.0118, -0.0104, -0.0092, -0.0068, -0.0096, -0.0169, -0.0104, -0.0104, -0.0097, -0.0166, -0.0231, -0.0142, -0.0134, -0.0123, -0.0006, -0.0006, -0.0018, 0.0013, 0.0037, 0.0119, 0.0139, 0.0146, 0.0226, 0.0252, 0.0252, 0.0224, 0.0211, 0.0178, 0.0217, 0.023, 0.0246, 0.0205, 0.0226, 0.0295, 0.0341, 0.0341, 0.0401, 0.0413, 0.0423, 0.0526, 0.0435, 0.0501, 0.053, 0.0592, 0.0444, 0.0364, 0.0295, 0.0401, 0.0385, 0.0149, 0.0096, 0.0209, 0.0215, 0.0164, 0.0329, 0.0183, -0.0007, -0.0298, -0.0209, -0.0274, -0.0049, -0.0005, 0.0, 0.0164, 0.0197, 0.0371, 0.0395, 0.0494, 0.0477, 0.0513, 0.043, 0.0541, 0.0516, 0.053, 0.0469, 0.047, 0.057, 0.057, 0.0353, 0.0332, 0.0306, 0.0133, 0.0246, 0.0291, 0.0397, 0.0484, 0.0539, 0.0555, 0.0559, 0.0527, 0.0707, 0.0689, 0.0715, 0.0746, 0.0722, 0.0765, 0.0749, 0.0792, 0.0696, 0.07, 0.0681, 0.0778, 0.068, 0.0781, 0.0856, 0.0837, 0.0902, 0.0991, 0.0906, 0.0953, 0.0954, 0.0996, 0.0978, 0.0972, 0.0872, 0.0895, 0.0892, 0.0925, 0.0943, 0.091, 0.0696, 0.0741, 0.0718, 0.0848, 0.1117, 0.1203, 0.1252, 0.1263, 0.1228, 0.1233, 0.1161, 0.1018, 0.1063, 0.1103, 0.1107, 0.1167, 0.1201, 0.1239, 0.1298, 0.1264, 0.1264, 0.1334, 0.1354, 0.1359, 0.143, 0.1411, 0.1433, 0.1374, 0.1339, 0.1426, 0.1367, 0.1365, 0.1414, 0.1367, 0.1028, 0.1024, 0.1157, 0.1224, 0.1348, 0.1348, 0.1349, 0.123, 0.1102, 0.1061, 0.1061, 0.1034, 0.1172, 0.1236, 0.1109, 0.1125, 0.1125, 0.0956, 0.0973, 0.0988, 0.1188, 0.1166, 0.1278, 0.1278, 0.1381, 0.1445, 0.1508, 0.1474, 0.1312, 0.1409, 0.1358, 0.1419, 0.1358, 0.1282, 0.1357]}
{"unit_id": "thread:1823119631441133691", "ticker_idx": 2, "ts": "2024-08-12T22:09:26+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "eventually do because 'fuck yeah America' but like on a way longer timeframe", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short VIX spikes, buy equity dips, and stay out of long USD/JPY for now (only a long-term eventual long).", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@dampedspring @CostOfLeverage @abcampbell always short the VIX spike.\n\nalways buy the dip.\n\ndon’t necessarily get long dollar yen again.\n\n---\n\n@dampedspring @CostOfLeverage @abcampbell (I mean eventually do because “fuck yeah America” but like on a way longer timeframe than the first two)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0042640801241524695, "ret_signed_m1d": 0.0042640801241524695, "alpha_spy_m1d": 0.004789379082950296, "alpha_c_m1d": null, "bench_spy_m1d": -0.0005252989587978263, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.0004081338280472746, "ret_signed_p1d": -0.0004081338280472746, "alpha_spy_p1d": -0.016853555558385525, "alpha_c_p1d": null, "bench_spy_p1d": 0.01644542173033825, "bench_c_p1d": null, "ret_p1w": 0.006215816975897459, "ret_signed_p1w": 0.006215816975897459, "alpha_spy_p1w": -0.043177243608660376, "alpha_c_p1w": null, "bench_spy_p1w": 0.049393060584557835, "bench_c_p1w": null, "ret_p1m": -0.026285043031501476, "ret_signed_p1m": -0.026285043031501476, "alpha_spy_p1m": -0.05538812456724884, "alpha_c_p1m": null, "bench_spy_p1m": 0.029103081535747366, "bench_c_p1m": null, "ret_p3m": 0.0494960590128517, "ret_signed_p3m": 0.0494960590128517, "alpha_spy_p3m": -0.07083082535546659, "alpha_c_p3m": null, "bench_spy_p3m": 0.12032688436831829, "bench_c_p3m": null, "ret_p6m": 0.05600430444728888, "ret_signed_p6m": 0.05600430444728888, "alpha_spy_p6m": -0.07973808847586494, "alpha_c_p6m": null, "bench_spy_p6m": 0.13574239292315382, "bench_c_p6m": null, "price_path": [0.0643, 0.0492, 0.0567, 0.0592, 0.0634, 0.0626, 0.0657, 0.0675, 0.0668, 0.0667, 0.0695, 0.0719, 0.0674, 0.0689, 0.0614, 0.055, 0.0604, 0.0589, 0.0666, 0.068, 0.0684, 0.0664, 0.0686, 0.0714, 0.0725, 0.0736, 0.0742, 0.0809, 0.0872, 0.086, 0.086, 0.0923, 0.0928, 0.0943, 0.0984, 0.0984, 0.0991, 0.0974, 0.0925, 0.094, 0.0972, 0.0991, 0.0759, 0.0767, 0.0755, 0.0769, 0.0588, 0.0687, 0.0706, 0.067, 0.0593, 0.0466, 0.0453, 0.0483, 0.0462, 0.0383, 0.0184, 0.0147, -0.0099, -0.0085, -0.0157, -0.0062, 0.0043, 0.0, -0.0004, -0.0005, 0.0014, 0.0148, 0.0062, -0.0023, -0.0115, -0.0131, -0.0057, -0.0207, -0.0172, -0.0209, -0.0177, -0.0146, -0.0045, -0.0022, -0.0115, -0.0253, -0.0248, -0.031, -0.0263, -0.0327, -0.0303, -0.0377, -0.0425, -0.0425, -0.0342, -0.0295, -0.0285, -0.0207, -0.0231, -0.0277, -0.016, -0.0134, -0.029, -0.0227, -0.0225, -0.0031, -0.0014, 0.0121, 0.0075, 0.0076, 0.0144, 0.0113, 0.0156, 0.0179, 0.014, 0.0172, 0.0208, 0.0174, 0.0242, 0.0279, 0.0389, 0.0322, 0.0402, 0.0417, 0.0424, 0.0419, 0.0336, 0.0357, 0.0356, 0.0299, 0.0495, 0.0417, 0.0399, 0.0438, 0.0518, 0.057, 0.0641, 0.0518, 0.0515, 0.0522, 0.0561, 0.0488, 0.0483, 0.0499, 0.0406, 0.0292, 0.0281, 0.0194, 0.0168, 0.0177, 0.024, 0.0215, 0.0203, 0.0297, 0.0324, 0.0354, 0.0377, 0.0436, 0.0479, 0.0444, 0.0519, 0.0721, 0.0645, 0.0688, 0.0684, 0.0686, 0.0728, 0.0737, 0.0677, 0.0677, 0.0726, 0.0702, 0.071, 0.0728, 0.0761, 0.0758, 0.0748, 0.0738, 0.0702, 0.0749, 0.0627, 0.0565, 0.063, 0.0558, 0.0594, 0.0639, 0.062, 0.0592, 0.0535, 0.0579, 0.0553, 0.048, 0.0566, 0.056]}
{"unit_id": "orig:1844866987153031274", "ticker_idx": 0, "ts": "2024-10-11T22:25:40+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "looks like bottom is in for boeing", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bottom is in for Boeing; bullish from here.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "looks like bottom is in for boeing", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0291352736776197, "ret_signed_m1d": -0.0291352736776197, "alpha_spy_m1d": -0.0231827580915136, "alpha_c_m1d": -0.011579922004066545, "bench_spy_m1d": -0.0059525155861061, "bench_c_m1d": -0.017555351673553155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013441919758090282, "ret_signed_p1d": -0.013441919758090282, "alpha_spy_p1d": -0.021620371092102686, "alpha_c_p1d": -0.019438243124356824, "bench_spy_p1d": 0.008178451334012404, "bench_c_p1d": 0.005996323366266543, "ret_p1w": 0.02635409624514784, "ret_signed_p1w": 0.02635409624514784, "alpha_spy_p1w": 0.01770976883310027, "alpha_c_p1w": 0.020213270946519923, "bench_spy_p1w": 0.00864432741204757, "bench_c_p1w": 0.006140825298627917, "ret_p1m": -0.01364056085495291, "ret_signed_p1m": -0.01364056085495291, "alpha_spy_p1m": -0.04673352028396416, "alpha_c_p1m": -0.048100723936027046, "bench_spy_p1m": 0.03309295942901125, "bench_c_p1m": 0.034460163081074136, "ret_p3m": 0.1373327350524849, "ret_signed_p3m": 0.1373327350524849, "alpha_spy_p3m": 0.11681081877746968, "alpha_c_p3m": 0.17296085217766455, "bench_spy_p3m": 0.020521916275015206, "bench_c_p3m": -0.03562811712517966, "ret_p6m": -0.08051915850943192, "ret_signed_p6m": -0.08051915850943192, "alpha_spy_p6m": 0.04367412067608034, "alpha_c_p6m": 0.0645241211145342, "bench_spy_p6m": -0.12419327918551226, "bench_c_p6m": -0.14504327962396613, "price_path": [0.232, 0.2239, 0.1934, 0.1897, 0.1846, 0.2348, 0.1924, 0.2207, 0.2375, 0.2279, 0.2373, 0.2621, 0.1807, 0.1253, 0.106, 0.0928, 0.0809, 0.1182, 0.1118, 0.0868, 0.1175, 0.1157, 0.1681, 0.1918, 0.1895, 0.1396, 0.1484, 0.144, 0.1585, 0.1487, 0.1459, 0.1304, 0.1406, 0.1504, 0.1504, 0.0662, 0.0808, 0.0737, 0.0437, 0.0787, 0.0599, 0.0683, 0.0778, 0.0381, 0.03, 0.0356, 0.0271, 0.0236, 0.015, 0.035, 0.0317, 0.0079, 0.0236, 0.0351, 0.0068, 0.0212, 0.0124, -0.0033, 0.0264, 0.0324, 0.024, -0.0109, -0.0291, 0.0, -0.0134, 0.0088, 0.0257, 0.0284, 0.0264, 0.0583, 0.0587, 0.04, 0.0277, 0.0264, -0.0022, 0.013, 0.0217, -0.0113, 0.0236, 0.0268, -0.0001, -0.0256, -0.0003, 0.0044, -0.0136, -0.0387, -0.0732, -0.0853, -0.0717, -0.0473, -0.0359, -0.0327, -0.0504, -0.0115, 0.0138, -0.0017, 0.0091, 0.0091, 0.0293, 0.0366, 0.0264, 0.0481, 0.0374, 0.0193, 0.0399, 0.0866, 0.0989, 0.1108, 0.1234, 0.1467, 0.1457, 0.143, 0.1723, 0.1743, 0.1766, 0.1875, 0.1875, 0.1944, 0.1967, 0.1691, 0.172, 0.172, 0.1381, 0.125, 0.1308, 0.1423, 0.1373, 0.1373, 0.1389, 0.1295, 0.1059, 0.1005, 0.1186, 0.1329, 0.1329, 0.1625, 0.1575, 0.182, 0.1658, 0.1598, 0.1772, 0.1499, 0.1888, 0.1689, 0.1645, 0.1669, 0.2041, 0.2237, 0.2018, 0.1955, 0.1948, 0.2333, 0.2279, 0.2212, 0.2212, 0.2248, 0.2326, 0.1977, 0.173, 0.1913, 0.1804, 0.1458, 0.151, 0.1563, 0.1261, 0.0522, 0.0804, 0.0491, 0.0209, -0.019, 0.0201, 0.0515, 0.055, 0.0714, 0.0717, 0.0699, 0.143, 0.1444, 0.1794, 0.1979, 0.209, 0.1823, 0.186, 0.1476, 0.1293, 0.1136, 0.1161, -0.0007, -0.0956, -0.0805]}
{"unit_id": "reply:1843839591129985115", "ticker_idx": 0, "ts": "2024-10-09T02:23:10+00:00", "symbol": "EL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1 3 5 6", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses taobanker's buyable picks #1 EL, #3 HII, #5 ULTA, #6 LULU from the list.", "resolved_tickers": ["EL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@scalpavelli 1 3 5 6", "reply_text": null, "parent_text": "$EL is buyable\n$TAP? also buyable\n$HII? buyable\n$HDSN buyable\n$ULTA buyable\n$LULU buyable\n$MTN kinda buyable\n$HEINY almost buyable\n\nhope this helps", "quoted_text": null, "parent_author": "taobanker", "ret_m1d": 0.0022411520520895234, "ret_signed_m1d": 0.0022411520520895234, "alpha_spy_m1d": 0.009119859911270844, "alpha_c_m1d": 0.008249686841777626, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.0060085347896881025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013233796626601624, "ret_signed_p1d": 0.013233796626601624, "alpha_spy_p1d": 0.014983965367498464, "alpha_c_p1d": 0.017648047505011033, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.004414250878409409, "ret_p1w": -0.030416269764551584, "ret_signed_p1w": -0.030416269764551584, "alpha_spy_p1w": -0.03935689988127611, "alpha_c_p1w": -0.041207169364885, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.010790899600333415, "ret_p1m": -0.2923159135712773, "ret_signed_p1m": -0.2923159135712773, "alpha_spy_p1m": -0.32431833784240804, "alpha_c_p1m": -0.2714699526965295, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": -0.02084596087474777, "ret_p3m": -0.21110131513002317, "ret_signed_p3m": -0.21110131513002317, "alpha_spy_p3m": -0.2461424749908967, "alpha_c_p3m": -0.16877327692408195, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": -0.04232803820594122, "ret_p6m": -0.37301532873555665, "ret_signed_p6m": -0.37301532873555665, "alpha_spy_p6m": -0.30888226940658026, "alpha_c_p6m": -0.3917783295847508, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": 0.018763000849194134, "price_path": [0.0951, 0.0705, 0.0699, 0.0667, 0.0266, 0.0508, 0.0705, 0.059, 0.0573, 0.0584, 0.0671, 0.0672, 0.0535, 0.0553, 0.0289, 0.0118, -0.0232, -0.0108, -0.0299, -0.0285, -0.0555, -0.0867, -0.0261, -0.0292, 0.008, 0.0062, -0.0163, -0.0362, -0.0305, -0.0312, -0.0073, 0.0012, -0.0161, -0.0212, -0.0404, -0.0218, -0.0218, -0.0125, -0.0138, -0.0387, -0.0662, -0.0725, -0.0915, -0.098, -0.1014, -0.0975, -0.0915, -0.0598, -0.0608, -0.0668, -0.0927, -0.0747, -0.0184, -0.0223, 0.0756, 0.0658, 0.0639, 0.0378, 0.0365, 0.0182, 0.0231, 0.025, 0.0022, 0.0, 0.0132, 0.0256, 0.0079, -0.0242, -0.0304, -0.0295, -0.0391, -0.0474, -0.0652, -0.0631, -0.0541, -0.0688, -0.0531, -0.0528, -0.0699, -0.2642, -0.2894, -0.2908, -0.2971, -0.3247, -0.2923, -0.318, -0.3107, -0.3304, -0.3291, -0.3081, -0.3196, -0.3109, -0.3085, -0.3028, -0.2867, -0.2537, -0.2212, -0.219, -0.2107, -0.2107, -0.2266, -0.1853, -0.1692, -0.1498, -0.1618, -0.1494, -0.1241, -0.1145, -0.1291, -0.1312, -0.1417, -0.1468, -0.1617, -0.1962, -0.199, -0.2026, -0.1984, -0.1949, -0.1949, -0.1958, -0.1998, -0.2045, -0.196, -0.196, -0.2067, -0.2262, -0.2111, -0.2047, -0.2101, -0.2101, -0.2124, -0.1958, -0.2079, -0.2009, -0.1628, -0.1651, -0.1651, -0.1548, -0.1454, -0.141, -0.1156, -0.104, -0.1103, -0.1177, -0.0834, -0.1054, -0.1124, -0.2551, -0.2929, -0.3109, -0.3027, -0.2632, -0.2418, -0.2598, -0.2529, -0.2634, -0.2634, -0.2259, -0.2344, -0.235, -0.2301, -0.1947, -0.1981, -0.2142, -0.2175, -0.2252, -0.2438, -0.2663, -0.2252, -0.2292, -0.2101, -0.2238, -0.2501, -0.2841, -0.3011, -0.2833, -0.2577, -0.2669, -0.2716, -0.2671, -0.2786, -0.2732, -0.288, -0.29, -0.2786, -0.2951, -0.2889, -0.2687, -0.2591, -0.373]}
{"unit_id": "reply:1843839591129985115", "ticker_idx": 1, "ts": "2024-10-09T02:23:10+00:00", "symbol": "HII", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1 3 5 6", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses taobanker's buyable picks #1 EL, #3 HII, #5 ULTA, #6 LULU from the list.", "resolved_tickers": ["HII"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@scalpavelli 1 3 5 6", "reply_text": null, "parent_text": "$EL is buyable\n$TAP? also buyable\n$HII? buyable\n$HDSN buyable\n$ULTA buyable\n$LULU buyable\n$MTN kinda buyable\n$HEINY almost buyable\n\nhope this helps", "quoted_text": null, "parent_author": "taobanker", "ret_m1d": -0.0006586826861830763, "ret_signed_m1d": -0.0006586826861830763, "alpha_spy_m1d": 0.006220025172998245, "alpha_c_m1d": 0.008193248766664163, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.00885193145284724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020264987823699343, "ret_signed_p1d": -0.020264987823699343, "alpha_spy_p1d": -0.018514819082802503, "alpha_c_p1d": -0.015143979188013579, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.005121008635685764, "ret_p1w": 0.00999703801468188, "ret_signed_p1w": 0.00999703801468188, "alpha_spy_p1w": 0.0010564078979573566, "alpha_c_p1w": -0.008731710940016457, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.018728748954698338, "ret_p1m": -0.23349343766199315, "ret_signed_p1m": -0.23349343766199315, "alpha_spy_p1m": -0.2654958619331239, "alpha_c_p1m": -0.26195210302449434, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.02845866536250119, "ret_p3m": -0.2716490377598504, "ret_signed_p3m": -0.2716490377598504, "alpha_spy_p3m": -0.3066901976207239, "alpha_c_p3m": -0.24535887433922643, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": -0.026290163420623958, "ret_p6m": -0.21673894868302135, "ret_signed_p6m": -0.21673894868302135, "alpha_spy_p6m": -0.15260588935404495, "alpha_c_p6m": -0.14491081475119527, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.07182813393182608, "price_path": [-0.0321, -0.0145, 0.0316, 0.0303, 0.0306, 0.016, 0.0265, 0.0286, 0.0233, 0.0566, 0.0646, 0.0698, 0.079, 0.0799, 0.0298, 0.0157, -0.0125, -0.0105, -0.0225, -0.0105, 0.0006, 0.0172, 0.0135, 0.0284, 0.04, 0.0436, 0.0449, 0.0616, 0.0469, 0.0495, 0.0588, 0.0678, 0.068, 0.0801, 0.091, 0.0957, 0.0957, 0.0673, 0.0627, 0.0498, 0.0431, 0.0374, 0.0108, -0.0018, 0.0008, 0.0134, 0.0276, 0.0284, 0.0424, 0.0386, 0.0365, 0.0389, -0.0029, -0.0041, 0.0088, 0.0193, 0.0244, 0.0255, 0.0133, -0.0024, 0.0009, -0.0066, -0.0007, 0.0, -0.0203, 0.0051, 0.0107, 0.0048, 0.01, 0.0147, 0.0134, 0.0122, -0.0038, -0.0081, -0.0131, -0.0165, -0.0113, -0.0167, -0.0294, -0.2833, -0.2668, -0.2598, -0.2512, -0.2126, -0.2335, -0.2147, -0.1994, -0.2072, -0.2095, -0.2431, -0.25, -0.2394, -0.2576, -0.2628, -0.2433, -0.2291, -0.2294, -0.2329, -0.2275, -0.2275, -0.2279, -0.2399, -0.2515, -0.2475, -0.2631, -0.2668, -0.2461, -0.255, -0.2528, -0.2555, -0.2504, -0.2265, -0.2452, -0.2415, -0.2681, -0.257, -0.2572, -0.2492, -0.2492, -0.2516, -0.2571, -0.265, -0.2628, -0.2628, -0.2681, -0.2663, -0.2716, -0.2625, -0.2601, -0.2601, -0.2587, -0.2387, -0.2298, -0.2248, -0.2158, -0.2098, -0.2098, -0.1862, -0.1996, -0.2036, -0.2092, -0.2081, -0.2363, -0.2475, -0.2373, -0.2305, -0.2332, -0.2363, -0.237, -0.3768, -0.3427, -0.3435, -0.3455, -0.3622, -0.3726, -0.3709, -0.3709, -0.3379, -0.3221, -0.306, -0.3357, -0.3414, -0.3154, -0.3244, -0.3201, -0.3097, -0.3211, -0.3226, -0.2389, -0.2375, -0.2295, -0.2253, -0.2333, -0.2462, -0.2313, -0.2288, -0.1856, -0.18, -0.1845, -0.2069, -0.2079, -0.1905, -0.1891, -0.2008, -0.2013, -0.1928, -0.1978, -0.205, -0.1943, -0.2167]}
{"unit_id": "reply:1843839591129985115", "ticker_idx": 2, "ts": "2024-10-09T02:23:10+00:00", "symbol": "ULTA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1 3 5 6", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses taobanker's buyable picks #1 EL, #3 HII, #5 ULTA, #6 LULU from the list.", "resolved_tickers": ["ULTA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@scalpavelli 1 3 5 6", "reply_text": null, "parent_text": "$EL is buyable\n$TAP? also buyable\n$HII? buyable\n$HDSN buyable\n$ULTA buyable\n$LULU buyable\n$MTN kinda buyable\n$HEINY almost buyable\n\nhope this helps", "quoted_text": null, "parent_author": "taobanker", "ret_m1d": 0.013118402948415486, "ret_signed_m1d": 0.013118402948415486, "alpha_spy_m1d": 0.019997110807596807, "alpha_c_m1d": 0.020225217698124465, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.007106814749708978, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00233462025122122, "ret_signed_p1d": -0.00233462025122122, "alpha_spy_p1d": -0.0005844515103243797, "alpha_c_p1d": 0.002604855863390876, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.004939476114612096, "ret_p1w": 0.03727071739042298, "ret_signed_p1w": 0.03727071739042298, "alpha_spy_p1w": 0.028330087273698457, "alpha_c_p1w": 0.03470004972941276, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.0025706676610102175, "ret_p1m": 0.09299617317360598, "ret_signed_p1m": 0.09299617317360598, "alpha_spy_p1m": 0.06099374890247522, "alpha_c_p1m": 0.02389334934864351, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.06910282382496247, "ret_p3m": 0.19872151869316235, "ret_signed_p3m": 0.19872151869316235, "alpha_spy_p3m": 0.16368035883228882, "alpha_c_p3m": 0.05356130735467146, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": 0.14516021133849089, "ret_p6m": 0.022123463709611046, "ret_signed_p6m": 0.022123463709611046, "alpha_spy_p6m": 0.08625652303858744, "alpha_c_p6m": 0.054790544841826216, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.03266708113221517, "price_path": [0.1477, 0.0983, 0.1387, 0.113, 0.0926, 0.0865, 0.0886, 0.082, 0.0273, 0.0097, 0.0268, 0.0189, 0.0215, 0.0141, -0.0274, -0.0522, -0.0904, -0.0928, -0.107, -0.0909, -0.1046, -0.1091, -0.0785, -0.0855, 0.0167, 0.0484, 0.048, 0.0257, 0.0587, 0.0402, 0.0524, 0.0422, 0.0321, 0.0195, 0.0216, -0.0193, -0.0193, -0.0028, 0.0003, 0.0111, 0.0217, 0.0605, 0.0381, 0.0347, 0.0369, 0.0515, 0.082, 0.1034, 0.1193, 0.1209, 0.1173, 0.0946, 0.1187, 0.118, 0.1287, 0.1229, 0.0815, 0.0537, 0.0391, 0.0359, 0.0611, 0.0284, 0.0131, 0.0, -0.0023, 0.03, 0.0265, 0.0269, 0.0373, 0.0331, 0.0253, 0.0261, 0.0145, 0.0201, 0.0205, 0.0375, 0.0564, 0.0557, 0.0453, 0.0255, 0.0496, 0.067, 0.0642, 0.0771, 0.093, 0.0708, 0.0576, 0.0556, 0.0638, 0.0638, 0.0149, -0.0179, -0.049, -0.046, -0.0584, -0.0595, 0.0079, 0.0019, 0.0429, 0.0429, 0.0746, 0.0952, 0.0987, 0.1112, 0.0919, 0.19, 0.1618, 0.1449, 0.1954, 0.1782, 0.1787, 0.1806, 0.1772, 0.1579, 0.1827, 0.1951, 0.1927, 0.2099, 0.2099, 0.2402, 0.2289, 0.2101, 0.2088, 0.2088, 0.1928, 0.1989, 0.1987, 0.1903, 0.1538, 0.1538, 0.1624, 0.1227, 0.123, 0.1322, 0.1488, 0.1257, 0.1257, 0.1733, 0.163, 0.1633, 0.1613, 0.1534, 0.1485, 0.1414, 0.1632, 0.1455, 0.1344, 0.1373, 0.1414, 0.1162, 0.0417, 0.046, 0.0409, 0.037, 0.0018, 0.0148, 0.0148, 0.0249, 0.0004, 0.0191, 0.0048, 0.0114, 0.0164, 0.0193, 0.0166, 0.0182, -0.0304, -0.0454, -0.0227, -0.0133, -0.0121, -0.0148, -0.0475, -0.085, -0.126, -0.0064, -0.0078, -0.0444, -0.0447, -0.0526, -0.0257, 0.0177, 0.0304, 0.0336, 0.0293, -0.0009, 0.0187, 0.0392, 0.0631, 0.0221]}
{"unit_id": "reply:1843839591129985115", "ticker_idx": 3, "ts": "2024-10-09T02:23:10+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1 3 5 6", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses taobanker's buyable picks #1 EL, #3 HII, #5 ULTA, #6 LULU from the list.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@scalpavelli 1 3 5 6", "reply_text": null, "parent_text": "$EL is buyable\n$TAP? also buyable\n$HII? buyable\n$HDSN buyable\n$ULTA buyable\n$LULU buyable\n$MTN kinda buyable\n$HEINY almost buyable\n\nhope this helps", "quoted_text": null, "parent_author": "taobanker", "ret_m1d": 0.00901065688275371, "ret_signed_m1d": 0.00901065688275371, "alpha_spy_m1d": 0.01588936474193503, "alpha_c_m1d": 0.016117471632462688, "bench_spy_m1d": -0.006878707859181321, "bench_c_m1d": -0.007106814749708978, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0019699713794720797, "ret_signed_p1d": -0.0019699713794720797, "alpha_spy_p1d": -0.0002198026385752394, "alpha_c_p1d": 0.002969504735140016, "bench_spy_p1d": -0.0017501687408968403, "bench_c_p1d": -0.004939476114612096, "ret_p1w": 0.0732890584260446, "ret_signed_p1w": 0.0732890584260446, "alpha_spy_p1w": 0.06434842830932008, "alpha_c_p1w": 0.07071839076503439, "bench_spy_p1w": 0.008940630116724524, "bench_c_p1w": 0.0025706676610102175, "ret_p1m": 0.15022615427297303, "ret_signed_p1m": 0.15022615427297303, "alpha_spy_p1m": 0.11822373000184228, "alpha_c_p1m": 0.08112333044801057, "bench_spy_p1m": 0.03200242427113076, "bench_c_p1m": 0.06910282382496247, "ret_p3m": 0.4421056639432559, "ret_signed_p3m": 0.4421056639432559, "alpha_spy_p3m": 0.4070645040823824, "alpha_c_p3m": 0.296945452604765, "bench_spy_p3m": 0.03504115986087353, "bench_c_p3m": 0.14516021133849089, "ret_p6m": -0.0673792556168955, "ret_signed_p6m": -0.0673792556168955, "alpha_spy_p6m": -0.003246196287919112, "alpha_c_p6m": -0.034712174484680336, "bench_spy_p6m": -0.0641330593289764, "bench_c_p6m": -0.03266708113221517, "price_path": [0.0618, 0.035, 0.0644, 0.0677, 0.0402, 0.0223, 0.0397, 0.0264, -0.0075, -0.0978, -0.0752, -0.055, -0.0661, -0.0564, -0.0915, -0.1391, -0.1485, -0.1358, -0.1484, -0.1181, -0.1291, -0.1256, -0.1174, -0.1227, -0.0641, -0.0584, -0.0547, -0.0493, -0.031, -0.0389, -0.0203, -0.009, -0.0107, -0.0558, -0.0551, -0.0534, -0.0534, -0.0585, -0.0679, -0.0745, -0.074, -0.0931, -0.0983, -0.069, -0.051, -0.0268, -0.0322, -0.0208, -0.0143, -0.0123, -0.042, -0.0522, -0.0386, -0.0525, -0.0193, 0.0215, -0.0101, -0.028, -0.0496, -0.0422, -0.0136, -0.006, 0.009, 0.0, -0.002, 0.0151, 0.0461, 0.0487, 0.0733, 0.035, 0.0639, 0.0862, 0.0903, 0.0694, 0.0907, 0.1096, 0.1219, 0.112, 0.1085, 0.0868, 0.1716, 0.1606, 0.1646, 0.1423, 0.1502, 0.1255, 0.1618, 0.1707, 0.1977, 0.2048, 0.1674, 0.1292, 0.1012, 0.1247, 0.1496, 0.1568, 0.1919, 0.1631, 0.1656, 0.1656, 0.1698, 0.2199, 0.2427, 0.2486, 0.2579, 0.4578, 0.4767, 0.4486, 0.4583, 0.4203, 0.4287, 0.4218, 0.4249, 0.3573, 0.3627, 0.3841, 0.399, 0.407, 0.407, 0.4075, 0.4106, 0.401, 0.395, 0.395, 0.3582, 0.3796, 0.4421, 0.4354, 0.4334, 0.4334, 0.4427, 0.4551, 0.4181, 0.3741, 0.3534, 0.3633, 0.3633, 0.36, 0.3965, 0.4149, 0.4593, 0.4698, 0.4936, 0.4999, 0.5364, 0.511, 0.4968, 0.5172, 0.5059, 0.5024, 0.4523, 0.4582, 0.4506, 0.4416, 0.4258, 0.3377, 0.3377, 0.3587, 0.3396, 0.3345, 0.3095, 0.3433, 0.3378, 0.3353, 0.3212, 0.3338, 0.2688, 0.2596, 0.2751, 0.2693, 0.2562, 0.2176, 0.1653, 0.1546, 0.1297, 0.1346, 0.1932, 0.1786, 0.2023, 0.1836, 0.1769, 0.2219, 0.2307, 0.2323, 0.2459, 0.0691, 0.0326, 0.0201, 0.0315, -0.0674]}
{"unit_id": "orig:1807203805110341805", "ticker_idx": 0, "ts": "2024-06-30T00:05:38+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will go long oil this week I think", "tweet_type": "prediction", "timeline": "intraday", "summary": "Planning to go long oil this week.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Crude oil via USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Will go long oil this week I think", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02391469899119647, "ret_signed_m1d": -0.02391469899119647, "alpha_spy_m1d": -0.021860694230439903, "alpha_c_m1d": -0.021860694230439903, "bench_spy_m1d": -0.002054004760756567, "bench_c_m1d": -0.002054004760756567, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005273489089376526, "ret_signed_p1d": -0.005273489089376526, "alpha_spy_p1d": -0.012003228733359683, "alpha_c_p1d": -0.012003228733359683, "bench_spy_p1d": 0.006729739643983157, "bench_c_p1d": 0.006729739643983157, "ret_p1w": -0.013735623424168453, "ret_signed_p1w": -0.013735623424168453, "alpha_spy_p1w": -0.031962715854382595, "alpha_c_p1w": -0.031962715854382595, "bench_spy_p1w": 0.018227092430214142, "bench_c_p1w": 0.018227092430214142, "ret_p1m": -0.08682857188570958, "ret_signed_p1m": -0.08682857188570958, "alpha_spy_p1m": -0.08070392599983289, "alpha_c_p1m": -0.08070392599983289, "bench_spy_p1m": -0.0061246458858766895, "bench_c_p1m": -0.0061246458858766895, "ret_p3m": -0.15366689524908794, "ret_signed_p3m": -0.15366689524908794, "alpha_spy_p3m": -0.2063227368893662, "alpha_c_p3m": -0.2063227368893662, "bench_spy_p3m": 0.052655841640278256, "bench_c_p3m": 0.052655841640278256, "ret_p6m": -0.0967623166674012, "ret_signed_p6m": -0.0967623166674012, "alpha_spy_p6m": -0.2064815280228227, "alpha_c_p6m": -0.2064815280228227, "bench_spy_p6m": 0.10971921135542151, "bench_c_p6m": 0.10971921135542151, "price_path": [-0.0036, 0.009, 0.0105, 0.0081, -0.0048, 0.0067, 0.0001, -0.0001, 0.0013, -0.0026, -0.0323, -0.0338, -0.033, -0.0338, -0.0191, -0.0233, -0.0135, -0.0141, -0.025, -0.0388, -0.0688, -0.0688, -0.0786, -0.0721, -0.0741, -0.0666, -0.0616, -0.0765, -0.0663, -0.0776, -0.0694, -0.0649, -0.056, -0.059, -0.066, -0.0818, -0.087, -0.0759, -0.0759, -0.0476, -0.061, -0.0737, -0.0824, -0.1191, -0.1282, -0.1183, -0.1015, -0.1045, -0.0746, -0.074, -0.0682, -0.0711, -0.067, -0.046, -0.0352, -0.0352, -0.0261, -0.0354, -0.0226, -0.0324, -0.0342, -0.0199, -0.0239, 0.0, -0.0053, -0.0033, -0.0033, -0.0028, -0.0137, -0.0217, -0.013, -0.0074, -0.0158, -0.0174, -0.0304, -0.0113, -0.0201, -0.0434, -0.0481, -0.0603, -0.058, -0.05, -0.0666, -0.0779, -0.0868, -0.0466, -0.0644, -0.1, -0.102, -0.1115, -0.084, -0.0758, -0.0652, -0.0357, -0.0478, -0.0607, -0.0506, -0.064, -0.0878, -0.0946, -0.1096, -0.0976, -0.0735, -0.0455, -0.0619, -0.0743, -0.0585, -0.0883, -0.0883, -0.1282, -0.1463, -0.1429, -0.1546, -0.1505, -0.1788, -0.1679, -0.1429, -0.1435, -0.1307, -0.1204, -0.1334, -0.1078, -0.1057, -0.1139, -0.1012, -0.1234, -0.1537, -0.1382, -0.1425, -0.1156, -0.1077, -0.0713, -0.0636, -0.0287, -0.0705, -0.0771, -0.0462, -0.0497, -0.0688, -0.1077, -0.1121, -0.1094, -0.1246, -0.1138, -0.0927, -0.098, -0.104, -0.0896, -0.1363, -0.1457, -0.1248, -0.1038, -0.1168, -0.0889, -0.0835, -0.0858, -0.0844, -0.1031, -0.13, -0.1331, -0.1326, -0.1257, -0.1446, -0.1161, -0.1132, -0.1168, -0.1023, -0.0894, -0.1158, -0.1218, -0.1204, -0.1204, -0.1218, -0.1288, -0.1042, -0.1185, -0.1235, -0.1386, -0.1272, -0.1244, -0.1007, -0.1022, -0.0899, -0.0961, -0.1011, -0.1055, -0.1095, -0.1035, -0.104, -0.0968]}
{"unit_id": "quote:1884361615937581100", "ticker_idx": 0, "ts": "2025-01-28T22:03:13+00:00", "symbol": "BABA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I should have bought even more BABA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Regrets not buying more BABA; implicitly still bullish on the position.", "resolved_tickers": ["BABA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "I should have bought even more BABA.", "reply_text": null, "parent_text": null, "quoted_text": "I should buy more BABA", "parent_author": null, "ret_m1d": -0.0628970516913605, "ret_signed_m1d": -0.0628970516913605, "alpha_spy_m1d": -0.05437800808997961, "alpha_c_m1d": -0.06168815090545843, "bench_spy_m1d": -0.008519043601380893, "bench_c_m1d": -0.0012089007859020784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007185296000311592, "ret_signed_p1d": 0.007185296000311592, "alpha_spy_p1d": 0.011668113641461475, "alpha_c_p1d": 0.01003498578458395, "bench_spy_p1d": -0.004482817641149883, "bench_c_p1d": -0.002849689784272358, "ret_p1w": 0.0658127935384123, "ret_signed_p1w": 0.0658127935384123, "alpha_spy_p1w": 0.07034518695331549, "alpha_c_p1w": 0.06494921687675625, "bench_spy_p1w": -0.004532393414903191, "bench_c_p1w": 0.0008635766616560403, "ret_p1m": 0.4482973691509342, "ret_signed_p1m": 0.4482973691509342, "alpha_spy_p1m": 0.46480630666937783, "alpha_c_p1m": 0.51764099695199, "bench_spy_p1m": -0.016508937518443623, "bench_c_p1m": -0.06934362780105574, "ret_p3m": 0.2525252190664149, "ret_signed_p3m": 0.2525252190664149, "alpha_spy_p3m": 0.33891356556378915, "alpha_c_p3m": 0.3969815050342097, "bench_spy_p3m": -0.08638834649737426, "bench_c_p3m": -0.1444562859677948, "ret_p6m": 0.298050944933844, "ret_signed_p6m": 0.298050944933844, "alpha_spy_p6m": 0.24267070847993755, "alpha_c_p6m": 0.3150776349728145, "bench_spy_p6m": 0.05538023645390644, "bench_c_p6m": -0.017026690038970504, "price_path": [0.0203, 0.0161, 0.0247, 0.0331, 0.0073, 0.0428, -0.0192, -0.0064, -0.0443, -0.042, -0.0568, -0.0775, -0.0696, -0.0929, -0.0964, -0.1088, -0.1343, -0.1088, -0.113, -0.0983, -0.0983, -0.0902, -0.105, -0.1078, -0.1156, -0.1237, -0.1052, -0.0386, -0.0646, -0.0734, -0.0708, -0.0855, -0.1038, -0.0925, -0.1149, -0.122, -0.1432, -0.1134, -0.1094, -0.1094, -0.1036, -0.1142, -0.1239, -0.117, -0.117, -0.1154, -0.1092, -0.1094, -0.1203, -0.1285, -0.1285, -0.1614, -0.1613, -0.1494, -0.1415, -0.1416, -0.1136, -0.1136, -0.1109, -0.1003, -0.1034, -0.0717, -0.0629, 0.0, 0.0072, 0.0699, 0.0293, 0.0269, 0.0658, 0.0338, 0.0453, 0.0779, 0.1592, 0.1744, 0.2322, 0.2448, 0.2989, 0.2989, 0.3215, 0.3099, 0.4159, 0.4969, 0.3437, 0.3955, 0.4483, 0.422, 0.3799, 0.3622, 0.3522, 0.4686, 0.4574, 0.4643, 0.3802, 0.4477, 0.4281, 0.4407, 0.4693, 0.5367, 0.4864, 0.4912, 0.4257, 0.4073, 0.4004, 0.3824, 0.3771, 0.4124, 0.379, 0.377, 0.3819, 0.3516, 0.3468, 0.2136, 0.1036, 0.0348, 0.0911, 0.0849, 0.1218, 0.1868, 0.1692, 0.1116, 0.1337, 0.1337, 0.147, 0.2067, 0.2389, 0.2422, 0.2525, 0.2326, 0.2379, 0.2437, 0.2551, 0.3096, 0.318, 0.3294, 0.2832, 0.3099, 0.3051, 0.3803, 0.3709, 0.3959, 0.2902, 0.2856, 0.2804, 0.3033, 0.287, 0.265, 0.2572, 0.2572, 0.2446, 0.2157, 0.2202, 0.1855, 0.1949, 0.1972, 0.2439, 0.2492, 0.2432, 0.265, 0.2692, 0.253, 0.2349, 0.1952, 0.2279, 0.2181, 0.2018, 0.2018, 0.1967, 0.1976, 0.2391, 0.213, 0.2065, 0.208, 0.2009, 0.2069, 0.1724, 0.1511, 0.1511, 0.1253, 0.1436, 0.0995, 0.1293, 0.1301, 0.146, 0.2386, 0.2255, 0.2421, 0.2732, 0.2736, 0.2782, 0.2981]}
{"unit_id": "reply:1872084645032202400", "ticker_idx": 0, "ts": "2024-12-26T00:58:55+00:00", "symbol": "CHFJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "short chfjpy", "tweet_type": "prediction", "timeline": "intraday", "summary": "Short CHF/JPY.", "resolved_tickers": ["CHFJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aberglais short chfjpy", "reply_text": null, "parent_text": "@Citrini7 Anyway, long USDJPY today for that extended  SN 16 pip carry.", "quoted_text": null, "parent_author": "aberglais", "ret_m1d": -0.0028905975392360395, "ret_signed_m1d": 0.0028905975392360395, "alpha_spy_m1d": 0.0028238723782177955, "alpha_c_m1d": null, "bench_spy_m1d": -6.6725161018244e-05, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.005060904152914825, "ret_signed_p1d": -0.005060904152914825, "alpha_spy_p1d": -0.015587622070957985, "alpha_c_p1d": null, "bench_spy_p1d": -0.01052671791804316, "bench_c_p1d": null, "ret_p1w": -0.005489270233309251, "ret_signed_p1w": 0.005489270233309251, "alpha_spy_p1w": -0.022282194854552184, "alpha_c_p1w": null, "bench_spy_p1w": -0.027771465087861436, "bench_c_p1w": null, "ret_p1m": -0.015106805010974722, "ret_signed_p1m": 0.015106805010974722, "alpha_spy_p1m": 0.026132005189032026, "alpha_c_p1m": null, "bench_spy_p1m": 0.011025200178057304, "bench_c_p1m": null, "ret_p3m": -0.022296699065491143, "ret_signed_p3m": 0.022296699065491143, "alpha_spy_p3m": -0.01786196265843376, "alpha_c_p3m": null, "bench_spy_p3m": -0.040158661723924904, "bench_c_p3m": null, "ret_p6m": 0.018147295738211833, "ret_signed_p6m": -0.018147295738211833, "alpha_spy_p6m": -0.02398461464710311, "alpha_c_p6m": null, "bench_spy_p6m": -0.005837318908891276, "bench_c_p6m": null, "price_path": [-0.0284, -0.0269, -0.0279, -0.0128, -0.0132, -0.0079, -0.0077, -0.0109, -0.0078, -0.0063, -0.004, -0.0065, -0.0105, -0.0108, -0.008, -0.01, -0.0044, -0.0004, 0.0089, 0.0033, 0.0081, 0.0138, 0.0117, 0.0123, 0.0074, 0.0047, 0.0086, 0.0044, 0.0087, 0.0046, -0.0009, -0.0022, 0.0035, 0.0045, 0.0055, -0.0038, 0.0021, 0.0039, 0.0059, -0.0047, -0.0091, -0.0058, -0.0119, -0.0181, -0.0193, -0.0273, -0.0344, -0.0337, -0.0248, -0.0212, -0.0233, -0.0137, -0.0155, -0.0134, -0.0217, -0.015, -0.0134, -0.015, -0.0182, 0.0038, 0.0033, 0.0006, -0.0029, 0.0, 0.0051, 0.0022, -0.0051, -0.0051, -0.0055, -0.0124, -0.0086, -0.0024, -0.0041, -0.006, -0.008, -0.0142, -0.0164, -0.0085, -0.0195, -0.024, -0.0218, -0.0193, -0.0166, -0.012, -0.0151, -0.0169, -0.0192, -0.0152, -0.02, -0.0303, -0.0283, -0.025, -0.0255, -0.0309, -0.0438, -0.0457, -0.0468, -0.0424, -0.0334, -0.0305, -0.033, -0.0376, -0.0376, -0.0431, -0.0478, -0.0483, -0.0441, -0.0438, -0.0474, -0.0459, -0.0439, -0.047, -0.0362, -0.0431, -0.0403, -0.037, -0.0434, -0.0409, -0.0375, -0.0405, -0.038, -0.0298, -0.0243, -0.0304, -0.035, -0.0297, -0.0223, -0.0276, -0.0259, -0.0205, -0.0278, -0.0291, -0.0298, -0.0348, -0.0259, -0.0226, -0.016, -0.0129, -0.0139, 0.0023, 0.0053, 0.0046, -0.002, -0.002, -0.002, -0.002, -0.0034, -0.0115, -0.0121, -0.0132, -0.0063, -0.0092, -0.0109, -0.009, 0.0042, 0.0044, 0.0003, -0.0085, -0.0008, 0.0047, 0.001, 0.0047, 0.0058, -0.0023, -0.0017, -0.0046, -0.0063, -0.0008, -0.0027, -0.006, -0.0058, -0.0047, -0.0024, 0.0015, 0.0011, 0.001, -0.0008, 0.0005, -0.0013, 0.0028, 0.0083, 0.0074, 0.0085, 0.0083, 0.013, 0.0164, 0.018, 0.0186, 0.0129, 0.0181]}
{"unit_id": "orig:1857641406413636057", "ticker_idx": 0, "ts": "2024-11-16T04:26:39+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "none of you idiots are canceling your netflix subscription because you didn't have a good time watching the meme boxing match", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Subscriber churn from the Paul/Tyson boxing event will be minimal; retention stays intact, implicitly bullish.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "original", "lang": "en", "tweet_text": "alright be realistic - none of you idiots are canceling your netflix subscription because you didn’t have a good time watching the meme boxing match", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02725928880227746, "ret_signed_m1d": -0.02725928880227746, "alpha_spy_m1d": -0.023178837531493857, "alpha_c_m1d": -0.017476781759721116, "bench_spy_m1d": -0.004080451270783603, "bench_c_m1d": -0.009782507042556343, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028652404234235096, "ret_signed_p1d": 0.028652404234235096, "alpha_spy_p1d": 0.024996920744914775, "alpha_c_p1d": 0.02209592188554743, "bench_spy_p1d": 0.0036554834893203214, "bench_c_p1d": 0.0065564823486876644, "ret_p1w": 0.02188768356977655, "ret_signed_p1w": 0.02188768356977655, "alpha_spy_p1w": 0.005939296609305034, "alpha_c_p1w": 0.008462713276993217, "bench_spy_p1w": 0.015948386960471517, "bench_c_p1w": 0.013424970292783334, "ret_p1m": 0.08509533117633272, "ret_signed_p1m": 0.08509533117633272, "alpha_spy_p1m": 0.05765327172520984, "alpha_c_p1m": 0.03847239971886962, "bench_spy_p1m": 0.02744205945112288, "bench_c_p1m": 0.0466229314574631, "ret_p3m": 0.23214687491612218, "ret_signed_p3m": 0.23214687491612218, "alpha_spy_p3m": 0.19196634547577407, "alpha_c_p3m": 0.1400237471618746, "bench_spy_p3m": 0.04018052944034811, "bench_c_p3m": 0.09212312775424758, "ret_p6m": 0.3440056585688174, "ret_signed_p6m": 0.3440056585688174, "alpha_spy_p6m": 0.33986309418456107, "alpha_c_p6m": 0.29574219199104257, "bench_spy_p6m": 0.004142564384256309, "bench_c_p6m": 0.048263466577774805, "price_path": [-0.177, -0.1866, -0.1893, -0.1872, -0.1787, -0.1927, -0.1825, -0.172, -0.172, -0.2027, -0.1976, -0.1929, -0.214, -0.2026, -0.2047, -0.1955, -0.1892, -0.1771, -0.1777, -0.1654, -0.1849, -0.1685, -0.1724, -0.1673, -0.1473, -0.1481, -0.1601, -0.1649, -0.1627, -0.1664, -0.1605, -0.1656, -0.1503, -0.1713, -0.1479, -0.1412, -0.1378, -0.1467, -0.1583, -0.1665, -0.1712, -0.1882, -0.0982, -0.0885, -0.0978, -0.1154, -0.1092, -0.109, -0.1156, -0.1034, -0.1102, -0.1075, -0.1074, -0.1081, -0.0982, -0.0789, -0.0596, -0.0614, -0.0491, -0.0325, -0.0196, -0.0116, -0.0273, 0.0, 0.0287, 0.0434, 0.0595, 0.0599, 0.0219, 0.0302, 0.0358, 0.0358, 0.0469, 0.0598, 0.0651, 0.0756, 0.0836, 0.1035, 0.0787, 0.0783, 0.1057, 0.0927, 0.0848, 0.0874, 0.0851, 0.0502, 0.0649, 0.0732, 0.076, 0.1004, 0.1004, 0.091, 0.0714, 0.063, 0.0523, 0.0523, 0.0468, 0.0401, 0.041, 0.0379, 0.033, 0.033, -0.0111, -0.008, -0.022, 0.0014, -0.0055, 0.013, 0.013, 0.0267, 0.1262, 0.1627, 0.1541, 0.1474, 0.1473, 0.1548, 0.149, 0.1531, 0.1557, 0.1745, 0.1937, 0.1991, 0.197, 0.2132, 0.1901, 0.2128, 0.2321, 0.2497, 0.2497, 0.2229, 0.2317, 0.2095, 0.1843, 0.167, 0.1537, 0.1688, 0.137, 0.1576, 0.1495, 0.1482, 0.1698, 0.07, 0.052, 0.0232, 0.0567, 0.0857, 0.0509, 0.0838, 0.1216, 0.0979, 0.1327, 0.1225, 0.1337, 0.1475, 0.1774, 0.1459, 0.1531, 0.1025, 0.1009, 0.096, 0.1044, 0.0826, 0.0104, 0.0245, 0.0276, 0.1162, 0.0875, 0.0841, 0.0994, 0.1526, 0.1353, 0.1487, 0.1487, 0.1663, 0.2282, 0.2391, 0.2949, 0.3004, 0.3109, 0.3289, 0.3361, 0.3381, 0.3653, 0.3388, 0.3431, 0.364, 0.3511, 0.3461, 0.3104, 0.344]}
{"unit_id": "orig:1896305218549428691", "ticker_idx": 0, "ts": "2025-03-02T21:02:50+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "vibing with the idea of buying some calls on tesla tomorrow, seems like something with the most upside to the DOGE macro concerns going away", "tweet_type": "prediction", "timeline": "days", "summary": "Considering buying TSLA calls as the highest-upside play on DOGE/macro concerns fading.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "kind of vibing with the idea of buying some calls on tesla tomorrow, seems like something with the most upside to the DOGE macro concerns going away\n\ncould be a decent hedge if you’ve gotten shorter during the drawdown and aren’t ready to cover\n\nopen to thoughts", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029264069096987422, "ret_signed_m1d": 0.029264069096987422, "alpha_spy_m1d": 0.011431561024521253, "alpha_c_m1d": 0.010488602662192203, "bench_spy_m1d": 0.01783250807246617, "bench_c_m1d": 0.018775466434795218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04429996705409467, "ret_signed_p1d": -0.04429996705409467, "alpha_spy_p1d": -0.032463072345869204, "alpha_c_p1d": -0.02665686758855146, "bench_spy_p1d": -0.011836894708225465, "bench_c_p1d": -0.01764309946554321, "ret_p1w": -0.21956789509972274, "ret_signed_p1w": -0.21956789509972274, "alpha_spy_p1w": -0.17984346950653096, "alpha_c_p1w": -0.15517502712738207, "bench_spy_p1w": -0.03972442559319178, "bench_c_p1w": -0.06439286797234067, "ret_p1m": -0.05687687612350312, "ret_signed_p1m": -0.05687687612350312, "alpha_spy_p1m": -0.020711102956145422, "alpha_c_p1m": -0.0006885579310765833, "bench_spy_p1m": -0.036165773167357695, "bench_c_p1m": -0.056188318192426534, "ret_p3m": 0.2591955045188852, "ret_signed_p3m": 0.2591955045188852, "alpha_spy_p3m": 0.24539726727694577, "alpha_c_p3m": 0.24229911977048957, "bench_spy_p3m": 0.013798237241939404, "bench_c_p3m": 0.01689638474839561, "ret_p6m": 0.23544711388830186, "ret_signed_p6m": 0.23544711388830186, "alpha_spy_p6m": 0.12368421369370552, "alpha_c_p6m": 0.12759950887536098, "bench_spy_p6m": 0.11176290019459634, "bench_c_p6m": 0.10784760501294088, "price_path": [0.2574, 0.2981, 0.3674, 0.3694, 0.4087, 0.4923, 0.4688, 0.5325, 0.6266, 0.6858, 0.5462, 0.5323, 0.4792, 0.5127, 0.624, 0.624, 0.5954, 0.5165, 0.4664, 0.4187, 0.4187, 0.3324, 0.4419, 0.4441, 0.3854, 0.3875, 0.3875, 0.3868, 0.4169, 0.3924, 0.5044, 0.4538, 0.4983, 0.4983, 0.4898, 0.4583, 0.4487, 0.4284, 0.3952, 0.3985, 0.3669, 0.4062, 0.4214, 0.3479, 0.3779, 0.3285, 0.315, 0.2704, 0.2321, 0.154, 0.1822, 0.2504, 0.2501, 0.2501, 0.244, 0.2667, 0.245, 0.1867, 0.1612, 0.0638, 0.0216, -0.0095, 0.0293, 0.0, -0.0443, -0.0195, -0.0745, -0.0772, -0.2196, -0.19, -0.1284, -0.1545, -0.1218, -0.1639, -0.2085, -0.1714, -0.17, -0.1263, -0.022, 0.0123, -0.0442, -0.0405, -0.0741, -0.0895, -0.0569, -0.0066, -0.061, -0.1589, -0.1804, -0.2206, -0.0437, -0.1133, -0.1136, -0.1135, -0.1073, -0.1514, -0.152, -0.152, -0.2008, -0.164, -0.1191, -0.0883, 0.0011, 0.0043, 0.0259, -0.0087, -0.0145, 0.009, -0.0154, -0.0327, -0.0296, 0.0006, 0.0478, 0.1185, 0.1736, 0.2214, 0.2044, 0.2295, 0.2018, 0.2079, 0.1755, 0.1981, 0.1921, 0.1921, 0.2749, 0.2538, 0.2592, 0.2171, 0.2039, 0.2095, 0.1665, 0.0002, 0.0369, 0.0841, 0.1456, 0.1468, 0.1211, 0.1428, 0.1563, 0.1114, 0.1314, 0.1314, 0.1318, 0.2249, 0.1961, 0.1507, 0.1445, 0.1369, 0.116, 0.0564, 0.1089, 0.1079, 0.1079, 0.0326, 0.0462, 0.0395, 0.0886, 0.1014, 0.1133, 0.0918, 0.1301, 0.1221, 0.1581, 0.154, 0.1667, 0.1683, 0.0725, 0.1103, 0.1438, 0.1284, 0.1208, 0.083, 0.0632, 0.0865, 0.0846, 0.1239, 0.1322, 0.1581, 0.191, 0.1974, 0.1923, 0.1789, 0.1613, 0.1774, 0.1569, 0.1379, 0.1246, 0.1945, 0.2176, 0.2354]}
{"unit_id": "orig:1889384022805242190", "ticker_idx": 0, "ts": "2025-02-11T18:40:28+00:00", "symbol": "China", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "pretty good looking chart on long china/short india", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long China / short India pair trade based on chart setup.", "resolved_tickers": ["ASHR"], "resolution_method": "etf", "resolution_reason": "China index proxy via ASHR (CSI 300)", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "pretty good looking chart on long china/short india https://t.co/doyEVyH3Y3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007954530160720452, "ret_signed_m1d": 0.007954530160720452, "alpha_spy_m1d": 0.008714586353730902, "alpha_c_m1d": 0.008714586353730902, "bench_spy_m1d": -0.0007600561930104499, "bench_c_m1d": -0.0007600561930104499, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013257574917255655, "ret_signed_p1d": 0.013257574917255655, "alpha_spy_p1d": 0.016479169760657997, "alpha_c_p1d": 0.016479169760657997, "bench_spy_p1d": -0.0032215948434023423, "bench_c_p1d": -0.0032215948434023423, "ret_p1w": 0.014015173867665043, "ret_signed_p1w": 0.014015173867665043, "alpha_spy_p1w": 0.0038055630542852548, "alpha_c_p1w": 0.0038055630542852548, "bench_spy_p1w": 0.010209610813379788, "bench_c_p1w": 0.010209610813379788, "ret_p1m": 0.022727229030629736, "ret_signed_p1m": 0.022727229030629736, "alpha_spy_p1m": 0.09944840594542148, "alpha_c_p1m": 0.09944840594542148, "bench_spy_p1m": -0.07672117691479174, "bench_c_p1m": -0.07672117691479174, "ret_p3m": 0.0018939604019407863, "ret_signed_p3m": 0.0018939604019407863, "alpha_spy_p3m": 0.06677370733903198, "alpha_c_p3m": 0.06677370733903198, "bench_spy_p3m": -0.0648797469370912, "bench_c_p3m": -0.0648797469370912, "ret_p6m": 0.09090906401884902, "ret_signed_p6m": 0.09090906401884902, "alpha_spy_p6m": 0.039283039899391525, "alpha_c_p6m": 0.039283039899391525, "bench_spy_p6m": 0.05162602411945749, "bench_c_p6m": 0.05162602411945749, "price_path": [0.0354, 0.0253, 0.0279, 0.026, 0.0282, 0.0309, -0.0025, -0.0073, -0.0107, 0.0155, 0.0155, 0.0219, 0.0215, 0.0189, 0.0095, 0.0166, 0.0234, 0.0934, 0.0342, 0.0301, 0.0301, 0.0144, 0.005, 0.0166, 0.0043, 0.0106, 0.0133, 0.0091, 0.025, 0.025, 0.0269, 0.0227, 0.0231, 0.0027, 0.0027, -0.0269, -0.0371, -0.0367, -0.0307, -0.0337, -0.0337, -0.0542, -0.0519, -0.0258, -0.0254, -0.0303, -0.0178, -0.0178, -0.0098, -0.0144, -0.0136, 0.0008, -0.0042, -0.0068, -0.0057, -0.0019, -0.0152, -0.0167, -0.0019, -0.0201, -0.0114, 0.0019, 0.008, 0.0, 0.0133, 0.0095, 0.0295, 0.0295, 0.014, 0.0163, 0.028, 0.0367, 0.0239, 0.0205, 0.0277, 0.0212, 0.0064, -0.0004, 0.008, 0.0235, 0.0318, 0.0239, 0.0117, 0.025, 0.0227, 0.0201, 0.0572, 0.0508, 0.0455, 0.0439, 0.0235, 0.0121, 0.0163, 0.0178, 0.0121, 0.0186, 0.0083, 0.0064, 0.0023, 0.0019, -0.0083, -0.0451, -0.1121, -0.1034, -0.0572, -0.0436, -0.0261, -0.0284, -0.0379, -0.0307, -0.033, -0.033, -0.0239, -0.0216, -0.0182, -0.0152, -0.0178, -0.0205, -0.0197, -0.022, -0.0299, -0.0004, -0.0019, 0.0019, -0.0076, 0.0027, 0.0019, 0.0273, 0.0223, 0.0326, 0.0227, 0.022, 0.0167, 0.0227, 0.0261, 0.025, 0.0216, 0.0216, 0.0061, 0.0034, 0.0095, -0.0023, 0.0015, 0.0083, 0.0178, 0.0189, 0.0167, 0.0208, 0.0133, 0.0189, 0.0235, 0.0133, 0.0178, 0.0133, 0.0133, 0.0133, 0.0117, 0.0167, 0.0345, 0.0489, 0.0458, 0.0348, 0.0432, 0.0432, 0.0432, 0.0508, 0.0508, 0.0477, 0.0591, 0.0572, 0.0667, 0.0652, 0.0705, 0.0682, 0.0644, 0.0754, 0.0807, 0.0909, 0.1049, 0.103, 0.1068, 0.0996, 0.0973, 0.1042, 0.0951, 0.0754, 0.0712, 0.0826, 0.0883, 0.0909]}
{"unit_id": "orig:1889384022805242190", "ticker_idx": 1, "ts": "2025-02-11T18:40:28+00:00", "symbol": "India", "kind": "index", "geography": "global", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "pretty good looking chart on long china/short india", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long China / short India pair trade based on chart setup.", "resolved_tickers": ["INDA"], "resolution_method": "etf", "resolution_reason": "India index proxy via INDA ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "pretty good looking chart on long china/short india https://t.co/doyEVyH3Y3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008775477597973147, "ret_signed_m1d": -0.008775477597973147, "alpha_spy_m1d": -0.009535533790983597, "alpha_c_m1d": -0.009535533790983597, "bench_spy_m1d": -0.0007600561930104499, "bench_c_m1d": -0.0007600561930104499, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006781016288924913, "ret_signed_p1d": 0.006781016288924913, "alpha_spy_p1d": 0.0035594214455225703, "alpha_c_p1d": 0.0035594214455225703, "bench_spy_p1d": -0.0032215948434023423, "bench_c_p1d": -0.0032215948434023423, "ret_p1w": -0.01116867900699181, "ret_signed_p1w": 0.01116867900699181, "alpha_spy_p1w": 0.0213782898203716, "alpha_c_p1w": 0.0213782898203716, "bench_spy_p1w": 0.010209610813379788, "bench_c_p1w": 0.010209610813379788, "ret_p1m": -0.02812125776976393, "ret_signed_p1m": 0.02812125776976393, "alpha_spy_p1m": -0.048599919145027815, "alpha_c_p1m": -0.048599919145027815, "bench_spy_p1m": -0.07672117691479174, "bench_c_p1m": -0.07672117691479174, "ret_p3m": 0.04487435236117143, "ret_signed_p3m": -0.04487435236117143, "alpha_spy_p3m": -0.10975409929826263, "alpha_c_p3m": -0.10975409929826263, "bench_spy_p3m": -0.0648797469370912, "bench_c_p3m": -0.0648797469370912, "ret_p6m": 0.042281590699868365, "ret_signed_p6m": -0.042281590699868365, "alpha_spy_p6m": 0.009344433419589127, "alpha_c_p6m": 0.009344433419589127, "bench_spy_p6m": 0.05162602411945749, "bench_c_p6m": 0.05162602411945749, "price_path": [0.0574, 0.0498, 0.0548, 0.0607, 0.0619, 0.0532, 0.0738, 0.0867, 0.0833, 0.0869, 0.0869, 0.0847, 0.0865, 0.0906, 0.0924, 0.1045, 0.1023, 0.0999, 0.0991, 0.1033, 0.095, 0.1001, 0.0999, 0.0884, 0.0688, 0.0724, 0.0654, 0.0624, 0.0648, 0.0648, 0.062, 0.059, 0.0501, 0.0499, 0.0499, 0.065, 0.0644, 0.0499, 0.0457, 0.0437, 0.0437, 0.0213, 0.0102, 0.0158, 0.0227, 0.0181, 0.0207, 0.0207, 0.0138, 0.0096, 0.0189, 0.0108, -0.001, 0.0006, 0.0076, 0.0162, 0.017, 0.0152, 0.0257, 0.0227, 0.0142, 0.0072, 0.0088, 0.0, -0.0068, 0.005, -0.011, -0.011, -0.0112, -0.0076, -0.0012, -0.0168, -0.0176, -0.0178, -0.0223, -0.0317, -0.0407, -0.0467, -0.0457, -0.0241, -0.0239, -0.0211, -0.0355, -0.0295, -0.0281, -0.0325, -0.0245, -0.014, -0.0052, 0.0094, 0.0124, 0.0265, 0.0395, 0.0379, 0.0251, 0.0329, 0.0227, 0.0267, 0.0181, 0.0283, 0.0207, -0.0189, -0.0201, -0.0195, 0.0215, 0.0076, 0.0124, 0.0178, 0.0197, 0.0197, 0.0423, 0.0423, 0.057, 0.067, 0.0606, 0.0718, 0.054, 0.0628, 0.0678, 0.0684, 0.0678, 0.0752, 0.0834, 0.0706, 0.0614, 0.0279, 0.0449, 0.0834, 0.0772, 0.0764, 0.0923, 0.0901, 0.0925, 0.0784, 0.0776, 0.0728, 0.0886, 0.0886, 0.0876, 0.0828, 0.0888, 0.0832, 0.0878, 0.0762, 0.0754, 0.0806, 0.0951, 0.1017, 0.1021, 0.1035, 0.0929, 0.0778, 0.0882, 0.0736, 0.0728, 0.0728, 0.075, 0.0832, 0.0929, 0.0969, 0.1111, 0.1141, 0.1105, 0.1137, 0.1089, 0.1127, 0.1127, 0.1041, 0.1107, 0.1101, 0.1023, 0.0945, 0.0953, 0.0945, 0.1023, 0.0971, 0.087, 0.0919, 0.0892, 0.0915, 0.0782, 0.073, 0.0616, 0.0668, 0.0511, 0.0499, 0.0515, 0.0467, 0.0453, 0.0423]}
{"unit_id": "reply:1905126588536021043", "ticker_idx": 0, "ts": "2025-03-27T05:15:48+00:00", "symbol": "Haw Par", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "own it at 9 from your pitch a couple years ago", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds Haw Par long from $9; still in the position.", "resolved_tickers": ["H02.SI"], "resolution_method": "exchange_ticker", "resolution_reason": "Haw Par Corporation listed on SGX", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='SI')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@LowAlphaHighVol own it at 9 from your pitch a couple years ago\n\nwill buy bulk tiger balm to cause the breakout", "reply_text": null, "parent_text": "Haw Par creeping above $13 👀 last time we played this game in 2021 it didn't end well, perhaps there's enough value in it this time around to break out? https://t.co/uMJysSZKiW", "quoted_text": null, "parent_author": "LowAlphaHighVol", "ret_m1d": -0.027840476863773556, "ret_signed_m1d": -0.027840476863773556, "alpha_spy_m1d": -0.03050330076130081, "alpha_c_m1d": -0.03050330076130081, "bench_spy_m1d": 0.0026628238975272556, "bench_c_m1d": 0.0026628238975272556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006019545020612416, "ret_signed_p1d": -0.006019545020612416, "alpha_spy_p1d": 0.014118741107109312, "alpha_c_p1d": 0.014118741107109312, "bench_spy_p1d": -0.020138286127721727, "bench_c_p1d": -0.020138286127721727, "ret_p1w": -0.013543976296378046, "ret_signed_p1w": -0.013543976296378046, "alpha_spy_p1w": 0.04002864395173056, "alpha_c_p1w": 0.04002864395173056, "bench_spy_p1w": -0.053572620248108604, "bench_c_p1w": -0.053572620248108604, "ret_p1m": -0.03160269250165637, "ret_signed_p1m": -0.03160269250165637, "alpha_spy_p1m": -0.0026122043132834616, "alpha_c_p1m": -0.0026122043132834616, "bench_spy_p1m": -0.02899048818837291, "bench_c_p1m": -0.02899048818837291, "ret_p3m": -0.024307816020230688, "ret_signed_p3m": -0.024307816020230688, "alpha_spy_p3m": -0.09747886369991055, "alpha_c_p3m": -0.09747886369991055, "bench_spy_p3m": 0.07317104767967986, "bench_c_p3m": 0.07317104767967986, "ret_p6m": 0.23460889470056245, "ret_signed_p6m": 0.23460889470056245, "alpha_spy_p6m": 0.057512816291176216, "alpha_c_p6m": 0.057512816291176216, "bench_spy_p6m": 0.17709607840938624, "bench_c_p6m": 0.17709607840938624, "price_path": [-0.161, -0.161, -0.161, -0.1603, -0.1625, -0.1543, -0.152, -0.1475, -0.1512, -0.1618, -0.1625, -0.161, -0.1565, -0.1573, -0.1527, -0.1497, -0.146, -0.1467, -0.1422, -0.1415, -0.1422, -0.1377, -0.1377, -0.1377, -0.1302, -0.1415, -0.1415, -0.1377, -0.1339, -0.1272, -0.1181, -0.1219, -0.1174, -0.1174, -0.1166, -0.1166, -0.1189, -0.1144, -0.1084, -0.0986, -0.0391, -0.0331, -0.0324, -0.0369, -0.0436, -0.0414, -0.0451, -0.0406, -0.0309, -0.0248, -0.0248, -0.0346, -0.0384, -0.0376, -0.0399, -0.0376, -0.0369, -0.0256, -0.0226, -0.0256, -0.0286, -0.0309, -0.0278, 0.0, -0.006, -0.006, -0.006, -0.0083, -0.0135, -0.0369, -0.091, -0.0941, -0.1106, -0.085, -0.0903, -0.0745, -0.0625, -0.0527, -0.0391, -0.0391, -0.0278, -0.0196, -0.0211, -0.0316, -0.0316, -0.0316, -0.0324, -0.0248, -0.0248, -0.0218, -0.0218, -0.0376, -0.0467, -0.0566, -0.045, -0.045, -0.0351, -0.0401, -0.0417, -0.0459, -0.0459, -0.0367, -0.0326, -0.0384, -0.0218, -0.0086, -0.0177, -0.0202, -0.0218, -0.021, -0.0235, -0.0119, -0.0119, -0.016, -0.0293, -0.0276, -0.0061, -0.0102, -0.016, -0.0218, -0.0276, -0.0268, -0.0301, -0.0359, -0.0351, -0.0367, -0.0243, -0.0177, -0.0193, -0.0119, -0.0069, 0.0205, 0.0652, 0.0528, 0.0486, 0.0437, 0.0404, 0.0321, 0.0279, 0.0047, 0.0221, 0.0196, 0.042, 0.0462, 0.0495, 0.0586, 0.0561, 0.0602, 0.081, 0.0835, 0.1232, 0.1846, 0.1713, 0.1514, 0.1539, 0.1746, 0.1763, 0.168, 0.1697, 0.1672, 0.1871, 0.1713, 0.1804, 0.1738, 0.1672, 0.1647, 0.1572, 0.1631, 0.1732, 0.1774, 0.1799, 0.1673, 0.169, 0.1656, 0.1774, 0.1951, 0.2052, 0.201, 0.1976, 0.2018, 0.2144, 0.1959, 0.206, 0.1968, 0.2085, 0.2111, 0.2102, 0.2144, 0.2161, 0.2346]}
{"unit_id": "reply:1885748053073883387", "ticker_idx": 0, "ts": "2025-02-01T17:52:26+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i think i can buy it back cheaper before it starts playing out though", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects to buy AAPL back at a lower price; tactically bearish before the AI thesis plays out.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GRoditiD @Dewi_Diligence yeah i agree w this i think i can buy it back cheaper before it starts playing out though", "reply_text": null, "parent_text": "@Citrini7 @Dewi_Diligence i think even now your aapl wins AI by waiting out the cashburn stage and then taking the spot as the company people trust with selling them AI thesis is the best case ive seen for normal people paying for AI.", "quoted_text": null, "parent_author": "GRoditiD", "ret_m1d": 0.03504223026954678, "ret_signed_m1d": -0.03504223026954678, "alpha_spy_m1d": -0.028266882640390234, "alpha_c_m1d": -0.021383949446899697, "bench_spy_m1d": 0.006775347629156547, "bench_c_m1d": 0.013658280822647084, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021007813914858176, "ret_signed_p1d": -0.021007813914858176, "alpha_spy_p1d": -0.014299382787787529, "alpha_c_p1d": -0.006602963494445335, "bench_spy_p1d": 0.0067084311270706465, "bench_c_p1d": 0.01440485042041284, "ret_p1w": -0.0004812096229263041, "ret_signed_p1w": 0.0004812096229263041, "alpha_spy_p1w": 0.012325326906215794, "alpha_c_p1w": 0.03789880796564704, "bench_spy_p1w": 0.01184411728328949, "bench_c_p1w": 0.03741759834272074, "ret_p1m": 0.03587291459273412, "ret_signed_p1m": -0.03587291459273412, "alpha_spy_p1m": -0.07085294633560235, "alpha_c_p1m": -0.07627706138244095, "bench_spy_p1m": -0.034980031742868234, "bench_c_p1m": -0.04040414678970683, "ret_p3m": -0.06339830707154548, "ret_signed_p3m": 0.06339830707154548, "alpha_spy_p3m": 0.00046447630482948643, "alpha_c_p3m": 0.0007019890747554935, "bench_spy_p3m": -0.06293383076671599, "bench_c_p3m": -0.06269631799678999, "ret_p6m": -0.07118272300530193, "ret_signed_p6m": 0.07118272300530193, "alpha_spy_p6m": 0.1402472862425359, "alpha_c_p6m": 0.23496023014203593, "bench_spy_p6m": 0.06906456323723398, "bench_c_p6m": 0.163777507136734, "price_path": [-0.0243, -0.0034, -0.0046, -0.0166, -0.0166, -0.0127, 0.0009, -0.0132, 0.0, 0.0012, 0.0043, 0.0022, 0.0082, 0.0213, 0.0309, 0.0303, 0.0303, 0.0409, 0.0508, 0.0642, 0.0658, 0.0659, 0.065, 0.0822, 0.0867, 0.081, 0.0875, 0.0882, 0.101, 0.1117, 0.0879, 0.0955, 0.1161, 0.1196, 0.1324, 0.1324, 0.136, 0.121, 0.1061, 0.0983, 0.0983, 0.0695, 0.0673, 0.0745, 0.0623, 0.0644, 0.0644, 0.0388, 0.028, 0.0231, 0.0432, 0.0011, 0.0086, 0.0086, -0.0236, -0.0183, -0.0191, -0.0229, 0.0081, 0.045, 0.0498, 0.042, 0.035, 0.0, 0.021, 0.0196, 0.0228, -0.0017, -0.0005, 0.0213, 0.04, 0.0605, 0.0739, 0.0739, 0.0734, 0.0751, 0.0793, 0.0781, 0.0849, 0.0847, 0.0553, 0.0419, 0.0618, 0.0451, 0.0359, 0.035, 0.0332, 0.0497, -0.0012, -0.0304, -0.0473, -0.0794, -0.0627, -0.0604, -0.0662, -0.055, -0.06, -0.0417, -0.0309, -0.0176, -0.0274, -0.0172, -0.0433, -0.0247, -0.0201, -0.017, -0.1079, -0.1729, -0.2033, -0.243, -0.1269, -0.1639, -0.13, -0.1108, -0.1125, -0.147, -0.1351, -0.1351, -0.1519, -0.123, -0.1017, -0.0851, -0.0811, -0.0774, -0.0727, -0.067, -0.0634, -0.0984, -0.1268, -0.1284, -0.1383, -0.1329, -0.1283, -0.0733, -0.0639, -0.0665, -0.0704, -0.0712, -0.0821, -0.0906, -0.1115, -0.1148, -0.1415, -0.1415, -0.1198, -0.1189, -0.1209, -0.117, -0.1133, -0.1064, -0.1083, -0.118, -0.1035, -0.1144, -0.109, -0.1261, -0.1242, -0.1363, -0.1277, -0.1399, -0.1358, -0.1358, -0.1163, -0.1141, -0.1194, -0.1139, -0.1163, -0.116, -0.098, -0.0864, -0.066, -0.0612, -0.0612, -0.077, -0.0767, -0.0718, -0.0662, -0.0717, -0.0828, -0.0807, -0.0761, -0.0767, -0.0716, -0.0659, -0.0574, -0.0585, -0.0602, -0.0597, -0.059, -0.0712]}
{"unit_id": "orig:1897779513540391306", "ticker_idx": 0, "ts": "2025-03-06T22:41:09+00:00", "symbol": "^GSPC", "kind": "index", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "SPX 5600 Q1 price target", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish SPX to 5600 by end of Q1; author holds the target despite crowded bearish sentiment.", "resolved_tickers": ["^GSPC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’m worried I won’t get my SPX 5600 Q1 price target because people are way too bearish on the random number generator tmrw", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018142284583291257, "ret_signed_m1d": 0.018142284583291257, "alpha_spy_m1d": 7.03875190108949e-05, "alpha_c_m1d": null, "bench_spy_m1d": 0.018071897064280362, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.00552061780274804, "ret_signed_p1d": 0.00552061780274804, "alpha_spy_p1d": -8.413646987825985e-05, "alpha_c_p1d": null, "bench_spy_p1d": 0.0056047542726263, "bench_c_p1d": null, "ret_p1w": -0.037814628033261743, "ret_signed_p1w": -0.037814628033261743, "alpha_spy_p1w": -0.000640356600501546, "alpha_c_p1w": null, "bench_spy_p1w": -0.0371742714327602, "bench_c_p1w": null, "ret_p1m": -0.11578594117382279, "ret_signed_p1m": -0.11578594117382279, "alpha_spy_p1m": -0.0007013795423926883, "alpha_c_p1m": null, "bench_spy_p1m": -0.1150845616314301, "bench_c_p1m": null, "ret_p3m": 0.040402420287311, "ret_signed_p3m": 0.040402420287311, "alpha_spy_p3m": -0.003551853377014913, "alpha_c_p3m": null, "bench_spy_p3m": 0.043954273664325916, "bench_c_p3m": null, "ret_p6m": 0.12577106007076466, "ret_signed_p6m": 0.12577106007076466, "alpha_spy_p6m": -0.0072684144214894, "alpha_c_p6m": null, "bench_spy_p6m": 0.13303947449225406, "bench_c_p6m": null, "price_path": [0.0548, 0.0516, 0.0602, 0.0545, 0.0545, 0.0585, 0.0544, 0.0233, 0.0224, 0.0335, 0.041, 0.0525, 0.0525, 0.0521, 0.0405, 0.0293, 0.0249, 0.0249, 0.0227, 0.0355, 0.0413, 0.0297, 0.0313, 0.0313, 0.0154, 0.017, 0.0182, 0.0368, 0.0346, 0.045, 0.045, 0.0541, 0.0606, 0.0663, 0.0632, 0.0477, 0.0574, 0.0524, 0.058, 0.0526, 0.0446, 0.0522, 0.0563, 0.0601, 0.0501, 0.0571, 0.0575, 0.0546, 0.0656, 0.0655, 0.0655, 0.0681, 0.0707, 0.066, 0.0479, 0.0426, 0.0378, 0.0379, 0.0214, 0.0376, 0.0194, 0.0069, 0.0181, 0.0, 0.0055, -0.0216, -0.029, -0.0243, -0.0378, -0.0174, -0.011, -0.0216, -0.011, -0.0132, -0.0124, 0.0051, 0.0066, -0.0046, -0.0079, -0.0275, -0.0221, -0.0184, -0.0118, -0.0596, -0.1158, -0.1178, -0.1317, -0.0491, -0.082, -0.0654, -0.058, -0.0596, -0.0807, -0.0794, -0.0794, -0.1011, -0.0785, -0.0632, -0.0442, -0.0372, -0.0366, -0.031, -0.0295, -0.0234, -0.009, -0.0154, -0.0229, -0.0187, -0.013, -0.0137, 0.0184, 0.0258, 0.0268, 0.0311, 0.0383, 0.0392, 0.0352, 0.0185, 0.018, 0.0112, 0.0112, 0.0319, 0.0261, 0.0303, 0.0302, 0.0344, 0.0404, 0.0405, 0.035, 0.0456, 0.0466, 0.0523, 0.0494, 0.0535, 0.0416, 0.0513, 0.0426, 0.0422, 0.0422, 0.04, 0.05, 0.0616, 0.0616, 0.0701, 0.0757, 0.0813, 0.0801, 0.0852, 0.0942, 0.0942, 0.0856, 0.0849, 0.0914, 0.0944, 0.0908, 0.0924, 0.088, 0.0915, 0.0974, 0.0973, 0.0988, 0.0995, 0.1081, 0.1089, 0.1133, 0.1135, 0.1102, 0.1088, 0.1047, 0.087, 0.1031, 0.0977, 0.1057, 0.1048, 0.1134, 0.1106, 0.1232, 0.1269, 0.1272, 0.1239, 0.1238, 0.1173, 0.1145, 0.1101, 0.1269, 0.1221, 0.1268, 0.1295, 0.133, 0.1258]}
{"unit_id": "reply:1864588995499319453", "ticker_idx": 0, "ts": "2024-12-05T08:33:53+00:00", "symbol": "ARQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've owned ARQ, ARIS & TPL for the majority of the year", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in ARQ, ARIS, and TPL held for most of the year.", "resolved_tickers": ["ARQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Pollution & Treatment Controls'", "bench_c_industry": "Pollution & Treatment Controls", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@walter_schloss I’ve owned ARQ, ARIS & TPL for the majority of the year do those count?", "reply_text": null, "parent_text": "I want to see you try to make money with oil stocks ...", "quoted_text": null, "parent_author": "walter_schloss", "ret_m1d": 0.02631579816367502, "ret_signed_m1d": 0.02631579816367502, "alpha_spy_m1d": 0.02466717776952998, "alpha_c_m1d": 0.014039400889334308, "bench_spy_m1d": 0.0016486203941450395, "bench_c_m1d": 0.012276397274340711, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009695314916279063, "ret_signed_p1d": 0.009695314916279063, "alpha_spy_p1d": 0.007799473151065328, "alpha_c_p1d": 0.012249984423335802, "bench_spy_p1d": 0.001895841765213735, "bench_c_p1d": -0.0025546695070567393, "ret_p1w": -0.031855959246140264, "ret_signed_p1w": -0.031855959246140264, "alpha_spy_p1w": -0.02801552783972716, "alpha_c_p1w": -0.00964476069548259, "bench_spy_p1w": -0.003840431406413103, "bench_c_p1w": -0.022211198550657674, "ret_p1m": 0.019390629832558126, "ret_signed_p1m": 0.019390629832558126, "alpha_spy_p1m": 0.040353957501852555, "alpha_c_p1m": 0.07284055103076137, "bench_spy_p1m": -0.02096332766929443, "bench_c_p1m": -0.05344992119820324, "ret_p3m": -0.350415485663613, "ret_signed_p3m": -0.350415485663613, "alpha_spy_p3m": -0.30449447442784205, "alpha_c_p3m": -0.29019013664234616, "bench_spy_p3m": -0.04592101123577097, "bench_c_p3m": -0.06022534902126686, "ret_p6m": -0.31578944587624014, "ret_signed_p6m": -0.31578944587624014, "alpha_spy_p6m": -0.29352457040043634, "alpha_c_p6m": -0.3375008177842128, "bench_spy_p6m": -0.022264875475803803, "bench_c_p6m": 0.021711371907972676, "price_path": [-0.1953, -0.1911, -0.1994, -0.1967, -0.1939, -0.1925, -0.1205, -0.1537, -0.1454, -0.2936, -0.2825, -0.2909, -0.2424, -0.1759, -0.1593, -0.187, -0.2161, -0.2438, -0.2424, -0.2091, -0.2327, -0.2535, -0.2687, -0.2715, -0.2507, -0.2604, -0.2604, -0.2299, -0.2355, -0.1593, -0.1925, -0.1953, -0.2008, -0.187, -0.1787, -0.1717, -0.1731, -0.1676, -0.1884, -0.1981, -0.1814, -0.1731, -0.1662, -0.0693, -0.0416, -0.0332, -0.0166, -0.0152, -0.0651, -0.0457, 0.0568, 0.097, 0.0416, 0.0485, 0.0886, 0.0512, 0.0443, 0.054, 0.054, 0.0679, 0.0277, 0.0499, 0.0263, 0.0, 0.0097, 0.0042, 0.0, 0.0374, -0.0319, -0.018, -0.0235, -0.0291, -0.0637, -0.0845, -0.0762, -0.0845, -0.0277, -0.0277, -0.0042, -0.0125, 0.0014, 0.0485, 0.0485, 0.0263, 0.0194, 0.0471, -0.0554, -0.126, -0.126, -0.1274, -0.1288, -0.1219, -0.126, -0.097, -0.0734, -0.0734, -0.0526, -0.0762, -0.0928, -0.1108, -0.1399, -0.1302, -0.1385, -0.1288, -0.1357, -0.1399, -0.1413, -0.1205, -0.1316, -0.1454, -0.1579, -0.2064, -0.1787, -0.1925, -0.1814, -0.1814, -0.2147, -0.2119, -0.2147, -0.2382, -0.2521, -0.2618, -0.2604, -0.2825, -0.277, -0.3227, -0.3504, -0.3144, -0.3546, -0.3241, -0.2839, -0.3033, -0.3102, -0.3241, -0.3116, -0.3352, -0.3449, -0.3338, -0.331, -0.3518, -0.3587, -0.3712, -0.3975, -0.4003, -0.4211, -0.4224, -0.428, -0.4183, -0.4584, -0.4861, -0.4917, -0.518, -0.4861, -0.5139, -0.5055, -0.5055, -0.4751, -0.4972, -0.482, -0.482, -0.5139, -0.4958, -0.5, -0.4903, -0.4945, -0.4903, -0.4778, -0.4751, -0.4723, -0.4141, -0.4294, -0.4114, -0.4889, -0.5069, -0.4598, -0.4252, -0.4418, -0.4432, -0.4391, -0.3518, -0.3864, -0.4114, -0.367, -0.3837, -0.3712, -0.3712, -0.3324, -0.3227, -0.295, -0.3158]}
{"unit_id": "reply:1864588995499319453", "ticker_idx": 1, "ts": "2024-12-05T08:33:53+00:00", "symbol": "ARIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've owned ARQ, ARIS & TPL for the majority of the year", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in ARQ, ARIS, and TPL held for most of the year.", "resolved_tickers": ["ARIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Gold'", "bench_c_industry": "Gold", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@walter_schloss I’ve owned ARQ, ARIS & TPL for the majority of the year do those count?", "reply_text": null, "parent_text": "I want to see you try to make money with oil stocks ...", "quoted_text": null, "parent_author": "walter_schloss", "ret_m1d": -0.013227500712890472, "ret_signed_m1d": -0.013227500712890472, "alpha_spy_m1d": -0.014876121107035511, "alpha_c_m1d": -0.02655792535461743, "bench_spy_m1d": 0.0016486203941450395, "bench_c_m1d": 0.013330424641726957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007936500427734305, "ret_signed_p1d": 0.007936500427734305, "alpha_spy_p1d": 0.0060406586625205705, "alpha_c_p1d": 0.011838115126231785, "bench_spy_p1d": 0.001895841765213735, "bench_c_p1d": -0.0039016146984974798, "ret_p1w": 0.02910056464205768, "ret_signed_p1w": 0.02910056464205768, "alpha_spy_p1w": 0.03294099604847078, "alpha_c_p1w": 0.05370233955701076, "bench_spy_p1w": -0.003840431406413103, "bench_c_p1w": -0.02460177491495308, "ret_p1m": -0.03439150185351525, "ret_signed_p1m": -0.03439150185351525, "alpha_spy_p1m": -0.01342817418422082, "alpha_c_p1m": 0.05931341172360327, "bench_spy_p1m": -0.02096332766929443, "bench_c_p1m": -0.09370491357711852, "ret_p3m": -0.002645500142578139, "ret_signed_p3m": -0.002645500142578139, "alpha_spy_p3m": 0.04327551109319283, "alpha_c_p3m": 0.06262533514918334, "bench_spy_p3m": -0.04592101123577097, "bench_c_p3m": -0.06527083529176148, "ret_p6m": 0.7275132960933601, "ret_signed_p6m": 0.7275132960933601, "alpha_spy_p6m": 0.7497781715691639, "alpha_c_p6m": 0.7824174897863359, "bench_spy_p6m": -0.022264875475803803, "bench_c_p6m": -0.05490419369297572, "price_path": [0.1164, 0.1349, 0.1508, 0.2381, 0.336, 0.291, 0.2593, 0.2302, 0.2778, 0.3307, 0.2884, 0.2857, 0.3148, 0.3016, 0.2407, 0.2169, 0.2302, 0.2196, 0.2037, 0.1825, 0.164, 0.1481, 0.127, 0.1799, 0.1878, 0.1905, 0.2116, 0.2434, 0.2328, 0.2751, 0.2672, 0.291, 0.2407, 0.246, 0.2275, 0.209, 0.2804, 0.2698, 0.2302, 0.1958, 0.1984, 0.1772, 0.1323, 0.172, 0.1534, 0.0847, 0.0741, 0.0132, 0.0582, 0.037, 0.0873, 0.0926, 0.0926, 0.1032, 0.1032, 0.0873, 0.0794, 0.082, 0.082, 0.0026, -0.0317, 0.0079, -0.0132, 0.0, 0.0079, 0.0238, 0.0503, 0.0952, 0.0291, 0.0026, -0.0185, 0.0026, -0.0608, -0.1243, -0.0847, -0.0767, -0.0661, -0.0661, -0.0529, -0.0635, -0.1005, -0.0741, -0.0741, -0.0291, -0.0344, -0.0423, -0.0317, 0.0026, 0.0026, -0.0079, -0.0529, 0.0, -0.0026, -0.0238, -0.0423, -0.0423, -0.0185, -0.0317, -0.0423, -0.0132, -0.0608, -0.0397, -0.0265, 0.0, -0.0132, -0.0397, -0.0132, 0.0291, 0.0608, 0.0529, 0.0714, 0.0635, 0.1005, 0.1164, 0.0688, 0.0688, 0.0741, 0.0661, 0.0556, 0.0079, 0.0265, -0.0053, 0.0159, -0.0291, -0.0212, -0.0238, -0.0026, 0.0556, 0.0741, 0.0476, 0.0106, 0.0529, 0.0741, 0.172, 0.164, 0.2063, 0.1931, 0.1905, 0.2063, 0.1481, 0.1984, 0.2354, 0.2196, 0.2354, 0.2037, 0.2275, 0.2619, 0.3201, 0.3148, 0.1693, 0.1323, 0.1243, 0.291, 0.3598, 0.4127, 0.4339, 0.4312, 0.4603, 0.4392, 0.4392, 0.4577, 0.463, 0.4259, 0.4471, 0.4286, 0.4418, 0.3995, 0.4524, 0.4074, 0.4127, 0.4577, 0.5688, 0.537, 0.5476, 0.5979, 0.4762, 0.5397, 0.4788, 0.5159, 0.4947, 0.5794, 0.6376, 0.6614, 0.6243, 0.6905, 0.6905, 0.6958, 0.7143, 0.7063, 0.7275]}
{"unit_id": "reply:1864588995499319453", "ticker_idx": 2, "ts": "2024-12-05T08:33:53+00:00", "symbol": "TPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've owned ARQ, ARIS & TPL for the majority of the year", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in ARQ, ARIS, and TPL held for most of the year.", "resolved_tickers": ["TPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas E&P'", "bench_c_industry": "Oil & Gas E&P", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@walter_schloss I’ve owned ARQ, ARIS & TPL for the majority of the year do those count?", "reply_text": null, "parent_text": "I want to see you try to make money with oil stocks ...", "quoted_text": null, "parent_author": "walter_schloss", "ret_m1d": 0.030654016263708117, "ret_signed_m1d": 0.030654016263708117, "alpha_spy_m1d": 0.029005395869563078, "alpha_c_m1d": 0.03454195713900432, "bench_spy_m1d": 0.0016486203941450395, "bench_c_m1d": -0.003887940875296203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0060893715029548545, "ret_signed_p1d": -0.0060893715029548545, "alpha_spy_p1d": -0.00798521326816859, "alpha_c_p1d": 0.010867098079061055, "bench_spy_p1d": 0.001895841765213735, "bench_c_p1d": -0.01695646958201591, "ret_p1w": -0.11122507315271923, "ret_signed_p1w": -0.11122507315271923, "alpha_spy_p1w": -0.10738464174630613, "alpha_c_p1w": -0.07968819868900179, "bench_spy_p1w": -0.003840431406413103, "bench_c_p1w": -0.031536874463717446, "ret_p1m": -0.10070257290481355, "ret_signed_p1m": -0.10070257290481355, "alpha_spy_p1m": -0.07973924523551912, "alpha_c_p1m": -0.05333036632788857, "bench_spy_p1m": -0.02096332766929443, "bench_c_p1m": -0.04737220657692498, "ret_p3m": 0.01658482126959493, "ret_signed_p3m": 0.01658482126959493, "alpha_spy_p3m": 0.0625058325053659, "alpha_c_p3m": 0.06940239218681188, "bench_spy_p3m": -0.04592101123577097, "bench_c_p3m": -0.05281757091721695, "ret_p6m": -0.17180568742189606, "ret_signed_p6m": -0.17180568742189606, "alpha_spy_p6m": -0.14954081194609226, "alpha_c_p6m": -0.06666663941038531, "bench_spy_p6m": -0.022264875475803803, "bench_c_p6m": -0.10513904801151075, "price_path": [-0.4128, -0.4157, -0.4145, -0.4105, -0.3999, -0.3779, -0.352, -0.3458, -0.3207, -0.3054, -0.2937, -0.3022, -0.3118, -0.3517, -0.3419, -0.3437, -0.3217, -0.3101, -0.2801, -0.272, -0.2689, -0.2798, -0.2729, -0.2565, -0.2148, -0.2091, -0.231, -0.2226, -0.2092, -0.2147, -0.2028, -0.1901, -0.1956, -0.1914, -0.1854, -0.1912, -0.1774, -0.1442, -0.135, -0.1301, -0.1042, -0.0778, -0.0136, -0.0094, 0.0193, 0.0385, 0.0436, 0.0137, 0.0098, 0.0089, 0.0377, 0.0535, 0.0762, 0.1243, 0.2834, 0.1973, 0.166, 0.2142, 0.2142, 0.187, 0.1141, 0.1658, 0.0307, 0.0, -0.0061, -0.0146, -0.0375, -0.1037, -0.1112, -0.1097, -0.0971, -0.1062, -0.1724, -0.1859, -0.1586, -0.1539, -0.1377, -0.1377, -0.1334, -0.1496, -0.1776, -0.1787, -0.1787, -0.1237, -0.1007, -0.0891, -0.0656, -0.0525, -0.0525, -0.0339, -0.0342, -0.0136, 0.0211, 0.0344, 0.0491, 0.0491, 0.0527, 0.0513, 0.0436, 0.01, -0.0675, -0.053, -0.0554, -0.0388, -0.0367, -0.0103, 0.0079, 0.0354, -0.006, -0.001, 0.0257, 0.013, -0.0026, 0.0049, 0.0191, 0.0191, 0.0477, 0.0432, 0.0627, -0.0008, -0.0391, -0.0426, 0.0036, 0.007, 0.0604, 0.0084, 0.0166, 0.0178, -0.0298, 0.022, -0.0103, -0.0132, 0.0021, -0.0671, -0.0179, -0.0041, -0.001, 0.0296, 0.0196, -0.0535, -0.0001, 0.0128, 0.0101, -0.0098, -0.0293, -0.015, 0.0057, 0.0344, -0.0923, -0.1978, -0.1422, -0.1692, -0.0607, -0.1178, -0.0811, -0.0726, -0.0601, -0.0502, -0.0346, -0.0346, -0.0715, -0.0258, -0.0107, -0.0069, -0.0078, 0.0039, -0.011, -0.0418, -0.029, 0.0009, -0.0175, -0.0082, -0.0013, -0.0429, -0.0325, -0.003, 0.0249, 0.0452, 0.0535, 0.0635, 0.0558, 0.019, 0.0078, -0.0492, -0.0541, -0.0541, -0.0755, -0.0934, -0.1091, -0.1718]}
{"unit_id": "reply:1861422943416263078", "ticker_idx": 0, "ts": "2024-11-26T14:53:07+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's too asymmetric now, so I am buying", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMGN despite GIPR antagonism concerns; asymmetric risk/reward plus strong pipeline assets like Repatha.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KinshasaKimodo That’s always been my concern re GIPR antagonism and why I didn’t own it in the first place. But honestly it’s too asymmetric now, so I am buying. We’ll see. Amgen has great assets otherwise, especially repatha.", "reply_text": null, "parent_text": "@Citrini7 Nah. Listen to that conference call. They are hiding (in)tolerability data. That asset is torched.", "quoted_text": null, "parent_author": "KinshasaKimodo", "ret_m1d": 0.04996261486552589, "ret_signed_m1d": 0.04996261486552589, "alpha_spy_m1d": 0.05515697407566633, "alpha_c_m1d": 0.05515697407566633, "bench_spy_m1d": -0.005194359210140442, "bench_c_m1d": -0.005194359210140442, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00021441222336915366, "ret_signed_p1d": 0.00021441222336915366, "alpha_spy_p1d": 0.003244472335318105, "alpha_c_p1d": 0.003244472335318105, "bench_spy_p1d": -0.003030060111948951, "bench_c_p1d": -0.003030060111948951, "ret_p1w": -0.006035509997968869, "ret_signed_p1w": -0.006035509997968869, "alpha_spy_p1w": -0.011462910972027562, "alpha_c_p1w": -0.011462910972027562, "bench_spy_p1w": 0.005427400974058694, "bench_c_p1w": 0.005427400974058694, "ret_p1m": -0.055426473105023466, "ret_signed_p1m": -0.055426473105023466, "alpha_spy_p1m": -0.05987795350981073, "alpha_c_p1m": -0.05987795350981073, "bench_spy_p1m": 0.004451480404787267, "bench_c_p1m": 0.004451480404787267, "ret_p3m": 0.09088269676231842, "ret_signed_p3m": 0.09088269676231842, "alpha_spy_p3m": 0.08870298566997525, "alpha_c_p3m": 0.08870298566997525, "bench_spy_p3m": 0.0021797110923431617, "bench_c_p3m": 0.0021797110923431617, "ret_p6m": -0.014501253535147196, "ret_signed_p6m": -0.014501253535147196, "alpha_spy_p6m": 0.008921667616987317, "alpha_c_p6m": 0.008921667616987317, "bench_spy_p6m": -0.023422921152134513, "bench_c_p6m": -0.023422921152134513, "price_path": [0.1728, 0.1827, 0.1827, 0.171, 0.1714, 0.1492, 0.1357, 0.1547, 0.1654, 0.1691, 0.1694, 0.1779, 0.1878, 0.1791, 0.1795, 0.1903, 0.1953, 0.1891, 0.1724, 0.1085, 0.1306, 0.1432, 0.1416, 0.1349, 0.1328, 0.1248, 0.1325, 0.1247, 0.1255, 0.1423, 0.1373, 0.1633, 0.1501, 0.1518, 0.1395, 0.1385, 0.1396, 0.1222, 0.1325, 0.1157, 0.1185, 0.1231, 0.1237, 0.1196, 0.1179, 0.1343, 0.131, 0.1228, 0.1312, 0.1401, 0.1405, 0.1525, 0.1402, 0.0588, 0.068, 0.0485, 0.0048, -0.0045, -0.0002, 0.0281, 0.0353, 0.0519, 0.05, 0.0, 0.0002, 0.0002, 0.0102, -0.0068, -0.006, -0.0062, -0.0203, -0.0265, -0.0085, -0.0152, -0.0236, -0.0212, -0.0335, -0.0482, -0.0502, -0.0758, -0.0672, -0.0594, -0.0572, -0.0554, -0.0554, -0.0601, -0.062, -0.074, -0.0692, -0.0692, -0.074, -0.0671, -0.0765, -0.0641, -0.0564, -0.0564, -0.0635, -0.0351, -0.0461, -0.0395, -0.0378, -0.0282, -0.0282, -0.0186, -0.0235, -0.0076, -0.0164, 0.0105, 0.001, 0.006, 0.0143, 0.0193, 0.0316, 0.0322, 0.0993, 0.0635, 0.0483, 0.0528, 0.0595, 0.0537, 0.0606, 0.0482, 0.0482, 0.0541, 0.0594, 0.0726, 0.0909, 0.115, 0.1363, 0.103, 0.101, 0.1091, 0.1189, 0.1239, 0.1397, 0.1442, 0.1695, 0.1785, 0.1481, 0.125, 0.1256, 0.1294, 0.1419, 0.1472, 0.1367, 0.1342, 0.1378, 0.1318, 0.1047, 0.1006, 0.1008, 0.1051, 0.1216, 0.105, 0.1006, 0.1155, 0.0598, 0.0429, 0.009, 0.048, 0.0131, 0.0296, 0.0582, 0.0631, 0.0175, -0.0017, -0.0017, -0.0147, 0.0023, 0.0005, 0.0075, 0.0111, 0.0192, 0.0389, 0.0474, 0.0217, 0.0124, 0.0083, -0.0264, -0.0069, -0.0206, -0.0429, -0.0108, -0.0263, -0.0558, -0.0219, -0.0106, 0.0019, -0.0012, -0.0145]}
{"unit_id": "orig:1863861314784805335", "ticker_idx": 0, "ts": "2024-12-03T08:22:20+00:00", "symbol": "BRLCHF=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think BRL is a long here, maybe long BRLCHF", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BRL (expressed via BRLCHF) as a carry trade opportunity.", "resolved_tickers": ["BRLCHF=X"], "resolution_method": "exchange_ticker", "resolution_reason": "BRL/CHF FX pair, Yahoo format", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I might be nuts but I think BRL is a long here, maybe long BRLCHF (my inner carry whore yearns to be free)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008213589430680734, "ret_signed_m1d": 0.008213589430680734, "alpha_spy_m1d": 0.008677054113643168, "alpha_c_m1d": null, "bench_spy_m1d": -0.00046346468296243337, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.002053422855892606, "ret_signed_p1d": 0.002053422855892606, "alpha_spy_p1d": -0.004156283750901935, "alpha_c_p1d": null, "bench_spy_p1d": 0.0062097066067945406, "bench_c_p1d": null, "ret_p1w": -0.011704296093519306, "ret_signed_p1w": -0.011704296093519306, "alpha_spy_p1w": -0.00986638342734325, "alpha_c_p1w": null, "bench_spy_p1w": -0.0018379126661760559, "bench_c_p1w": null, "ret_p1m": -0.0008624518784795532, "ret_signed_p1m": -0.0008624518784795532, "alpha_spy_p1m": 0.025395265760111863, "alpha_c_p1m": null, "bench_spy_p1m": -0.026257717638591416, "bench_c_p1m": null, "ret_p3m": 0.053388076317199884, "ret_signed_p3m": 0.053388076317199884, "alpha_spy_p3m": 0.06618813755009212, "alpha_c_p3m": null, "bench_spy_p3m": -0.012800061232892235, "bench_c_p3m": null, "ret_p6m": 0.002539316984212947, "ret_signed_p6m": 0.002539316984212947, "alpha_spy_p6m": 0.023118383441859236, "alpha_c_p6m": null, "bench_spy_p6m": -0.02057906645764629, "bench_c_p6m": null, "price_path": [0.0246, 0.0356, 0.0308, 0.0397, 0.0219, 0.0327, 0.0329, 0.0287, 0.0486, 0.0554, 0.0602, 0.0684, 0.0554, 0.0459, 0.0554, 0.0623, 0.0637, 0.0582, 0.0602, 0.0664, 0.0678, 0.063, 0.076, 0.063, 0.0589, 0.0507, 0.0493, 0.0459, 0.0534, 0.0431, 0.0438, 0.0472, 0.0486, 0.0397, 0.0397, 0.0418, 0.0452, 0.0349, 0.0349, 0.0287, 0.0274, 0.0192, 0.0398, 0.0198, 0.0267, 0.0541, 0.0479, 0.0426, 0.0454, 0.0493, 0.0424, 0.0512, 0.0472, 0.0507, 0.0445, 0.0468, 0.0423, 0.0546, 0.0479, 0.0424, 0.0157, 0.0026, 0.0082, 0.0, 0.0021, 0.0, -0.0014, -0.0139, -0.0117, -0.0023, 0.0137, 0.0164, 0.0096, -0.0063, -0.0006, -0.0198, -0.0014, 0.0034, -0.0089, -0.0021, -0.0869, -0.0058, -0.0048, -0.0009, -0.0009, -0.0151, 0.013, 0.0063, 0.0116, 0.0185, 0.0198, 0.0333, 0.025, 0.0267, 0.0301, 0.0368, 0.0291, 0.0329, 0.0267, 0.0294, 0.0424, 0.0472, 0.0472, 0.0486, 0.0548, 0.0575, 0.0582, 0.0664, 0.0729, 0.0746, 0.0613, 0.0739, 0.071, 0.076, 0.0828, 0.0828, 0.0705, 0.0773, 0.078, 0.0857, 0.0808, 0.0767, 0.0705, 0.0616, 0.0623, 0.053, 0.0534, 0.0493, 0.0178, 0.0349, 0.0602, 0.0479, 0.0397, 0.0277, 0.0397, 0.0397, 0.0404, 0.0534, 0.0589, 0.0561, 0.0609, 0.0616, 0.0534, 0.0472, 0.0589, 0.0541, 0.05, 0.0459, 0.0602, 0.0631, 0.0575, 0.0431, -0.0043, -0.0062, -0.039, 0.0048, -0.0465, -0.0465, -0.0472, -0.0472, -0.052, -0.052, -0.052, -0.0479, -0.013, -0.0055, -0.0027, -0.0041, -0.0075, 0.0014, -0.0048, -0.0021, -0.0062, -0.0122, -0.0121, -0.0198, 0.0041, 0.0089, 0.0185, 0.0233, 0.0198, 0.0041, 0.0082, 0.0111, -0.0027, -0.0014, -0.0096, -0.0041, -0.0103, 0.0025]}
{"unit_id": "orig:1859621163309355307", "ticker_idx": 0, "ts": "2024-11-21T15:33:30+00:00", "symbol": "CLS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is probably bullish for CLS. probably bullish for some similar names too", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CLS: NVDA's InfiniBand slowdown signals other networking companies gaining share, not weaker data-center demand overall.", "resolved_tickers": ["CLS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "Finance/markets can bring out some negative traits in people but one of my favorite things it makes you good at - the art of the quick convo.\n\nHere’s a phone conversation I had that took 45 seconds last night post NVDA-call:\n\n“infiniband growth slowing, networking sequentially down… do you think this is bearish for CLS?”\n\n“it means that nvda isn’t dominating everything anymore and actually other companies are gaining share in networking…it’s not like the demand from data centers for it has any reason to be lower. so…”\n\n“oh yeah…huh…this is probably bullish for CLS. probably bullish for some similar names too”\n\n“yeah that’s where i’m at as well”\n\n“cool, bye”\n\njust a thing of beauty.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04877514179125897, "ret_signed_m1d": -0.04877514179125897, "alpha_spy_m1d": -0.04343567415567895, "alpha_c_m1d": -0.03871003940903439, "bench_spy_m1d": -0.00533946763558002, "bench_c_m1d": -0.010065102382224578, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024934369186591754, "ret_signed_p1d": -0.024934369186591754, "alpha_spy_p1d": -0.028033962538948742, "alpha_c_p1d": -0.02544838742823785, "bench_spy_p1d": 0.0030995933523569885, "bench_c_p1d": 0.000514018241646097, "ret_p1w": -0.0905511653349157, "ret_signed_p1w": -0.0905511653349157, "alpha_spy_p1w": -0.09924296175218428, "alpha_c_p1w": -0.08241353243310534, "bench_spy_p1w": 0.008691796417268582, "bench_c_p1w": -0.008137632901810354, "ret_p1m": 0.04385383201849202, "ret_signed_p1m": 0.04385383201849202, "alpha_spy_p1m": 0.044747039840166924, "alpha_c_p1m": 0.033231843565898034, "bench_spy_p1m": -0.0008932078216749018, "bench_c_p1m": 0.010621988452593989, "ret_p3m": 0.4467409203198873, "ret_signed_p3m": 0.4467409203198873, "alpha_spy_p3m": 0.41325729574429193, "alpha_c_p3m": 0.4078647459557194, "bench_spy_p3m": 0.033483624575595394, "bench_c_p3m": 0.038876174364167904, "ret_p6m": 0.23851702729961488, "ret_signed_p6m": 0.23851702729961488, "alpha_spy_p6m": 0.23123437479785336, "alpha_c_p6m": 0.2290601864317221, "bench_spy_p6m": 0.007282652501761522, "bench_c_p6m": 0.00945684086789278, "price_path": [-0.4423, -0.4496, -0.4532, -0.447, -0.4431, -0.4431, -0.492, -0.4898, -0.498, -0.5513, -0.5344, -0.5244, -0.5044, -0.5019, -0.4984, -0.4954, -0.4861, -0.4879, -0.4564, -0.4671, -0.4572, -0.4533, -0.4453, -0.4303, -0.4414, -0.4409, -0.4572, -0.4494, -0.4371, -0.4113, -0.4058, -0.3907, -0.3646, -0.3302, -0.3104, -0.3093, -0.3317, -0.3611, -0.3637, -0.3677, -0.3801, -0.3876, -0.3715, -0.257, -0.2413, -0.2312, -0.2349, -0.2369, -0.252, -0.2321, -0.2091, -0.1729, -0.1142, -0.0668, -0.0611, -0.0745, -0.0807, -0.1027, -0.1199, -0.1013, -0.0817, -0.0505, -0.0488, 0.0, -0.0249, -0.0639, -0.0522, -0.0906, -0.0906, -0.0678, -0.0709, -0.0221, -0.0209, 0.007, 0.0374, -0.0112, -0.0376, -0.0161, -0.0047, 0.0849, 0.0828, 0.0697, 0.0073, 0.0176, 0.0439, 0.0665, 0.0666, 0.0666, 0.0745, 0.04, 0.026, 0.0094, 0.0094, 0.0178, 0.0599, 0.0801, 0.0747, 0.1206, 0.1206, 0.1334, 0.0984, 0.1276, 0.1756, 0.2108, 0.2388, 0.2388, 0.2916, 0.3481, 0.3443, 0.3308, -0.0446, 0.0332, 0.099, 0.2484, 0.3503, 0.322, 0.4434, 0.5712, 0.4569, 0.4184, 0.4242, 0.3843, 0.4143, 0.4193, 0.4442, 0.4442, 0.4467, 0.439, 0.3672, 0.3041, 0.2126, 0.1604, 0.2213, 0.1797, 0.1707, 0.0149, -0.0133, -0.0054, -0.1074, -0.0428, -0.1125, -0.053, -0.0203, -0.055, 0.0015, 0.0037, -0.0434, 0.0052, 0.046, 0.0493, 0.0934, 0.0649, -0.0413, -0.0771, -0.0957, -0.1381, -0.1354, -0.0994, -0.2433, -0.2766, -0.2302, -0.247, -0.1026, -0.1636, -0.1346, -0.1155, -0.097, -0.119, -0.0809, -0.0809, -0.1187, -0.0948, -0.0355, 0.0077, -0.0261, -0.0402, -0.048, -0.0666, -0.0244, 0.0288, 0.0101, 0.041, 0.0559, 0.0535, 0.0176, 0.0971, 0.2016, 0.2407, 0.2193, 0.2385]}
{"unit_id": "quote:1893366955865690497", "ticker_idx": 0, "ts": "2025-02-22T18:27:13+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I think this dynamic will become increasingly apparent in the next month or so", "tweet_type": "prediction", "timeline": "weeks", "summary": "Endorses taper-tantrum framework; expects not-great Q1 for equities over the next month or so.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I think this dynamic will become increasingly apparent in the next month or so", "reply_text": null, "parent_text": null, "quoted_text": "If anyone remembers the taper tantrum of 2013 this is basically the same general framework for why I believe we’ll have a not great Q1 for equities.\n\nIn short, the taper tantrum was the market throwing a fit to ensure that policy actions which were perceived as negative for asset", "parent_author": null, "ret_m1d": 0.0045712815192551215, "ret_signed_m1d": -0.0045712815192551215, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0045712815192551215, "bench_c_m1d": 0.0045712815192551215, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004973053296503771, "ret_signed_p1d": 0.004973053296503771, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.004973053296503771, "bench_c_p1d": -0.004973053296503771, "ret_p1w": -0.022504714727004105, "ret_signed_p1w": 0.022504714727004105, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.022504714727004105, "bench_c_p1w": -0.022504714727004105, "ret_p1m": -0.03352072660244465, "ret_signed_p1m": 0.03352072660244465, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.03352072660244465, "bench_c_p1m": -0.03352072660244465, "ret_p3m": -0.020706125044441137, "ret_signed_p3m": 0.020706125044441137, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": -0.020706125044441137, "bench_c_p3m": -0.020706125044441137, "ret_p6m": 0.07773117455568457, "ret_signed_p6m": -0.07773117455568457, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.07773117455568457, "bench_c_p6m": 0.07773117455568457, "price_path": [-0.0007, -0.0007, 0.0056, 0.0074, 0.0078, 0.0141, 0.0124, 0.0143, 0.0091, 0.006, 0.0138, 0.0085, 0.0083, 0.0126, 0.0085, -0.0216, -0.0219, -0.0101, -0.0042, 0.0068, 0.0068, 0.0069, -0.0037, -0.0151, -0.0186, -0.0186, -0.021, -0.0088, -0.0031, -0.0144, -0.0129, -0.0129, -0.028, -0.0265, -0.0252, -0.0074, -0.0093, 0.0006, 0.0006, 0.0098, 0.0155, 0.021, 0.018, 0.0036, 0.0122, 0.0077, 0.0131, 0.0077, 0.0009, 0.0077, 0.0117, 0.0153, 0.006, 0.0128, 0.0136, 0.0103, 0.021, 0.0209, 0.0209, 0.0239, 0.0263, 0.0221, 0.0046, 0.0, -0.005, -0.0045, -0.0204, -0.0051, -0.0225, -0.0341, -0.0237, -0.041, -0.0356, -0.0613, -0.0691, -0.0642, -0.0767, -0.0576, -0.0503, -0.0606, -0.0504, -0.0531, -0.0528, -0.0358, -0.0335, -0.0451, -0.0476, -0.0668, -0.0605, -0.0579, -0.0519, -0.0986, -0.1514, -0.1529, -0.1662, -0.0786, -0.119, -0.1033, -0.0946, -0.0971, -0.1172, -0.1159, -0.1159, -0.1369, -0.1145, -0.1008, -0.0818, -0.0752, -0.0749, -0.069, -0.0687, -0.0621, -0.0481, -0.0536, -0.0615, -0.0576, -0.051, -0.0522, -0.0209, -0.0144, -0.0131, -0.0083, -0.002, -0.001, -0.0043, -0.0211, -0.0207, -0.0274, -0.0274, -0.0072, -0.0129, -0.009, -0.0101, -0.0045, 0.0011, 0.0009, -0.004, 0.0062, 0.0072, 0.0129, 0.01, 0.014, 0.0027, 0.0122, 0.0035, 0.0034, 0.0034, 0.001, 0.0109, 0.0221, 0.0227, 0.0307, 0.0358, 0.0407, 0.0404, 0.0451, 0.0534, 0.0534, 0.0455, 0.0449, 0.0512, 0.0542, 0.0505, 0.0525, 0.048, 0.0515, 0.0579, 0.0571, 0.0591, 0.0593, 0.0683, 0.0687, 0.0732, 0.0729, 0.0701, 0.0687, 0.0647, 0.0473, 0.0632, 0.0578, 0.0659, 0.065, 0.0733, 0.0712, 0.0826, 0.0863, 0.0864, 0.0838, 0.0836, 0.0777]}
{"unit_id": "quote:1855963534393237673", "ticker_idx": 0, "ts": "2024-11-11T13:19:23+00:00", "symbol": "SPRY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only bear case I've heard on this is that another player is going to displace them. Global commercialization makes that unlikely.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SPRY; global commercialization deal undercuts the only bear case (displacement risk), reinforcing bullish thesis from recent portfolio addition.", "resolved_tickers": ["SPRY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "quote", "lang": "en", "tweet_text": "SPRY +4.5% (signs agreement with ALK to Commercialize neffy in Europe, Canada and Other Geographies Outside the United States)\n\nThe only bear case I’ve heard on this is that another player is going to displace them. Global commercialization makes that unlikely.", "reply_text": null, "parent_text": null, "quoted_text": "$SPRY was one of the biopharma names we added to the portfolio in the recent rebalance.\n\nIt’s kind of a layup.\n\nI have seen lots of people freak out about administering epipens. Just the other day my gf had to give a kid having anaphylaxis an epipen on the subway because their", "parent_author": null, "ret_m1d": -0.02572892289763884, "ret_signed_m1d": -0.02572892289763884, "alpha_spy_m1d": -0.024777107600235215, "alpha_c_m1d": -0.03162284385934677, "bench_spy_m1d": -0.0009518152974036242, "bench_c_m1d": 0.0058939209617079324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05031441808362824, "ret_signed_p1d": -0.05031441808362824, "alpha_spy_p1d": -0.047208073969557285, "alpha_c_p1d": -0.036382521581912575, "bench_spy_p1d": -0.003106344114070958, "bench_c_p1d": -0.013931896501715668, "ret_p1w": -0.2121212170781971, "ret_signed_p1w": -0.2121212170781971, "alpha_spy_p1w": -0.19440124481189303, "alpha_c_p1w": -0.16282443110402123, "bench_spy_p1w": -0.017719972266304063, "bench_c_p1w": -0.04929678597417586, "ret_p1m": -0.2595769023021993, "ret_signed_p1m": -0.2595769023021993, "alpha_spy_p1m": -0.2663242797516995, "alpha_c_p1m": -0.22474763309867585, "bench_spy_p1m": 0.006747377449500158, "bench_c_p1m": -0.03482926920352347, "ret_p3m": -0.26815320993474556, "ret_signed_p3m": -0.26815320993474556, "alpha_spy_p3m": -0.28418755705046406, "alpha_c_p3m": -0.2580130349843397, "bench_spy_p3m": 0.016034347115718495, "bench_c_p3m": -0.010140174950405867, "ret_p6m": -0.19839904852855517, "ret_signed_p6m": -0.19839904852855517, "alpha_spy_p6m": -0.13761921368972874, "alpha_c_p6m": -0.10570149554531494, "bench_spy_p6m": -0.06077983483882643, "bench_c_p6m": -0.09269755298324023, "price_path": [-0.2567, -0.2258, -0.2379, -0.1858, -0.1487, -0.2338, -0.2676, -0.259, -0.2453, -0.2018, -0.2144, -0.2579, -0.2579, -0.2579, -0.3173, -0.3179, -0.3282, -0.3505, -0.3305, -0.3419, -0.3139, -0.2779, -0.2396, -0.2596, -0.2539, -0.1967, -0.1504, -0.1555, -0.1944, -0.2178, -0.1967, -0.1704, -0.1812, -0.171, -0.1732, -0.1738, -0.1995, -0.1887, -0.219, -0.2064, -0.2161, -0.2047, -0.1698, -0.1452, -0.1292, -0.0555, -0.0778, -0.0858, -0.044, -0.04, -0.0823, -0.1195, -0.1555, -0.1429, -0.1326, -0.1841, -0.1584, -0.1275, -0.1309, -0.1241, -0.1012, -0.0772, -0.0257, 0.0, -0.0503, -0.195, -0.1933, -0.199, -0.2121, -0.2115, -0.2253, -0.235, -0.1995, -0.2161, -0.1784, -0.1692, -0.1692, -0.1704, -0.2384, -0.2218, -0.1755, -0.1995, -0.1984, -0.239, -0.2596, -0.2985, -0.2773, -0.3196, -0.3205, -0.3276, -0.3734, -0.3528, -0.3608, -0.3596, -0.3476, -0.3476, -0.3625, -0.3831, -0.3928, -0.3968, -0.3968, -0.3877, -0.3602, -0.3665, -0.3516, -0.3465, -0.3465, -0.3573, -0.3562, -0.3505, -0.3133, -0.3036, -0.2813, -0.2813, -0.2293, -0.2253, -0.2058, -0.195, -0.1738, -0.1492, -0.1812, -0.183, -0.2556, -0.2962, -0.2842, -0.271, -0.2682, -0.3185, -0.3288, -0.3396, -0.335, -0.3185, -0.3128, -0.3128, -0.327, -0.3139, -0.3265, -0.3573, -0.3808, -0.3962, -0.4151, -0.4168, -0.4008, -0.418, -0.3991, -0.3785, -0.3831, -0.3796, -0.3808, -0.3408, -0.2962, -0.3168, -0.3213, -0.3459, -0.3408, -0.3339, -0.1818, -0.2933, -0.263, -0.2481, -0.2796, -0.2779, -0.2859, -0.2807, -0.2836, -0.2539, -0.2338, -0.2682, -0.2664, -0.295, -0.2373, -0.243, -0.1967, -0.1727, -0.1429, -0.1492, -0.1492, -0.1492, -0.1812, -0.1424, -0.1778, -0.163, -0.2127, -0.1915, -0.2041, -0.2013, -0.1904, -0.1732, -0.1847, -0.1984]}
{"unit_id": "reply:1854049832379269337", "ticker_idx": 0, "ts": "2024-11-06T06:35:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i think you just buy tsla tbh", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy TSLA as the primary Trump beneficiary play rather than digging into sleeper names.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@blondesnmoney i would love to engage in a trump beneficiary nerd out with you but i think you just buy tsla tbh", "reply_text": null, "parent_text": "@Citrini7 do you want a real sleeper. a trump name no one has realized?\n\nstagwell\n\nformer clinton advisor ceo, went out of his way to help trump. mark penn.\n\nguess who just launched a government efficiency consulting subsidiary yesterday\n\nstagwell", "quoted_text": null, "parent_author": "blondesnmoney", "ret_m1d": -0.1285481457554145, "ret_signed_m1d": -0.1285481457554145, "alpha_spy_m1d": -0.10428575355130221, "alpha_c_m1d": -0.09755778352721067, "bench_spy_m1d": -0.024262392204112304, "bench_c_m1d": -0.030990362228203838, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02904379065700735, "ret_signed_p1d": 0.02904379065700735, "alpha_spy_p1d": 0.02131183568703854, "alpha_c_p1d": 0.016198887961767605, "bench_spy_p1d": 0.007731954969968813, "bench_c_p1d": 0.012844902695239746, "ret_p1w": 0.14456032867134572, "ret_signed_p1w": 0.14456032867134572, "alpha_spy_p1w": 0.13415511767743182, "alpha_c_p1w": 0.10177546570353702, "bench_spy_p1w": 0.010405210993913894, "bench_c_p1w": 0.0427848629678087, "ret_p1m": 0.2805947104204103, "ret_signed_p1m": 0.2805947104204103, "alpha_spy_p1m": 0.2541669923998833, "alpha_c_p1m": 0.19187355727871092, "bench_spy_p1m": 0.026427718020527013, "bench_c_p1m": 0.08872115314169937, "ret_p3m": 0.3297750469588667, "ret_signed_p3m": 0.3297750469588667, "alpha_spy_p3m": 0.31498452296873025, "alpha_c_p3m": 0.23372800972762509, "bench_spy_p3m": 0.014790523990136473, "bench_c_p3m": 0.09604703723124164, "ret_p6m": -0.027761445255306105, "ret_signed_p6m": -0.027761445255306105, "alpha_spy_p6m": 0.021312685855019664, "alpha_c_p6m": 0.0206919140425883, "bench_spy_p6m": -0.04907413111032577, "bench_c_p6m": -0.048453359297894405, "price_path": [-0.3068, -0.3155, -0.2797, -0.302, -0.2578, -0.251, -0.2281, -0.2337, -0.2262, -0.2699, -0.2364, -0.261, -0.2749, -0.2869, -0.2851, -0.2579, -0.2579, -0.2701, -0.2396, -0.2023, -0.2696, -0.2504, -0.2161, -0.2093, -0.2035, -0.2019, -0.214, -0.2102, -0.2126, -0.1546, -0.1743, -0.1335, -0.1187, -0.1092, -0.1189, -0.0973, -0.0932, -0.1057, -0.1369, -0.1659, -0.1333, -0.1653, -0.1526, -0.1646, -0.1725, -0.2451, -0.2404, -0.239, -0.2329, -0.2344, -0.2351, -0.2415, -0.2445, -0.2595, -0.0972, -0.067, -0.0902, -0.1005, -0.1074, -0.1341, -0.1371, -0.1584, -0.1285, 0.0, 0.029, 0.1133, 0.213, 0.1385, 0.1446, 0.0785, 0.1116, 0.174, 0.1992, 0.1854, 0.1771, 0.2219, 0.1735, 0.1723, 0.1537, 0.1537, 0.1963, 0.2376, 0.218, 0.2405, 0.2806, 0.349, 0.351, 0.3898, 0.4722, 0.4491, 0.5119, 0.6048, 0.6631, 0.5254, 0.5117, 0.4593, 0.4924, 0.6022, 0.6022, 0.5739, 0.4961, 0.4467, 0.3996, 0.3996, 0.3145, 0.4225, 0.4246, 0.3668, 0.3688, 0.3688, 0.3681, 0.3978, 0.3737, 0.4841, 0.4342, 0.4782, 0.4782, 0.4698, 0.4387, 0.4292, 0.4091, 0.3765, 0.3797, 0.3486, 0.3873, 0.4023, 0.3298, 0.3593, 0.3107, 0.2973, 0.2533, 0.2156, 0.1385, 0.1663, 0.2336, 0.2333, 0.2333, 0.2273, 0.2496, 0.2283, 0.1708, 0.1456, 0.0495, 0.0079, -0.0228, 0.0154, -0.0134, -0.0572, -0.0327, -0.0869, -0.0896, -0.2301, -0.2008, -0.1402, -0.1658, -0.1336, -0.1751, -0.2191, -0.1825, -0.1812, -0.138, -0.0351, -0.0014, -0.0571, -0.0534, -0.0866, -0.1018, -0.0696, -0.02, -0.0736, -0.1702, -0.1915, -0.2311, -0.0566, -0.1252, -0.1255, -0.1254, -0.1193, -0.1628, -0.1634, -0.1634, -0.2115, -0.1752, -0.131, -0.1006, -0.0124, -0.0092, 0.0121, -0.0221, -0.0278]}
{"unit_id": "reply:1888251196164501598", "ticker_idx": 0, "ts": "2025-02-08T15:39:01+00:00", "symbol": "MAG7", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "probably makes it harder for upstarts vs the MAG7", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Agentic AI trust/brand moat favors MAG7 over upstarts on the consumer side.", "resolved_tickers": ["AAPL", "MSFT", "NVDA", "GOOGL", "AMZN", "META", "TSLA"], "resolution_method": "basket", "resolution_reason": "Magnificent 7 mega-cap tech basket", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@0riono @elevencapi on the consumer side having the trust and brand recognition will be a big deal, probably makes it harder for upstarts vs the MAG7", "reply_text": null, "parent_text": "@Citrini7 @elevencapi The key is an agentic AI that customers want to use and feel safe to use.  So those who has the crucial data access to build, and could ensure safety/capable of mitigate risks using agentic AI. No one wants an AI making errors potentially and himself needs to clean up", "quoted_text": null, "parent_author": "0riono", "ret_m1d": -0.004463264813158, "ret_signed_m1d": -0.004463264813158, "alpha_spy_m1d": 0.0022822204945707825, "alpha_c_m1d": -5.817855312998353e-06, "bench_spy_m1d": -0.006745485307728782, "bench_c_m1d": -0.0044574469578450016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007665561609072676, "ret_signed_p1d": -0.007665561609072676, "alpha_spy_p1d": -0.008426195926907028, "alpha_c_p1d": -0.009312895281856477, "bench_spy_p1d": 0.0007606343178343522, "bench_c_p1d": 0.0016473336727838017, "ret_p1w": 0.01720605895997656, "ret_signed_p1w": 0.01720605895997656, "alpha_spy_p1w": 0.009187458123770136, "alpha_c_p1w": -0.0032396451999143275, "bench_spy_p1w": 0.008018600836206424, "bench_c_p1w": 0.020445704159890887, "ret_p1m": -0.15216927627786392, "ret_signed_p1m": -0.15216927627786392, "alpha_spy_p1m": -0.0712732060546295, "alpha_c_p1m": -0.0857932519677379, "bench_spy_p1m": -0.08089607022323442, "bench_c_p1m": -0.06637602431012601, "ret_p3m": -0.12714266387304435, "ret_signed_p3m": -0.12714266387304435, "alpha_spy_p3m": -0.06416808001321322, "alpha_c_p3m": -0.07645545661820036, "bench_spy_p3m": -0.06297458385983112, "bench_c_p3m": -0.05068720725484399, "ret_p6m": 0.06028342655980174, "ret_signed_p6m": 0.06028342655980174, "alpha_spy_p6m": 0.01585736610196537, "alpha_c_p6m": 0.0147517844289859, "bench_spy_p6m": 0.04442606045783637, "bench_c_p6m": 0.04553164213081584, "price_path": [-0.0374, -0.0468, -0.0666, -0.0574, -0.0409, -0.0459, -0.0566, -0.0579, -0.0613, -0.0492, -0.057, -0.057, -0.0451, -0.0285, -0.0213, -0.0058, -0.0002, 0.0137, 0.0114, 0.0197, 0.0488, 0.0413, 0.04, 0.0613, 0.066, 0.0226, 0.0253, 0.0274, 0.0421, 0.064, 0.064, 0.0579, 0.036, 0.0222, 0.0072, 0.0072, -0.0003, 0.0257, 0.0449, 0.0176, 0.0163, 0.0163, 0.0037, -0.0004, -0.0103, 0.0265, 0.0064, 0.0245, 0.0245, 0.0273, 0.0415, 0.0431, 0.0379, 0.0057, 0.0343, 0.0238, 0.0236, 0.0242, 0.0049, 0.0221, 0.0081, 0.0153, -0.0045, 0.0, -0.0077, -0.0069, 0.0124, 0.0172, 0.0172, 0.011, 0.0141, 0.0093, -0.0163, -0.03, -0.0523, -0.0537, -0.0834, -0.0639, -0.0938, -0.0989, -0.0827, -0.1089, -0.106, -0.1548, -0.1522, -0.1325, -0.154, -0.1298, -0.1394, -0.1607, -0.1466, -0.1472, -0.1351, -0.1052, -0.0942, -0.1215, -0.1255, -0.1557, -0.1587, -0.145, -0.1366, -0.1943, -0.2414, -0.2396, -0.258, -0.1509, -0.1931, -0.1772, -0.1775, -0.1818, -0.2144, -0.2202, -0.2202, -0.2454, -0.2226, -0.1961, -0.1725, -0.1487, -0.1518, -0.1469, -0.1537, -0.1305, -0.1193, -0.1283, -0.1357, -0.138, -0.1271, -0.1233, -0.0735, -0.0526, -0.0358, -0.0458, -0.0408, -0.0431, -0.0491, -0.0591, -0.0519, -0.0647, -0.0647, -0.0343, -0.0395, -0.0335, -0.0416, -0.036, -0.0335, -0.0311, -0.0527, -0.0333, -0.0242, -0.0115, -0.0198, -0.0194, -0.0268, -0.0116, -0.0219, -0.0205, -0.0205, -0.03, -0.0141, -0.0063, -0.0013, 0.009, 0.0197, 0.0173, 0.0018, 0.0154, 0.0248, 0.0248, 0.01, 0.0092, 0.0207, 0.0273, 0.0313, 0.0322, 0.0367, 0.0398, 0.0432, 0.05, 0.0568, 0.0513, 0.057, 0.0547, 0.0598, 0.0681, 0.0611, 0.0623, 0.0769, 0.045, 0.067, 0.0603]}
{"unit_id": "thread:1884051345348370895", "ticker_idx": 0, "ts": "2025-01-28T01:30:19+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "go long Phase 2 (software/agentic AI enablers) and short SMH", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short SMH to fund longs in Phase 2 software/agentic AI enablers; deepseek seen as bearish for AI infra (Phase 1) and bullish for Phase 2.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "This is the best thing CitriniResearch has ever done.\n\nOn Friday at 6:52AM, we published a note to our chat detailing our take on the implications of deepseek for the AI trade. Our conclusion was to go long Phase 2 (software/agentic AI enablers) and short SMH. \n\nWe spent the day going through our AI basket with a fine tooth comb. What could stay in if funded by short SMH, what needed to be added, what absolutely had to go. \n\nFour minutes before the market closed on Friday, at 3:56pm, we published our finalized updated AI basket.\n\nOur changes were drastic.\n\nOur new additions: the AI basket was now ~50% short $SMH and long a collection of those Phase 2 software names - most of which closed green today. \n\nAdditionally, we expanded our deletions of data center buildout names despite already having deleted NVDA a month ago. \n\nWithout our community, we might have felt pressured to wait until we had an in depth piece filled with our analysis to pair with these changes, but we gave our subscribers a heads up and they gave us the all clear. Unlike previous updates, we felt enough urgency to release our trades first before the market closed and then release our analysis over the weekend. \n\nMyself, @rennyzucker and @nicholastreece worked through the weekend to prepare that analysis in a way that accurately communicated a nuanced take while not slighting our high conviction. \n\nOn Sunday, we released our analysis. The conclusion: the intricacies aside, the market would take deepseek as extremely bearish for Phase 1 and generally bullish for Phase 2. \n\nWithin 12 hours, it was the most viewed article in our entire archive. \n\nToday, the CitriniResearch AI basket was down 14bps. \n\nif we had not made these changes, it would have been down more than 7%. \n\nA huge thanks to everyone involved in this, I have never been more proud of our work, our team and our collective dedication to keeping our readers informed as to actionable and timely insights. 🥂\n\n---\n\nAlso, I really do feel a debt of gratitude to the @substack platform for the way in which we were able to handle this. Through the chat we were able to keep constant contact with our readers and update them in real time, rather than have them kept in the dark while we wrote.\n\n---\n\nThis is going to seem insincere but it really isn’t - I don’t have a 100% hit rate obviously. But something I have been able to do well consistently in markets is recognize inflection points in sentiment. I was extremely worried I’d get a bunch of people long AI infra and then have them feeling like I lead them off the cliff. \n\nI have been straight up paranoid about this since the day we published our first piece on AI beneficiaries.\n\nI don’t know if this is the turn or a blip, the market has humbled me much harder than a scenario where SMH is up 10% tomorrow. But I am comfortable that we have demonstrated to our readers that we are on top of the threats to our views wherever they might arise.\n\nAnyway, crazy week. It’s Friday, right?\n\n---\n\n@substack It has been brought to my attention that in my post-4 day research marathon induced exhaustion I have posted the wrong images. \n\nHere is us calling for a short on SMH to fund going long agentic AI and software enablers on Friday, not Saturday. https://t.co/j6Z6cQDfDO\n\n---\n\n@substack going to sleep now. gn.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019297165682639172, "ret_signed_m1d": 0.019297165682639172, "alpha_spy_m1d": 0.010778122081258279, "alpha_c_m1d": 0.010778122081258279, "bench_spy_m1d": -0.008519043601380893, "bench_c_m1d": -0.008519043601380893, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00382615338096981, "ret_signed_p1d": 0.00382615338096981, "alpha_spy_p1d": -0.0006566642601800732, "alpha_c_p1d": -0.0006566642601800732, "bench_spy_p1d": -0.004482817641149883, "bench_c_p1d": -0.004482817641149883, "ret_p1w": 0.004242086668682532, "ret_signed_p1w": -0.004242086668682532, "alpha_spy_p1w": -0.008774480083585723, "alpha_c_p1w": -0.008774480083585723, "bench_spy_p1w": -0.004532393414903191, "bench_c_p1w": -0.004532393414903191, "ret_p1m": 0.014015436764963418, "ret_signed_p1m": -0.014015436764963418, "alpha_spy_p1m": -0.03052437428340704, "alpha_c_p1m": -0.03052437428340704, "bench_spy_p1m": -0.016508937518443623, "bench_c_p1m": -0.016508937518443623, "ret_p3m": -0.11844454700256224, "ret_signed_p3m": 0.11844454700256224, "alpha_spy_p3m": 0.03205620050518798, "alpha_c_p3m": 0.03205620050518798, "bench_spy_p3m": -0.08638834649737426, "bench_c_p3m": -0.08638834649737426, "ret_p6m": 0.1919733914731767, "ret_signed_p6m": -0.1919733914731767, "alpha_spy_p6m": -0.13659315501927027, "alpha_c_p6m": -0.13659315501927027, "bench_spy_p6m": 0.05538023645390644, "bench_c_p6m": 0.05538023645390644, "price_path": [0.0007, 0.0134, 0.0114, 0.0281, 0.055, 0.0808, 0.0738, 0.0497, 0.0428, 0.0253, 0.0276, -0.0065, 0.0001, 0.011, 0.0042, 0.019, 0.0129, 0.0089, -0.0004, -0.0135, -0.0135, 0.0025, 0.0263, 0.0286, 0.046, 0.0281, 0.0294, 0.0189, -0.0068, 0.0175, 0.0077, 0.033, 0.0486, 0.035, 0.002, -0.011, 0.0049, 0.0365, 0.0454, 0.0454, 0.0436, 0.0331, 0.0175, 0.0072, 0.0072, 0.018, 0.0475, 0.0823, 0.0565, 0.049, 0.049, 0.028, 0.0174, 0.0208, 0.0447, 0.0492, 0.074, 0.074, 0.0912, 0.1111, 0.1098, 0.0877, -0.0193, 0.0, -0.0038, 0.0196, 0.0132, -0.0069, 0.0042, 0.0278, 0.0329, 0.0189, 0.0381, 0.0392, 0.0335, 0.0477, 0.0504, 0.0504, 0.0656, 0.0702, 0.0722, 0.0397, 0.0124, -0.0091, 0.014, -0.0485, -0.0319, -0.0725, -0.0633, -0.046, -0.086, -0.0639, -0.1078, -0.1091, -0.0829, -0.0869, -0.0577, -0.0478, -0.0625, -0.0542, -0.0557, -0.0652, -0.0408, -0.0449, -0.0767, -0.0944, -0.1176, -0.1205, -0.1163, -0.1096, -0.1866, -0.2481, -0.231, -0.2516, -0.1232, -0.184, -0.1628, -0.1615, -0.1561, -0.1917, -0.1993, -0.1993, -0.2188, -0.2019, -0.1728, -0.1309, -0.1184, -0.1239, -0.1254, -0.1213, -0.1171, -0.0891, -0.095, -0.1034, -0.085, -0.0769, -0.0709, -0.0126, 0.0213, 0.0314, 0.0278, 0.0248, 0.0231, 0.0212, 0.0042, 0.0015, -0.0125, -0.0125, 0.0188, 0.0079, 0.0151, -0.0029, 0.0119, 0.0347, 0.047, 0.0451, 0.0511, 0.0687, 0.0899, 0.0891, 0.0944, 0.0688, 0.0954, 0.0879, 0.0921, 0.0921, 0.0824, 0.0893, 0.1293, 0.1445, 0.1528, 0.1579, 0.1598, 0.1472, 0.1697, 0.1795, 0.1795, 0.1635, 0.179, 0.187, 0.1958, 0.1956, 0.1866, 0.2094, 0.2031, 0.2132, 0.2074, 0.2082, 0.1868, 0.192]}
{"unit_id": "thread:1884051345348370895", "ticker_idx": 1, "ts": "2025-01-28T01:30:19+00:00", "symbol": "agentic AI and software enablers", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "long a collection of those Phase 2 software names", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short SMH to fund longs in Phase 2 software/agentic AI enablers; deepseek seen as bearish for AI infra (Phase 1) and bullish for Phase 2.", "resolved_tickers": ["IGV", "WCLD", "ARKW"], "resolution_method": "basket", "resolution_reason": "Agentic AI/software basket: IGV, WCLD, ARKW", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "This is the best thing CitriniResearch has ever done.\n\nOn Friday at 6:52AM, we published a note to our chat detailing our take on the implications of deepseek for the AI trade. Our conclusion was to go long Phase 2 (software/agentic AI enablers) and short SMH. \n\nWe spent the day going through our AI basket with a fine tooth comb. What could stay in if funded by short SMH, what needed to be added, what absolutely had to go. \n\nFour minutes before the market closed on Friday, at 3:56pm, we published our finalized updated AI basket.\n\nOur changes were drastic.\n\nOur new additions: the AI basket was now ~50% short $SMH and long a collection of those Phase 2 software names - most of which closed green today. \n\nAdditionally, we expanded our deletions of data center buildout names despite already having deleted NVDA a month ago. \n\nWithout our community, we might have felt pressured to wait until we had an in depth piece filled with our analysis to pair with these changes, but we gave our subscribers a heads up and they gave us the all clear. Unlike previous updates, we felt enough urgency to release our trades first before the market closed and then release our analysis over the weekend. \n\nMyself, @rennyzucker and @nicholastreece worked through the weekend to prepare that analysis in a way that accurately communicated a nuanced take while not slighting our high conviction. \n\nOn Sunday, we released our analysis. The conclusion: the intricacies aside, the market would take deepseek as extremely bearish for Phase 1 and generally bullish for Phase 2. \n\nWithin 12 hours, it was the most viewed article in our entire archive. \n\nToday, the CitriniResearch AI basket was down 14bps. \n\nif we had not made these changes, it would have been down more than 7%. \n\nA huge thanks to everyone involved in this, I have never been more proud of our work, our team and our collective dedication to keeping our readers informed as to actionable and timely insights. 🥂\n\n---\n\nAlso, I really do feel a debt of gratitude to the @substack platform for the way in which we were able to handle this. Through the chat we were able to keep constant contact with our readers and update them in real time, rather than have them kept in the dark while we wrote.\n\n---\n\nThis is going to seem insincere but it really isn’t - I don’t have a 100% hit rate obviously. But something I have been able to do well consistently in markets is recognize inflection points in sentiment. I was extremely worried I’d get a bunch of people long AI infra and then have them feeling like I lead them off the cliff. \n\nI have been straight up paranoid about this since the day we published our first piece on AI beneficiaries.\n\nI don’t know if this is the turn or a blip, the market has humbled me much harder than a scenario where SMH is up 10% tomorrow. But I am comfortable that we have demonstrated to our readers that we are on top of the threats to our views wherever they might arise.\n\nAnyway, crazy week. 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{"unit_id": "reply:1887520380304110069", "ticker_idx": 0, "ts": "2025-02-06T15:15:01+00:00", "symbol": "LQDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is gonna double the second DOGE starts actually needing to sell office chairs and cars and shit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects LQDT to double when DOGE begins actually liquidating government assets like office furniture and vehicles.", "resolved_tickers": ["LQDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlueDuckCap this is gonna double the second DOGE starts actually needing to sell office chairs and cars and shit", "reply_text": null, "parent_text": "@Citrini7 So is $LQDT !", "quoted_text": null, "parent_author": "BlueDuckCap", "ret_m1d": -0.03834536809699007, "ret_signed_m1d": -0.03834536809699007, "alpha_spy_m1d": -0.034881792119981325, "alpha_c_m1d": -0.03439026671195056, "bench_spy_m1d": -0.003463575977008748, "bench_c_m1d": -0.003955101385039517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012379222845245952, "ret_signed_p1d": -0.012379222845245952, "alpha_spy_p1d": -0.0032256395223719814, "alpha_c_p1d": 0.007179181475410856, "bench_spy_p1d": -0.00915358332287397, "bench_c_p1d": -0.019558404320656808, "ret_p1w": 0.0782004902208644, "ret_signed_p1w": 0.0782004902208644, "alpha_spy_p1w": 0.07257645575075178, "alpha_c_p1w": 0.09115237984131552, "bench_spy_p1w": 0.0056240344701126155, "bench_c_p1w": -0.012951889620451129, "ret_p1m": -0.06823666649812277, "ret_signed_p1m": -0.06823666649812277, "alpha_spy_p1m": -0.01809809792774375, "alpha_c_p1m": 0.037856865379195415, "bench_spy_p1m": -0.050138568570379016, "bench_c_p1m": -0.10609353187731818, "ret_p3m": -0.03834536809699007, "ret_signed_p3m": -0.03834536809699007, "alpha_spy_p3m": 0.03725658588478442, "alpha_c_p3m": 0.1006769114294166, "bench_spy_p3m": -0.0756019539817745, "bench_c_p3m": -0.13902227952640667, "ret_p6m": -0.2910627928906111, "ret_signed_p6m": -0.2910627928906111, "alpha_spy_p6m": -0.3225870022296946, "alpha_c_p6m": -0.23484541734942133, "bench_spy_p6m": 0.03152420933908351, "bench_c_p6m": -0.056217375541189774, "price_path": [-0.2403, -0.2313, -0.237, -0.2449, -0.2482, -0.2349, -0.2346, -0.2452, -0.2397, -0.2331, -0.2298, -0.2274, -0.2286, -0.2286, -0.228, -0.2189, -0.221, -0.2292, -0.234, -0.253, -0.2485, -0.2406, -0.2225, 0.0163, 0.0731, 0.0057, -0.0592, -0.061, -0.0516, -0.0652, -0.058, -0.0423, -0.0423, -0.0166, -0.0317, -0.0196, -0.0251, -0.0251, -0.035, -0.0251, -0.0154, 0.026, 0.0263, 0.0263, -0.0033, 0.0015, 0.0432, 0.0791, 0.0402, 0.0435, 0.0435, 0.0842, 0.083, 0.09, 0.1114, 0.1011, 0.1356, 0.1181, 0.1262, 0.0462, 0.0094, -0.0402, -0.0383, 0.0, -0.0124, 0.0205, 0.0368, 0.0734, 0.0782, 0.1014, 0.1014, 0.0969, 0.0743, 0.0731, 0.0359, 0.0136, 0.0223, 0.0254, -0.0018, 0.0109, -0.0462, -0.0383, -0.0386, -0.0752, -0.0682, -0.1093, -0.0987, -0.1036, -0.1165, -0.0993, -0.0963, -0.1111, -0.0761, -0.067, -0.0459, -0.0118, -0.0139, -0.0389, -0.0586, -0.0522, -0.0637, -0.0471, -0.0441, -0.0634, -0.1108, -0.1301, -0.1419, -0.0785, -0.0969, -0.1057, -0.1039, -0.0824, -0.064, -0.0643, -0.0643, -0.0888, -0.0725, -0.0546, -0.0492, -0.0423, -0.0553, -0.0329, -0.0405, -0.0386, -0.0317, -0.045, -0.0383, -0.048, -0.1455, -0.2298, -0.2736, -0.2485, -0.2373, -0.2554, -0.26, -0.2536, -0.2497, -0.247, -0.2446, -0.2826, -0.2826, -0.2877, -0.3001, -0.2995, -0.2944, -0.2998, -0.2995, -0.2618, -0.2606, -0.2503, -0.2518, -0.2548, -0.2651, -0.2696, -0.2935, -0.2877, -0.2926, -0.2959, -0.2959, -0.2962, -0.3068, -0.2868, -0.3007, -0.285, -0.2859, -0.2877, -0.2826, -0.2717, -0.2687, -0.2687, -0.2708, -0.2585, -0.2575, -0.2633, -0.2775, -0.2705, -0.2651, -0.2615, -0.2403, -0.2512, -0.2597, -0.2548, -0.2111, -0.2418, -0.25, -0.269, -0.2594, -0.2681, -0.279, -0.2911]}
{"unit_id": "orig:1854044257088110989", "ticker_idx": 0, "ts": "2024-11-06T06:12:52+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "none of us are long enough TSLA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies current positioning is underweight TSLA; author leans bullish.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Seems like none of us are long enough TSLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1285481457554145, "ret_signed_m1d": -0.1285481457554145, "alpha_spy_m1d": -0.10428575355130221, "alpha_c_m1d": -0.09755778352721067, "bench_spy_m1d": -0.024262392204112304, "bench_c_m1d": -0.030990362228203838, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02904379065700735, "ret_signed_p1d": 0.02904379065700735, "alpha_spy_p1d": 0.02131183568703854, "alpha_c_p1d": 0.016198887961767605, "bench_spy_p1d": 0.007731954969968813, "bench_c_p1d": 0.012844902695239746, "ret_p1w": 0.14456032867134572, "ret_signed_p1w": 0.14456032867134572, "alpha_spy_p1w": 0.13415511767743182, "alpha_c_p1w": 0.10177546570353702, "bench_spy_p1w": 0.010405210993913894, "bench_c_p1w": 0.0427848629678087, "ret_p1m": 0.2805947104204103, "ret_signed_p1m": 0.2805947104204103, "alpha_spy_p1m": 0.2541669923998833, "alpha_c_p1m": 0.19187355727871092, "bench_spy_p1m": 0.026427718020527013, "bench_c_p1m": 0.08872115314169937, "ret_p3m": 0.3297750469588667, "ret_signed_p3m": 0.3297750469588667, "alpha_spy_p3m": 0.31498452296873025, "alpha_c_p3m": 0.23372800972762509, "bench_spy_p3m": 0.014790523990136473, "bench_c_p3m": 0.09604703723124164, "ret_p6m": -0.027761445255306105, "ret_signed_p6m": -0.027761445255306105, "alpha_spy_p6m": 0.021312685855019664, "alpha_c_p6m": 0.0206919140425883, "bench_spy_p6m": -0.04907413111032577, "bench_c_p6m": -0.048453359297894405, "price_path": [-0.3068, -0.3155, -0.2797, -0.302, -0.2578, -0.251, -0.2281, -0.2337, -0.2262, -0.2699, -0.2364, -0.261, -0.2749, -0.2869, -0.2851, -0.2579, -0.2579, -0.2701, -0.2396, -0.2023, -0.2696, -0.2504, -0.2161, -0.2093, -0.2035, -0.2019, -0.214, -0.2102, -0.2126, -0.1546, -0.1743, -0.1335, -0.1187, -0.1092, -0.1189, -0.0973, -0.0932, -0.1057, -0.1369, -0.1659, -0.1333, -0.1653, -0.1526, -0.1646, -0.1725, -0.2451, -0.2404, -0.239, -0.2329, -0.2344, -0.2351, -0.2415, -0.2445, -0.2595, -0.0972, -0.067, -0.0902, -0.1005, -0.1074, -0.1341, -0.1371, -0.1584, -0.1285, 0.0, 0.029, 0.1133, 0.213, 0.1385, 0.1446, 0.0785, 0.1116, 0.174, 0.1992, 0.1854, 0.1771, 0.2219, 0.1735, 0.1723, 0.1537, 0.1537, 0.1963, 0.2376, 0.218, 0.2405, 0.2806, 0.349, 0.351, 0.3898, 0.4722, 0.4491, 0.5119, 0.6048, 0.6631, 0.5254, 0.5117, 0.4593, 0.4924, 0.6022, 0.6022, 0.5739, 0.4961, 0.4467, 0.3996, 0.3996, 0.3145, 0.4225, 0.4246, 0.3668, 0.3688, 0.3688, 0.3681, 0.3978, 0.3737, 0.4841, 0.4342, 0.4782, 0.4782, 0.4698, 0.4387, 0.4292, 0.4091, 0.3765, 0.3797, 0.3486, 0.3873, 0.4023, 0.3298, 0.3593, 0.3107, 0.2973, 0.2533, 0.2156, 0.1385, 0.1663, 0.2336, 0.2333, 0.2333, 0.2273, 0.2496, 0.2283, 0.1708, 0.1456, 0.0495, 0.0079, -0.0228, 0.0154, -0.0134, -0.0572, -0.0327, -0.0869, -0.0896, -0.2301, -0.2008, -0.1402, -0.1658, -0.1336, -0.1751, -0.2191, -0.1825, -0.1812, -0.138, -0.0351, -0.0014, -0.0571, -0.0534, -0.0866, -0.1018, -0.0696, -0.02, -0.0736, -0.1702, -0.1915, -0.2311, -0.0566, -0.1252, -0.1255, -0.1254, -0.1193, -0.1628, -0.1634, -0.1634, -0.2115, -0.1752, -0.131, -0.1006, -0.0124, -0.0092, 0.0121, -0.0221, -0.0278]}
{"unit_id": "quote:1906534136216477903", "ticker_idx": 0, "ts": "2025-03-31T02:28:54+00:00", "symbol": "HSI", "kind": "index", "geography": "China", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long Hang Seng / short Nikkei, endorsing the quoted thesis.", "resolved_tickers": ["EWH"], "resolution_method": "etf", "resolution_reason": "Hang Seng Index proxy via iShares EWH Hong Kong ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "JUSTICE FOR CHUA https://t.co/JKCRvI8DgG", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": 0.0028555022806686647, "ret_signed_m1d": 0.0028555022806686647, "alpha_spy_m1d": 0.009523623505150347, "alpha_c_m1d": 0.009523623505150347, "bench_spy_m1d": -0.006668121224481682, "bench_c_m1d": -0.006668121224481682, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013135310491076302, "ret_signed_p1d": 0.013135310491076302, "alpha_spy_p1d": 0.010310952099508164, "alpha_c_p1d": 0.010310952099508164, "bench_spy_p1d": 0.002824358391568138, "bench_c_p1d": 0.002824358391568138, "ret_p1w": -0.10451167063079148, "ret_signed_p1w": -0.10451167063079148, "alpha_spy_p1w": -0.006172415878674897, "alpha_c_p1w": -0.006172415878674897, "bench_spy_p1w": -0.09833925475211658, "bench_c_p1w": -0.09833925475211658, "ret_p1m": -0.01998863082800717, "ret_signed_p1m": -0.01998863082800717, "alpha_spy_p1m": -0.010925014009301681, "alpha_c_p1m": -0.010925014009301681, "bench_spy_p1m": -0.009063616818705489, "bench_c_p1m": -0.009063616818705489, "ret_p3m": 0.16229395385871292, "ret_signed_p3m": 0.16229395385871292, "alpha_spy_p3m": 0.06524382580134103, "alpha_c_p3m": 0.06524382580134103, "bench_spy_p3m": 0.0970501280573719, "bench_c_p3m": 0.0970501280573719, "ret_p6m": 0.23581257015995516, "ret_signed_p6m": 0.23581257015995516, "alpha_spy_p6m": 0.04341584624794059, "alpha_c_p6m": 0.04341584624794059, "bench_spy_p6m": 0.19239672391201457, "bench_c_p6m": 0.19239672391201457, "price_path": [-0.0485, -0.0634, -0.056, -0.0594, -0.0702, -0.0805, -0.0805, -0.0959, -0.0977, -0.0925, -0.0811, -0.0794, -0.0634, -0.0634, -0.0571, -0.064, -0.0691, -0.0617, -0.0617, -0.0571, -0.0611, -0.0457, -0.0577, -0.0685, -0.06, -0.0748, -0.068, -0.0742, -0.0668, -0.076, -0.0485, -0.0388, -0.0303, -0.0303, -0.0354, -0.0343, -0.0297, -0.0183, -0.0166, -0.0074, 0.008, 0.008, 0.0046, -0.0114, 0.0023, 0.0383, 0.0474, 0.0457, 0.0251, 0.0343, 0.04, 0.0377, 0.0366, 0.0503, 0.0405, 0.0491, 0.0291, 0.0188, 0.0131, 0.0103, 0.0034, 0.0171, 0.0029, 0.0, 0.0131, 0.016, -0.0017, -0.0645, -0.1045, -0.1319, -0.0982, -0.0994, -0.0879, -0.0657, -0.0662, -0.0668, -0.0617, -0.0617, -0.0645, -0.0371, -0.0246, -0.0194, -0.0188, -0.0217, -0.02, 0.0006, -0.0023, 0.0166, 0.0171, 0.04, 0.0451, 0.0411, 0.048, 0.0685, 0.0668, 0.0794, 0.0737, 0.076, 0.08, 0.0862, 0.0748, 0.0725, 0.072, 0.072, 0.0817, 0.0748, 0.0874, 0.0817, 0.0954, 0.1068, 0.1097, 0.1125, 0.1165, 0.1274, 0.1354, 0.1399, 0.1382, 0.1279, 0.1442, 0.1314, 0.1215, 0.1215, 0.1086, 0.1302, 0.1611, 0.1705, 0.1623, 0.1617, 0.1588, 0.1617, 0.1734, 0.1769, 0.1769, 0.1565, 0.1617, 0.1629, 0.1635, 0.1722, 0.1734, 0.1722, 0.1757, 0.1821, 0.185, 0.1944, 0.2119, 0.2142, 0.2183, 0.2131, 0.2294, 0.2364, 0.2218, 0.2078, 0.1862, 0.2055, 0.2154, 0.2148, 0.2288, 0.2282, 0.2247, 0.2364, 0.258, 0.2475, 0.2364, 0.2306, 0.2306, 0.2341, 0.2352, 0.2533, 0.2551, 0.2521, 0.2376, 0.2428, 0.2346, 0.2346, 0.2422, 0.2335, 0.2253, 0.2358, 0.2486, 0.258, 0.2638, 0.286, 0.279, 0.2825, 0.2685, 0.272, 0.2597, 0.2527, 0.2475, 0.2358]}
{"unit_id": "quote:1906534136216477903", "ticker_idx": 1, "ts": "2025-03-31T02:28:54+00:00", "symbol": "NKY", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm getting into long HSI/short NKY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long Hang Seng / short Nikkei, endorsing the quoted thesis.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "Nikkei 225 proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "JUSTICE FOR CHUA https://t.co/JKCRvI8DgG", "reply_text": null, "parent_text": null, "quoted_text": "I’m getting into long HSI/short NKY.\n\nI said my nice thing about the guy who blew up.\n\nNow I’m gonna finish the job he started.", "parent_author": null, "ret_m1d": 0.009626619643434031, "ret_signed_m1d": -0.009626619643434031, "alpha_spy_m1d": -0.016294740867915714, "alpha_c_m1d": -0.016294740867915714, "bench_spy_m1d": -0.006668121224481682, "bench_c_m1d": -0.006668121224481682, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0052508940217619315, "ret_signed_p1d": 0.0052508940217619315, "alpha_spy_p1d": 0.00807525241333007, "alpha_c_p1d": 0.00807525241333007, "bench_spy_p1d": 0.002824358391568138, "bench_c_p1d": 0.002824358391568138, "ret_p1w": -0.10560093810604243, "ret_signed_p1w": 0.10560093810604243, "alpha_spy_p1w": 0.007261683353925852, "alpha_c_p1w": 0.007261683353925852, "bench_spy_p1w": -0.09833925475211658, "bench_c_p1w": -0.09833925475211658, "ret_p1m": 0.05046660906693079, "ret_signed_p1m": -0.05046660906693079, "alpha_spy_p1m": -0.05953022588563628, "alpha_c_p1m": -0.05953022588563628, "bench_spy_p1m": -0.009063616818705489, "bench_c_p1m": -0.009063616818705489, "ret_p3m": 0.08764264546648803, "ret_signed_p3m": -0.08764264546648803, "alpha_spy_p3m": 0.009407482590883864, "alpha_c_p3m": 0.009407482590883864, "bench_spy_p3m": 0.0970501280573719, "bench_c_p3m": 0.0970501280573719, "ret_p6m": 0.19233385067578834, "ret_signed_p6m": -0.19233385067578834, "alpha_spy_p6m": 6.28732362262241e-05, "alpha_c_p6m": 6.28732362262241e-05, "bench_spy_p6m": 0.19239672391201457, "bench_c_p6m": 0.19239672391201457, "price_path": [-0.0213, -0.0226, -0.0187, -0.0165, -0.0188, -0.0213, -0.0213, -0.0484, -0.0458, -0.0477, -0.0334, -0.0395, -0.0347, -0.0347, -0.0179, -0.0191, -0.0108, -0.0012, -0.012, -0.0036, -0.0067, 0.0082, -0.0036, -0.0131, -0.0042, 0.0082, 0.0123, -0.0012, 0.0028, 0.0026, -0.0079, 0.0102, 0.0118, 0.0118, 0.0225, 0.0155, 0.0168, 0.0077, 0.0032, 0.0133, 0.0139, 0.0064, -0.0013, 0.0095, 0.0012, 0.0232, 0.0153, 0.0235, 0.0018, -0.0044, 0.014, 0.0102, 0.0261, 0.0369, 0.034, 0.0458, 0.0403, 0.0404, 0.0381, 0.0455, 0.0319, 0.0305, 0.0096, 0.0, -0.0053, -0.005, -0.0459, -0.1028, -0.1056, -0.1008, -0.0324, -0.0633, -0.04, -0.0242, -0.0163, -0.026, -0.0071, -0.0071, -0.0093, 0.0104, 0.0134, 0.0251, 0.0322, 0.0464, 0.0505, 0.0419, 0.0381, 0.0486, 0.0559, 0.0564, 0.0499, 0.0477, 0.0503, 0.0618, 0.0538, 0.0422, 0.0546, 0.0573, 0.0585, 0.0646, 0.0547, 0.0556, 0.0652, 0.0652, 0.0932, 0.0737, 0.0798, 0.0811, 0.0945, 0.0812, 0.0805, 0.0704, 0.0767, 0.0783, 0.0776, 0.0745, 0.0824, 0.0735, 0.0756, 0.0628, 0.0741, 0.0741, 0.0551, 0.059, 0.0696, 0.0651, 0.0876, 0.1069, 0.1023, 0.0943, 0.0948, 0.0969, 0.0969, 0.0707, 0.0762, 0.0778, 0.0725, 0.064, 0.0647, 0.0541, 0.059, 0.0644, 0.0559, 0.0676, 0.0731, 0.1247, 0.1256, 0.1128, 0.0921, 0.0863, 0.0878, 0.0825, 0.0891, 0.1071, 0.1032, 0.1179, 0.1266, 0.1459, 0.1438, 0.165, 0.1656, 0.1587, 0.1785, 0.1807, 0.1766, 0.171, 0.1572, 0.1766, 0.1623, 0.1604, 0.1562, 0.1659, 0.151, 0.151, 0.1491, 0.1459, 0.1576, 0.1642, 0.1904, 0.1772, 0.1816, 0.1957, 0.1875, 0.1962, 0.1962, 0.1935, 0.1982, 0.1879, 0.1947, 0.1923]}
{"unit_id": "reply:1913935378907631853", "ticker_idx": 0, "ts": "2025-04-20T12:38:48+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "the yen is a currency defined by many things but, for the purposes of the next year or so, the primary one being \"not the dollar\"", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish USD/JPY (bullish yen) over the next year as yen trades as a dollar alternative.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@nuancerocket the yen is a currency defined by many things but, for the purposes of the next year or so, the primary one being “not the dollar”", "reply_text": null, "parent_text": "once again.", "quoted_text": null, "parent_author": "nuancerocket", "ret_m1d": 0.0, "ret_signed_m1d": -0.0, "alpha_spy_m1d": 0.024383147162531538, "alpha_c_m1d": null, "bench_spy_m1d": 0.024383147162531538, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.007412115583117496, "ret_signed_p1d": 0.007412115583117496, "alpha_spy_p1d": 0.03343005626466833, "alpha_c_p1d": null, "bench_spy_p1d": 0.026017940681550833, "bench_c_p1d": null, "ret_p1w": 0.0134787337767579, "ret_signed_p1w": -0.0134787337767579, "alpha_spy_p1w": 0.05846419453391816, "alpha_c_p1w": null, "bench_spy_p1w": 0.07194292831067606, "bench_c_p1w": null, "ret_p1m": 0.021468719792830937, "ret_signed_p1m": -0.021468719792830937, "alpha_spy_p1m": 0.1322052347676459, "alpha_c_p1m": null, "bench_spy_p1m": 0.15367395456047683, "bench_c_p1m": null, "ret_p3m": 0.04280348115599453, "ret_signed_p3m": -0.04280348115599453, "alpha_spy_p3m": 0.18296248892541, "alpha_c_p3m": null, "bench_spy_p3m": 0.22576597008140453, "bench_c_p3m": null, "ret_p6m": 0.07402353604454737, "ret_signed_p6m": -0.07402353604454737, "alpha_spy_p6m": 0.22205561448752342, "alpha_c_p6m": null, "bench_spy_p6m": 0.2960791505320708, "bench_c_p6m": null, "price_path": [0.0976, 0.1022, 0.1002, 0.0973, 0.0915, 0.096, 0.0933, 0.0857, 0.0947, 0.0941, 0.086, 0.0752, 0.0653, 0.0699, 0.0693, 0.0762, 0.0869, 0.0779, 0.0711, 0.067, 0.0705, 0.0655, 0.0527, 0.0526, 0.0559, 0.0504, 0.0487, 0.057, 0.0623, 0.052, 0.0555, 0.0491, 0.0435, 0.04, 0.0362, 0.0431, 0.0447, 0.0424, 0.047, 0.0525, 0.053, 0.0462, 0.047, 0.0546, 0.0623, 0.0565, 0.0602, 0.0628, 0.0542, 0.0563, 0.0553, 0.0419, 0.0303, 0.0247, 0.0413, 0.0276, 0.0385, 0.0128, 0.0125, 0.0091, 0.0088, 0.0, 0.0, 0.0, -0.0074, 0.0054, 0.0091, 0.0067, 0.0135, 0.0018, 0.0026, 0.0076, 0.0248, 0.019, 0.0122, 0.0078, 0.0135, 0.0288, 0.0274, 0.045, 0.0395, 0.0333, 0.026, 0.0237, 0.0215, 0.0169, 0.0129, 0.0136, 0.0066, 0.0051, 0.0158, 0.0266, 0.013, 0.0133, 0.0037, 0.0135, 0.0057, 0.0114, 0.0195, 0.0184, 0.0205, 0.016, 0.0089, 0.0152, 0.0197, 0.0243, 0.0213, 0.0232, 0.0303, 0.0282, 0.0213, 0.021, 0.0195, 0.0182, 0.0132, 0.0104, 0.0113, 0.0194, 0.0181, 0.0279, 0.0347, 0.0295, 0.0307, 0.0378, 0.0413, 0.0481, 0.0428, 0.0459, 0.0458, 0.0386, 0.0342, 0.0311, 0.0358, 0.0415, 0.0462, 0.0459, 0.0514, 0.0623, 0.0382, 0.0343, 0.0397, 0.0371, 0.0346, 0.0404, 0.0437, 0.0411, 0.0366, 0.0406, 0.0376, 0.0422, 0.0409, 0.038, 0.0455, 0.0373, 0.0415, 0.039, 0.038, 0.0343, 0.0364, 0.0363, 0.0466, 0.0426, 0.0454, 0.0452, 0.0383, 0.0385, 0.0381, 0.0373, 0.0404, 0.0386, 0.0316, 0.035, 0.0424, 0.0435, 0.0408, 0.0401, 0.0481, 0.0559, 0.0527, 0.047, 0.0428, 0.0363, 0.0368, 0.0541, 0.0592, 0.0713, 0.0758, 0.0778, 0.0714, 0.074]}
{"unit_id": "thread:1861420236395753596", "ticker_idx": 0, "ts": "2024-11-26T14:42:22+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "woke up with zero intention to own amgen by the end of the day and then you idiots went and sold it down 12% on perfectly fine data", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bought AMGN after 12% selloff on what author views as perfectly fine data; bullish on the dip.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "AMGN reaction is silly & dumb.\n\n---\n\nwoke up with zero intention to own amgen by the end of the day and then you idiots went and sold it down 12% on perfectly fine data.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04996261486552589, "ret_signed_m1d": 0.04996261486552589, "alpha_spy_m1d": 0.05515697407566633, "alpha_c_m1d": 0.05515697407566633, "bench_spy_m1d": -0.005194359210140442, "bench_c_m1d": -0.005194359210140442, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00021441222336915366, "ret_signed_p1d": 0.00021441222336915366, "alpha_spy_p1d": 0.003244472335318105, "alpha_c_p1d": 0.003244472335318105, "bench_spy_p1d": -0.003030060111948951, "bench_c_p1d": -0.003030060111948951, "ret_p1w": -0.006035509997968869, "ret_signed_p1w": -0.006035509997968869, "alpha_spy_p1w": -0.011462910972027562, "alpha_c_p1w": -0.011462910972027562, "bench_spy_p1w": 0.005427400974058694, "bench_c_p1w": 0.005427400974058694, "ret_p1m": -0.055426473105023466, "ret_signed_p1m": -0.055426473105023466, "alpha_spy_p1m": -0.05987795350981073, "alpha_c_p1m": -0.05987795350981073, "bench_spy_p1m": 0.004451480404787267, "bench_c_p1m": 0.004451480404787267, "ret_p3m": 0.09088269676231842, "ret_signed_p3m": 0.09088269676231842, "alpha_spy_p3m": 0.08870298566997525, "alpha_c_p3m": 0.08870298566997525, "bench_spy_p3m": 0.0021797110923431617, "bench_c_p3m": 0.0021797110923431617, "ret_p6m": -0.014501253535147196, "ret_signed_p6m": -0.014501253535147196, "alpha_spy_p6m": 0.008921667616987317, "alpha_c_p6m": 0.008921667616987317, "bench_spy_p6m": -0.023422921152134513, "bench_c_p6m": -0.023422921152134513, "price_path": [0.1728, 0.1827, 0.1827, 0.171, 0.1714, 0.1492, 0.1357, 0.1547, 0.1654, 0.1691, 0.1694, 0.1779, 0.1878, 0.1791, 0.1795, 0.1903, 0.1953, 0.1891, 0.1724, 0.1085, 0.1306, 0.1432, 0.1416, 0.1349, 0.1328, 0.1248, 0.1325, 0.1247, 0.1255, 0.1423, 0.1373, 0.1633, 0.1501, 0.1518, 0.1395, 0.1385, 0.1396, 0.1222, 0.1325, 0.1157, 0.1185, 0.1231, 0.1237, 0.1196, 0.1179, 0.1343, 0.131, 0.1228, 0.1312, 0.1401, 0.1405, 0.1525, 0.1402, 0.0588, 0.068, 0.0485, 0.0048, -0.0045, -0.0002, 0.0281, 0.0353, 0.0519, 0.05, 0.0, 0.0002, 0.0002, 0.0102, -0.0068, -0.006, -0.0062, -0.0203, -0.0265, -0.0085, -0.0152, -0.0236, -0.0212, -0.0335, -0.0482, -0.0502, -0.0758, -0.0672, -0.0594, -0.0572, -0.0554, -0.0554, -0.0601, -0.062, -0.074, -0.0692, -0.0692, -0.074, -0.0671, -0.0765, -0.0641, -0.0564, -0.0564, -0.0635, -0.0351, -0.0461, -0.0395, -0.0378, -0.0282, -0.0282, -0.0186, -0.0235, -0.0076, -0.0164, 0.0105, 0.001, 0.006, 0.0143, 0.0193, 0.0316, 0.0322, 0.0993, 0.0635, 0.0483, 0.0528, 0.0595, 0.0537, 0.0606, 0.0482, 0.0482, 0.0541, 0.0594, 0.0726, 0.0909, 0.115, 0.1363, 0.103, 0.101, 0.1091, 0.1189, 0.1239, 0.1397, 0.1442, 0.1695, 0.1785, 0.1481, 0.125, 0.1256, 0.1294, 0.1419, 0.1472, 0.1367, 0.1342, 0.1378, 0.1318, 0.1047, 0.1006, 0.1008, 0.1051, 0.1216, 0.105, 0.1006, 0.1155, 0.0598, 0.0429, 0.009, 0.048, 0.0131, 0.0296, 0.0582, 0.0631, 0.0175, -0.0017, -0.0017, -0.0147, 0.0023, 0.0005, 0.0075, 0.0111, 0.0192, 0.0389, 0.0474, 0.0217, 0.0124, 0.0083, -0.0264, -0.0069, -0.0206, -0.0429, -0.0108, -0.0263, -0.0558, -0.0219, -0.0106, 0.0019, -0.0012, -0.0145]}
{"unit_id": "quote:1866146141533843638", "ticker_idx": 0, "ts": "2024-12-09T15:41:26+00:00", "symbol": "REAL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$REAL $10 by eoy price target seems a little less silly now doesn't it everyone", "tweet_type": "prediction", "timeline": "months", "summary": "Reaffirms $10 EOY price target for REAL as increasingly credible.", "resolved_tickers": ["REAL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Luxury Goods", "unit_kind": "quote", "lang": "en", "tweet_text": "$REAL $10 by eoy price target seems a little less silly now doesn’t it everyone…", "reply_text": null, "parent_text": null, "quoted_text": "$10 incoming https://t.co/NuXkje7582", "parent_author": null, "ret_m1d": -0.281249996673848, "ret_signed_m1d": -0.281249996673848, "alpha_spy_m1d": -0.2864263821635291, "alpha_c_m1d": -0.2864263821635291, "bench_spy_m1d": 0.0051763854896811345, "bench_c_m1d": 0.0051763854896811345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011160756812943928, "ret_signed_p1d": 0.011160756812943928, "alpha_spy_p1d": 0.014269773258602125, "alpha_c_p1d": 0.014269773258602125, "bench_spy_p1d": -0.003109016445658197, "bench_c_p1d": -0.003109016445658197, "ret_p1w": 0.03236606703329903, "ret_signed_p1w": 0.03236606703329903, "alpha_spy_p1w": 0.0288765790618708, "alpha_c_p1w": 0.0288765790618708, "bench_spy_p1w": 0.003489487971428229, "bench_c_p1w": 0.003489487971428229, "ret_p1m": 0.024553601126357405, "ret_signed_p1m": 0.024553601126357405, "alpha_spy_p1m": 0.047820313412618276, "alpha_c_p1m": 0.047820313412618276, "bench_spy_p1m": -0.02326671228626087, "bench_c_p1m": -0.02326671228626087, "ret_p3m": -0.4062499833692398, "ret_signed_p3m": -0.4062499833692398, "alpha_spy_p3m": -0.35656695735168653, "alpha_c_p3m": -0.35656695735168653, "bench_spy_p3m": -0.049683026017553256, "bench_c_p3m": -0.049683026017553256, "ret_p6m": -0.36830359114790134, "ret_signed_p6m": -0.36830359114790134, "alpha_spy_p6m": -0.36039105747262656, "alpha_c_p6m": -0.36039105747262656, "bench_spy_p6m": -0.00791253367527478, "bench_c_p6m": -0.00791253367527478, "price_path": [-0.7299, -0.721, -0.6998, -0.6886, -0.6373, -0.6417, -0.6362, -0.6384, -0.6417, -0.6406, -0.6551, -0.6518, -0.6373, -0.6496, -0.6741, -0.6663, -0.6641, -0.6395, -0.6395, -0.6272, -0.6217, -0.6306, -0.6228, -0.6295, -0.6417, -0.6317, -0.6451, -0.6596, -0.6629, -0.6641, -0.673, -0.6685, -0.673, -0.6674, -0.6607, -0.6607, -0.6763, -0.6663, -0.6596, -0.5915, -0.5792, -0.5826, -0.5804, -0.5804, -0.5781, -0.5379, -0.5547, -0.5547, -0.5525, -0.5179, -0.5056, -0.5, -0.471, -0.4051, -0.4096, -0.3571, -0.3571, -0.3437, -0.3259, -0.3415, -0.3136, -0.317, -0.2812, 0.0, 0.0112, 0.0413, -0.0112, -0.019, 0.0324, 0.0614, -0.0441, -0.0151, 0.048, 0.0357, 0.0413, 0.0413, 0.2266, 0.2121, 0.2478, 0.2199, 0.2199, 0.0982, 0.0603, 0.0792, 0.0246, -0.0257, -0.0257, -0.0257, -0.0904, -0.0424, 0.0056, 0.0547, 0.0625, 0.0625, 0.1083, 0.0513, 0.0446, 0.0569, 0.0312, 0.0636, 0.0279, 0.0368, 0.0647, 0.0112, 0.0301, -0.0413, -0.0469, -0.0658, -0.1038, -0.144, -0.1283, -0.1205, -0.1083, -0.1083, -0.0859, -0.1105, -0.1116, -0.279, -0.2333, -0.2478, -0.2366, -0.2712, -0.2388, -0.3047, -0.3661, -0.361, -0.4062, -0.3973, -0.4297, -0.3929, -0.346, -0.3862, -0.3739, -0.3371, -0.3638, -0.3114, -0.2969, -0.3047, -0.2455, -0.2991, -0.3203, -0.3516, -0.3728, -0.3984, -0.3783, -0.3437, -0.4118, -0.4096, -0.4096, -0.4487, -0.3929, -0.4263, -0.4436, -0.423, -0.4319, -0.4275, -0.3996, -0.3996, -0.4118, -0.3873, -0.356, -0.3192, -0.3047, -0.3158, -0.3348, -0.3527, -0.3449, -0.3114, -0.2824, -0.2355, -0.2132, -0.1864, -0.4364, -0.375, -0.3862, -0.3638, -0.4118, -0.3884, -0.394, -0.4074, -0.4386, -0.4152, -0.4185, -0.4185, -0.3895, -0.4018, -0.3806, -0.3694, -0.4007, -0.3683]}
{"unit_id": "orig:1889836210736210368", "ticker_idx": 0, "ts": "2025-02-13T00:37:18+00:00", "symbol": "APP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$APP is such an amazing story and honestly perhaps a contender for the 8th \"MAG\" stock…", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish APP; calls it an amazing story and potential 8th Magnificent-7 member.", "resolved_tickers": ["APP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "original", "lang": "en", "tweet_text": "$APP is such an amazing story and honestly perhaps a contender for the 8th “MAG” stock…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1936735503697895, "ret_signed_m1d": -0.1936735503697895, "alpha_spy_m1d": -0.18322638046285467, "alpha_c_m1d": -0.18322638046285467, "bench_spy_m1d": -0.010447169906934839, "bench_c_m1d": -0.010447169906934839, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08154003934992704, "ret_signed_p1d": 0.08154003934992704, "alpha_spy_p1d": 0.08158908995664649, "alpha_c_p1d": 0.08158908995664649, "bench_spy_p1d": -4.905060671944739e-05, "bench_c_p1d": -4.905060671944739e-05, "ret_p1w": -0.045921943404248156, "ret_signed_p1w": -0.045921943404248156, "alpha_spy_p1w": -0.04698805783352511, "alpha_c_p1w": -0.04698805783352511, "bench_spy_p1w": 0.0010661144292769542, "bench_c_p1w": 0.0010661144292769542, "ret_p1m": -0.3790361771783234, "ret_signed_p1m": -0.3790361771783234, "alpha_spy_p1m": -0.30208420422176097, "alpha_c_p1m": -0.30208420422176097, "bench_spy_p1m": -0.07695197295656242, "bench_c_p1m": -0.07695197295656242, "ret_p3m": -0.21534124373539498, "ret_signed_p3m": -0.21534124373539498, "alpha_spy_p3m": -0.1806953682973289, "alpha_c_p3m": -0.1806953682973289, "bench_spy_p3m": -0.034645875438066076, "bench_c_p3m": -0.034645875438066076, "ret_p6m": -0.03326478681013323, "ret_signed_p6m": -0.03326478681013323, "alpha_spy_p6m": -0.08452713921020583, "alpha_c_p6m": -0.08452713921020583, "bench_spy_p6m": 0.0512623524000726, "bench_c_p6m": 0.0512623524000726, "price_path": [-0.3682, -0.319, -0.3105, -0.3253, -0.2933, -0.3224, -0.3008, -0.3034, -0.3034, -0.286, -0.2779, -0.2229, -0.2077, -0.1963, -0.1488, -0.2738, -0.3193, -0.283, -0.3084, -0.3121, -0.2708, -0.2836, -0.3363, -0.3242, -0.2771, -0.2689, -0.2753, -0.2753, -0.2649, -0.2894, -0.289, -0.3134, -0.3134, -0.2754, -0.2566, -0.2475, -0.3003, -0.3021, -0.3021, -0.3248, -0.3307, -0.3192, -0.2897, -0.2961, -0.2742, -0.2742, -0.2826, -0.2331, -0.2314, -0.2302, -0.2728, -0.2352, -0.2233, -0.2251, -0.2164, -0.2252, -0.1938, -0.2192, -0.193, -0.2034, -0.185, -0.2044, -0.1937, 0.0, 0.0815, 0.0815, 0.0516, 0.0477, -0.0459, -0.1195, -0.1298, -0.2006, -0.2982, -0.3205, -0.3094, -0.2848, -0.3062, -0.3258, -0.4496, -0.4265, -0.4952, -0.4535, -0.4221, -0.4233, -0.379, -0.3494, -0.4088, -0.3703, -0.3497, -0.3342, -0.2798, -0.2658, -0.3054, -0.4452, -0.4225, -0.4382, -0.4006, -0.3843, -0.4446, -0.5349, -0.5077, -0.5012, -0.4171, -0.4406, -0.4701, -0.4995, -0.4796, -0.5128, -0.4949, -0.4949, -0.5163, -0.496, -0.465, -0.4321, -0.4131, -0.3958, -0.3875, -0.429, -0.4074, -0.3479, -0.3601, -0.3542, -0.3566, -0.2802, -0.3035, -0.2624, -0.2153, -0.2017, -0.2227, -0.2318, -0.2142, -0.2303, -0.2403, -0.2548, -0.2489, -0.2489, -0.1924, -0.1726, -0.1854, -0.1668, -0.1479, -0.1551, -0.1169, -0.122, -0.114, -0.1867, -0.1867, -0.1871, -0.1931, -0.2272, -0.2141, -0.2358, -0.2699, -0.2699, -0.3116, -0.2889, -0.2591, -0.2817, -0.2634, -0.2923, -0.2578, -0.2862, -0.2876, -0.2757, -0.2757, -0.2686, -0.2691, -0.2521, -0.2658, -0.2895, -0.2454, -0.2517, -0.2463, -0.2287, -0.2273, -0.2237, -0.258, -0.2323, -0.2369, -0.228, -0.2135, -0.2333, -0.2297, -0.1717, -0.1961, -0.1625, -0.1987, -0.1719, -0.0728, -0.0333]}
{"unit_id": "thread:1894748686300696667", "ticker_idx": 0, "ts": "2025-02-26T13:57:44+00:00", "symbol": "AMSC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMSC is an amazing bet on that rebound. i have my stops in on the remaining half. they have not been hit yet.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding remaining half of AMSC position with stops in; bullish on AI power demand rebound with AMSC as a high-beta play on it.", "resolved_tickers": ["AMSC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@MailmanQJ @WaterworldCapi1 we wrote a memo on Feb 6th announcing we had sold half our position on the pop after earnings. we still hold the other half. the selloff has not been AMSC specific it’s simply that AMSC has very high beta to the AI power narrative similar to like PSIX, GEV, ENR GY etc.\n\n---\n\n@MailmanQJ @WaterworldCapi1 it’s a pretty simple equation: if you’re still bullish on AI power demand and expect a rebound in the stocks as the market comes around to it, then AMSC is an amazing bet on that rebound.\n\ni have my stops in on the remaining half. they have not been hit yet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05728730511641056, "ret_signed_m1d": -0.05728730511641056, "alpha_spy_m1d": -0.056782808966318155, "alpha_c_m1d": -0.056694404549167854, "bench_spy_m1d": -0.0005044961500924039, "bench_c_m1d": -0.0005929005672427046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06823921430090485, "ret_signed_p1d": -0.06823921430090485, "alpha_spy_p1d": -0.052277181073105417, "alpha_c_p1d": -0.06475753211330404, "bench_spy_p1d": -0.015962033227799433, "bench_c_p1d": -0.0034816821876008097, "ret_p1w": -0.1579612483637094, "ret_signed_p1w": -0.1579612483637094, "alpha_spy_p1w": -0.13865229352580066, "alpha_c_p1w": -0.14944266903160264, "bench_spy_p1w": -0.01930895483790873, "bench_c_p1w": -0.008518579332106757, "ret_p1m": -0.18281382453372597, "ret_signed_p1m": -0.18281382453372597, "alpha_spy_p1m": -0.1394961020443103, "alpha_c_p1m": -0.1702077932871766, "bench_spy_p1m": -0.04331772248941568, "bench_c_p1m": -0.012606031246549354, "ret_p3m": 0.06486945789278797, "ret_signed_p3m": 0.06486945789278797, "alpha_spy_p3m": 0.08789214595117456, "alpha_c_p3m": 0.018479929344108692, "bench_spy_p3m": -0.023022688058386587, "bench_c_p3m": 0.04638952854867928, "ret_p6m": 1.0467565552254965, "ret_signed_p6m": 1.0467565552254965, "alpha_spy_p6m": 0.9713934330817087, "alpha_c_p6m": 0.923772431517023, "bench_spy_p6m": 0.07536312214378782, "bench_c_p6m": 0.12298412370847345, "price_path": [0.4347, 0.4528, 0.3833, 0.484, 0.4697, 0.3142, 0.2102, 0.139, 0.2136, 0.1108, 0.088, 0.0859, 0.0922, 0.051, 0.0168, 0.0594, 0.0661, 0.0539, 0.0539, 0.1154, 0.0556, 0.0615, 0.0375, 0.0375, 0.0762, 0.2081, 0.2275, 0.2026, 0.1445, 0.1445, 0.1407, 0.0986, 0.1116, 0.1816, 0.1714, 0.1714, 0.1714, 0.2106, 0.2161, 0.2519, 0.2233, 0.0965, 0.1032, 0.0994, 0.1504, 0.1066, 0.1087, 0.0666, 0.075, 0.4423, 0.3837, 0.3728, 0.3361, 0.2784, 0.3349, 0.3126, 0.3126, 0.3652, 0.3248, 0.2144, 0.0826, 0.0093, -0.0573, 0.0, -0.0682, -0.0434, -0.1571, -0.1832, -0.158, -0.1925, -0.1891, -0.2612, -0.2178, -0.1908, -0.2148, -0.1575, -0.1613, -0.198, -0.1554, -0.1546, -0.1643, -0.0906, -0.0952, -0.1415, -0.1828, -0.2089, -0.2359, -0.2249, -0.2022, -0.2978, -0.3345, -0.3003, -0.326, -0.2077, -0.2645, -0.2418, -0.2342, -0.2313, -0.2342, -0.2245, -0.2245, -0.262, -0.2241, -0.2178, -0.1521, -0.1453, -0.1529, -0.1483, -0.1639, -0.1453, -0.1112, -0.1331, -0.1217, -0.1272, -0.099, -0.0901, -0.0396, -0.0067, 0.0, -0.0093, 0.0118, 0.043, 0.0396, 0.019, 0.0611, 0.0649, 0.0649, 0.1533, 0.1748, 0.1811, 0.1904, 0.214, 0.2662, 0.2936, 0.342, 0.326, 0.3939, 0.4511, 0.2498, 0.2313, 0.2363, 0.2477, 0.2586, 0.2987, 0.2987, 0.2805, 0.3656, 0.4124, 0.4343, 0.5451, 0.535, 0.5455, 0.5156, 0.6508, 0.6807, 0.6807, 0.6959, 0.6398, 0.6811, 0.6731, 0.65, 0.7148, 0.7254, 0.73, 0.743, 0.7995, 0.7818, 0.7367, 0.8096, 0.8117, 0.8197, 0.8433, 0.8315, 0.8509, 1.3947, 1.2641, 1.3387, 1.3429, 1.3113, 1.2873, 1.1479, 1.1967, 1.3543, 1.2784, 1.1971, 1.235, 1.2519, 1.0564, 1.0265, 1.0468]}
{"unit_id": "reply:1896306092201894051", "ticker_idx": 0, "ts": "2025-03-02T21:06:18+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "TSLA at 500 before the concerns began. No reason it couldn't go back if they go away and options seems cheap ish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TSLA could return to 500 if DOGE/recession concerns fade; options look cheap-ish as a hedge on existing shorts.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NiceQuarterGuys I don’t know / think so. But I have a decent amount of shorts predicated on them not going away and thinking of ways to protect that. \n\nTSLA at 500 before the concerns began. No reason it couldn’t go back if they go away and options seems cheap ish", "reply_text": null, "parent_text": "@Citrini7 Are DOGE recession concerns going away?  How do you confidently gauge?", "quoted_text": null, "parent_author": "NiceQuarterGuys", "ret_m1d": 0.029264069096987422, "ret_signed_m1d": 0.029264069096987422, "alpha_spy_m1d": 0.011431561024521253, "alpha_c_m1d": 0.010488602662192203, "bench_spy_m1d": 0.01783250807246617, "bench_c_m1d": 0.018775466434795218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04429996705409467, "ret_signed_p1d": -0.04429996705409467, "alpha_spy_p1d": -0.032463072345869204, "alpha_c_p1d": -0.02665686758855146, "bench_spy_p1d": -0.011836894708225465, "bench_c_p1d": -0.01764309946554321, "ret_p1w": -0.21956789509972274, "ret_signed_p1w": -0.21956789509972274, "alpha_spy_p1w": -0.17984346950653096, "alpha_c_p1w": -0.15517502712738207, "bench_spy_p1w": -0.03972442559319178, "bench_c_p1w": -0.06439286797234067, "ret_p1m": -0.05687687612350312, "ret_signed_p1m": -0.05687687612350312, "alpha_spy_p1m": -0.020711102956145422, "alpha_c_p1m": -0.0006885579310765833, "bench_spy_p1m": -0.036165773167357695, "bench_c_p1m": -0.056188318192426534, "ret_p3m": 0.2591955045188852, "ret_signed_p3m": 0.2591955045188852, "alpha_spy_p3m": 0.24539726727694577, "alpha_c_p3m": 0.24229911977048957, "bench_spy_p3m": 0.013798237241939404, "bench_c_p3m": 0.01689638474839561, "ret_p6m": 0.23544711388830186, "ret_signed_p6m": 0.23544711388830186, "alpha_spy_p6m": 0.12368421369370552, "alpha_c_p6m": 0.12759950887536098, "bench_spy_p6m": 0.11176290019459634, "bench_c_p6m": 0.10784760501294088, "price_path": [0.2574, 0.2981, 0.3674, 0.3694, 0.4087, 0.4923, 0.4688, 0.5325, 0.6266, 0.6858, 0.5462, 0.5323, 0.4792, 0.5127, 0.624, 0.624, 0.5954, 0.5165, 0.4664, 0.4187, 0.4187, 0.3324, 0.4419, 0.4441, 0.3854, 0.3875, 0.3875, 0.3868, 0.4169, 0.3924, 0.5044, 0.4538, 0.4983, 0.4983, 0.4898, 0.4583, 0.4487, 0.4284, 0.3952, 0.3985, 0.3669, 0.4062, 0.4214, 0.3479, 0.3779, 0.3285, 0.315, 0.2704, 0.2321, 0.154, 0.1822, 0.2504, 0.2501, 0.2501, 0.244, 0.2667, 0.245, 0.1867, 0.1612, 0.0638, 0.0216, -0.0095, 0.0293, 0.0, -0.0443, -0.0195, -0.0745, -0.0772, -0.2196, -0.19, -0.1284, -0.1545, -0.1218, -0.1639, -0.2085, -0.1714, -0.17, -0.1263, -0.022, 0.0123, -0.0442, -0.0405, -0.0741, -0.0895, -0.0569, -0.0066, -0.061, -0.1589, -0.1804, -0.2206, -0.0437, -0.1133, -0.1136, -0.1135, -0.1073, -0.1514, -0.152, -0.152, -0.2008, -0.164, -0.1191, -0.0883, 0.0011, 0.0043, 0.0259, -0.0087, -0.0145, 0.009, -0.0154, -0.0327, -0.0296, 0.0006, 0.0478, 0.1185, 0.1736, 0.2214, 0.2044, 0.2295, 0.2018, 0.2079, 0.1755, 0.1981, 0.1921, 0.1921, 0.2749, 0.2538, 0.2592, 0.2171, 0.2039, 0.2095, 0.1665, 0.0002, 0.0369, 0.0841, 0.1456, 0.1468, 0.1211, 0.1428, 0.1563, 0.1114, 0.1314, 0.1314, 0.1318, 0.2249, 0.1961, 0.1507, 0.1445, 0.1369, 0.116, 0.0564, 0.1089, 0.1079, 0.1079, 0.0326, 0.0462, 0.0395, 0.0886, 0.1014, 0.1133, 0.0918, 0.1301, 0.1221, 0.1581, 0.154, 0.1667, 0.1683, 0.0725, 0.1103, 0.1438, 0.1284, 0.1208, 0.083, 0.0632, 0.0865, 0.0846, 0.1239, 0.1322, 0.1581, 0.191, 0.1974, 0.1923, 0.1789, 0.1613, 0.1774, 0.1569, 0.1379, 0.1246, 0.1945, 0.2176, 0.2354]}
{"unit_id": "reply:1902791900047835414", "ticker_idx": 0, "ts": "2025-03-20T18:38:35+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when we hit the next trough of disillusionment, META will be the first thing on my shopping list", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Would buy META at the next AI trough of disillusionment; super-voting structure insulates long-term execution from market swings.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@buccocapital this is probably why, when we hit the next trough of disillusionment, META will be the first thing on my shopping list\n\nif 2022 taught us anything it’s that those super voting shares make sure the stock market doesn’t impact the execution of the longer term vision", "reply_text": null, "parent_text": "History doesn’t repeat itself, but it does rhyme\n\nIs this time different? We will see… https://t.co/P05IHoEoIa", "quoted_text": null, "parent_author": "buccocapital", "ret_m1d": -0.0033106732565993946, "ret_signed_m1d": -0.0033106732565993946, "alpha_spy_m1d": -0.006210642388856713, "alpha_c_m1d": -0.005479298184082659, "bench_spy_m1d": 0.0028999691322573184, "bench_c_m1d": 0.0021686249274832647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017491392113708315, "ret_signed_p1d": 0.017491392113708315, "alpha_spy_p1d": 0.017161581396809122, "alpha_c_p1d": 0.00964333617248081, "bench_spy_p1d": 0.0003298107168991926, "bench_c_p1d": 0.007848055941227505, "ret_p1w": 0.028293420915844525, "ret_signed_p1w": 0.028293420915844525, "alpha_spy_p1w": 0.022465231932551788, "alpha_c_p1w": 0.006587812489717848, "bench_spy_p1w": 0.005828188983292737, "bench_c_p1w": 0.021705608426126677, "ret_p1m": -0.14423212848174705, "ret_signed_p1m": -0.14423212848174705, "alpha_spy_p1m": -0.07792407804523516, "alpha_c_p1m": -0.07852572905029809, "bench_spy_p1m": -0.06630805043651189, "bench_c_p1m": -0.06570639943144896, "ret_p3m": 0.190727670038078, "ret_signed_p3m": 0.190727670038078, "alpha_spy_p3m": 0.13089034818869827, "alpha_c_p3m": 0.11961982740589905, "bench_spy_p3m": 0.05983732184937973, "bench_c_p3m": 0.07110784263217895, "ret_p6m": 0.29039484744020183, "ret_signed_p6m": 0.29039484744020183, "alpha_spy_p6m": 0.12090148466188166, "alpha_c_p6m": 0.07206593897954883, "bench_spy_p6m": 0.16949336277832017, "bench_c_p6m": 0.218328908460653, "price_path": [0.0227, 0.0362, 0.0362, 0.0287, 0.0227, 0.008, -0.0017, -0.0017, 0.0217, 0.0309, 0.0745, 0.0535, 0.0413, 0.0413, 0.05, 0.0372, 0.0132, 0.0522, 0.0422, 0.0448, 0.0448, 0.051, 0.063, 0.0851, 0.1039, 0.1251, 0.1497, 0.1534, 0.1713, 0.175, 0.1891, 0.2006, 0.2018, 0.2139, 0.2182, 0.2231, 0.2272, 0.2367, 0.2422, 0.256, 0.256, 0.2214, 0.1999, 0.1847, 0.1654, 0.1391, 0.121, 0.1486, 0.1223, 0.1393, 0.1168, 0.0912, 0.1193, 0.0706, 0.0667, 0.0196, 0.0327, 0.0563, 0.007, 0.0369, 0.0323, -0.0062, -0.0033, 0.0, 0.0175, 0.0561, 0.0688, 0.0426, 0.0283, -0.0158, -0.0165, 0.0, -0.0035, -0.0928, -0.1387, -0.119, -0.1289, -0.0004, -0.0678, -0.0724, -0.093, -0.11, -0.1428, -0.1442, -0.1442, -0.1729, -0.1463, -0.1122, -0.0902, -0.0661, -0.0619, -0.0539, -0.0631, -0.0235, 0.0188, 0.0226, 0.0022, 0.0184, 0.0205, 0.0111, 0.0912, 0.1195, 0.1252, 0.0988, 0.0927, 0.0929, 0.0872, 0.0845, 0.0863, 0.0701, 0.0701, 0.0961, 0.0983, 0.1008, 0.1049, 0.1449, 0.138, 0.174, 0.1683, 0.1906, 0.1844, 0.1986, 0.1845, 0.1832, 0.1653, 0.1991, 0.1907, 0.1882, 0.1882, 0.1653, 0.1929, 0.2163, 0.2103, 0.24, 0.2529, 0.2605, 0.2283, 0.2186, 0.2279, 0.2279, 0.2268, 0.2308, 0.2514, 0.242, 0.2254, 0.2312, 0.2132, 0.2004, 0.1979, 0.2028, 0.2176, 0.2037, 0.2187, 0.2207, 0.2171, 0.2256, 0.1955, 0.1873, 0.3209, 0.2809, 0.3259, 0.3038, 0.3184, 0.3011, 0.3138, 0.308, 0.3492, 0.3322, 0.3357, 0.341, 0.3105, 0.2834, 0.277, 0.2622, 0.289, 0.2865, 0.2879, 0.2764, 0.2827, 0.2615, 0.2615, 0.2554, 0.2587, 0.2785, 0.285, 0.2848, 0.3077, 0.2842, 0.2824, 0.2904]}
{"unit_id": "thread:1856212000461774979", "ticker_idx": 0, "ts": "2024-11-12T05:46:42+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if I think that beta alone can have me up +30% from here in just a year from now", "tweet_type": "prediction", "timeline": "months", "summary": "Staying net long with index-put hedges; bullish on broad beta (SPY/IWM +30% scenario), VRT, and healthcare/medtech cyclical inflection basket.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "my priorities have pretty much shifted as of today. i am moving away from pushing the envelope risk wise and towards protecting & preserving this year’s profits. \n\ni have been 70%+ net long for more than two years and 100%+ net long for the majority. this is not the “i’m bearish now” post. \n\nthis is just me sharing that im willing to get ripped off likely overpaying for index puts that will go to zero. i’m willing to pay up for downside protection right now. and if you’re doing really well, you should be too.\n\nwe’re putting jet fuel in the tank and stepping on the gas - either we go really f**king fast or the engine blows up. either way, I am down to pay a bit extra for the car insurance before we find out.\n\nthe last red sweep we had coincided with SPY going up 27% over the next 12 months. IWM gained 35% from nov ‘16 to nov ‘17. \n\ni don’t know if that repeats itself but if I think that beta alone can have me up +30% from here in just a year from now, well…\n\nbet your ass I’m willing to give up more than a little of that. as long as it means I don’t end up shaken out of a massive trend for some stupid little macro or earnings overreaction. as long as I have the capital to buy the dip when the long side becomes so crowded that any incrementally not great news is likely to be perceived as a massive negative catalyst…i can content myself with giving up quite a bit of it.\n\nthe second pic below shows my performance as I gave up -5.6% vs SPY from May to July, overpaying for hedges that became worthless. \n\ni’d do the same thing over again because when they didn’t go to zero, they & other negative theta/positive vega macro trades were the only reason I was able to buy the dip aggressively in my highest conviction areas like VRT and medtech/healthcare on august 5th. i still ended up selling down some AI exposure, but not nearly as much as I would have if I didn’t have some cover. \n\ndid it suck to be down in Q2 while mega cap tech ripped despite being bullish on AI myself? yeah. of course it did.\n\nbut it paid off because i didn’t let myself get caught offsides. instead, i got to bust out the shopping list on names in a long term thematic (healthcare’s cyclical inflection) basket that are up 39% collectively since.\n\nunless you’re content to buy and not look at the screen again for a decade, part of a long term view is making sure you have the psychological wherewithal to withstand underperformance despite conviction when the cause is unrelated to your thesis. \n\ni’ll take sideways for 6 weeks while everything rips 10% over down 20% when everything drops all day, everyday. especially if it means I get to be the bidder of last resort when there’s a firesale in obviously inflecting names.\n\nall I’m saying is: if you’re killing it right now, it is probably time. it’s time to hedge yourself so you are comfortable enough to ride late cycle beta (which is, subjectively speaking, the best beta).\n\ngive up some of it proactively so you don’t give up a lot of it reactively.\n\ndon’t be the guy that panic sold SPX 3200 Sep-Oct 2020 and never got the chance to get back in at those prices. don’t be the guy that spends the rest of the cycle looking for reasons to be correct in hindsight while everything he once owned makes new all time highs.\n\nbeta that doesn’t go down as much as the market during drawdowns IS alpha.\n\n---\n\nhttps://t.co/gurMPhT0W9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00311602355550189, "ret_signed_m1d": 0.00311602355550189, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.00311602355550189, "bench_c_m1d": 0.00311602355550189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004857695137632234, "ret_signed_p1d": 0.0004857695137632234, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0004857695137632234, "bench_c_p1d": 0.0004857695137632234, "ret_p1w": -0.01105726740648938, "ret_signed_p1w": -0.01105726740648938, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.01105726740648938, "bench_c_p1w": -0.01105726740648938, "ret_p1m": 0.017691502947144055, "ret_signed_p1m": 0.017691502947144055, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.017691502947144055, "bench_c_p1m": 0.017691502947144055, "ret_p3m": 0.009870998893877658, "ret_signed_p3m": 0.009870998893877658, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.009870998893877658, "bench_c_p3m": 0.009870998893877658, "ret_p6m": -0.053891167852570865, "ret_signed_p6m": -0.053891167852570865, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": -0.053891167852570865, "bench_c_p6m": -0.053891167852570865, "price_path": [-0.0763, -0.0742, -0.0653, -0.0669, -0.0637, -0.071, -0.0611, -0.0634, -0.0621, -0.0675, -0.0674, -0.0585, -0.0585, -0.0779, -0.0798, -0.082, -0.0975, -0.0874, -0.0834, -0.074, -0.0662, -0.0613, -0.0599, -0.0596, -0.0623, -0.0463, -0.048, -0.0456, -0.0429, -0.045, -0.0412, -0.0426, -0.0388, -0.0474, -0.047, -0.0487, -0.0401, -0.0488, -0.0398, -0.0331, -0.0348, -0.029, -0.0211, -0.0287, -0.0245, -0.0244, -0.0206, -0.0222, -0.0228, -0.0317, -0.0296, -0.0299, -0.0269, -0.0253, -0.0283, -0.0473, -0.0433, -0.0454, -0.0338, -0.0098, -0.0022, 0.0022, 0.0031, 0.0, 0.0005, -0.0059, -0.0187, -0.0147, -0.0111, -0.0107, -0.0054, -0.0023, 0.0011, 0.0063, 0.0032, 0.0032, 0.0095, 0.0113, 0.0117, 0.018, 0.0164, 0.0183, 0.013, 0.0099, 0.0177, 0.0124, 0.0122, 0.0166, 0.0124, -0.0178, -0.0181, -0.0063, -0.0003, 0.0108, 0.0108, 0.0108, 0.0002, -0.0112, -0.0148, -0.0148, -0.0172, -0.005, 0.0008, -0.0105, -0.0091, -0.0091, -0.0242, -0.0227, -0.0214, -0.0036, -0.0055, 0.0045, 0.0045, 0.0137, 0.0194, 0.025, 0.022, 0.0075, 0.0162, 0.0116, 0.017, 0.0116, 0.0048, 0.0116, 0.0157, 0.0192, 0.0099, 0.0167, 0.0175, 0.0142, 0.0249, 0.0249, 0.0249, 0.0279, 0.0303, 0.026, 0.0085, 0.0039, -0.0011, -0.0006, -0.0166, -0.0012, -0.0187, -0.0303, -0.0199, -0.0373, -0.0319, -0.0577, -0.0655, -0.0606, -0.0731, -0.0539, -0.0466, -0.0569, -0.0467, -0.0494, -0.0491, -0.0321, -0.0298, -0.0413, -0.0439, -0.0631, -0.0569, -0.0542, -0.0482, -0.0951, -0.1481, -0.1496, -0.1629, -0.075, -0.1155, -0.0998, -0.091, -0.0936, -0.1137, -0.1125, -0.1125, -0.1336, -0.111, -0.0973, -0.0783, -0.0716, -0.0713, -0.0654, -0.065, -0.0584, -0.0444, -0.0499, -0.0579, -0.0539]}
{"unit_id": "thread:1856212000461774979", "ticker_idx": 1, "ts": "2024-11-12T05:46:42+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IWM gained 35% from nov '16 to nov '17. i don't know if that repeats itself but if I think that beta alone can have me up +30% from here in just a year from now", "tweet_type": "prediction", "timeline": "months", "summary": "Staying net long with index-put hedges; bullish on broad beta (SPY/IWM +30% scenario), VRT, and healthcare/medtech cyclical inflection basket.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "my priorities have pretty much shifted as of today. i am moving away from pushing the envelope risk wise and towards protecting & preserving this year’s profits. \n\ni have been 70%+ net long for more than two years and 100%+ net long for the majority. this is not the “i’m bearish now” post. \n\nthis is just me sharing that im willing to get ripped off likely overpaying for index puts that will go to zero. i’m willing to pay up for downside protection right now. and if you’re doing really well, you should be too.\n\nwe’re putting jet fuel in the tank and stepping on the gas - either we go really f**king fast or the engine blows up. either way, I am down to pay a bit extra for the car insurance before we find out.\n\nthe last red sweep we had coincided with SPY going up 27% over the next 12 months. IWM gained 35% from nov ‘16 to nov ‘17. \n\ni don’t know if that repeats itself but if I think that beta alone can have me up +30% from here in just a year from now, well…\n\nbet your ass I’m willing to give up more than a little of that. as long as it means I don’t end up shaken out of a massive trend for some stupid little macro or earnings overreaction. as long as I have the capital to buy the dip when the long side becomes so crowded that any incrementally not great news is likely to be perceived as a massive negative catalyst…i can content myself with giving up quite a bit of it.\n\nthe second pic below shows my performance as I gave up -5.6% vs SPY from May to July, overpaying for hedges that became worthless. \n\ni’d do the same thing over again because when they didn’t go to zero, they & other negative theta/positive vega macro trades were the only reason I was able to buy the dip aggressively in my highest conviction areas like VRT and medtech/healthcare on august 5th. i still ended up selling down some AI exposure, but not nearly as much as I would have if I didn’t have some cover. \n\ndid it suck to be down in Q2 while mega cap tech ripped despite being bullish on AI myself? yeah. of course it did.\n\nbut it paid off because i didn’t let myself get caught offsides. instead, i got to bust out the shopping list on names in a long term thematic (healthcare’s cyclical inflection) basket that are up 39% collectively since.\n\nunless you’re content to buy and not look at the screen again for a decade, part of a long term view is making sure you have the psychological wherewithal to withstand underperformance despite conviction when the cause is unrelated to your thesis. \n\ni’ll take sideways for 6 weeks while everything rips 10% over down 20% when everything drops all day, everyday. especially if it means I get to be the bidder of last resort when there’s a firesale in obviously inflecting names.\n\nall I’m saying is: if you’re killing it right now, it is probably time. it’s time to hedge yourself so you are comfortable enough to ride late cycle beta (which is, subjectively speaking, the best beta).\n\ngive up some of it proactively so you don’t give up a lot of it reactively.\n\ndon’t be the guy that panic sold SPX 3200 Sep-Oct 2020 and never got the chance to get back in at those prices. don’t be the guy that spends the rest of the cycle looking for reasons to be correct in hindsight while everything he once owned makes new all time highs.\n\nbeta that doesn’t go down as much as the market during drawdowns IS alpha.\n\n---\n\nhttps://t.co/gurMPhT0W9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0178555339286548, "ret_signed_m1d": 0.0178555339286548, "alpha_spy_m1d": 0.014739510373152909, "alpha_c_m1d": 0.014739510373152909, "bench_spy_m1d": 0.00311602355550189, "bench_c_m1d": 0.00311602355550189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009896439848851357, "ret_signed_p1d": -0.009896439848851357, "alpha_spy_p1d": -0.01038220936261458, "alpha_c_p1d": -0.01038220936261458, "bench_spy_p1d": 0.0004857695137632234, "bench_c_p1d": 0.0004857695137632234, "ret_p1w": -0.028762791261292886, "ret_signed_p1w": -0.028762791261292886, "alpha_spy_p1w": -0.017705523854803507, "alpha_c_p1w": -0.017705523854803507, "bench_spy_p1w": -0.01105726740648938, "bench_c_p1w": -0.01105726740648938, "ret_p1m": 0.0013054705844408598, "ret_signed_p1m": 0.0013054705844408598, "alpha_spy_p1m": -0.016386032362703196, "alpha_c_p1m": -0.016386032362703196, "bench_spy_p1m": 0.017691502947144055, "bench_c_p1m": 0.017691502947144055, "ret_p3m": -0.04543507720786122, "ret_signed_p3m": -0.04543507720786122, "alpha_spy_p3m": -0.05530607610173888, "alpha_c_p3m": -0.05530607610173888, "bench_spy_p3m": 0.009870998893877658, "bench_c_p3m": 0.009870998893877658, "ret_p6m": -0.16427834212874692, "ret_signed_p6m": -0.16427834212874692, "alpha_spy_p6m": -0.11038717427617606, "alpha_c_p6m": -0.11038717427617606, "bench_spy_p6m": -0.053891167852570865, "bench_c_p6m": -0.053891167852570865, "price_path": [-0.1101, -0.1077, -0.0968, -0.1074, -0.0957, -0.1037, -0.0751, -0.0748, -0.082, -0.0882, -0.0817, -0.0763, -0.0763, -0.1046, -0.1061, -0.1105, -0.1275, -0.125, -0.1257, -0.1232, -0.1119, -0.09, -0.0867, -0.0792, -0.079, -0.06, -0.0701, -0.0735, -0.0719, -0.0833, -0.0784, -0.0721, -0.0698, -0.0824, -0.0837, -0.0898, -0.0771, -0.0844, -0.0837, -0.0817, -0.0868, -0.0682, -0.0614, -0.0606, -0.0451, -0.0478, -0.0497, -0.0647, -0.0682, -0.0767, -0.0747, -0.0782, -0.0632, -0.0662, -0.0675, -0.083, -0.0778, -0.0731, -0.0557, -0.001, -0.0045, 0.0028, 0.0179, 0.0, -0.0099, -0.0232, -0.0378, -0.0359, -0.0288, -0.0275, -0.0127, 0.0055, 0.0208, 0.0133, 0.0147, 0.0147, 0.0186, 0.0181, 0.0108, 0.0144, 0.0026, 0.0062, 0.0011, -0.0032, 0.0013, -0.0117, -0.0185, -0.0127, -0.024, -0.0672, -0.0714, -0.0627, -0.0648, -0.0565, -0.0565, -0.0468, -0.0607, -0.0679, -0.0667, -0.0667, -0.066, -0.0521, -0.0517, -0.0593, -0.0636, -0.0636, -0.0842, -0.0824, -0.072, -0.0537, -0.0518, -0.0477, -0.0477, -0.0294, -0.0358, -0.0314, -0.0341, -0.0433, -0.0423, -0.0445, -0.0347, -0.0434, -0.0546, -0.0415, -0.0311, -0.0342, -0.0454, -0.0411, -0.0467, -0.0555, -0.0448, -0.0456, -0.0456, -0.0403, -0.0436, -0.0528, -0.0801, -0.0867, -0.0902, -0.089, -0.1029, -0.0934, -0.1182, -0.1281, -0.1195, -0.133, -0.1301, -0.152, -0.1521, -0.1506, -0.1633, -0.143, -0.1322, -0.1398, -0.1264, -0.1319, -0.1373, -0.1159, -0.1208, -0.1297, -0.1338, -0.1515, -0.1555, -0.1554, -0.1421, -0.1972, -0.233, -0.2399, -0.2599, -0.197, -0.2308, -0.2196, -0.2104, -0.2094, -0.217, -0.2106, -0.2106, -0.2264, -0.2064, -0.1946, -0.1785, -0.1782, -0.1748, -0.1699, -0.1751, -0.17, -0.1513, -0.1578, -0.167, -0.1643]}
{"unit_id": "thread:1856212000461774979", "ticker_idx": 2, "ts": "2024-11-12T05:46:42+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i got to bust out the shopping list on names in a long term thematic...like VRT", "tweet_type": "prediction", "timeline": "months", "summary": "Staying net long with index-put hedges; bullish on broad beta (SPY/IWM +30% scenario), VRT, and healthcare/medtech cyclical inflection basket.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "my priorities have pretty much shifted as of today. i am moving away from pushing the envelope risk wise and towards protecting & preserving this year’s profits. \n\ni have been 70%+ net long for more than two years and 100%+ net long for the majority. this is not the “i’m bearish now” post. \n\nthis is just me sharing that im willing to get ripped off likely overpaying for index puts that will go to zero. i’m willing to pay up for downside protection right now. and if you’re doing really well, you should be too.\n\nwe’re putting jet fuel in the tank and stepping on the gas - either we go really f**king fast or the engine blows up. either way, I am down to pay a bit extra for the car insurance before we find out.\n\nthe last red sweep we had coincided with SPY going up 27% over the next 12 months. IWM gained 35% from nov ‘16 to nov ‘17. \n\ni don’t know if that repeats itself but if I think that beta alone can have me up +30% from here in just a year from now, well…\n\nbet your ass I’m willing to give up more than a little of that. as long as it means I don’t end up shaken out of a massive trend for some stupid little macro or earnings overreaction. as long as I have the capital to buy the dip when the long side becomes so crowded that any incrementally not great news is likely to be perceived as a massive negative catalyst…i can content myself with giving up quite a bit of it.\n\nthe second pic below shows my performance as I gave up -5.6% vs SPY from May to July, overpaying for hedges that became worthless. \n\ni’d do the same thing over again because when they didn’t go to zero, they & other negative theta/positive vega macro trades were the only reason I was able to buy the dip aggressively in my highest conviction areas like VRT and medtech/healthcare on august 5th. i still ended up selling down some AI exposure, but not nearly as much as I would have if I didn’t have some cover. \n\ndid it suck to be down in Q2 while mega cap tech ripped despite being bullish on AI myself? yeah. of course it did.\n\nbut it paid off because i didn’t let myself get caught offsides. instead, i got to bust out the shopping list on names in a long term thematic (healthcare’s cyclical inflection) basket that are up 39% collectively since.\n\nunless you’re content to buy and not look at the screen again for a decade, part of a long term view is making sure you have the psychological wherewithal to withstand underperformance despite conviction when the cause is unrelated to your thesis. \n\ni’ll take sideways for 6 weeks while everything rips 10% over down 20% when everything drops all day, everyday. especially if it means I get to be the bidder of last resort when there’s a firesale in obviously inflecting names.\n\nall I’m saying is: if you’re killing it right now, it is probably time. it’s time to hedge yourself so you are comfortable enough to ride late cycle beta (which is, subjectively speaking, the best beta).\n\ngive up some of it proactively so you don’t give up a lot of it reactively.\n\ndon’t be the guy that panic sold SPX 3200 Sep-Oct 2020 and never got the chance to get back in at those prices. don’t be the guy that spends the rest of the cycle looking for reasons to be correct in hindsight while everything he once owned makes new all time highs.\n\nbeta that doesn’t go down as much as the market during drawdowns IS alpha.\n\n---\n\nhttps://t.co/gurMPhT0W9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.024149942557616377, "ret_signed_m1d": 0.024149942557616377, "alpha_spy_m1d": 0.021033919002114487, "alpha_c_m1d": 0.015485836297943978, "bench_spy_m1d": 0.00311602355550189, "bench_c_m1d": 0.0086641062596724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0058153660336612845, "ret_signed_p1d": 0.0058153660336612845, "alpha_spy_p1d": 0.005329596519898061, "alpha_c_p1d": 0.003702437237604661, "bench_spy_p1d": 0.0004857695137632234, "bench_c_p1d": 0.0021129287960566234, "ret_p1w": 0.1383572064830647, "ret_signed_p1w": 0.1383572064830647, "alpha_spy_p1w": 0.1494144738895541, "alpha_c_p1w": 0.16061730670002428, "bench_spy_p1w": -0.01105726740648938, "bench_c_p1w": -0.022260100216959566, "ret_p1m": 0.016700121985185667, "ret_signed_p1m": 0.016700121985185667, "alpha_spy_p1m": -0.000991380961958388, "alpha_c_p1m": 0.03980528390098392, "bench_spy_p1m": 0.017691502947144055, "bench_c_p1m": -0.023105161915798256, "ret_p3m": -0.019333512757815363, "ret_signed_p3m": -0.019333512757815363, "alpha_spy_p3m": -0.02920451165169302, "alpha_c_p3m": 0.008413503334267936, "bench_spy_p3m": 0.009870998893877658, "bench_c_p3m": -0.0277470160920833, "ret_p6m": -0.22793515700475708, "ret_signed_p6m": -0.22793515700475708, "alpha_spy_p6m": -0.17404398915218622, "alpha_c_p6m": -0.180592044164256, "bench_spy_p6m": -0.053891167852570865, "bench_c_p6m": -0.04734311284050108, "price_path": [-0.3301, -0.3587, -0.3631, -0.3822, -0.3703, -0.38, -0.3657, -0.3697, -0.3523, -0.3498, -0.3547, -0.3296, -0.3296, -0.3928, -0.3939, -0.3932, -0.4205, -0.3986, -0.3906, -0.3347, -0.2995, -0.3075, -0.2976, -0.295, -0.292, -0.2564, -0.2364, -0.2241, -0.2134, -0.1863, -0.1873, -0.2052, -0.1964, -0.2115, -0.1739, -0.1706, -0.1503, -0.138, -0.1372, -0.1267, -0.132, -0.0967, -0.0921, -0.132, -0.0979, -0.077, -0.0934, -0.0945, -0.0916, -0.1248, -0.1113, -0.094, -0.0824, -0.0806, -0.0918, -0.1173, -0.1366, -0.1422, -0.0918, -0.0273, -0.0132, 0.0157, 0.0241, 0.0, 0.0058, -0.0225, -0.0237, -0.0064, 0.1384, 0.1109, 0.1428, 0.132, 0.0664, 0.064, 0.0253, 0.0253, 0.0306, 0.0262, 0.0354, 0.0574, 0.0873, 0.0814, 0.0194, -0.0167, 0.0167, 0.0102, 0.0162, 0.0178, -0.0249, -0.078, -0.0673, -0.0302, -0.0487, -0.0407, -0.0407, -0.0395, -0.07, -0.0615, -0.0821, -0.0821, -0.0442, 0.0153, 0.0833, 0.0555, 0.0444, 0.0444, 0.0417, 0.0019, 0.0418, 0.0665, 0.0712, 0.0978, 0.0978, 0.1564, 0.2005, 0.2401, 0.1822, -0.1711, -0.1391, -0.1076, -0.0741, -0.0546, -0.0903, -0.1012, -0.0382, -0.034, -0.0193, 0.0161, -0.0042, -0.1013, -0.1171, -0.127, -0.127, -0.1116, -0.1287, -0.153, -0.2245, -0.2646, -0.2575, -0.2033, -0.2534, -0.2311, -0.3099, -0.302, -0.2899, -0.3372, -0.3129, -0.3697, -0.3284, -0.3102, -0.3287, -0.2935, -0.2803, -0.3157, -0.2793, -0.28, -0.2836, -0.2427, -0.2598, -0.3403, -0.3831, -0.3999, -0.4164, -0.3916, -0.3767, -0.4547, -0.5198, -0.4842, -0.4916, -0.4114, -0.4526, -0.4374, -0.4215, -0.4123, -0.4209, -0.4083, -0.4083, -0.4538, -0.4195, -0.3695, -0.322, -0.2972, -0.3037, -0.3033, -0.3099, -0.2519, -0.2321, -0.2335, -0.2444, -0.2279]}
{"unit_id": "thread:1856212000461774979", "ticker_idx": 3, "ts": "2024-11-12T05:46:42+00:00", "symbol": "medtech/healthcare", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "healthcare's cyclical inflection basket that are up 39% collectively since", "tweet_type": "prediction", "timeline": "months", "summary": "Staying net long with index-put hedges; bullish on broad beta (SPY/IWM +30% scenario), VRT, and healthcare/medtech cyclical inflection basket.", "resolved_tickers": ["IHI", "XLV"], "resolution_method": "basket", "resolution_reason": "Medtech/healthcare basket: IHI devices + XLV broad health", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "my priorities have pretty much shifted as of today. i am moving away from pushing the envelope risk wise and towards protecting & preserving this year’s profits. \n\ni have been 70%+ net long for more than two years and 100%+ net long for the majority. this is not the “i’m bearish now” post. \n\nthis is just me sharing that im willing to get ripped off likely overpaying for index puts that will go to zero. i’m willing to pay up for downside protection right now. and if you’re doing really well, you should be too.\n\nwe’re putting jet fuel in the tank and stepping on the gas - either we go really f**king fast or the engine blows up. either way, I am down to pay a bit extra for the car insurance before we find out.\n\nthe last red sweep we had coincided with SPY going up 27% over the next 12 months. IWM gained 35% from nov ‘16 to nov ‘17. \n\ni don’t know if that repeats itself but if I think that beta alone can have me up +30% from here in just a year from now, well…\n\nbet your ass I’m willing to give up more than a little of that. as long as it means I don’t end up shaken out of a massive trend for some stupid little macro or earnings overreaction. as long as I have the capital to buy the dip when the long side becomes so crowded that any incrementally not great news is likely to be perceived as a massive negative catalyst…i can content myself with giving up quite a bit of it.\n\nthe second pic below shows my performance as I gave up -5.6% vs SPY from May to July, overpaying for hedges that became worthless. \n\ni’d do the same thing over again because when they didn’t go to zero, they & other negative theta/positive vega macro trades were the only reason I was able to buy the dip aggressively in my highest conviction areas like VRT and medtech/healthcare on august 5th. i still ended up selling down some AI exposure, but not nearly as much as I would have if I didn’t have some cover. \n\ndid it suck to be down in Q2 while mega cap tech ripped despite being bullish on AI myself? yeah. of course it did.\n\nbut it paid off because i didn’t let myself get caught offsides. instead, i got to bust out the shopping list on names in a long term thematic (healthcare’s cyclical inflection) basket that are up 39% collectively since.\n\nunless you’re content to buy and not look at the screen again for a decade, part of a long term view is making sure you have the psychological wherewithal to withstand underperformance despite conviction when the cause is unrelated to your thesis. \n\ni’ll take sideways for 6 weeks while everything rips 10% over down 20% when everything drops all day, everyday. especially if it means I get to be the bidder of last resort when there’s a firesale in obviously inflecting names.\n\nall I’m saying is: if you’re killing it right now, it is probably time. it’s time to hedge yourself so you are comfortable enough to ride late cycle beta (which is, subjectively speaking, the best beta).\n\ngive up some of it proactively so you don’t give up a lot of it reactively.\n\ndon’t be the guy that panic sold SPX 3200 Sep-Oct 2020 and never got the chance to get back in at those prices. don’t be the guy that spends the rest of the cycle looking for reasons to be correct in hindsight while everything he once owned makes new all time highs.\n\nbeta that doesn’t go down as much as the market during drawdowns IS alpha.\n\n---\n\nhttps://t.co/gurMPhT0W9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006898923077852115, "ret_signed_m1d": 0.006898923077852115, "alpha_spy_m1d": 0.003782899522350225, "alpha_c_m1d": 0.003782899522350225, "bench_spy_m1d": 0.00311602355550189, "bench_c_m1d": 0.00311602355550189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004550752281012094, "ret_signed_p1d": -0.004550752281012094, "alpha_spy_p1d": -0.005036521794775317, "alpha_c_p1d": -0.005036521794775317, "bench_spy_p1d": 0.0004857695137632234, "bench_c_p1d": 0.0004857695137632234, "ret_p1w": -0.024382411548192096, "ret_signed_p1w": -0.024382411548192096, "alpha_spy_p1w": -0.013325144141702716, "alpha_c_p1w": -0.013325144141702716, "bench_spy_p1w": -0.01105726740648938, "bench_c_p1w": -0.01105726740648938, "ret_p1m": -0.018990278694845042, "ret_signed_p1m": -0.018990278694845042, "alpha_spy_p1m": -0.0366817816419891, "alpha_c_p1m": -0.0366817816419891, "bench_spy_p1m": 0.017691502947144055, "bench_c_p1m": 0.017691502947144055, "ret_p3m": 0.028399785563153257, "ret_signed_p3m": 0.028399785563153257, "alpha_spy_p3m": 0.0185287866692756, "alpha_c_p3m": 0.0185287866692756, "bench_spy_p3m": 0.009870998893877658, "bench_c_p3m": 0.009870998893877658, "ret_p6m": -0.03432096670304052, "ret_signed_p6m": -0.03432096670304052, "alpha_spy_p6m": 0.019570201149530342, "alpha_c_p6m": 0.019570201149530342, "bench_spy_p6m": -0.053891167852570865, "bench_c_p6m": -0.053891167852570865, "price_path": [-0.013, -0.0098, -0.0036, -0.0052, -0.0004, 0.0024, 0.0069, 0.0046, 0.0089, 0.0087, 0.012, 0.018, 0.018, 0.016, 0.0145, 0.0025, 0.0006, 0.0096, 0.0154, 0.0141, 0.0187, 0.0193, 0.0258, 0.0161, 0.0117, 0.0182, 0.0138, 0.0153, 0.0111, 0.0023, 0.0062, 0.0057, 0.013, 0.0046, 0.0023, -0.0074, -0.0051, -0.0126, -0.0028, 0.0061, 0.0016, 0.0075, 0.0147, 0.0048, 0.0078, 0.0028, 0.019, 0.0081, 0.0061, 0.0025, -0.0018, -0.0075, -0.0074, -0.0082, -0.0071, -0.0203, -0.009, -0.0122, -0.0057, -0.0028, -0.0009, 0.0076, 0.0069, 0.0, -0.0046, -0.0174, -0.0257, -0.021, -0.0244, -0.0188, -0.0112, -0.0111, -0.0045, -0.0015, 0.0033, 0.0033, 0.0062, 0.0034, 0.0008, 0.0029, -0.0094, -0.0122, -0.0118, -0.0118, -0.019, -0.0242, -0.0283, -0.0353, -0.0349, -0.0536, -0.0571, -0.0439, -0.0387, -0.0332, -0.0332, -0.0301, -0.0346, -0.0473, -0.0471, -0.0471, -0.0472, -0.0357, -0.0328, -0.0302, -0.0203, -0.0203, -0.0276, -0.0226, -0.0273, -0.018, -0.0079, -0.0092, -0.0092, 0.0089, 0.0093, 0.0212, 0.0217, 0.0364, 0.0314, 0.0277, 0.0376, 0.0299, 0.0343, 0.0335, 0.0459, 0.0327, 0.0284, 0.0327, 0.0297, 0.0267, 0.0336, 0.0273, 0.0273, 0.0255, 0.0368, 0.0396, 0.033, 0.0398, 0.0382, 0.0369, 0.0257, 0.0366, 0.0401, 0.0286, 0.0363, 0.023, 0.0225, 0.004, -0.0055, -0.0149, -0.0238, -0.0152, -0.0036, -0.0055, -0.0013, -0.0016, -0.0056, 0.0053, -0.0025, -0.0074, -0.0041, -0.0123, -0.0008, -0.0119, -0.0058, -0.0226, -0.0806, -0.0802, -0.0945, -0.0427, -0.0746, -0.0629, -0.0523, -0.0587, -0.0635, -0.0639, -0.0639, -0.0819, -0.0654, -0.0568, -0.0386, -0.0339, -0.0321, -0.0276, -0.0231, -0.0406, -0.0241, -0.0289, -0.0436, -0.0343]}
{"unit_id": "thread:1861427397637067027", "ticker_idx": 0, "ts": "2024-11-26T15:10:49+00:00", "symbol": "AMGN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The AMGN reaction makes AMGN long quite asymmetric from here. and again, repatha is a great asset and i don't mind owning amgn here while i find out.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AMGN: post-reaction asymmetry, AMG-133 as niche GLP-1 solution for TZP-plateau patients, plus Repatha as durable asset.", "resolved_tickers": ["AMGN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "self_thread", "lang": "en", "tweet_text": "this was too harsh. the reaction is not silly and dumb. but imo it is not an accurate representation of where value can be accrued in the GLP-1 space currently. \n\nAMG-133 probably will have worse side effects. Especially at higher doses I imagine the n/v will be worse than semaglutide.\n\nThe thing is though, some patients don’t experience n/v with GLP-1s at all. And I think the more I look at it the more I see the case for GIPR antagonism to result in more sustainable weight loss that lacks a significantly pronounced and immediate rebound effect. I also think it’s quite possible that AMG-133 does not have plateau as soon as TZP and Sema, which (on a patient by patient basis) is extremely important. If you have a patient that needs to lose 50% of their body weight or find their way to a guaranteed early grave, you are kind of screwed right now if they just stop losing weight at -20% on either TZP or Sema. \n\nAMG-133 seems like it can be commercialized. Maybe it ends up being that this is the one that’s preferred for longer term significant weight loss in the morbidly obese population. \n\nThere are tradeoffs in every drug. The market is looking at this situation like it is a race to get the best drug for every single outcome. That’s not the case. \n\nThe most accurate example I can come up with here is Lipitor. Atvorstatin was a huge winner and, for a while, the only winner in the statin space. Market reactions clung to data on lipid profile alone. But what they missed was that the opportunity was not in cloning lipitor but in the niches.\n\nRosuvastatin & Pravastatin are examples of this. Lipitor skyrocketed because it was the most efficacious, but some others either worked in the cases where lipitor didn’t or the cases where liver was a concern.\n\nAnyway, “silly and dumb” was my own overreaction. I will rephrase:\n\nThe AMGN reaction makes AMGN long quite asymmetric from here.\n\n---\n\nhonestly, there are a lot of patients who are plateau’d on tirzepatide and still need to lose weight, but they’re in a position where the drug isn’t working anymore and going off causes a rebound.\n\nthe downregulation of GIPR by TZP may play a role in this (increased GIPR receptor density is linked to worse weight outcomes).\n\nchronic GIPR agonism can also produce desensitization and ultimately loss of GIPR activity that mimics antagonism.\n\nso really, AMG133 would be the perfect solution for this patient population. maybe this is what amgen is thinking - let TZP become wildly popular as AMG133 is approved, then do a study that shows AMG133 is able to break TZP plateau in a way that other drugs cannot. maybe galaxy braining this but seems like they’re playing the long game.\n\nand again, repatha is a great asset and i don’t mind owning amgn here while i find out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04996261486552589, "ret_signed_m1d": 0.04996261486552589, "alpha_spy_m1d": 0.05515697407566633, "alpha_c_m1d": 0.05515697407566633, "bench_spy_m1d": -0.005194359210140442, "bench_c_m1d": -0.005194359210140442, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00021441222336915366, "ret_signed_p1d": 0.00021441222336915366, "alpha_spy_p1d": 0.003244472335318105, "alpha_c_p1d": 0.003244472335318105, "bench_spy_p1d": -0.003030060111948951, "bench_c_p1d": -0.003030060111948951, "ret_p1w": -0.006035509997968869, "ret_signed_p1w": -0.006035509997968869, "alpha_spy_p1w": -0.011462910972027562, "alpha_c_p1w": -0.011462910972027562, "bench_spy_p1w": 0.005427400974058694, "bench_c_p1w": 0.005427400974058694, "ret_p1m": -0.055426473105023466, "ret_signed_p1m": -0.055426473105023466, "alpha_spy_p1m": -0.05987795350981073, "alpha_c_p1m": -0.05987795350981073, "bench_spy_p1m": 0.004451480404787267, "bench_c_p1m": 0.004451480404787267, "ret_p3m": 0.09088269676231842, "ret_signed_p3m": 0.09088269676231842, "alpha_spy_p3m": 0.08870298566997525, "alpha_c_p3m": 0.08870298566997525, "bench_spy_p3m": 0.0021797110923431617, "bench_c_p3m": 0.0021797110923431617, "ret_p6m": -0.014501253535147196, "ret_signed_p6m": -0.014501253535147196, "alpha_spy_p6m": 0.008921667616987317, "alpha_c_p6m": 0.008921667616987317, "bench_spy_p6m": -0.023422921152134513, "bench_c_p6m": -0.023422921152134513, "price_path": [0.1728, 0.1827, 0.1827, 0.171, 0.1714, 0.1492, 0.1357, 0.1547, 0.1654, 0.1691, 0.1694, 0.1779, 0.1878, 0.1791, 0.1795, 0.1903, 0.1953, 0.1891, 0.1724, 0.1085, 0.1306, 0.1432, 0.1416, 0.1349, 0.1328, 0.1248, 0.1325, 0.1247, 0.1255, 0.1423, 0.1373, 0.1633, 0.1501, 0.1518, 0.1395, 0.1385, 0.1396, 0.1222, 0.1325, 0.1157, 0.1185, 0.1231, 0.1237, 0.1196, 0.1179, 0.1343, 0.131, 0.1228, 0.1312, 0.1401, 0.1405, 0.1525, 0.1402, 0.0588, 0.068, 0.0485, 0.0048, -0.0045, -0.0002, 0.0281, 0.0353, 0.0519, 0.05, 0.0, 0.0002, 0.0002, 0.0102, -0.0068, -0.006, -0.0062, -0.0203, -0.0265, -0.0085, -0.0152, -0.0236, -0.0212, -0.0335, -0.0482, -0.0502, -0.0758, -0.0672, -0.0594, -0.0572, -0.0554, -0.0554, -0.0601, -0.062, -0.074, -0.0692, -0.0692, -0.074, -0.0671, -0.0765, -0.0641, -0.0564, -0.0564, -0.0635, -0.0351, -0.0461, -0.0395, -0.0378, -0.0282, -0.0282, -0.0186, -0.0235, -0.0076, -0.0164, 0.0105, 0.001, 0.006, 0.0143, 0.0193, 0.0316, 0.0322, 0.0993, 0.0635, 0.0483, 0.0528, 0.0595, 0.0537, 0.0606, 0.0482, 0.0482, 0.0541, 0.0594, 0.0726, 0.0909, 0.115, 0.1363, 0.103, 0.101, 0.1091, 0.1189, 0.1239, 0.1397, 0.1442, 0.1695, 0.1785, 0.1481, 0.125, 0.1256, 0.1294, 0.1419, 0.1472, 0.1367, 0.1342, 0.1378, 0.1318, 0.1047, 0.1006, 0.1008, 0.1051, 0.1216, 0.105, 0.1006, 0.1155, 0.0598, 0.0429, 0.009, 0.048, 0.0131, 0.0296, 0.0582, 0.0631, 0.0175, -0.0017, -0.0017, -0.0147, 0.0023, 0.0005, 0.0075, 0.0111, 0.0192, 0.0389, 0.0474, 0.0217, 0.0124, 0.0083, -0.0264, -0.0069, -0.0206, -0.0429, -0.0108, -0.0263, -0.0558, -0.0219, -0.0106, 0.0019, -0.0012, -0.0145]}
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{"unit_id": "thread:1872078846004285755", "ticker_idx": 2, "ts": "2024-12-26T00:35:53+00:00", "symbol": "10-year Treasury", "kind": "macro", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "long 10s on 5s10s30s fly", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short CHFJPY 100%, long BRLCNY 50%, and long 10-year Treasuries via 5s10s30s butterfly.", "resolved_tickers": ["IEF"], "resolution_method": "etf", "resolution_reason": "US 10-year Treasury rate exposure via IEF ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@rev_cap 100% short CHFJPY 50% long BRLCNY\n\n---\n\n@rev_cap rates: long 10s on 5s10s30s fly", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0007582626899460543, "ret_signed_m1d": -0.0007582626899460543, "alpha_spy_m1d": -0.0006915375289278103, "alpha_c_m1d": -0.0006915375289278103, "bench_spy_m1d": -6.6725161018244e-05, "bench_c_m1d": -6.6725161018244e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0025996708573097216, "ret_signed_p1d": -0.0025996708573097216, "alpha_spy_p1d": 0.007927047060733439, "alpha_c_p1d": 0.007927047060733439, "bench_spy_p1d": -0.01052671791804316, "bench_c_p1d": -0.01052671791804316, "ret_p1w": 0.0019497314087846274, "ret_signed_p1w": 0.0019497314087846274, "alpha_spy_p1w": 0.029721196496646063, "alpha_c_p1w": 0.029721196496646063, "bench_spy_p1w": -0.027771465087861436, "bench_c_p1w": -0.027771465087861436, "ret_p1m": 0.001624935558103724, "ret_signed_p1m": 0.001624935558103724, "alpha_spy_p1m": -0.00940026461995358, "alpha_c_p1m": -0.00940026461995358, "bench_spy_p1m": 0.011025200178057304, "bench_c_p1m": 0.011025200178057304, "ret_p3m": 0.03126916412883696, "ret_signed_p3m": 0.03126916412883696, "alpha_spy_p3m": 0.07142782585276186, "alpha_c_p3m": 0.07142782585276186, "bench_spy_p3m": -0.040158661723924904, "bench_c_p3m": -0.040158661723924904, "ret_p6m": 0.041031991869671325, "ret_signed_p6m": 0.041031991869671325, "alpha_spy_p6m": 0.0468693107785626, "alpha_c_p6m": 0.0468693107785626, "bench_spy_p6m": -0.005837318908891276, "bench_c_p6m": -0.005837318908891276, "price_path": [0.0498, 0.0536, 0.0506, 0.0452, 0.0351, 0.0314, 0.0322, 0.0284, 0.0282, 0.0286, 0.0267, 0.032, 0.0336, 0.0282, 0.0294, 0.0215, 0.0205, 0.0182, 0.0204, 0.0182, 0.0158, 0.0162, 0.0147, 0.0142, 0.0082, 0.0136, 0.0141, 0.0037, 0.0117, 0.0139, 0.0111, 0.0047, 0.0041, 0.004, 0.0044, 0.0067, 0.0088, 0.0073, 0.0068, 0.0074, 0.0183, 0.0162, 0.0202, 0.0202, 0.0245, 0.0245, 0.0215, 0.0254, 0.0253, 0.0286, 0.025, 0.0232, 0.0201, 0.0163, 0.0115, 0.0118, 0.0118, 0.004, -0.0005, 0.0031, -0.0013, -0.0008, -0.0008, 0.0, -0.0026, 0.0032, 0.0014, 0.0014, 0.0019, 0.0003, -0.0007, -0.0052, -0.0035, -0.0035, -0.0107, -0.0125, -0.0121, -0.0017, 0.0006, 0.0014, 0.0014, 0.0048, 0.0022, -0.0004, 0.0016, 0.0081, 0.0082, 0.007, 0.0092, 0.0076, 0.0083, 0.0108, 0.0167, 0.0155, 0.0121, 0.0119, 0.0093, 0.0023, 0.0098, 0.0141, 0.0141, 0.0086, 0.0103, 0.0123, 0.0183, 0.0205, 0.0285, 0.0313, 0.0301, 0.0358, 0.0396, 0.0363, 0.0305, 0.03, 0.0287, 0.0358, 0.0321, 0.0291, 0.0332, 0.0296, 0.0305, 0.0317, 0.0349, 0.0364, 0.0355, 0.0295, 0.0313, 0.0289, 0.028, 0.0363, 0.0393, 0.043, 0.042, 0.0527, 0.0557, 0.0431, 0.0378, 0.0346, 0.0281, 0.0223, 0.0305, 0.0336, 0.0381, 0.0351, 0.0351, 0.0295, 0.0303, 0.0314, 0.037, 0.0409, 0.0451, 0.0487, 0.0503, 0.0457, 0.0387, 0.0369, 0.0395, 0.0422, 0.0341, 0.0349, 0.0283, 0.0275, 0.0237, 0.0304, 0.0307, 0.0302, 0.0288, 0.0217, 0.0256, 0.0285, 0.0285, 0.0328, 0.0299, 0.0342, 0.0373, 0.0338, 0.0328, 0.0404, 0.0373, 0.029, 0.0309, 0.0327, 0.037, 0.0415, 0.0376, 0.0346, 0.0397, 0.0404, 0.0404, 0.041]}
{"unit_id": "thread:1903846613853807070", "ticker_idx": 0, "ts": "2025-03-23T16:29:39+00:00", "symbol": "PRMB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "yes, of course i'm going to", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Author is buying PRMB on a self-described 'incredibly stupid thesis'.", "resolved_tickers": ["PRMB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Beverages - Non-Alcoholic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "the company that owns saratoga is public as $PRMB if any of you feel like investing on an incredibly stupid thesis this week\n\n---\n\nbefore you ask: yes, of course i’m going to", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006232415347610765, "ret_signed_m1d": 0.006232415347610765, "alpha_spy_m1d": 0.02382578917650613, "alpha_c_m1d": 0.02382578917650613, "bench_spy_m1d": -0.017593373828895364, "bench_c_m1d": -0.017593373828895364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044562048520186304, "ret_signed_p1d": 0.044562048520186304, "alpha_spy_p1d": 0.0421582742300004, "alpha_c_p1d": 0.0421582742300004, "bench_spy_p1d": 0.0024037742901859005, "bench_c_p1d": 0.0024037742901859005, "ret_p1w": 0.1059520305955377, "ret_signed_p1w": 0.1059520305955377, "alpha_spy_p1w": 0.13154077947365805, "alpha_c_p1w": 0.13154077947365805, "bench_spy_p1w": -0.02558874887812035, "bench_c_p1w": -0.02558874887812035, "ret_p1m": 0.026799458721187497, "ret_signed_p1m": 0.026799458721187497, "alpha_spy_p1m": 0.10837336147290844, "alpha_c_p1m": 0.10837336147290844, "bench_spy_p1m": -0.08157390275172094, "bench_c_p1m": -0.08157390275172094, "ret_p3m": -0.06177058389167056, "ret_signed_p3m": -0.06177058389167056, "alpha_spy_p3m": -0.1024617198113259, "alpha_c_p3m": -0.1024617198113259, "bench_spy_p3m": 0.04069113591965534, "bench_c_p3m": 0.04069113591965534, "ret_p6m": -0.2902925203743183, "ret_signed_p6m": -0.2902925203743183, "alpha_spy_p6m": -0.4433566900608028, "alpha_c_p6m": -0.4433566900608028, "bench_spy_p6m": 0.1530641696864845, "bench_c_p6m": 0.1530641696864845, "price_path": [-0.0329, -0.0342, -0.0323, -0.0503, -0.0441, -0.0441, -0.0373, -0.0348, -0.0105, -0.0155, -0.0416, -0.0416, -0.0432, -0.0494, -0.0345, -0.0018, 0.0022, 0.0187, 0.0187, 0.0252, 0.0143, 0.0118, 0.0165, 0.0149, 0.0224, 0.0047, 0.032, 0.0056, 0.0215, 0.0286, 0.0413, 0.042, 0.0401, 0.0311, 0.0423, 0.037, 0.0423, 0.0305, 0.0305, 0.0165, 0.0196, 0.0124, 0.0584, 0.0811, 0.0469, 0.0513, 0.0457, 0.0466, 0.0339, 0.0292, 0.023, 0.0059, -0.015, -0.0686, -0.0552, -0.024, -0.0271, -0.0047, 0.0059, -0.0084, -0.0037, 0.0097, 0.0062, 0.0, 0.0446, 0.0614, 0.0735, 0.1, 0.106, 0.0972, 0.0829, 0.1103, 0.0402, 0.0277, 0.0224, 0.057, 0.043, 0.0527, 0.0636, 0.0548, 0.0312, 0.0455, 0.0455, 0.0041, 0.0268, 0.0343, 0.0106, 0.0134, -0.0044, 0.0143, 0.0181, 0.0256, 0.0299, 0.0355, 0.0299, 0.024, 0.0072, -0.0047, -0.009, 0.0034, -0.0065, 0.0022, 0.0072, -0.0134, 0.0097, -0.0059, -0.0259, -0.0069, -0.0069, 0.0041, 0.0193, 0.0231, 0.0305, 0.0019, -0.0065, -0.0221, -0.0405, -0.0158, -0.0758, -0.0849, -0.0983, -0.0865, -0.074, -0.0711, -0.0602, -0.0618, -0.0618, -0.0524, -0.0596, -0.0737, -0.0893, -0.0908, -0.0824, -0.074, -0.0758, -0.059, -0.064, -0.064, -0.0402, -0.0483, -0.0605, -0.0455, -0.1055, -0.1021, -0.109, -0.1046, -0.104, -0.0927, -0.0933, -0.0933, -0.1052, -0.1021, -0.0933, -0.1143, -0.1168, -0.1252, -0.1368, -0.1543, -0.159, -0.1671, -0.1743, -0.2497, -0.2594, -0.2469, -0.2453, -0.2368, -0.2318, -0.2328, -0.2172, -0.224, -0.2162, -0.2181, -0.2241, -0.2212, -0.2197, -0.2002, -0.2146, -0.2118, -0.2118, -0.2162, -0.2341, -0.2118, -0.2077, -0.2294, -0.2319, -0.2335, -0.2366, -0.2457, -0.2959, -0.2903]}
{"unit_id": "quote:1864714250289115389", "ticker_idx": 0, "ts": "2024-12-05T16:51:36+00:00", "symbol": "SE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it would be super cool if the embedded option here could end up itm", "tweet_type": "prediction", "timeline": "months", "summary": "Long SE via calls expiring 9/15/26; hoping the embedded option ends up in the money.", "resolved_tickers": ["SE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "it would be super cool if the embedded option here could end up itm", "reply_text": null, "parent_text": null, "quoted_text": "Speaking of converts I'm long SE 1/4 9/15/26 as well.", "parent_author": null, "ret_m1d": 0.0024761006551103915, "ret_signed_m1d": 0.0024761006551103915, "alpha_spy_m1d": 0.000827480260965352, "alpha_c_m1d": 0.010590086388596487, "bench_spy_m1d": 0.0016486203941450395, "bench_c_m1d": -0.008113985733486095, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007428301965331174, "ret_signed_p1d": -0.007428301965331174, "alpha_spy_p1d": -0.00932414373054491, "alpha_c_p1d": -0.028480968497954118, "bench_spy_p1d": 0.001895841765213735, "bench_c_p1d": 0.021052666532622943, "ret_p1w": 0.0014514870641963995, "ret_signed_p1w": 0.0014514870641963995, "alpha_spy_p1w": 0.005291918470609502, "alpha_c_p1w": -0.02732042050414707, "bench_spy_p1w": -0.003840431406413103, "bench_c_p1w": 0.02877190756834347, "ret_p1m": -0.09221313864828262, "ret_signed_p1m": -0.09221313864828262, "alpha_spy_p1m": -0.07124981097898819, "alpha_c_p1m": -0.08479241270160187, "bench_spy_p1m": -0.02096332766929443, "bench_c_p1m": -0.007420725946680751, "ret_p3m": 0.12969599091351647, "ret_signed_p3m": 0.12969599091351647, "alpha_spy_p3m": 0.17561700214928744, "alpha_c_p3m": 0.21463169970862483, "bench_spy_p3m": -0.04592101123577097, "bench_c_p3m": -0.08493570879510837, "ret_p6m": 0.3692792977830395, "ret_signed_p6m": 0.3692792977830395, "alpha_spy_p6m": 0.3915441732588433, "alpha_c_p6m": 0.42719691751249467, "bench_spy_p6m": -0.022264875475803803, "bench_c_p6m": -0.057917619729455194, "price_path": [-0.3433, -0.3385, -0.3344, -0.3245, -0.3069, -0.318, -0.3141, -0.2964, -0.2742, -0.2682, -0.2258, -0.2072, -0.1978, -0.1903, -0.1948, -0.195, -0.1676, -0.1863, -0.1877, -0.1804, -0.1876, -0.186, -0.1763, -0.1816, -0.1522, -0.1446, -0.1732, -0.1516, -0.1551, -0.1556, -0.1539, -0.1497, -0.1514, -0.1417, -0.1534, -0.1525, -0.1804, -0.1859, -0.197, -0.1856, -0.1872, -0.1825, -0.1857, -0.1827, -0.2012, -0.1679, -0.0809, -0.1038, -0.1177, -0.1211, -0.0725, -0.0294, -0.0227, -0.0067, -0.0348, -0.0266, -0.0272, -0.012, -0.012, -0.0283, -0.0331, -0.0138, 0.0025, 0.0, -0.0074, -0.0254, -0.0433, -0.0038, 0.0015, -0.0055, -0.0214, -0.0114, -0.0523, -0.0468, -0.0553, -0.066, -0.0482, -0.0482, -0.0638, -0.0717, -0.0823, -0.0941, -0.0941, -0.1046, -0.0922, -0.0739, -0.0914, -0.0663, -0.0663, -0.0754, -0.0875, -0.057, -0.0538, -0.0469, -0.0174, -0.0174, 0.0089, 0.0106, -0.0056, 0.0057, -0.0247, 0.0206, 0.041, 0.0534, 0.0399, 0.0408, 0.0515, 0.0509, 0.0473, 0.0502, 0.0697, 0.1075, 0.1155, 0.1367, 0.1522, 0.1522, 0.1836, 0.1631, 0.1341, 0.0897, 0.086, 0.0581, 0.0952, 0.0794, 0.0867, 0.0544, 0.1297, 0.2492, 0.1881, 0.1586, 0.0871, 0.0904, 0.1067, 0.0657, 0.088, 0.1325, 0.0684, 0.0771, 0.0851, 0.0764, 0.1055, 0.1125, 0.1037, 0.1405, 0.1157, 0.1142, 0.131, 0.1491, 0.025, -0.0896, -0.0722, -0.0986, 0.0168, -0.0157, 0.0059, 0.0137, 0.0225, 0.0137, 0.0329, 0.0329, -0.005, 0.012, 0.0284, 0.0607, 0.0908, 0.1124, 0.1434, 0.1446, 0.1724, 0.2106, 0.2167, 0.2164, 0.217, 0.245, 0.1883, 0.2163, 0.316, 0.3933, 0.4057, 0.379, 0.3893, 0.3867, 0.394, 0.372, 0.4008, 0.4008, 0.4109, 0.4081, 0.3765, 0.3693]}
{"unit_id": "reply:1899637010291134973", "ticker_idx": 0, "ts": "2025-03-12T01:42:11+00:00", "symbol": "TOPIX Banks", "kind": "sector", "geography": "Japan", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long topix banks short topix", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long Japanese TOPIX banks, short the broader TOPIX index, likely on rising JGB yield thesis.", "resolved_tickers": ["8306.T", "8316.T", "8411.T"], "resolution_method": "basket", "resolution_reason": "TOPIX Banks basket: MUFG, SMFG, Mizuho", "bench_c": "EWJ", "bench_c_reason": "country_fallback (suffix='T')", "bench_c_industry": "Banks - Diversified", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BobertBedford long topix banks short topix", "reply_text": null, "parent_text": "@Citrini7 Treasury yields fall, we'll be aight.\n\n10Y JGBs at 4.30 and you better hope you've made enough to buy a bunker!", "quoted_text": null, "parent_author": "BobertBedford", "ret_m1d": -0.021939406324196442, "ret_signed_m1d": -0.021939406324196442, "alpha_spy_m1d": -0.016660974911673954, "alpha_c_m1d": -0.003815230672052028, "bench_spy_m1d": -0.0052784314125224885, "bench_c_m1d": -0.018124175652144414, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016816354671392048, "ret_signed_p1d": 0.016816354671392048, "alpha_spy_p1d": 0.030146773331740057, "alpha_c_p1d": 0.020556076290297615, "bench_spy_p1d": -0.013330418660348009, "bench_c_p1d": -0.003739721618905567, "ret_p1w": 0.0744112021980156, "ret_signed_p1w": 0.0744112021980156, "alpha_spy_p1w": 0.05963135049179062, "alpha_c_p1w": 0.04305327374486738, "bench_spy_p1w": 0.014779851706224978, "bench_c_p1w": 0.03135792845314822, "ret_p1m": -0.1213693020950601, "ret_signed_p1m": -0.1213693020950601, "alpha_spy_p1m": -0.0628371139785497, "alpha_c_p1m": -0.04513236139485162, "bench_spy_p1m": -0.0585321881165104, "bench_c_p1m": -0.07623694070020848, "ret_p3m": 0.01582074702112694, "ret_signed_p3m": 0.01582074702112694, "alpha_spy_p3m": -0.06042949146722583, "alpha_c_p3m": -0.04761438423410387, "bench_spy_p3m": 0.07625023848835277, "bench_c_p3m": 0.06343513125523081, "ret_p6m": 0.16389676842464698, "ret_signed_p6m": 0.16389676842464698, "alpha_spy_p6m": -0.004527750371780742, "alpha_c_p6m": 0.022249532609627837, "bench_spy_p6m": 0.16842451879642772, "bench_c_p6m": 0.14164723581501915, "price_path": [-0.0317, -0.0316, -0.0471, -0.0508, -0.033, -0.0594, -0.0491, -0.0397, -0.0434, -0.0368, -0.0284, -0.0279, -0.0279, -0.0279, -0.0279, -0.0279, -0.0234, 0.0017, 0.0068, -0.0015, -0.0179, -0.0179, -0.0327, -0.0079, -0.0084, -0.0201, -0.0012, -0.0045, -0.0102, -0.0093, -0.0094, 0.0034, 0.0284, 0.0368, 0.0373, 0.0399, 0.017, 0.0203, 0.0162, 0.0123, 0.0053, -0.0016, -0.0016, 0.0036, 0.0235, 0.0294, 0.0449, 0.0603, 0.0678, 0.0475, 0.0319, 0.0319, 0.0342, 0.0149, 0.0301, 0.0094, 0.0282, 0.0202, 0.014, 0.0321, 0.0095, -0.0002, -0.0219, 0.0, 0.0168, 0.0349, 0.0442, 0.0724, 0.0744, 0.0744, 0.1193, 0.0961, 0.0834, 0.0877, 0.1011, 0.0809, 0.0353, 0.0275, 0.0133, -0.0637, -0.1502, -0.2332, -0.1433, -0.1846, -0.1214, -0.1626, -0.1532, -0.1304, -0.1519, -0.1296, -0.1219, -0.1407, -0.151, -0.1314, -0.1143, -0.1057, -0.0882, -0.0882, -0.0763, -0.0904, -0.1105, -0.1105, -0.1105, -0.0976, -0.0937, -0.0653, -0.055, -0.0266, -0.0082, -0.0281, -0.0364, -0.0336, -0.0168, -0.0059, -0.0111, -0.006, -0.004, 0.0059, 0.0057, 0.0203, 0.0251, 0.0122, 0.0066, 0.0126, -0.0041, 0.0019, 0.0158, 0.0041, -0.0016, 0.006, -0.0116, -0.0028, 0.0028, 0.0019, -0.0019, -0.0032, -0.0085, 0.0097, 0.0035, 0.0083, 0.0087, 0.0109, 0.0104, 0.0072, 0.0142, 0.0271, 0.0037, -0.0008, 0.007, 0.0064, 0.0242, 0.0181, 0.0217, 0.0112, 0.0162, 0.0162, 0.0162, 0.03, 0.082, 0.1242, 0.1185, 0.0899, 0.0736, 0.0811, 0.0942, 0.0917, 0.0549, 0.0678, 0.0788, 0.0941, 0.1028, 0.1028, 0.1429, 0.1464, 0.1582, 0.2176, 0.1889, 0.167, 0.1708, 0.1645, 0.1785, 0.1828, 0.1743, 0.166, 0.1761, 0.1723, 0.1589, 0.1725, 0.1348, 0.1639]}
{"unit_id": "reply:1899637010291134973", "ticker_idx": 1, "ts": "2025-03-12T01:42:11+00:00", "symbol": "TOPIX", "kind": "index", "geography": "Japan", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long topix banks short topix", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long Japanese TOPIX banks, short the broader TOPIX index, likely on rising JGB yield thesis.", "resolved_tickers": ["EWJ"], "resolution_method": "etf", "resolution_reason": "TOPIX proxy via iShares EWJ ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BobertBedford long topix banks short topix", "reply_text": null, "parent_text": "@Citrini7 Treasury yields fall, we'll be aight.\n\n10Y JGBs at 4.30 and you better hope you've made enough to buy a bunker!", "quoted_text": null, "parent_author": "BobertBedford", "ret_m1d": -0.018124175652144414, "ret_signed_m1d": 0.018124175652144414, "alpha_spy_m1d": 0.012845744239621926, "alpha_c_m1d": 0.012845744239621926, "bench_spy_m1d": -0.0052784314125224885, "bench_c_m1d": -0.0052784314125224885, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003739721618905567, "ret_signed_p1d": 0.003739721618905567, "alpha_spy_p1d": -0.009590697041442442, "alpha_c_p1d": -0.009590697041442442, "bench_spy_p1d": -0.013330418660348009, "bench_c_p1d": -0.013330418660348009, "ret_p1w": 0.03135792845314822, "ret_signed_p1w": -0.03135792845314822, "alpha_spy_p1w": -0.016578076746923243, "alpha_c_p1w": -0.016578076746923243, "bench_spy_p1w": 0.014779851706224978, "bench_c_p1w": 0.014779851706224978, "ret_p1m": -0.07623694070020848, "ret_signed_p1m": 0.07623694070020848, "alpha_spy_p1m": 0.01770475258369808, "alpha_c_p1m": 0.01770475258369808, "bench_spy_p1m": -0.0585321881165104, "bench_c_p1m": -0.0585321881165104, "ret_p3m": 0.06343513125523081, "ret_signed_p3m": -0.06343513125523081, "alpha_spy_p3m": 0.012815107233121958, "alpha_c_p3m": 0.012815107233121958, "bench_spy_p3m": 0.07625023848835277, "bench_c_p3m": 0.07625023848835277, "ret_p6m": 0.14164723581501915, "ret_signed_p6m": -0.14164723581501915, "alpha_spy_p6m": 0.02677728298140858, "alpha_c_p6m": 0.02677728298140858, "bench_spy_p6m": 0.16842451879642772, "bench_c_p6m": 0.16842451879642772, "price_path": [-0.0151, -0.0202, -0.0236, -0.048, -0.045, -0.0476, -0.0436, -0.0442, -0.0442, -0.0331, -0.0257, -0.0339, -0.0348, -0.0348, -0.0361, -0.0322, -0.0301, -0.0324, -0.0348, -0.0348, -0.0616, -0.059, -0.0608, -0.0467, -0.0528, -0.048, -0.048, -0.0315, -0.0327, -0.0245, -0.015, -0.0256, -0.0174, -0.0204, -0.0058, -0.0174, -0.0268, -0.018, -0.0058, -0.0017, -0.015, -0.0111, -0.0112, -0.0216, -0.0037, -0.0022, -0.0022, 0.0083, 0.0014, 0.0027, -0.0062, -0.0106, -0.0007, -0.0001, -0.0075, -0.0151, -0.0045, -0.0127, 0.0091, 0.0013, 0.0093, -0.0121, -0.0181, 0.0, -0.0037, 0.0119, 0.0226, 0.0197, 0.0314, 0.0259, 0.026, 0.0237, 0.0311, 0.0177, 0.0163, -0.0043, -0.0138, -0.019, -0.0187, -0.0591, -0.1152, -0.118, -0.1132, -0.0457, -0.0762, -0.0532, -0.0377, -0.0299, -0.0394, -0.0209, -0.0209, -0.023, -0.0036, -0.0006, 0.0109, 0.018, 0.0319, 0.036, 0.0275, 0.0237, 0.0341, 0.0413, 0.0419, 0.0354, 0.0332, 0.0358, 0.0472, 0.0393, 0.0278, 0.04, 0.0427, 0.0439, 0.0499, 0.0401, 0.041, 0.0505, 0.0505, 0.0781, 0.0588, 0.0649, 0.0662, 0.0794, 0.0663, 0.0656, 0.0557, 0.0619, 0.0634, 0.0627, 0.0597, 0.0675, 0.0587, 0.0607, 0.0481, 0.0593, 0.0593, 0.0406, 0.0443, 0.0548, 0.0504, 0.0726, 0.0916, 0.0871, 0.0791, 0.0797, 0.0818, 0.0818, 0.0559, 0.0613, 0.0629, 0.0577, 0.0493, 0.05, 0.0396, 0.0443, 0.0497, 0.0413, 0.0529, 0.0583, 0.1092, 0.11, 0.0974, 0.077, 0.0713, 0.0728, 0.0675, 0.0741, 0.0918, 0.088, 0.1025, 0.1111, 0.13, 0.128, 0.1489, 0.1495, 0.1427, 0.1622, 0.1644, 0.1604, 0.1548, 0.1412, 0.1604, 0.1463, 0.1444, 0.1402, 0.1498, 0.1351, 0.1351, 0.1332, 0.13, 0.1416]}
{"unit_id": "quote:1906709926678044710", "ticker_idx": 0, "ts": "2025-03-31T14:07:26+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "think it's time to start covering, but open to hearing reasons why that might be wrong", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Author signals it's time to start covering the SMH short, implying a shift toward closing/reducing the bearish position — effectively a near-term long lean.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "think it’s time to start covering, but open to hearing reasons why that might be wrong", "reply_text": null, "parent_text": null, "quoted_text": "Earlier this week we literally doubled down on this view.  \n\nWe increased the size of our $SMH short from January 24th by 2X and carried it through NVDA earnings at a -14.25% weight in our model portfolio—it is our largest single position by far.\n\nToday was a good day. https://t.co/rncHhAi4qg", "parent_author": null, "ret_m1d": 0.0033101696971347128, "ret_signed_m1d": 0.0033101696971347128, "alpha_spy_m1d": 0.009978290921616395, "alpha_c_m1d": 0.009978290921616395, "bench_spy_m1d": -0.006668121224481682, "bench_c_m1d": -0.006668121224481682, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004823425286271554, "ret_signed_p1d": 0.004823425286271554, "alpha_spy_p1d": 0.0019990668947034163, "alpha_c_p1d": 0.0019990668947034163, "bench_spy_p1d": 0.002824358391568138, "bench_c_p1d": 0.002824358391568138, "ret_p1w": -0.12564429352019424, "ret_signed_p1w": -0.12564429352019424, "alpha_spy_p1w": -0.02730503876807766, "alpha_c_p1w": -0.02730503876807766, "bench_spy_p1w": -0.09833925475211658, "bench_c_p1w": -0.09833925475211658, "ret_p1m": -0.005580016890674111, "ret_signed_p1m": -0.005580016890674111, "alpha_spy_p1m": 0.003483599928031378, "alpha_c_p1m": 0.003483599928031378, "bench_spy_p1m": -0.009063616818705489, "bench_c_p1m": -0.009063616818705489, "ret_p3m": 0.3108243048520589, "ret_signed_p3m": 0.3108243048520589, "alpha_spy_p3m": 0.21377417679468702, "alpha_c_p3m": 0.21377417679468702, "bench_spy_p3m": 0.0970501280573719, "bench_c_p3m": 0.0970501280573719, "ret_p6m": 0.5212560766907248, "ret_signed_p6m": 0.5212560766907248, "alpha_spy_p6m": 0.32885935277871026, "alpha_c_p6m": 0.32885935277871026, "bench_spy_p6m": 0.19239672391201457, "bench_c_p6m": 0.19239672391201457, "price_path": [0.1452, 0.1576, 0.1911, 0.2306, 0.2013, 0.1927, 0.1927, 0.1689, 0.1569, 0.1606, 0.1879, 0.193, 0.2212, 0.2212, 0.2408, 0.2634, 0.2619, 0.2367, 0.1151, 0.137, 0.1327, 0.1594, 0.152, 0.1291, 0.1419, 0.1687, 0.1744, 0.1586, 0.1804, 0.1816, 0.1752, 0.1913, 0.1944, 0.1944, 0.2116, 0.2169, 0.2191, 0.1822, 0.1511, 0.1266, 0.153, 0.0819, 0.1007, 0.0546, 0.0651, 0.0848, 0.0393, 0.0644, 0.0145, 0.013, 0.0428, 0.0382, 0.0714, 0.0827, 0.066, 0.0754, 0.0737, 0.0629, 0.0906, 0.086, 0.0498, 0.0297, 0.0033, 0.0, 0.0048, 0.0124, -0.0752, -0.145, -0.1256, -0.1491, -0.003, -0.0722, -0.048, -0.0466, -0.0404, -0.081, -0.0896, -0.0896, -0.1118, -0.0925, -0.0594, -0.0118, 0.0024, -0.0039, -0.0056, -0.0009, 0.0039, 0.0357, 0.029, 0.0195, 0.0404, 0.0496, 0.0564, 0.1227, 0.1612, 0.1727, 0.1686, 0.1653, 0.1633, 0.1611, 0.1419, 0.1387, 0.1228, 0.1228, 0.1584, 0.1461, 0.1542, 0.1337, 0.1505, 0.1765, 0.1905, 0.1883, 0.1951, 0.2151, 0.2393, 0.2384, 0.2444, 0.2153, 0.2455, 0.237, 0.2417, 0.2417, 0.2308, 0.2386, 0.2841, 0.3014, 0.3108, 0.3166, 0.3188, 0.3044, 0.33, 0.3412, 0.3412, 0.3229, 0.3405, 0.3497, 0.3596, 0.3595, 0.3492, 0.3751, 0.3679, 0.3794, 0.3728, 0.3738, 0.3495, 0.3553, 0.3609, 0.3595, 0.378, 0.3851, 0.401, 0.3656, 0.3427, 0.3723, 0.3576, 0.3554, 0.3766, 0.388, 0.3874, 0.4191, 0.4247, 0.4277, 0.3981, 0.4038, 0.3755, 0.3664, 0.3593, 0.3886, 0.3899, 0.4033, 0.4076, 0.4133, 0.3727, 0.3727, 0.3547, 0.3545, 0.3707, 0.3869, 0.4022, 0.4083, 0.4226, 0.4372, 0.4391, 0.4525, 0.4527, 0.4435, 0.4989, 0.4929, 0.5235, 0.5213]}
{"unit_id": "orig:1908947734674932154", "ticker_idx": 0, "ts": "2025-04-06T18:19:41+00:00", "symbol": "DXY", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I'm going long the dollar vs G7 on Monday", "tweet_type": "prediction", "timeline": "days", "summary": "Going long the US dollar against the G7 basket starting Monday.", "resolved_tickers": ["UUP"], "resolution_method": "etf", "resolution_reason": "DXY dollar index proxy via UUP ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I’m going long the dollar vs G7 on Monday", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0042282722090978275, "ret_signed_m1d": -0.0042282722090978275, "alpha_spy_m1d": -0.006012582421060841, "alpha_c_m1d": -0.006012582421060841, "bench_spy_m1d": 0.0017843102119630139, "bench_c_m1d": 0.0017843102119630139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004580651394121893, "ret_signed_p1d": -0.004580651394121893, "alpha_spy_p1d": 0.011082184721550536, "alpha_c_p1d": 0.011082184721550536, "bench_spy_p1d": -0.01566283611567243, "bench_c_p1d": -0.01566283611567243, "ret_p1w": -0.03594073079411808, "ret_signed_p1w": -0.03594073079411808, "alpha_spy_p1w": -0.10481721021225032, "alpha_c_p1w": -0.10481721021225032, "bench_spy_p1w": 0.06887647941813224, "bench_c_p1w": 0.06887647941813224, "ret_p1m": -0.03770255721644078, "ret_signed_p1m": -0.03770255721644078, "alpha_spy_p1m": -0.14559738939972766, "alpha_c_p1m": -0.14559738939972766, "bench_spy_p1m": 0.10789483218328688, "bench_c_p1m": 0.10789483218328688, "ret_p3m": -0.049330514299853134, "ret_signed_p3m": -0.049330514299853134, "alpha_spy_p3m": -0.2928149301653059, "alpha_c_p3m": -0.2928149301653059, "bench_spy_p3m": 0.24348441586545277, "bench_c_p3m": 0.24348441586545277, "ret_p6m": -0.030655321029948057, "ret_signed_p6m": -0.030655321029948057, "alpha_spy_p6m": -0.3590223773122181, "alpha_c_p6m": -0.3590223773122181, "bench_spy_p6m": 0.32836705628227003, "bench_c_p6m": 0.32836705628227003, "price_path": [0.0433, 0.0433, 0.0486, 0.0518, 0.0451, 0.0433, 0.0433, 0.0472, 0.0472, 0.0338, 0.0356, 0.0352, 0.0289, 0.0292, 0.0335, 0.0356, 0.0356, 0.0398, 0.0444, 0.0349, 0.0331, 0.0324, 0.037, 0.0402, 0.0366, 0.0374, 0.0289, 0.0261, 0.0261, 0.0282, 0.0292, 0.0211, 0.0247, 0.0254, 0.0215, 0.0236, 0.031, 0.0356, 0.0257, 0.0166, 0.0042, 0.0035, 0.0004, 0.0011, -0.0046, -0.0021, 0.0014, 0.0004, -0.0035, -0.0042, -0.0018, 0.0011, 0.0042, 0.006, 0.0049, 0.0095, 0.0063, 0.0046, 0.0056, 0.0067, 0.0025, -0.0152, -0.0042, 0.0, -0.0046, -0.0032, -0.024, -0.0328, -0.0359, -0.0307, -0.0388, -0.0381, -0.0381, -0.0472, -0.0419, -0.0331, -0.0374, -0.0349, -0.0409, -0.0377, -0.0342, -0.0285, -0.03, -0.0317, -0.0377, -0.0307, -0.0226, -0.0254, -0.0116, -0.0201, -0.018, -0.0204, -0.0176, -0.0243, -0.0271, -0.0314, -0.0285, -0.0356, -0.0356, -0.0303, -0.0271, -0.0324, -0.0328, -0.0395, -0.0331, -0.0374, -0.0381, -0.0331, -0.0356, -0.0345, -0.0381, -0.0451, -0.0426, -0.0416, -0.0352, -0.0335, -0.0335, -0.0345, -0.0384, -0.0433, -0.0458, -0.0497, -0.0479, -0.0529, -0.0532, -0.0539, -0.0493, -0.0493, -0.0462, -0.0455, -0.0455, -0.0437, -0.0409, -0.0384, -0.0331, -0.0366, -0.0324, -0.0338, -0.0402, -0.0451, -0.0465, -0.044, -0.0419, -0.031, -0.0285, -0.019, -0.0169, -0.0285, -0.0289, -0.0289, -0.0345, -0.0352, -0.0335, -0.0296, -0.0345, -0.037, -0.0335, -0.0366, -0.0342, -0.0317, -0.0324, -0.0275, -0.037, -0.0292, -0.0317, -0.0314, -0.0349, -0.0356, -0.0356, -0.0292, -0.031, -0.0296, -0.0345, -0.0377, -0.0338, -0.0331, -0.0363, -0.0349, -0.0381, -0.044, -0.0409, -0.0363, -0.0335, -0.037, -0.0377, -0.0307, -0.024, -0.0275, -0.0296, -0.0307]}
{"unit_id": "reply:1915023528438456396", "ticker_idx": 0, "ts": "2025-04-23T12:42:43+00:00", "symbol": "S&P 500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I will get short again around 5600", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Plans to get short the S&P 500 around the 5600 level.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@chiwizardry I will get short again around 5600", "reply_text": null, "parent_text": "@Citrini7 Everyone updating their YTD numbers premarket makes me want to sell everything", "quoted_text": null, "parent_author": "chiwizardry", "ret_m1d": -0.015258911697230704, "ret_signed_m1d": 0.015258911697230704, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.015258911697230704, "bench_c_m1d": -0.015258911697230704, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02104890187237274, "ret_signed_p1d": -0.02104890187237274, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.02104890187237274, "bench_c_p1d": 0.02104890187237274, "ret_p1w": 0.0357103201593838, "ret_signed_p1w": -0.0357103201593838, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.0357103201593838, "bench_c_p1w": 0.0357103201593838, "ret_p1m": 0.08903297501792662, "ret_signed_p1m": -0.08903297501792662, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.08903297501792662, "bench_c_p1m": 0.08903297501792662, "ret_p3m": 0.17782081862131682, "ret_signed_p3m": -0.17782081862131682, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.17782081862131682, "bench_c_p3m": 0.17782081862131682, "ret_p6m": 0.24095103609531243, "ret_signed_p6m": -0.24095103609531243, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.24095103609531243, "bench_c_p6m": 0.24095103609531243, "price_path": [0.1321, 0.1161, 0.1257, 0.1206, 0.1266, 0.1206, 0.1131, 0.1206, 0.1251, 0.129, 0.1187, 0.1263, 0.1271, 0.1235, 0.1354, 0.1353, 0.1353, 0.1387, 0.1413, 0.1366, 0.1171, 0.1121, 0.1065, 0.1071, 0.0894, 0.1064, 0.087, 0.0742, 0.0857, 0.0664, 0.0724, 0.0439, 0.0352, 0.0407, 0.0268, 0.048, 0.0561, 0.0447, 0.056, 0.053, 0.0533, 0.0722, 0.0748, 0.062, 0.0591, 0.0378, 0.0448, 0.0477, 0.0543, 0.0024, -0.0563, -0.058, -0.0727, 0.0247, -0.0202, -0.0028, 0.0069, 0.0041, -0.0182, -0.0168, -0.0168, -0.0402, -0.0153, 0.0, 0.021, 0.0284, 0.0288, 0.0353, 0.0357, 0.0431, 0.0585, 0.0525, 0.0437, 0.0481, 0.0554, 0.054, 0.0888, 0.096, 0.0974, 0.1028, 0.1098, 0.111, 0.1073, 0.0886, 0.089, 0.0816, 0.0816, 0.1041, 0.0977, 0.102, 0.1008, 0.107, 0.1133, 0.113, 0.1076, 0.119, 0.12, 0.1264, 0.1232, 0.1276, 0.115, 0.1256, 0.116, 0.1158, 0.1158, 0.1132, 0.1242, 0.1366, 0.1373, 0.1462, 0.1519, 0.1574, 0.157, 0.1622, 0.1714, 0.1714, 0.1627, 0.162, 0.169, 0.1723, 0.1682, 0.1704, 0.1654, 0.1693, 0.1765, 0.1756, 0.1778, 0.178, 0.188, 0.1884, 0.1934, 0.1931, 0.19, 0.1885, 0.184, 0.1646, 0.1823, 0.1763, 0.1853, 0.1843, 0.1936, 0.1912, 0.2039, 0.208, 0.2081, 0.2053, 0.205, 0.1985, 0.1953, 0.1905, 0.2088, 0.2035, 0.2085, 0.2113, 0.2156, 0.2083, 0.2083, 0.1994, 0.2059, 0.2159, 0.2124, 0.2154, 0.2182, 0.2217, 0.2319, 0.2315, 0.238, 0.2363, 0.2348, 0.2406, 0.2467, 0.2526, 0.2458, 0.2418, 0.2361, 0.2432, 0.2467, 0.2514, 0.2556, 0.2571, 0.257, 0.2616, 0.2569, 0.2644, 0.2607, 0.2266, 0.2455, 0.2439, 0.2495, 0.241]}
{"unit_id": "thread:1856953042341331294", "ticker_idx": 0, "ts": "2024-11-14T06:51:20+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "USDJPY puts/yen future calls since they're probably equally asymmetric in deflation", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long yen / short USDJPY as asymmetric deflation play, similar to bond calls.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@KrisAbdelmessih with rates where they are it is going to just be bond calls. i remember asking this about AI and saying “besides NVDA” but the answer was still just NVDA.\n\n---\n\n@KrisAbdelmessih but I’ll say USDJPY puts/yen future calls since they’re probably equally asymmetric in deflation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004979779004819718, "ret_signed_m1d": 0.004979779004819718, "alpha_spy_m1d": 0.011451304137174323, "alpha_c_m1d": null, "bench_spy_m1d": 0.006471525132354605, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.006684733602684734, "ret_signed_p1d": -0.006684733602684734, "alpha_spy_p1d": -0.019493442523735305, "alpha_c_p1d": null, "bench_spy_p1d": -0.012808708921050571, "bench_c_p1d": null, "ret_p1w": -0.0008621472492917892, "ret_signed_p1w": 0.0008621472492917892, "alpha_spy_p1w": 0.0014011879641426805, "alpha_c_p1w": null, "bench_spy_p1w": 0.0005390407148508913, "bench_c_p1w": null, "ret_p1m": -0.018284845322517396, "ret_signed_p1m": 0.018284845322517396, "alpha_spy_p1m": 0.03658762306800989, "alpha_c_p1m": null, "bench_spy_p1m": 0.018302777745492493, "bench_c_p1m": null, "ret_p3m": -0.02361205533567734, "ret_signed_p3m": 0.02361205533567734, "alpha_spy_p3m": 0.047202311515091244, "alpha_c_p3m": null, "bench_spy_p3m": 0.023590256179413904, "bench_c_p3m": null, "ret_p6m": -0.06056785679048948, "ret_signed_p6m": 0.06056785679048948, "alpha_spy_p6m": 0.017747836181710608, "alpha_c_p6m": null, "bench_spy_p6m": -0.042820020608778875, "bench_c_p6m": null, "price_path": [-0.0481, -0.0562, -0.0649, -0.0663, -0.0594, -0.0735, -0.0702, -0.0737, -0.0707, -0.0678, -0.0582, -0.056, -0.0648, -0.0779, -0.0774, -0.0833, -0.0788, -0.0849, -0.0826, -0.0896, -0.0942, -0.0942, -0.0863, -0.0818, -0.0809, -0.0735, -0.0759, -0.0802, -0.0691, -0.0666, -0.0814, -0.0754, -0.0752, -0.0569, -0.0553, -0.0425, -0.0469, -0.0468, -0.0403, -0.0433, -0.0392, -0.0371, -0.0407, -0.0377, -0.0343, -0.0375, -0.031, -0.0276, -0.0171, -0.0235, -0.0159, -0.0145, -0.0139, -0.0143, -0.0222, -0.0202, -0.0203, -0.0257, -0.0071, -0.0145, -0.0162, -0.0125, -0.005, 0.0, 0.0067, -0.0049, -0.0052, -0.0046, -0.0009, -0.0078, -0.0083, -0.0068, -0.0156, -0.0263, -0.0274, -0.0356, -0.0381, -0.0372, -0.0313, -0.0336, -0.0347, -0.0259, -0.0233, -0.0205, -0.0183, -0.0127, -0.0086, -0.0119, -0.0049, 0.0143, 0.0071, 0.0112, 0.0108, 0.011, 0.0149, 0.0157, 0.0101, 0.0101, 0.0147, 0.0124, 0.0132, 0.0149, 0.0181, 0.0178, 0.0169, 0.0158, 0.0124, 0.0169, 0.0053, -0.0005, 0.0056, -0.0012, 0.0022, 0.0065, 0.0047, 0.002, -0.0033, 0.0008, -0.0017, -0.0086, -0.0004, -0.001, -0.0083, -0.0182, -0.0273, -0.0231, -0.0236, -0.0173, -0.0076, -0.0157, -0.0219, -0.0256, -0.0225, -0.0271, -0.0387, -0.0389, -0.0358, -0.0409, -0.0424, -0.0349, -0.03, -0.0394, -0.0362, -0.042, -0.0471, -0.0503, -0.0538, -0.0475, -0.046, -0.0481, -0.0439, -0.0389, -0.0385, -0.0446, -0.044, -0.037, -0.0299, -0.0353, -0.0319, -0.0295, -0.0374, -0.0355, -0.0363, -0.0486, -0.0592, -0.0643, -0.0492, -0.0617, -0.0517, -0.0752, -0.0755, -0.0785, -0.0788, -0.0869, -0.0869, -0.0869, -0.0936, -0.082, -0.0785, -0.0807, -0.0746, -0.0853, -0.0845, -0.0799, -0.0642, -0.0695, -0.0758, -0.0797, -0.0745, -0.0606]}
{"unit_id": "thread:1898158104686035115", "ticker_idx": 0, "ts": "2025-03-07T23:45:32+00:00", "symbol": "European defense", "kind": "sector", "geography": "Europe", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "we believe this trend has just begun", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish European fiscal/defense basket; trend just begun and broadening out; implicitly underweighting SPY relative to EU defense.", "resolved_tickers": ["RHM.DE", "AIR.PA", "BA.L", "LDO.MI", "SAAB-B.ST"], "resolution_method": "basket", "resolution_reason": "European defense basket: Rheinmetall, Airbus, BAE, Leonardo, Saab", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "The ReArm europe announcement kind of forced our hand to publish, but we believe this trend has just begun.\n\nEuropean Fiscal Primacy basket vs. SPY 1 week performance: https://t.co/t8Azcoj1zA\n\n---\n\nhere’s performance with our EU vs US Defense basket from March 2024, showing that the rally is broadening out https://t.co/QKMqnWrtcK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0501517962882839, "ret_signed_m1d": 0.0501517962882839, "alpha_spy_m1d": 0.055725312372821946, "alpha_c_m1d": 0.06169752783743097, "bench_spy_m1d": -0.005573516084538044, "bench_c_m1d": -0.011545731549147065, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002282999110620043, "ret_signed_p1d": -0.002282999110620043, "alpha_spy_p1d": 0.024352556758881906, "alpha_c_p1d": 0.013359616105494942, "bench_spy_p1d": -0.026635555869501948, "bench_c_p1d": -0.015642615216114986, "ret_p1w": 0.09774329799527903, "ret_signed_p1w": 0.09774329799527903, "alpha_spy_p1w": 0.12050677669761822, "alpha_c_p1w": 0.12098346767561308, "bench_spy_p1w": -0.02276347870233919, "bench_c_p1w": -0.023240169680334044, "ret_p1m": -0.037978996401633845, "ret_signed_p1m": -0.037978996401633845, "alpha_spy_p1m": 0.08360502226484443, "alpha_c_p1m": 0.08492167857835084, "bench_spy_p1m": -0.12158401866647828, "bench_c_p1m": -0.12290067497998469, "ret_p3m": 0.304074697353432, "ret_signed_p3m": 0.304074697353432, "alpha_spy_p3m": 0.2662174932890304, "alpha_c_p3m": 0.22949921304890902, "bench_spy_p3m": 0.03785720406440163, "bench_c_p3m": 0.07457548430452299, "ret_p6m": 0.3031266692401764, "ret_signed_p6m": 0.3031266692401764, "alpha_spy_p6m": 0.17640220848342159, "alpha_c_p6m": 0.16390137391549064, "bench_spy_p6m": 0.1267244607567548, "bench_c_p6m": 0.13922529532468575, "price_path": [-0.3129, -0.3034, -0.2946, -0.2993, -0.2989, -0.3103, -0.3078, -0.3115, -0.3159, -0.3095, -0.3096, -0.3096, -0.3096, -0.3079, -0.3108, -0.3099, -0.3099, -0.3053, -0.3049, -0.3071, -0.3075, -0.2877, -0.2911, -0.289, -0.2956, -0.2889, -0.2901, -0.2741, -0.2743, -0.2709, -0.2635, -0.2543, -0.243, -0.2469, -0.2512, -0.248, -0.2516, -0.2479, -0.2372, -0.2324, -0.2416, -0.2429, -0.2622, -0.2659, -0.2646, -0.2576, -0.2551, -0.2367, -0.2151, -0.1442, -0.1375, -0.1318, -0.1571, -0.1627, -0.1362, -0.1185, -0.111, -0.0904, -0.0881, 0.0224, -0.0046, 0.041, 0.0502, 0.0, -0.0023, 0.0163, 0.0413, 0.0381, 0.0977, 0.0984, 0.1232, 0.1032, 0.0831, 0.0583, 0.062, 0.0734, 0.0792, 0.0827, 0.0576, 0.0543, 0.0813, 0.0471, 0.0784, -0.0061, -0.038, 0.0184, 0.0003, 0.0431, 0.0426, 0.083, 0.1111, 0.1105, 0.0966, 0.0966, 0.0966, 0.0851, 0.0668, 0.0712, 0.0774, 0.0669, 0.0881, 0.1297, 0.1306, 0.1779, 0.1934, 0.1865, 0.1754, 0.2054, 0.1807, 0.1416, 0.1447, 0.1504, 0.1865, 0.2058, 0.2253, 0.235, 0.2488, 0.2444, 0.2445, 0.2699, 0.2962, 0.3109, 0.2984, 0.2994, 0.289, 0.3112, 0.3041, 0.3286, 0.2971, 0.2732, 0.2037, 0.2186, 0.2258, 0.2478, 0.2477, 0.2461, 0.2564, 0.2432, 0.2535, 0.2374, 0.214, 0.2422, 0.3057, 0.2718, 0.2966, 0.2393, 0.2443, 0.2471, 0.2582, 0.2751, 0.2766, 0.2908, 0.2846, 0.2895, 0.3051, 0.2815, 0.2671, 0.2885, 0.3451, 0.3168, 0.2893, 0.3042, 0.2907, 0.284, 0.2477, 0.2791, 0.2763, 0.2745, 0.2529, 0.2755, 0.2886, 0.308, 0.2441, 0.22, 0.199, 0.2165, 0.2228, 0.2583, 0.2506, 0.2759, 0.2079, 0.2054, 0.2369, 0.2464, 0.2657, 0.2657, 0.2612, 0.2633, 0.2622, 0.3031]}
{"unit_id": "thread:1898158104686035115", "ticker_idx": 1, "ts": "2025-03-07T23:45:32+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "European Fiscal Primacy basket vs. SPY 1 week performance", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish European fiscal/defense basket; trend just begun and broadening out; implicitly underweighting SPY relative to EU defense.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "The ReArm europe announcement kind of forced our hand to publish, but we believe this trend has just begun.\n\nEuropean Fiscal Primacy basket vs. SPY 1 week performance: https://t.co/t8Azcoj1zA\n\n---\n\nhere’s performance with our EU vs US Defense basket from March 2024, showing that the rally is broadening out https://t.co/QKMqnWrtcK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005573516084538044, "ret_signed_m1d": 0.005573516084538044, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.005573516084538044, "bench_c_m1d": -0.005573516084538044, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026635555869501948, "ret_signed_p1d": 0.026635555869501948, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.026635555869501948, "bench_c_p1d": -0.026635555869501948, "ret_p1w": -0.02276347870233919, "ret_signed_p1w": 0.02276347870233919, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.02276347870233919, "bench_c_p1w": -0.02276347870233919, "ret_p1m": -0.12158401866647828, "ret_signed_p1m": 0.12158401866647828, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.12158401866647828, "bench_c_p1m": -0.12158401866647828, "ret_p3m": 0.03785720406440163, "ret_signed_p3m": -0.03785720406440163, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.03785720406440163, "bench_c_p3m": 0.03785720406440163, "ret_p6m": 0.1267244607567548, "ret_signed_p6m": -0.1267244607567548, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.1267244607567548, "bench_c_p6m": 0.1267244607567548, "price_path": [0.0432, 0.0512, 0.0458, 0.0456, 0.0501, 0.0457, 0.0146, 0.0143, 0.0264, 0.0326, 0.0441, 0.0441, 0.0441, 0.0331, 0.0214, 0.0176, 0.0176, 0.0151, 0.0278, 0.0338, 0.0221, 0.0236, 0.0236, 0.0079, 0.0095, 0.0109, 0.0293, 0.0273, 0.0376, 0.0376, 0.0471, 0.053, 0.0587, 0.0557, 0.0407, 0.0497, 0.045, 0.0506, 0.045, 0.0379, 0.0449, 0.0491, 0.0528, 0.0431, 0.0502, 0.051, 0.0476, 0.0587, 0.0587, 0.0587, 0.0618, 0.0643, 0.0598, 0.0417, 0.037, 0.0318, 0.0323, 0.0159, 0.0317, 0.0136, 0.0016, 0.0124, -0.0056, 0.0, -0.0266, -0.0347, -0.0296, -0.0425, -0.0228, -0.0152, -0.0259, -0.0153, -0.0181, -0.0178, -0.0002, 0.0022, -0.0098, -0.0124, -0.0323, -0.0258, -0.023, -0.0168, -0.0653, -0.12, -0.1216, -0.1353, -0.0445, -0.0864, -0.0701, -0.0611, -0.0637, -0.0845, -0.0832, -0.0832, -0.105, -0.0818, -0.0675, -0.0479, -0.041, -0.0407, -0.0346, -0.0342, -0.0274, -0.0129, -0.0186, -0.0268, -0.0227, -0.0159, -0.0172, 0.0153, 0.022, 0.0233, 0.0283, 0.0348, 0.036, 0.0325, 0.0151, 0.0155, 0.0086, 0.0086, 0.0295, 0.0236, 0.0276, 0.0265, 0.0322, 0.0381, 0.0379, 0.0328, 0.0434, 0.0444, 0.0503, 0.0473, 0.0515, 0.0397, 0.0496, 0.0406, 0.0405, 0.0405, 0.038, 0.0483, 0.0599, 0.0605, 0.0688, 0.0741, 0.0792, 0.0789, 0.0838, 0.0923, 0.0923, 0.0842, 0.0836, 0.0901, 0.0931, 0.0893, 0.0914, 0.0867, 0.0903, 0.097, 0.0962, 0.0983, 0.0984, 0.1078, 0.1082, 0.1128, 0.1126, 0.1096, 0.1082, 0.1041, 0.086, 0.1025, 0.0969, 0.1053, 0.1044, 0.113, 0.1108, 0.1226, 0.1264, 0.1265, 0.1239, 0.1237, 0.1176, 0.1146, 0.1101, 0.1272, 0.1222, 0.1269, 0.1295, 0.1335, 0.1267, 0.1267]}
{"unit_id": "reply:1872077930848993588", "ticker_idx": 0, "ts": "2024-12-26T00:32:14+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "not before, think so in Q1", "tweet_type": "prediction", "timeline": "quarters", "summary": "Expects S&P500 to pull back to ~5600 in Q1.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@tprashas not before, think so in Q1", "reply_text": null, "parent_text": "@Citrini7 We going down to 5600 before inaug?", "quoted_text": null, "parent_author": "tprashas", "ret_m1d": -6.6725161018244e-05, "ret_signed_m1d": 6.6725161018244e-05, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -6.6725161018244e-05, "bench_c_m1d": -6.6725161018244e-05, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01052671791804316, "ret_signed_p1d": 0.01052671791804316, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.01052671791804316, "bench_c_p1d": -0.01052671791804316, "ret_p1w": -0.027771465087861436, "ret_signed_p1w": 0.027771465087861436, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.027771465087861436, "bench_c_p1w": -0.027771465087861436, "ret_p1m": 0.011025200178057304, "ret_signed_p1m": -0.011025200178057304, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.011025200178057304, "bench_c_p1m": 0.011025200178057304, "ret_p3m": -0.040158661723924904, "ret_signed_p3m": 0.040158661723924904, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": -0.040158661723924904, "bench_c_p3m": -0.040158661723924904, "ret_p6m": -0.005837318908891276, "ret_signed_p6m": 0.005837318908891276, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": -0.005837318908891276, "bench_c_p6m": -0.005837318908891276, "price_path": [-0.0491, -0.0576, -0.0572, -0.0589, -0.0504, -0.0589, -0.05, -0.0435, -0.0451, -0.0394, -0.0316, -0.0391, -0.0349, -0.0348, -0.0311, -0.0327, -0.0332, -0.0421, -0.04, -0.0403, -0.0373, -0.0358, -0.0387, -0.0576, -0.0536, -0.0556, -0.0442, -0.0204, -0.0129, -0.0086, -0.0076, -0.0107, -0.0102, -0.0166, -0.0292, -0.0252, -0.0217, -0.0213, -0.0161, -0.013, -0.0097, -0.0045, -0.0075, -0.0075, -0.0013, 0.0004, 0.0009, 0.0071, 0.0055, 0.0074, 0.0022, -0.0009, 0.0068, 0.0016, 0.0014, 0.0057, 0.0015, -0.0283, -0.0286, -0.0169, -0.0111, -0.0001, -0.0001, 0.0, -0.0105, -0.0218, -0.0254, -0.0254, -0.0278, -0.0156, -0.0099, -0.0211, -0.0197, -0.0197, -0.0347, -0.0332, -0.0318, -0.0142, -0.0161, -0.0063, -0.0063, 0.0028, 0.0085, 0.014, 0.011, -0.0033, 0.0053, 0.0008, 0.0062, 0.0008, -0.0059, 0.0007, 0.0048, 0.0083, -0.0009, 0.0058, 0.0066, 0.0034, 0.014, 0.0139, 0.0139, 0.0169, 0.0193, 0.015, -0.0023, -0.0069, -0.0118, -0.0113, -0.0271, -0.0119, -0.0292, -0.0407, -0.0304, -0.0476, -0.0423, -0.0678, -0.0755, -0.0706, -0.083, -0.0641, -0.0569, -0.0671, -0.0569, -0.0596, -0.0593, -0.0425, -0.0402, -0.0516, -0.0541, -0.0732, -0.067, -0.0643, -0.0584, -0.1048, -0.1572, -0.1587, -0.1719, -0.0849, -0.125, -0.1094, -0.1008, -0.1033, -0.1232, -0.122, -0.122, -0.1429, -0.1206, -0.1069, -0.0881, -0.0816, -0.0812, -0.0754, -0.0751, -0.0685, -0.0547, -0.0601, -0.0679, -0.064, -0.0575, -0.0587, -0.0276, -0.0212, -0.0199, -0.0151, -0.0089, -0.0078, -0.0112, -0.0278, -0.0274, -0.0341, -0.0341, -0.014, -0.0197, -0.0158, -0.0169, -0.0114, -0.0057, -0.006, -0.0108, -0.0007, 0.0002, 0.0059, 0.003, 0.007, -0.0042, 0.0052, -0.0033, -0.0035, -0.0035, -0.0058]}
{"unit_id": "reply:1885070938628108658", "ticker_idx": 0, "ts": "2025-01-30T21:01:49+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it might be too annoying of a stock to own over the next 12 months", "tweet_type": "prediction", "timeline": "months", "summary": "ServiceNow may work long-term but too difficult to own over the next 12 months; implied avoid/underweight.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PythiaR it’s going to work LT but it might be too annoying of a stock to own over the next 12 months", "reply_text": null, "parent_text": "Not an expert but seems to me $NOW  admitted the ROI of AI was currently not yet strong enough to charge a huge sub price and that was hindering adoption.\n\nBut the addition of consumption on top of sub (they aren’t replacing sub, they’re adding to it) means ProPlus subs are now", "quoted_text": null, "parent_author": "PythiaR", "ret_m1d": 0.12923226106473118, "ret_signed_m1d": -0.12923226106473118, "alpha_spy_m1d": -0.1345706877174221, "alpha_c_m1d": -0.1345706877174221, "bench_spy_m1d": -0.0053384266526909085, "bench_c_m1d": -0.0053384266526909085, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00555908074215794, "ret_signed_p1d": -0.00555908074215794, "alpha_spy_p1d": -0.010880928112259047, "alpha_c_p1d": -0.010880928112259047, "bench_spy_p1d": -0.005321847370101107, "bench_c_p1d": -0.005321847370101107, "ret_p1w": 0.010417183799362295, "ret_signed_p1w": -0.010417183799362295, "alpha_spy_p1w": -0.008301585467893169, "alpha_c_p1w": -0.008301585467893169, "bench_spy_p1w": 0.0021155983314691262, "bench_c_p1w": 0.0021155983314691262, "ret_p1m": -0.0819452330391085, "ret_signed_p1m": 0.0819452330391085, "alpha_spy_p1m": 0.06399611281055184, "alpha_c_p1m": 0.06399611281055184, "bench_spy_p1m": -0.01794912022855666, "bench_c_p1m": -0.01794912022855666, "ret_p3m": -0.06901010424867815, "ret_signed_p3m": 0.06901010424867815, "alpha_spy_p3m": -0.012063099322089932, "alpha_c_p3m": -0.012063099322089932, "bench_spy_p3m": -0.08107320357076808, "bench_c_p3m": -0.08107320357076808, "ret_p6m": -0.04340660238865779, "ret_signed_p6m": 0.04340660238865779, "alpha_spy_p6m": 0.10268470153501907, "alpha_c_p6m": 0.10268470153501907, "bench_spy_p6m": 0.059278099146361285, "bench_c_p6m": 0.059278099146361285, "price_path": [-0.0574, -0.0412, -0.018, 0.0025, -0.0046, 0.023, 0.0351, 0.0324, 0.0267, -0.0013, -0.0073, 0.0092, 0.0101, 0.0339, 0.0472, 0.0395, 0.0566, 0.0283, 0.0283, 0.0362, 0.0352, 0.044, 0.109, 0.1096, 0.1102, 0.1064, 0.1136, 0.1327, 0.134, 0.107, 0.1157, 0.1007, 0.0476, 0.0613, 0.0775, 0.0746, 0.0916, 0.0916, 0.0853, 0.0678, 0.0543, 0.0468, 0.0468, 0.0411, 0.0603, 0.0635, 0.0409, 0.0359, 0.0359, 0.0117, 0.003, 0.0183, 0.0409, 0.0439, 0.058, 0.058, 0.083, 0.111, 0.1199, 0.1108, 0.1263, 0.1557, 0.1292, 0.0, 0.0056, 0.0081, -0.0026, 0.0141, 0.0104, -0.0044, 0.0089, -0.0037, -0.03, -0.023, -0.0258, -0.0258, -0.0151, -0.0253, -0.0442, -0.0734, -0.0841, -0.0893, -0.0699, -0.0906, -0.0819, -0.1012, -0.1053, -0.0957, -0.1438, -0.1601, -0.226, -0.2018, -0.1675, -0.1986, -0.1663, -0.1677, -0.1804, -0.1665, -0.1863, -0.1827, -0.161, -0.1495, -0.172, -0.1827, -0.2123, -0.2139, -0.1987, -0.1863, -0.2357, -0.2874, -0.2738, -0.2816, -0.1844, -0.2264, -0.2242, -0.2102, -0.1938, -0.2134, -0.2376, -0.2376, -0.2535, -0.2428, -0.1975, -0.0732, -0.0666, -0.0744, -0.069, -0.057, -0.0541, -0.0349, -0.0343, -0.0469, -0.0291, -0.0378, -0.0323, 0.0028, 0.0237, 0.0139, 0.0221, 0.0271, 0.0128, 0.009, 0.002, 0.003, -0.0083, -0.0083, 0.0145, 0.0084, 0.0024, -0.0016, -0.0006, -0.0018, -0.0, 0.0048, 0.0172, 0.0139, -0.0029, -0.0083, -0.0053, -0.0238, -0.0075, -0.0077, -0.0303, -0.0303, -0.0408, -0.0319, -0.0162, -0.0075, -0.0013, 0.0095, 0.0151, -0.0008, -0.003, 0.0315, 0.0315, 0.022, 0.0101, 0.0009, -0.0441, -0.073, -0.0503, -0.0551, -0.0452, -0.0529, -0.0487, -0.0522, -0.0497, -0.0556, -0.0164, -0.0434]}
{"unit_id": "quote:1884038814274052152", "ticker_idx": 0, "ts": "2025-01-28T00:40:31+00:00", "symbol": "9988.HK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I should buy more BABA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BABA; Qwen 2.5 VL competing with OpenAI Operator prompts author to add more.", "resolved_tickers": ["9988.HK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "I should buy more BABA", "reply_text": null, "parent_text": null, "quoted_text": "LMAO Qwen 2.5 VL can perform Computer Use, out of the box, taking on OpenAI Operator HEAD ON! 🐐 https://t.co/lwMECXzNSu", "parent_author": null, "ret_m1d": -0.012450499063590525, "ret_signed_m1d": -0.012450499063590525, "alpha_spy_m1d": -0.003931455462209632, "alpha_c_m1d": -0.011241598277688447, "bench_spy_m1d": -0.008519043601380893, "bench_c_m1d": -0.0012089007859020784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.004482817641149883, "alpha_c_p1d": 0.002849689784272358, "bench_spy_p1d": -0.004482817641149883, "bench_c_p1d": -0.002849689784272358, "ret_p1w": 0.105263121458393, "ret_signed_p1w": 0.105263121458393, "alpha_spy_p1w": 0.1097955148732962, "alpha_c_p1w": 0.10439954479673696, "bench_spy_p1w": -0.004532393414903191, "bench_c_p1w": 0.0008635766616560403, "ret_p1m": 0.5495189359632988, "ret_signed_p1m": 0.5495189359632988, "alpha_spy_p1m": 0.5660278734817424, "alpha_c_p1m": 0.6188625637643546, "bench_spy_p1m": -0.016508937518443623, "bench_c_p1m": -0.06934362780105574, "ret_p3m": 0.3084323063607135, "ret_signed_p3m": 0.3084323063607135, "alpha_spy_p3m": 0.39482065285808776, "alpha_c_p3m": 0.4528885923285083, "bench_spy_p3m": -0.08638834649737426, "bench_c_p3m": -0.1444562859677948, "ret_p6m": 0.37130682472121035, "ret_signed_p6m": 0.37130682472121035, "alpha_spy_p6m": 0.3159265882673039, "alpha_c_p6m": 0.38833351476018085, "bench_spy_p6m": 0.05538023645390644, "bench_c_p6m": -0.017026690038970504, "price_path": [0.0702, 0.0753, 0.0872, 0.1138, 0.0685, 0.0826, 0.064, 0.0651, 0.0249, 0.0249, -0.0045, -0.013, -0.0232, -0.0351, -0.0407, -0.0447, -0.0866, -0.0724, -0.0566, -0.0379, -0.056, -0.0532, -0.0492, -0.0441, -0.0492, -0.0724, -0.0498, -0.0164, -0.0198, -0.0243, -0.004, -0.0294, -0.0453, -0.056, -0.0487, -0.0611, -0.0934, -0.0832, -0.0555, -0.0555, -0.0555, -0.0679, -0.0719, -0.0623, -0.0623, -0.0798, -0.0651, -0.0702, -0.0787, -0.0843, -0.0877, -0.099, -0.116, -0.0951, -0.0951, -0.0894, -0.086, -0.043, -0.0402, -0.0696, -0.0617, -0.0407, -0.0125, 0.0, 0.0, 0.0, 0.0, 0.064, 0.1053, 0.1041, 0.1154, 0.1319, 0.1941, 0.1873, 0.2881, 0.3209, 0.4046, 0.3831, 0.4295, 0.4046, 0.3684, 0.5676, 0.5359, 0.4782, 0.5495, 0.5359, 0.4431, 0.4759, 0.4465, 0.4703, 0.5937, 0.5846, 0.5224, 0.5122, 0.5257, 0.4884, 0.5371, 0.5337, 0.6231, 0.5971, 0.5337, 0.4793, 0.5031, 0.4454, 0.4658, 0.4726, 0.4827, 0.4488, 0.4692, 0.4714, 0.3978, 0.3978, 0.1466, 0.1602, 0.1726, 0.1862, 0.1658, 0.2247, 0.2439, 0.193, 0.2303, 0.2303, 0.2303, 0.245, 0.313, 0.2881, 0.3084, 0.3039, 0.3016, 0.3299, 0.3299, 0.3809, 0.3809, 0.4012, 0.3729, 0.3752, 0.399, 0.485, 0.4273, 0.4759, 0.459, 0.3967, 0.3492, 0.3775, 0.3933, 0.348, 0.3447, 0.3231, 0.3356, 0.3096, 0.3367, 0.2892, 0.2813, 0.2892, 0.2971, 0.339, 0.3198, 0.3503, 0.3447, 0.343, 0.2998, 0.2704, 0.2806, 0.3021, 0.2726, 0.2477, 0.267, 0.2567, 0.2783, 0.3101, 0.2726, 0.2715, 0.2454, 0.2454, 0.2409, 0.2046, 0.1921, 0.1955, 0.2136, 0.1671, 0.1705, 0.1921, 0.2034, 0.2874, 0.2908, 0.276, 0.3135, 0.3373, 0.3384, 0.3713]}
{"unit_id": "quote:1886505182369849698", "ticker_idx": 0, "ts": "2025-02-03T20:00:59+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gonna sell some of this HIMS now i think", "tweet_type": "prediction", "timeline": "intraday", "summary": "Trimming HIMS position after +51% run; bearish lean from here.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "gonna sell some of this HIMS now i think.", "reply_text": null, "parent_text": null, "quoted_text": "On October 30th, I sold GLP-1s (majority was in $NVO & $LLY, both had doubled or more) but kept on + increased size in $HIMS. \n\nSpent a lot of time thinking about this decision, mostly scared it was stupid & I’d regret it. \n\nBut so far, so good:\n\nLLY -12%\nNVO -7%\nHIMS +51% https://t.co/zbHDbNOFQ0", "parent_author": null, "ret_m1d": -0.0423838045965681, "ret_signed_m1d": 0.0423838045965681, "alpha_spy_m1d": 0.049159152225724645, "alpha_c_m1d": 0.049159152225724645, "bench_spy_m1d": 0.006775347629156547, "bench_c_m1d": 0.006775347629156547, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07500637416016387, "ret_signed_p1d": -0.07500637416016387, "alpha_spy_p1d": -0.06829794303309322, "alpha_c_p1d": -0.06829794303309322, "bench_spy_p1d": 0.0067084311270706465, "bench_c_p1d": 0.0067084311270706465, "ret_p1w": 0.1500128463089545, "ret_signed_p1w": -0.1500128463089545, "alpha_spy_p1w": -0.13816872902566502, "alpha_c_p1w": -0.13816872902566502, "bench_spy_p1w": 0.01184411728328949, "bench_c_p1w": 0.01184411728328949, "ret_p1m": 0.040071958927871076, "ret_signed_p1m": -0.040071958927871076, "alpha_spy_p1m": -0.07505199067073931, "alpha_c_p1m": -0.07505199067073931, "bench_spy_p1m": -0.034980031742868234, "bench_c_p1m": -0.034980031742868234, "ret_p3m": -0.0711533633714202, "ret_signed_p3m": 0.0711533633714202, "alpha_spy_p3m": 0.008219532604704205, "alpha_c_p3m": 0.008219532604704205, "bench_spy_p3m": -0.06293383076671599, "bench_c_p3m": -0.06293383076671599, "ret_p6m": 0.5481633697739972, "ret_signed_p6m": -0.5481633697739972, "alpha_spy_p6m": -0.4790988065367632, "alpha_c_p6m": -0.4790988065367632, "bench_spy_p6m": 0.06906456323723398, "bench_c_p6m": 0.06906456323723398, "price_path": [-0.3984, -0.3933, -0.3987, -0.2838, -0.3144, -0.291, -0.4644, -0.5037, -0.4608, -0.3956, -0.4403, -0.3797, -0.3493, -0.1947, -0.2119, -0.2207, -0.2207, -0.1724, -0.2076, -0.1726, -0.1287, -0.1883, -0.1207, -0.1618, -0.207, -0.2245, -0.2271, -0.2289, -0.1973, -0.2006, -0.2666, -0.3229, -0.327, -0.291, -0.2769, -0.2769, -0.2682, -0.3177, -0.3535, -0.3789, -0.3789, -0.3527, -0.316, -0.309, -0.2892, -0.3391, -0.3391, -0.3473, -0.3347, -0.3267, -0.2844, -0.2823, -0.2846, -0.2846, -0.2343, -0.2366, -0.2065, -0.207, -0.2163, -0.1898, -0.1816, -0.1277, -0.0424, 0.0, 0.075, 0.084, 0.0396, 0.093, 0.15, 0.1194, 0.1903, 0.5202, 0.5533, 0.5533, 0.5027, 0.7657, 0.7059, 0.2659, 0.318, 0.0239, 0.076, 0.0619, 0.1582, 0.045, 0.0401, 0.0503, -0.1166, -0.0765, -0.1146, -0.1084, -0.1284, -0.1898, -0.1487, -0.1089, -0.1911, -0.1297, -0.1557, -0.1074, -0.039, -0.0485, -0.1431, -0.1801, -0.2515, -0.2409, -0.2024, -0.198, -0.281, -0.3324, -0.2867, -0.3296, -0.2425, -0.3113, -0.3005, -0.2728, -0.2433, -0.3077, -0.3005, -0.3005, -0.3362, -0.3488, -0.3139, -0.2772, -0.2784, -0.2684, -0.0999, -0.1498, -0.0712, 0.0485, 0.0758, 0.2707, 0.3447, 0.3203, 0.3347, 0.4182, 0.644, 0.57, 0.5048, 0.6607, 0.6013, 0.5723, 0.4899, 0.3748, 0.4084, 0.4084, 0.3707, 0.3702, 0.346, 0.4529, 0.4583, 0.4059, 0.3771, 0.3555, 0.447, 0.4606, 0.4192, 0.4786, 0.468, 0.4251, 0.5356, 0.5217, 0.5687, 0.5687, 0.6496, 0.0783, 0.1033, 0.0637, 0.1888, 0.2692, 0.2805, 0.232, 0.2191, 0.2325, 0.2325, 0.2438, 0.2576, 0.3162, 0.2913, 0.2302, 0.3365, 0.2962, 0.3319, 0.2841, 0.2941, 0.2227, 0.2846, 0.4904, 0.4724, 0.4809, 0.5073, 0.5482]}
{"unit_id": "quote:1851610091092357386", "ticker_idx": 0, "ts": "2024-10-30T13:00:21+00:00", "symbol": "SMCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if I was actually smart (I'm not) I'd have not just sold but flipped short", "tweet_type": "prediction", "timeline": "months", "summary": "Implies SMCI heading lower; regrets not flipping short, endorses the bearish chart setup over coming months.", "resolved_tickers": ["SMCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "if I was actually smart (I��m not) I’d have not just sold but flipped short.", "reply_text": null, "parent_text": null, "quoted_text": "SMCI chart looks like, over the next few months, it’s going to make me look like a genius for selling when I did.", "parent_author": null, "ret_m1d": 0.4853341211119675, "ret_signed_m1d": -0.4853341211119675, "alpha_spy_m1d": -0.4822998167733954, "alpha_c_m1d": -0.469176319224331, "bench_spy_m1d": 0.0030343043385721025, "bench_c_m1d": 0.01615780188763649, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11974596676795357, "ret_signed_p1d": 0.11974596676795357, "alpha_spy_p1d": 0.1001429060914002, "alpha_c_p1d": 0.08764797942149383, "bench_spy_p1d": -0.019603060676553374, "bench_c_p1d": -0.032097987346459744, "ret_p1w": -0.31357723095194867, "ret_signed_p1w": 0.31357723095194867, "alpha_spy_p1w": 0.3325942543129965, "alpha_c_p1w": 0.3298657368210203, "bench_spy_p1w": 0.019017023361047825, "bench_c_p1w": 0.0162885058690716, "ret_p1m": 0.06047777497600104, "ret_signed_p1m": -0.06047777497600104, "alpha_spy_p1m": -0.028030096025473794, "alpha_c_p1m": -0.051897987404507795, "bench_spy_p1m": 0.03244767895052725, "bench_c_p1m": 0.008579787571493247, "ret_p3m": -0.12095554995200197, "ret_signed_p3m": 0.12095554995200197, "alpha_spy_p3m": 0.1578123804252568, "alpha_c_p3m": 0.11369487336810646, "bench_spy_p3m": 0.03685683047325483, "bench_c_p3m": -0.007260676583895509, "ret_p6m": 0.08285460247208998, "ret_signed_p6m": -0.08285460247208998, "alpha_spy_p6m": -0.134284598863317, "alpha_c_p6m": -0.1851242647032264, "bench_spy_p6m": -0.05142999639122703, "bench_c_p6m": -0.10226966223113643, "price_path": [0.8889, 0.841, 0.8656, 0.4899, 0.542, 0.5384, 0.6359, 0.7158, 0.7451, 0.895, 0.9014, 0.8858, 0.8473, 0.8862, 0.8289, 0.8544, 0.701, 0.656, 0.3411, 0.3572, 0.3236, 0.3236, 0.3359, 0.2805, 0.2537, 0.1686, 0.2394, 0.248, 0.3468, 0.337, 0.3824, 0.358, 0.3286, 0.3211, 0.322, 0.3827, 0.409, 0.4019, 0.3854, 0.2168, 0.2692, 0.2591, 0.2262, 0.27, 0.2564, 0.2467, 0.4436, 0.3713, 0.43, 0.4052, 0.4454, 0.433, 0.4442, 0.4741, 0.4391, 0.4291, 0.4454, 0.3901, 0.3716, 0.3979, 0.4294, 0.443, 0.4853, 0.0, -0.1197, -0.2123, -0.2129, -0.1624, -0.3136, -0.2295, -0.2585, -0.2976, -0.3438, -0.3852, -0.4554, -0.4382, -0.3487, -0.1451, -0.2198, -0.1019, 0.0024, 0.1615, 0.0411, 0.0605, 0.0605, -0.013, 0.27, 0.2159, 0.2643, 0.244, 0.3284, 0.3353, 0.2259, 0.1578, 0.147, 0.1022, 0.0112, 0.0221, -0.0254, -0.0553, -0.0448, -0.0203, 0.0381, 0.0381, 0.0203, -0.033, -0.0723, -0.0783, -0.0783, -0.0913, 0.0079, 0.1022, 0.0396, -0.0139, -0.0139, -0.0142, -0.0602, -0.0768, -0.0629, -0.059, -0.068, -0.068, -0.0187, 0.0239, 0.0103, 0.006, -0.121, -0.1479, -0.1594, -0.134, -0.1376, -0.1881, -0.1182, -0.0478, 0.0233, 0.0971, 0.2897, 0.1675, 0.1999, 0.2785, 0.4487, 0.4487, 0.6873, 0.8219, 0.7923, 0.6955, 0.5606, 0.3771, 0.5455, 0.2988, 0.2537, 0.0907, 0.1836, 0.1763, 0.1204, 0.1563, 0.1158, 0.235, 0.2842, 0.1817, 0.2752, 0.2682, 0.1461, 0.2126, 0.1823, 0.2746, 0.2616, 0.2289, 0.12, 0.0499, 0.036, 0.0354, 0.0599, 0.0611, -0.0227, -0.0983, -0.0021, -0.0411, 0.1101, 0.0184, 0.0024, 0.0015, 0.0124, -0.0357, -0.0472, -0.0472, -0.1077, -0.0753, -0.0051, 0.0829]}
{"unit_id": "quote:1886160921606672820", "ticker_idx": 0, "ts": "2025-02-02T21:13:01+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "not great Q1 for equities", "tweet_type": "prediction", "timeline": "quarters", "summary": "Endorses bearish Q1 equities view: tariffs will be forcefully enacted causing asset price pain before becoming negotiating leverage.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Chekhov’s gun - if you put a gun in act one, it should be fired by act 3. These are Chekhov’s tariffs.\n\nTrump put the gun on the table during his campaign. We all knew he would hit the ground running. The gun had to be fired. \n\nHe wants to make a point and does not care how much pain in asset prices or economy is required to do so for now. Make people bleed early on, so they remember the DXY bludgeon for the remainder of his term. \n\nThere’s no reason Trump can’t double the tariffs tomorrow. He’s going to make sure their use is received, decisive moves like this make the process of negotiation easier (as opposed to the “sword of damocles” tariff threat).\n\nThen (and only then) can tariffs be a loaded gun that’s never fired. The thing that the case of “tariffs are a negotiating tactic” missed was that chekhov’s gun has to be fired before the closing scene.", "reply_text": null, "parent_text": null, "quoted_text": "If anyone remembers the taper tantrum of 2013 this is basically the same general framework for why I believe we’ll have a not great Q1 for equities.\n\nIn short, the taper tantrum was the market throwing a fit to ensure that policy actions which were perceived as negative for asset", "parent_author": null, "ret_m1d": 0.006775347629156547, "ret_signed_m1d": -0.006775347629156547, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.006775347629156547, "bench_c_m1d": 0.006775347629156547, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0067084311270706465, "ret_signed_p1d": -0.0067084311270706465, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0067084311270706465, "bench_c_p1d": 0.0067084311270706465, "ret_p1w": 0.01184411728328949, "ret_signed_p1w": -0.01184411728328949, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.01184411728328949, "bench_c_p1w": 0.01184411728328949, "ret_p1m": -0.034980031742868234, "ret_signed_p1m": 0.034980031742868234, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.034980031742868234, "bench_c_p1m": -0.034980031742868234, "ret_p3m": -0.06293383076671599, "ret_signed_p3m": 0.06293383076671599, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": -0.06293383076671599, "bench_c_p3m": -0.06293383076671599, "ret_p6m": 0.06906456323723398, "ret_signed_p6m": -0.06906456323723398, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.06906456323723398, "bench_c_p6m": 0.06906456323723398, "price_path": [-0.0146, -0.007, -0.0027, -0.0017, -0.0048, -0.0043, -0.0107, -0.0234, -0.0194, -0.0158, -0.0155, -0.0102, -0.0071, -0.0038, 0.0014, -0.0016, -0.0016, 0.0046, 0.0064, 0.0069, 0.0131, 0.0115, 0.0134, 0.0082, 0.005, 0.0128, 0.0076, 0.0074, 0.0117, 0.0075, -0.0225, -0.0228, -0.0111, -0.0052, 0.0059, 0.0059, 0.006, -0.0046, -0.016, -0.0196, -0.0196, -0.022, -0.0097, -0.004, -0.0153, -0.0139, -0.0139, -0.0289, -0.0274, -0.0261, -0.0083, -0.0103, -0.0003, -0.0003, 0.0088, 0.0145, 0.02, 0.0171, 0.0027, 0.0113, 0.0068, 0.0122, 0.0068, 0.0, 0.0067, 0.0108, 0.0143, 0.005, 0.0118, 0.0126, 0.0094, 0.02, 0.02, 0.02, 0.023, 0.0254, 0.0211, 0.0036, -0.0009, -0.0059, -0.0054, -0.0213, -0.006, -0.0234, -0.035, -0.0246, -0.0419, -0.0366, -0.0622, -0.07, -0.0651, -0.0775, -0.0585, -0.0512, -0.0615, -0.0513, -0.054, -0.0537, -0.0367, -0.0344, -0.046, -0.0485, -0.0676, -0.0614, -0.0587, -0.0528, -0.0995, -0.1522, -0.1537, -0.1669, -0.0795, -0.1198, -0.1041, -0.0954, -0.0979, -0.118, -0.1167, -0.1167, -0.1378, -0.1153, -0.1016, -0.0827, -0.0761, -0.0757, -0.0699, -0.0695, -0.0629, -0.049, -0.0545, -0.0624, -0.0584, -0.0519, -0.0531, -0.0218, -0.0153, -0.0141, -0.0093, -0.003, -0.0019, -0.0052, -0.022, -0.0216, -0.0283, -0.0283, -0.0081, -0.0138, -0.0099, -0.0111, -0.0055, 0.0002, -0.0001, -0.0049, 0.0053, 0.0062, 0.0119, 0.009, 0.013, 0.0017, 0.0112, 0.0026, 0.0025, 0.0025, 0.0001, 0.01, 0.0211, 0.0217, 0.0297, 0.0348, 0.0398, 0.0394, 0.0441, 0.0524, 0.0524, 0.0445, 0.044, 0.0502, 0.0532, 0.0495, 0.0515, 0.047, 0.0505, 0.0569, 0.0561, 0.0581, 0.0583, 0.0673, 0.0677, 0.0722, 0.0719, 0.0691]}
{"unit_id": "reply:1864589893357199519", "ticker_idx": 0, "ts": "2024-12-05T08:37:27+00:00", "symbol": "XMR-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ross ulbricht's release will spark the monero catch up trade", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ross Ulbricht's release is a catalyst for Monero to catch up; bullish XMR.", "resolved_tickers": ["XMR-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hedgefundgay ross ulbricht’s release will spark the monero catch up trade", "reply_text": null, "parent_text": "@Citrini7 Citroni Pepperoni daily altcoin research published", "quoted_text": null, "parent_author": "hedgefundsargay", "ret_m1d": 0.023218055663722925, "ret_signed_m1d": 0.023218055663722925, "alpha_spy_m1d": 0.021569435269577886, "alpha_c_m1d": null, "bench_spy_m1d": 0.0016486203941450395, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.03294527504216682, "ret_signed_p1d": 0.03294527504216682, "alpha_spy_p1d": 0.031049433276953087, "alpha_c_p1d": null, "bench_spy_p1d": 0.001895841765213735, "bench_c_p1d": null, "ret_p1w": 0.03982395361839708, "ret_signed_p1w": 0.03982395361839708, "alpha_spy_p1w": 0.04366438502481018, "alpha_c_p1w": null, "bench_spy_p1w": -0.003840431406413103, "bench_c_p1w": null, "ret_p1m": 0.042974905285661835, "ret_signed_p1m": 0.042974905285661835, "alpha_spy_p1m": 0.06393823295495626, "alpha_c_p1m": null, "bench_spy_p1m": -0.02096332766929443, "bench_c_p1m": null, "ret_p3m": 0.16391809759876907, "ret_signed_p3m": 0.16391809759876907, "alpha_spy_p3m": 0.20983910883454004, "alpha_c_p3m": null, "bench_spy_p3m": -0.04592101123577097, "bench_c_p3m": null, "ret_p6m": 0.688789192689754, "ret_signed_p6m": 0.688789192689754, "alpha_spy_p6m": 0.7110540681655578, "alpha_c_p6m": null, "bench_spy_p6m": -0.022264875475803803, "bench_c_p6m": null, "price_path": [-0.1137, -0.129, -0.0998, -0.106, -0.1151, -0.1149, -0.1038, -0.1106, -0.0904, -0.0896, -0.1082, -0.1207, -0.1408, -0.1488, -0.1476, -0.1985, -0.2488, -0.2906, -0.2514, -0.2274, -0.2491, -0.2244, -0.2348, -0.2035, -0.2112, -0.1858, -0.2047, -0.1919, -0.1816, -0.1693, -0.1952, -0.1851, -0.189, -0.1839, -0.1826, -0.1533, -0.1567, -0.1587, -0.1917, -0.1876, -0.1781, -0.1801, -0.1635, -0.1529, -0.1404, -0.1825, -0.2161, -0.2178, -0.237, -0.2638, -0.1889, -0.1582, -0.1681, -0.1656, -0.157, -0.1884, -0.1628, -0.1895, -0.173, -0.1725, -0.0973, 0.0502, 0.0232, 0.0, 0.0329, -0.085, -0.0683, 0.0351, 0.0398, 0.0751, 0.1011, 0.1055, 0.1037, 0.0053, 0.0204, -0.009, -0.0125, -0.0095, -0.0189, 0.0005, -0.01, 0.0042, 0.0146, 0.0232, 0.043, 0.0581, 0.0075, 0.044, -0.0098, 0.0347, 0.0515, 0.0676, 0.0815, 0.1522, 0.1978, 0.078, 0.1141, 0.157, 0.15, 0.1457, 0.111, 0.1324, 0.1523, 0.2081, 0.2388, 0.1731, 0.143, 0.179, 0.155, 0.0655, 0.1504, 0.1561, 0.1789, 0.166, 0.1908, 0.2388, 0.2314, 0.242, 0.1898, 0.2117, 0.1777, 0.1223, 0.1098, 0.085, 0.1277, 0.1347, 0.1639, 0.18, 0.1865, 0.1257, 0.0452, 0.1014, 0.0832, 0.0745, 0.0903, 0.1036, 0.0844, 0.0761, 0.0926, 0.1049, 0.1374, 0.1411, 0.1566, 0.1684, 0.1299, 0.1157, 0.1259, 0.1148, 0.1164, 0.1179, 0.0576, 0.0105, 0.054, 0.0429, 0.0729, 0.1158, 0.1189, 0.1353, 0.1252, 0.1211, 0.1195, 0.178, 0.1952, 0.1833, 0.1817, 0.3436, 0.4022, 0.4459, 0.4066, 0.4672, 0.4422, 0.4926, 0.4709, 0.5478, 0.641, 0.7502, 0.775, 0.7664, 0.7409, 0.7335, 0.7807, 0.828, 1.0658, 1.0052, 1.0333, 1.0892, 0.9288, 0.8034, 0.758, 0.6888]}
{"unit_id": "quote:1909055039743631590", "ticker_idx": 0, "ts": "2025-04-07T01:26:04+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "just because something is obvious (trump volatility causing bad stock returns in the beginning of 2025) doesn't mean it won't happen", "tweet_type": "prediction", "timeline": "quarters", "summary": "Endorses bearish Q1 2025 equities outlook; Trump volatility will weigh on stock returns.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "just because something is obvious (trump volatility causing bad stock returns in the beginning of 2025) doesn’t mean it won’t happen", "reply_text": null, "parent_text": null, "quoted_text": "If anyone remembers the taper tantrum of 2013 this is basically the same general framework for why I believe we’ll have a not great Q1 for equities.\n\nIn short, the taper tantrum was the market throwing a fit to ensure that policy actions which were perceived as negative for asset", "parent_author": null, "ret_m1d": 0.0017843102119630139, "ret_signed_m1d": -0.0017843102119630139, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0017843102119630139, "bench_c_m1d": 0.0017843102119630139, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01566283611567243, "ret_signed_p1d": 0.01566283611567243, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.01566283611567243, "bench_c_p1d": -0.01566283611567243, "ret_p1w": 0.06887647941813224, "ret_signed_p1w": -0.06887647941813224, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.06887647941813224, "bench_c_p1w": 0.06887647941813224, "ret_p1m": 0.10789483218328688, "ret_signed_p1m": -0.10789483218328688, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.10789483218328688, "bench_c_p1m": 0.10789483218328688, "ret_p3m": 0.24348441586545277, "ret_signed_p3m": -0.24348441586545277, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.24348441586545277, "bench_c_p3m": 0.24348441586545277, "ret_p6m": 0.32836705628227003, "ret_signed_p6m": -0.32836705628227003, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.32836705628227003, "bench_c_p6m": 0.32836705628227003, "price_path": [0.1652, 0.1652, 0.1474, 0.1492, 0.1508, 0.1717, 0.1695, 0.1812, 0.1812, 0.192, 0.1987, 0.2053, 0.2018, 0.1848, 0.1949, 0.1896, 0.196, 0.1896, 0.1816, 0.1895, 0.1944, 0.1985, 0.1875, 0.1956, 0.1965, 0.1927, 0.2052, 0.2052, 0.2052, 0.2087, 0.2116, 0.2065, 0.1859, 0.1805, 0.1746, 0.1752, 0.1565, 0.1745, 0.1539, 0.1403, 0.1525, 0.1321, 0.1384, 0.1081, 0.0989, 0.1047, 0.09, 0.1125, 0.1211, 0.109, 0.121, 0.1178, 0.1182, 0.1382, 0.1409, 0.1273, 0.1243, 0.1017, 0.1091, 0.1122, 0.1192, 0.0641, 0.0018, 0.0, -0.0157, 0.0877, 0.04, 0.0586, 0.0689, 0.0659, 0.0422, 0.0437, 0.0437, 0.0188, 0.0453, 0.0615, 0.0839, 0.0917, 0.0921, 0.099, 0.0994, 0.1072, 0.1237, 0.1172, 0.1079, 0.1126, 0.1203, 0.1189, 0.1559, 0.1635, 0.165, 0.1707, 0.1781, 0.1794, 0.1754, 0.1556, 0.1561, 0.1482, 0.1482, 0.172, 0.1653, 0.1699, 0.1685, 0.1751, 0.1818, 0.1815, 0.1758, 0.1879, 0.1889, 0.1957, 0.1923, 0.197, 0.1836, 0.1949, 0.1847, 0.1845, 0.1845, 0.1817, 0.1934, 0.2066, 0.2073, 0.2167, 0.2227, 0.2286, 0.2282, 0.2338, 0.2435, 0.2435, 0.2342, 0.2335, 0.2409, 0.2444, 0.2401, 0.2424, 0.2371, 0.2413, 0.2489, 0.2479, 0.2503, 0.2505, 0.2611, 0.2615, 0.2669, 0.2666, 0.2632, 0.2616, 0.2569, 0.2363, 0.2551, 0.2487, 0.2583, 0.2572, 0.267, 0.2645, 0.278, 0.2824, 0.2825, 0.2795, 0.2792, 0.2723, 0.2689, 0.2638, 0.2832, 0.2775, 0.2829, 0.2858, 0.2904, 0.2827, 0.2827, 0.2732, 0.2801, 0.2908, 0.287, 0.2902, 0.2932, 0.2969, 0.3077, 0.3073, 0.3142, 0.3124, 0.3108, 0.3169, 0.3234, 0.3297, 0.3224, 0.3182, 0.3122, 0.3197, 0.3234, 0.3284]}
{"unit_id": "reply:1869846619128226280", "ticker_idx": 0, "ts": "2024-12-19T20:45:48+00:00", "symbol": "healthcare", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "if you're a 'buy and forget' investor it's a great spot to overweight some", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Healthcare sector worth overweighting for long-term investors despite near-term rate sensitivity drag.", "resolved_tickers": ["XLV"], "resolution_method": "etf", "resolution_reason": "US healthcare sector via XLV ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DeepDishEnjoyer healthcare’s rate sensitivity causing it to die but if you’re a “buy and forget” investor it’s a great spot to overweight some", "reply_text": null, "parent_text": "@Citrini7 what's the tea", "quoted_text": null, "parent_author": "DeepDishEnjoyer", "ret_m1d": 0.007631294605620287, "ret_signed_m1d": 0.007631294605620287, "alpha_spy_m1d": 0.007324200975984629, "alpha_c_m1d": 0.007324200975984629, "bench_spy_m1d": 0.00030709362963565745, "bench_c_m1d": 0.00030709362963565745, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012621217076797198, "ret_signed_p1d": 0.012621217076797198, "alpha_spy_p1d": 0.0006102202203461804, "alpha_c_p1d": 0.0006102202203461804, "bench_spy_p1d": 0.012010996856451017, "bench_c_p1d": 0.012010996856451017, "ret_p1w": 0.028999700972402787, "ret_signed_p1w": 0.028999700972402787, "alpha_spy_p1w": -0.0004560585172090903, "alpha_c_p1w": -0.0004560585172090903, "bench_spy_p1w": 0.029455759489611877, "bench_c_p1w": 0.029455759489611877, "ret_p1m": 0.03327480728119547, "ret_signed_p1m": 0.03327480728119547, "alpha_spy_p1m": 0.010255929556296062, "alpha_c_p1m": 0.010255929556296062, "bench_spy_p1m": 0.02301887772489941, "bench_c_p1m": 0.02301887772489941, "ret_p3m": 0.08236601391616061, "ret_signed_p3m": 0.08236601391616061, "alpha_spy_p3m": 0.121935510412993, "alpha_c_p3m": 0.121935510412993, "bench_spy_p3m": -0.03956949649683239, "bench_c_p3m": -0.03956949649683239, "ret_p6m": 0.007304340910767815, "ret_signed_p6m": 0.007304340910767815, "alpha_spy_p6m": -0.01779592563632626, "alpha_c_p6m": -0.01779592563632626, "bench_spy_p6m": 0.025100266547094074, "bench_c_p6m": 0.025100266547094074, "price_path": [0.133, 0.1307, 0.1197, 0.1234, 0.1228, 0.1302, 0.1242, 0.122, 0.1118, 0.1127, 0.1078, 0.1138, 0.1252, 0.121, 0.1292, 0.1355, 0.1216, 0.1247, 0.1182, 0.1236, 0.1104, 0.1088, 0.1036, 0.0963, 0.0903, 0.0919, 0.0889, 0.0869, 0.0777, 0.0841, 0.077, 0.0849, 0.0863, 0.0941, 0.102, 0.0955, 0.0803, 0.0774, 0.0605, 0.0408, 0.0415, 0.0362, 0.0484, 0.0569, 0.0578, 0.0668, 0.0726, 0.0783, 0.0783, 0.0817, 0.0798, 0.0773, 0.0768, 0.0647, 0.0587, 0.0618, 0.0574, 0.043, 0.0347, 0.0346, 0.0222, 0.0215, 0.0076, 0.0, 0.0126, 0.0227, 0.0269, 0.0269, 0.029, 0.0242, 0.0116, 0.014, 0.014, 0.0143, 0.0243, 0.0247, 0.0298, 0.0351, 0.0351, 0.0293, 0.0427, 0.0319, 0.0361, 0.0403, 0.0333, 0.0333, 0.0504, 0.048, 0.062, 0.0637, 0.0876, 0.08, 0.0737, 0.0861, 0.0826, 0.0868, 0.0838, 0.0942, 0.0844, 0.0793, 0.0784, 0.0764, 0.0748, 0.079, 0.0673, 0.0673, 0.0653, 0.0791, 0.0852, 0.0793, 0.0881, 0.0975, 0.0896, 0.0852, 0.0978, 0.1026, 0.0923, 0.1033, 0.1003, 0.1004, 0.0885, 0.0766, 0.0659, 0.0602, 0.0683, 0.0819, 0.0824, 0.083, 0.0836, 0.0806, 0.0888, 0.0749, 0.071, 0.0727, 0.0694, 0.0804, 0.0607, 0.0678, 0.0591, 0.001, -0.005, -0.016, 0.0268, -0.0019, 0.0128, 0.0251, 0.0188, 0.0085, 0.0026, 0.0026, -0.019, -0.0006, 0.0043, 0.0166, 0.0215, 0.0256, 0.0306, 0.0394, 0.0111, 0.0251, 0.0222, -0.006, 0.0016, -0.0074, -0.0182, 0.006, -0.0242, -0.0472, -0.0347, -0.0152, -0.0057, -0.0033, -0.0264, -0.034, -0.0355, -0.0355, -0.0221, -0.0271, -0.0206, -0.0185, -0.0179, -0.0156, -0.0137, -0.015, -0.0056, -0.0073, 0.004, 0.0045, 0.0123, 0.0073]}
{"unit_id": "quote:1856045377771786312", "ticker_idx": 0, "ts": "2024-11-11T18:44:36+00:00", "symbol": "MCB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "looking at potential crypto deregulation winners & recalled they'd provided debit cards for crypto", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MCB as a crypto deregulation beneficiary; short thesis found unconvincing and has since disappeared.", "resolved_tickers": ["MCB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Regional", "unit_kind": "quote", "lang": "en", "tweet_text": "Just went back to look at $MCB as I am looking at potential crypto deregulation winners & recalled they’d provided debit cards for crypto.\n\nSurprise, surprise - the short thesis that tried to capitalize on the banking panic doesn’t even exist anymore.\n\nCareful who you listen to. https://t.co/XjbMnIRrOF", "reply_text": null, "parent_text": null, "quoted_text": "Just read the short thesis on $MCB. \n\nI am thoroughly unconvinced. It touches on some so-so strings and loose connections, but never really delivers the killing blow. A few points:", "parent_author": null, "ret_m1d": -0.03688142625623314, "ret_signed_m1d": -0.03688142625623314, "alpha_spy_m1d": -0.035929610958829516, "alpha_c_m1d": -0.035929610958829516, "bench_spy_m1d": -0.0009518152974036242, "bench_c_m1d": -0.0009518152974036242, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006847182851511757, "ret_signed_p1d": 0.006847182851511757, "alpha_spy_p1d": 0.009953526965582715, "alpha_c_p1d": 0.009953526965582715, "bench_spy_p1d": -0.003106344114070958, "bench_c_p1d": -0.003106344114070958, "ret_p1w": -0.003890367173551401, "ret_signed_p1w": -0.003890367173551401, "alpha_spy_p1w": 0.013829605092752661, "alpha_c_p1w": 0.013829605092752661, "bench_spy_p1w": -0.017719972266304063, "bench_c_p1w": -0.017719972266304063, "ret_p1m": 0.019296573532236128, "ret_signed_p1m": 0.019296573532236128, "alpha_spy_p1m": 0.01254919608273597, "alpha_c_p1m": 0.01254919608273597, "bench_spy_p1m": 0.006747377449500158, "bench_c_p1m": 0.006747377449500158, "ret_p3m": 0.018674205868508764, "ret_signed_p3m": 0.018674205868508764, "alpha_spy_p3m": 0.0026398587527902695, "alpha_c_p3m": 0.0026398587527902695, "bench_spy_p3m": 0.016034347115718495, "bench_c_p3m": 0.016034347115718495, "ret_p6m": -0.009648316727973616, "ret_signed_p6m": -0.009648316727973616, "alpha_spy_p6m": 0.051131518110852814, "alpha_c_p6m": 0.051131518110852814, "bench_spy_p6m": -0.06077983483882643, "bench_c_p6m": -0.06077983483882643, "price_path": [-0.3288, -0.2803, -0.2574, -0.2431, -0.2569, -0.2409, -0.249, -0.1889, -0.179, -0.1889, -0.2043, -0.1909, -0.1953, -0.1953, -0.2151, -0.2104, -0.2102, -0.2157, -0.2266, -0.2263, -0.2305, -0.2312, -0.2104, -0.2039, -0.2118, -0.1986, -0.1538, -0.1843, -0.1782, -0.1927, -0.2116, -0.2053, -0.2048, -0.1818, -0.2194, -0.1908, -0.1615, -0.1654, -0.1628, -0.1664, -0.1566, -0.1502, -0.1281, -0.1085, -0.082, -0.0598, -0.0269, -0.0926, -0.1296, -0.1346, -0.1446, -0.1578, -0.1786, -0.1253, -0.1589, -0.1366, -0.1674, -0.1716, -0.1729, -0.1539, -0.0221, -0.0459, -0.0369, 0.0, 0.0068, 0.0145, 0.0103, 0.0039, -0.0039, -0.0157, -0.0265, -0.0173, 0.0352, 0.0473, 0.0311, 0.0472, 0.0472, 0.0106, 0.0268, -0.0042, 0.0378, 0.0201, 0.0185, 0.0109, 0.0193, 0.0336, 0.0204, 0.0115, 0.0257, -0.0215, -0.0833, -0.0899, -0.0792, -0.0767, -0.0749, -0.0749, -0.0738, -0.0949, -0.0959, -0.0912, -0.0912, -0.096, -0.0741, -0.0784, -0.0931, -0.1148, -0.1148, -0.1232, -0.1049, -0.0752, -0.0458, -0.0588, -0.0507, -0.0507, -0.0453, -0.0608, -0.051, 0.0238, 0.0014, 0.0062, -0.0014, -0.0019, -0.002, -0.0369, 0.003, 0.0076, 0.0187, -0.0092, -0.023, -0.0072, -0.0294, -0.0238, -0.0369, -0.0369, -0.0355, -0.0339, -0.0448, -0.0753, -0.0946, -0.0988, -0.0828, -0.0475, -0.0596, -0.0728, -0.0739, -0.0904, -0.1184, -0.1287, -0.1825, -0.1757, -0.1794, -0.1752, -0.1491, -0.1422, -0.1419, -0.1354, -0.1419, -0.1421, -0.1159, -0.1176, -0.1094, -0.112, -0.1346, -0.1287, -0.1388, -0.1212, -0.212, -0.233, -0.235, -0.2386, -0.1857, -0.2297, -0.2295, -0.2101, -0.1906, -0.169, -0.1497, -0.1497, -0.136, -0.1049, -0.0745, -0.0537, -0.0531, -0.0465, -0.031, -0.0363, -0.0353, -0.012, -0.0011, -0.0096]}
{"unit_id": "orig:1914757130000973960", "ticker_idx": 0, "ts": "2025-04-22T19:04:08+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bitcoin: digital gold / beneficiary of changing global order but also will rip if we go risk on pretty asymmetric", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long BTC: asymmetric upside as digital gold, macro hedge, and risk-on beneficiary.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "bitcoin: digital gold / beneficiary of changing global order but also will rip if we go risk on\n\npretty asymmetric", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06338682078651492, "ret_signed_m1d": -0.06338682078651492, "alpha_spy_m1d": -0.03802864755197288, "alpha_c_m1d": null, "bench_spy_m1d": -0.025358173234542036, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.0027527134594511615, "ret_signed_p1d": 0.0027527134594511615, "alpha_spy_p1d": -0.012742640475185363, "alpha_c_p1d": null, "bench_spy_p1d": 0.015495353934636524, "bench_c_p1d": null, "ret_p1w": 0.009020562746131722, "ret_signed_p1w": 0.009020562746131722, "alpha_spy_p1w": -0.042321035462885126, "alpha_c_p1w": null, "bench_spy_p1w": 0.05134159820901685, "bench_c_p1w": null, "ret_p1m": 0.17375705255321616, "ret_signed_p1m": 0.17375705255321616, "alpha_spy_p1m": 0.06828539729875982, "alpha_c_p1m": null, "bench_spy_p1m": 0.10547165525445634, "bench_c_p1m": null, "ret_p3m": 0.26285144460603105, "ret_signed_p3m": 0.26285144460603105, "alpha_spy_p3m": 0.06904354442149985, "alpha_c_p3m": null, "bench_spy_p3m": 0.1938079001845312, "bench_c_p3m": null, "ret_p6m": 0.18558350351764408, "ret_signed_p6m": 0.18558350351764408, "alpha_spy_p6m": -0.0832375105610581, "alpha_c_p6m": null, "bench_spy_p6m": 0.2688210140787022, "bench_c_p6m": null, "price_path": [0.1126, 0.1218, 0.0925, 0.0844, 0.1098, 0.1209, 0.0959, 0.0852, 0.0474, 0.034, 0.0337, 0.033, 0.0428, 0.0247, 0.0476, 0.0341, 0.0435, 0.025, 0.0224, 0.0342, 0.0524, 0.0287, -0.0217, -0.0504, -0.0973, -0.0935, -0.0971, -0.0789, -0.0666, -0.0302, -0.0372, -0.0717, -0.1596, -0.1132, -0.104, -0.1324, -0.1014, -0.1002, -0.1148, -0.0705, -0.0993, -0.1006, -0.0636, -0.0639, -0.07, -0.067, -0.0973, -0.1166, -0.0885, -0.1173, -0.1106, -0.1027, -0.152, -0.1837, -0.1163, -0.1479, -0.1074, -0.0952, -0.1046, -0.1007, -0.0915, -0.0962, -0.0634, 0.0, 0.0028, 0.0054, 0.0137, 0.0164, 0.009, 0.0082, 0.0326, 0.0371, 0.014, 0.036, 0.0384, 0.1049, 0.102, 0.1003, 0.1148, 0.1081, 0.1103, 0.1075, 0.1302, 0.1429, 0.1738, 0.1951, 0.1482, 0.1712, 0.1664, 0.1537, 0.1306, 0.113, 0.1331, 0.1283, 0.1208, 0.087, 0.1172, 0.1803, 0.18, 0.1631, 0.1336, 0.1354, 0.1429, 0.1194, 0.1224, 0.1203, 0.1056, 0.1299, 0.1349, 0.149, 0.1447, 0.146, 0.1465, 0.1312, 0.165, 0.1734, 0.1562, 0.159, 0.166, 0.1914, 0.2413, 0.2576, 0.2826, 0.2604, 0.2707, 0.2766, 0.2629, 0.2568, 0.2842, 0.2709, 0.2668, 0.2589, 0.262, 0.262, 0.261, 0.2388, 0.2127, 0.2315, 0.2215, 0.231, 0.2574, 0.2488, 0.2706, 0.2861, 0.32, 0.2667, 0.2564, 0.2441, 0.2075, 0.2229, 0.2031, 0.2508, 0.1785, 0.1965, 0.1903, 0.2044, 0.1602, 0.1692, 0.1901, 0.1956, 0.1849, 0.1842, 0.1994, 0.1936, 0.2195, 0.2361, 0.2425, 0.2355, 0.2504, 0.2464, 0.2536, 0.2381, 0.2066, 0.1988, 0.2128, 0.167, 0.1741, 0.2243, 0.2206, 0.2698, 0.2915, 0.3085, 0.3351, 0.2998, 0.3201, 0.3025, 0.2116, 0.2336, 0.2106, 0.1856]}
{"unit_id": "orig:1856946450950664392", "ticker_idx": 0, "ts": "2024-11-14T06:25:08+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "crazy rip, close the year at 6200ish", "tweet_type": "prediction", "timeline": "quarters", "summary": "S&P500 rips to ~6200 by year-end, then drops back to 5600 in Q1 2025.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "wrong prediction, guaranteed:\n\nno big drawdown but couple of days of panic in quick succession by end of month, followed by\n\ncrazy rip, close the year at 6200ish\n\nQ1 25 down back to 5600", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006471525132354605, "ret_signed_m1d": 0.006471525132354605, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.006471525132354605, "bench_c_m1d": 0.006471525132354605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012808708921050571, "ret_signed_p1d": -0.012808708921050571, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.012808708921050571, "bench_c_p1d": -0.012808708921050571, "ret_p1w": 0.0005390407148508913, "ret_signed_p1w": 0.0005390407148508913, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.0005390407148508913, "bench_c_p1w": 0.0005390407148508913, "ret_p1m": 0.018302777745492493, "ret_signed_p1m": 0.018302777745492493, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.018302777745492493, "bench_c_p1m": 0.018302777745492493, "ret_p3m": 0.023590256179413904, "ret_signed_p3m": 0.023590256179413904, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.023590256179413904, "bench_c_p3m": 0.023590256179413904, "ret_p6m": -0.042820020608778875, "ret_signed_p6m": -0.042820020608778875, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": -0.042820020608778875, "bench_c_p6m": -0.042820020608778875, "price_path": [-0.0597, -0.0613, -0.0581, -0.0654, -0.0555, -0.0578, -0.0565, -0.0619, -0.0619, -0.0529, -0.0529, -0.0724, -0.0743, -0.0765, -0.0921, -0.0819, -0.0779, -0.0685, -0.0606, -0.0557, -0.0543, -0.0539, -0.0567, -0.0406, -0.0423, -0.0399, -0.0372, -0.0393, -0.0355, -0.0369, -0.033, -0.0417, -0.0413, -0.043, -0.0343, -0.0431, -0.034, -0.0273, -0.029, -0.0232, -0.0152, -0.0229, -0.0186, -0.0185, -0.0148, -0.0164, -0.0169, -0.0259, -0.0238, -0.0241, -0.0211, -0.0195, -0.0225, -0.0416, -0.0376, -0.0397, -0.0281, -0.0039, 0.0038, 0.0082, 0.0091, 0.006, 0.0065, 0.0, -0.0128, -0.0088, -0.0051, -0.0048, 0.0005, 0.0036, 0.007, 0.0123, 0.0092, 0.0092, 0.0155, 0.0173, 0.0178, 0.0241, 0.0224, 0.0244, 0.0191, 0.0159, 0.0238, 0.0185, 0.0183, 0.0227, 0.0184, -0.0119, -0.0122, -0.0004, 0.0056, 0.0168, 0.0168, 0.0169, 0.0062, -0.0053, -0.0089, -0.0089, -0.0114, 0.001, 0.0068, -0.0046, -0.0032, -0.0032, -0.0184, -0.0169, -0.0155, 0.0024, 0.0005, 0.0105, 0.0105, 0.0198, 0.0255, 0.0311, 0.0281, 0.0135, 0.0223, 0.0177, 0.0231, 0.0177, 0.0108, 0.0176, 0.0217, 0.0253, 0.0159, 0.0228, 0.0236, 0.0203, 0.0311, 0.031, 0.031, 0.034, 0.0365, 0.0322, 0.0145, 0.0099, 0.0049, 0.0054, -0.0107, 0.0048, -0.0128, -0.0245, -0.014, -0.0315, -0.0261, -0.052, -0.0599, -0.0549, -0.0675, -0.0483, -0.0409, -0.0513, -0.041, -0.0437, -0.0434, -0.0263, -0.024, -0.0356, -0.0382, -0.0575, -0.0512, -0.0485, -0.0425, -0.0897, -0.143, -0.1445, -0.1579, -0.0695, -0.1103, -0.0944, -0.0856, -0.0882, -0.1084, -0.1072, -0.1072, -0.1284, -0.1057, -0.0919, -0.0728, -0.0661, -0.0657, -0.0598, -0.0594, -0.0528, -0.0387, -0.0442, -0.0522, -0.0482, -0.0416, -0.0428]}
{"unit_id": "orig:1856946450950664392", "ticker_idx": 1, "ts": "2024-11-14T06:25:08+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Q1 25 down back to 5600", "tweet_type": "prediction", "timeline": "quarters", "summary": "S&P500 rips to ~6200 by year-end, then drops back to 5600 in Q1 2025.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "wrong prediction, guaranteed:\n\nno big drawdown but couple of days of panic in quick succession by end of month, followed by\n\ncrazy rip, close the year at 6200ish\n\nQ1 25 down back to 5600", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006471525132354605, "ret_signed_m1d": -0.006471525132354605, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.006471525132354605, "bench_c_m1d": 0.006471525132354605, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012808708921050571, "ret_signed_p1d": 0.012808708921050571, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.012808708921050571, "bench_c_p1d": -0.012808708921050571, "ret_p1w": 0.0005390407148508913, "ret_signed_p1w": -0.0005390407148508913, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.0005390407148508913, "bench_c_p1w": 0.0005390407148508913, "ret_p1m": 0.018302777745492493, "ret_signed_p1m": -0.018302777745492493, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.018302777745492493, "bench_c_p1m": 0.018302777745492493, "ret_p3m": 0.023590256179413904, "ret_signed_p3m": -0.023590256179413904, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.023590256179413904, "bench_c_p3m": 0.023590256179413904, "ret_p6m": -0.042820020608778875, "ret_signed_p6m": 0.042820020608778875, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": -0.042820020608778875, "bench_c_p6m": -0.042820020608778875, "price_path": [-0.0597, -0.0613, -0.0581, -0.0654, -0.0555, -0.0578, -0.0565, -0.0619, -0.0619, -0.0529, -0.0529, -0.0724, -0.0743, -0.0765, -0.0921, -0.0819, -0.0779, -0.0685, -0.0606, -0.0557, -0.0543, -0.0539, -0.0567, -0.0406, -0.0423, -0.0399, -0.0372, -0.0393, -0.0355, -0.0369, -0.033, -0.0417, -0.0413, -0.043, -0.0343, -0.0431, -0.034, -0.0273, -0.029, -0.0232, -0.0152, -0.0229, -0.0186, -0.0185, -0.0148, -0.0164, -0.0169, -0.0259, -0.0238, -0.0241, -0.0211, -0.0195, -0.0225, -0.0416, -0.0376, -0.0397, -0.0281, -0.0039, 0.0038, 0.0082, 0.0091, 0.006, 0.0065, 0.0, -0.0128, -0.0088, -0.0051, -0.0048, 0.0005, 0.0036, 0.007, 0.0123, 0.0092, 0.0092, 0.0155, 0.0173, 0.0178, 0.0241, 0.0224, 0.0244, 0.0191, 0.0159, 0.0238, 0.0185, 0.0183, 0.0227, 0.0184, -0.0119, -0.0122, -0.0004, 0.0056, 0.0168, 0.0168, 0.0169, 0.0062, -0.0053, -0.0089, -0.0089, -0.0114, 0.001, 0.0068, -0.0046, -0.0032, -0.0032, -0.0184, -0.0169, -0.0155, 0.0024, 0.0005, 0.0105, 0.0105, 0.0198, 0.0255, 0.0311, 0.0281, 0.0135, 0.0223, 0.0177, 0.0231, 0.0177, 0.0108, 0.0176, 0.0217, 0.0253, 0.0159, 0.0228, 0.0236, 0.0203, 0.0311, 0.031, 0.031, 0.034, 0.0365, 0.0322, 0.0145, 0.0099, 0.0049, 0.0054, -0.0107, 0.0048, -0.0128, -0.0245, -0.014, -0.0315, -0.0261, -0.052, -0.0599, -0.0549, -0.0675, -0.0483, -0.0409, -0.0513, -0.041, -0.0437, -0.0434, -0.0263, -0.024, -0.0356, -0.0382, -0.0575, -0.0512, -0.0485, -0.0425, -0.0897, -0.143, -0.1445, -0.1579, -0.0695, -0.1103, -0.0944, -0.0856, -0.0882, -0.1084, -0.1072, -0.1072, -0.1284, -0.1057, -0.0919, -0.0728, -0.0661, -0.0657, -0.0598, -0.0594, -0.0528, -0.0387, -0.0442, -0.0522, -0.0482, -0.0416, -0.0428]}
{"unit_id": "orig:1887518995563139111", "ticker_idx": 0, "ts": "2025-02-06T15:09:31+00:00", "symbol": "AMSC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMSC thesis playing out", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long AMSC; thesis is playing out as expected.", "resolved_tickers": ["AMSC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "AMSC thesis playing out\n\nhttps://t.co/2AL0kMHn90", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.25467292036340783, "ret_signed_m1d": -0.25467292036340783, "alpha_spy_m1d": -0.2512093443863991, "alpha_c_m1d": -0.25017159907864495, "bench_spy_m1d": -0.003463575977008748, "bench_c_m1d": -0.0045013212847628825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040595885987349756, "ret_signed_p1d": -0.040595885987349756, "alpha_spy_p1d": -0.031442302664475785, "alpha_c_p1d": -0.03761929297064803, "bench_spy_p1d": -0.00915358332287397, "bench_c_p1d": -0.002976593016701723, "ret_p1w": -0.07447432883780636, "ret_signed_p1w": -0.07447432883780636, "alpha_spy_p1w": -0.08009836330791897, "alpha_c_p1w": -0.075563340016782, "bench_spy_p1w": 0.0056240344701126155, "bench_c_p1w": 0.0010890111789756407, "ret_p1m": -0.43779208363455957, "ret_signed_p1m": -0.43779208363455957, "alpha_spy_p1m": -0.38765351506418055, "alpha_c_p1m": -0.4124544986153893, "bench_spy_p1m": -0.050138568570379016, "bench_c_p1m": -0.025337585019170272, "ret_p3m": -0.3910631028215723, "ret_signed_p3m": -0.3910631028215723, "alpha_spy_p3m": -0.3154611488397978, "alpha_c_p3m": -0.36303902745343974, "bench_spy_p3m": -0.0756019539817745, "bench_c_p3m": -0.02802407536813256, "ret_p6m": 0.5698013249164895, "ret_signed_p6m": 0.5698013249164895, "alpha_spy_p6m": 0.538277115577406, "alpha_c_p6m": 0.4760223716623224, "bench_spy_p6m": 0.03152420933908351, "bench_c_p6m": 0.09377895325416707, "price_path": [0.0751, 0.0532, 0.0704, -0.068, -0.1215, -0.1072, -0.078, -0.09, -0.0082, -0.0006, 0.0108, -0.0164, -0.0546, -0.0546, -0.0053, 0.0073, -0.0409, 0.0289, 0.019, -0.0888, -0.1609, -0.2103, -0.1586, -0.2298, -0.2456, -0.2471, -0.2427, -0.2713, -0.295, -0.2655, -0.2608, -0.2693, -0.2693, -0.2266, -0.2681, -0.264, -0.2807, -0.2807, -0.2538, -0.1624, -0.1489, -0.1662, -0.2065, -0.2065, -0.2091, -0.2383, -0.2293, -0.1808, -0.1878, -0.1878, -0.1878, -0.1606, -0.1568, -0.132, -0.1519, -0.2398, -0.2351, -0.2377, -0.2024, -0.2328, -0.2313, -0.2605, -0.2547, 0.0, -0.0406, -0.0482, -0.0736, -0.1136, -0.0745, -0.09, -0.09, -0.0534, -0.0815, -0.158, -0.2494, -0.3002, -0.3464, -0.3067, -0.354, -0.3367, -0.4156, -0.4337, -0.4162, -0.4401, -0.4378, -0.4877, -0.4577, -0.439, -0.4556, -0.4159, -0.4185, -0.4439, -0.4144, -0.4138, -0.4206, -0.3695, -0.3727, -0.4048, -0.4334, -0.4515, -0.4702, -0.4626, -0.4468, -0.5131, -0.5386, -0.5149, -0.5327, -0.4506, -0.4901, -0.4743, -0.469, -0.467, -0.469, -0.4623, -0.4623, -0.4883, -0.462, -0.4577, -0.4121, -0.4074, -0.4127, -0.4095, -0.4203, -0.4074, -0.3838, -0.3989, -0.3911, -0.3949, -0.3753, -0.3692, -0.3341, -0.3113, -0.3067, -0.3131, -0.2985, -0.2769, -0.2792, -0.2935, -0.2643, -0.2617, -0.2617, -0.2004, -0.1855, -0.1811, -0.1746, -0.1583, -0.1221, -0.1031, -0.0695, -0.0806, -0.0336, 0.0061, -0.1335, -0.1463, -0.1428, -0.1349, -0.1273, -0.0996, -0.0996, -0.1121, -0.0532, -0.0207, -0.0055, 0.0713, 0.0643, 0.0716, 0.0508, 0.1446, 0.1653, 0.1653, 0.1758, 0.137, 0.1656, 0.16, 0.144, 0.189, 0.1963, 0.1995, 0.2085, 0.2477, 0.2354, 0.2041, 0.2547, 0.2561, 0.2617, 0.278, 0.2699, 0.2833, 0.6603, 0.5698]}
{"unit_id": "reply:1884070060823846925", "ticker_idx": 0, "ts": "2025-01-28T02:44:41+00:00", "symbol": "IGV", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "put on long IGV short SMH in size when we first mentioned it on Friday", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long software (IGV) / short semiconductors (SMH) as the core expression of the call first flagged Friday.", "resolved_tickers": ["IGV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gmfunkman @bsedyou Listen man I am sorry you missed the trade but if you wanted to and were on top of it you could have easily just put on long IGV short SMH in size when we first mentioned it on Friday, there was at least an hour left in the regular session at that point.", "reply_text": null, "parent_text": "@bsedyou @Citrini7 I'm a sub who missed it. I'm sure there are others that did too. There were over 50 trades we needed to do to get the updates in to Citrindex. Not doing that in 4 minutes, and not messing with tiny stocks in after hours.\n\nKind of hurts how much he's shilling it for us that missed", "quoted_text": null, "parent_author": "gmfunkman", "ret_m1d": -0.027240695957176597, "ret_signed_m1d": -0.027240695957176597, "alpha_spy_m1d": -0.018721652355795704, "alpha_c_m1d": -0.018721652355795704, "bench_spy_m1d": -0.008519043601380893, "bench_c_m1d": -0.008519043601380893, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014382270097721528, "ret_signed_p1d": -0.014382270097721528, "alpha_spy_p1d": -0.009899452456571645, "alpha_c_p1d": -0.009899452456571645, "bench_spy_p1d": -0.004482817641149883, "bench_c_p1d": -0.004482817641149883, "ret_p1w": -0.006476810353478801, "ret_signed_p1w": -0.006476810353478801, "alpha_spy_p1w": -0.0019444169385756105, "alpha_c_p1w": -0.0019444169385756105, "bench_spy_p1w": -0.004532393414903191, "bench_c_p1w": -0.004532393414903191, "ret_p1m": -0.05752929839435361, "ret_signed_p1m": -0.05752929839435361, "alpha_spy_p1m": -0.04102036087590999, "alpha_c_p1m": -0.04102036087590999, "bench_spy_p1m": -0.016508937518443623, "bench_c_p1m": -0.016508937518443623, "ret_p3m": -0.09743781251251249, "ret_signed_p3m": -0.09743781251251249, "alpha_spy_p3m": -0.011049466015138232, "alpha_c_p3m": -0.011049466015138232, "bench_spy_p3m": -0.08638834649737426, "bench_c_p3m": -0.08638834649737426, "ret_p6m": 0.06495856589761573, "ret_signed_p6m": 0.06495856589761573, "alpha_spy_p6m": 0.009578329443709288, "alpha_c_p6m": 0.009578329443709288, "bench_spy_p6m": 0.05538023645390644, "bench_c_p6m": 0.05538023645390644, "price_path": [-0.1308, -0.1212, -0.1213, -0.106, -0.0693, -0.046, -0.0357, -0.0133, -0.0086, -0.0054, -0.0185, -0.0368, -0.0369, -0.0235, -0.016, -0.0043, 0.01, 0.0076, 0.0114, -0.0066, -0.0066, -0.0022, -0.0012, 0.0074, 0.0466, 0.0339, 0.0482, 0.0265, 0.0112, 0.027, 0.0177, 0.0074, 0.0183, 0.009, -0.0363, -0.0326, -0.013, -0.0197, -0.0085, -0.0085, -0.0107, -0.0258, -0.0386, -0.0464, -0.0464, -0.0484, -0.0335, -0.0315, -0.0552, -0.0551, -0.0551, -0.0741, -0.0822, -0.0722, -0.0554, -0.0537, -0.0445, -0.0445, -0.029, -0.0084, -0.0067, -0.0109, -0.0272, 0.0, -0.0144, -0.0212, -0.02, -0.0238, -0.0065, -0.0002, 0.0024, -0.0035, 0.0134, 0.0031, -0.0003, 0.016, 0.0169, 0.0169, 0.0271, 0.009, -0.0094, -0.0432, -0.0551, -0.0705, -0.0575, -0.0825, -0.0716, -0.0892, -0.091, -0.0752, -0.11, -0.1102, -0.1553, -0.1472, -0.1301, -0.159, -0.127, -0.1154, -0.1284, -0.1147, -0.1183, -0.1132, -0.0912, -0.0821, -0.1034, -0.1188, -0.144, -0.1524, -0.1397, -0.1283, -0.1749, -0.2256, -0.2261, -0.2366, -0.1476, -0.1762, -0.1694, -0.162, -0.1514, -0.1719, -0.1753, -0.1753, -0.2008, -0.1794, -0.1541, -0.1123, -0.0974, -0.0963, -0.0847, -0.085, -0.076, -0.0526, -0.0535, -0.067, -0.0591, -0.0436, -0.0505, -0.021, -0.0025, -0.0018, -0.0056, 0.0016, -0.0005, -0.0029, -0.0269, -0.0217, -0.0291, -0.0291, -0.0113, -0.0182, -0.0251, -0.0128, -0.01, 0.0, -0.0018, -0.0031, 0.0094, 0.0109, 0.0085, 0.0076, 0.0195, 0.0122, 0.023, 0.0158, 0.0105, 0.0105, 0.0011, 0.0131, 0.0291, 0.0265, 0.0354, 0.0266, 0.043, 0.031, 0.0364, 0.0598, 0.0598, 0.0545, 0.058, 0.0612, 0.0396, 0.0237, 0.0387, 0.0381, 0.0459, 0.0602, 0.0578, 0.0592, 0.0563, 0.065]}
{"unit_id": "reply:1884070060823846925", "ticker_idx": 1, "ts": "2025-01-28T02:44:41+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "put on long IGV short SMH in size when we first mentioned it on Friday", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long software (IGV) / short semiconductors (SMH) as the core expression of the call first flagged Friday.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gmfunkman @bsedyou Listen man I am sorry you missed the trade but if you wanted to and were on top of it you could have easily just put on long IGV short SMH in size when we first mentioned it on Friday, there was at least an hour left in the regular session at that point.", "reply_text": null, "parent_text": "@bsedyou @Citrini7 I'm a sub who missed it. I'm sure there are others that did too. There were over 50 trades we needed to do to get the updates in to Citrindex. Not doing that in 4 minutes, and not messing with tiny stocks in after hours.\n\nKind of hurts how much he's shilling it for us that missed", "quoted_text": null, "parent_author": "gmfunkman", "ret_m1d": -0.019297165682639172, "ret_signed_m1d": 0.019297165682639172, "alpha_spy_m1d": 0.010778122081258279, "alpha_c_m1d": 0.010778122081258279, "bench_spy_m1d": -0.008519043601380893, "bench_c_m1d": -0.008519043601380893, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00382615338096981, "ret_signed_p1d": 0.00382615338096981, "alpha_spy_p1d": -0.0006566642601800732, "alpha_c_p1d": -0.0006566642601800732, "bench_spy_p1d": -0.004482817641149883, "bench_c_p1d": -0.004482817641149883, "ret_p1w": 0.004242086668682532, "ret_signed_p1w": -0.004242086668682532, "alpha_spy_p1w": -0.008774480083585723, "alpha_c_p1w": -0.008774480083585723, "bench_spy_p1w": -0.004532393414903191, "bench_c_p1w": -0.004532393414903191, "ret_p1m": 0.014015436764963418, "ret_signed_p1m": -0.014015436764963418, "alpha_spy_p1m": -0.03052437428340704, "alpha_c_p1m": -0.03052437428340704, "bench_spy_p1m": -0.016508937518443623, "bench_c_p1m": -0.016508937518443623, "ret_p3m": -0.11844454700256224, "ret_signed_p3m": 0.11844454700256224, "alpha_spy_p3m": 0.03205620050518798, "alpha_c_p3m": 0.03205620050518798, "bench_spy_p3m": -0.08638834649737426, "bench_c_p3m": -0.08638834649737426, "ret_p6m": 0.1919733914731767, "ret_signed_p6m": -0.1919733914731767, "alpha_spy_p6m": -0.13659315501927027, "alpha_c_p6m": -0.13659315501927027, "bench_spy_p6m": 0.05538023645390644, "bench_c_p6m": 0.05538023645390644, "price_path": [0.0007, 0.0134, 0.0114, 0.0281, 0.055, 0.0808, 0.0738, 0.0497, 0.0428, 0.0253, 0.0276, -0.0065, 0.0001, 0.011, 0.0042, 0.019, 0.0129, 0.0089, -0.0004, -0.0135, -0.0135, 0.0025, 0.0263, 0.0286, 0.046, 0.0281, 0.0294, 0.0189, -0.0068, 0.0175, 0.0077, 0.033, 0.0486, 0.035, 0.002, -0.011, 0.0049, 0.0365, 0.0454, 0.0454, 0.0436, 0.0331, 0.0175, 0.0072, 0.0072, 0.018, 0.0475, 0.0823, 0.0565, 0.049, 0.049, 0.028, 0.0174, 0.0208, 0.0447, 0.0492, 0.074, 0.074, 0.0912, 0.1111, 0.1098, 0.0877, -0.0193, 0.0, -0.0038, 0.0196, 0.0132, -0.0069, 0.0042, 0.0278, 0.0329, 0.0189, 0.0381, 0.0392, 0.0335, 0.0477, 0.0504, 0.0504, 0.0656, 0.0702, 0.0722, 0.0397, 0.0124, -0.0091, 0.014, -0.0485, -0.0319, -0.0725, -0.0633, -0.046, -0.086, -0.0639, -0.1078, -0.1091, -0.0829, -0.0869, -0.0577, -0.0478, -0.0625, -0.0542, -0.0557, -0.0652, -0.0408, -0.0449, -0.0767, -0.0944, -0.1176, -0.1205, -0.1163, -0.1096, -0.1866, -0.2481, -0.231, -0.2516, -0.1232, -0.184, -0.1628, -0.1615, -0.1561, -0.1917, -0.1993, -0.1993, -0.2188, -0.2019, -0.1728, -0.1309, -0.1184, -0.1239, -0.1254, -0.1213, -0.1171, -0.0891, -0.095, -0.1034, -0.085, -0.0769, -0.0709, -0.0126, 0.0213, 0.0314, 0.0278, 0.0248, 0.0231, 0.0212, 0.0042, 0.0015, -0.0125, -0.0125, 0.0188, 0.0079, 0.0151, -0.0029, 0.0119, 0.0347, 0.047, 0.0451, 0.0511, 0.0687, 0.0899, 0.0891, 0.0944, 0.0688, 0.0954, 0.0879, 0.0921, 0.0921, 0.0824, 0.0893, 0.1293, 0.1445, 0.1528, 0.1579, 0.1598, 0.1472, 0.1697, 0.1795, 0.1795, 0.1635, 0.179, 0.187, 0.1958, 0.1956, 0.1866, 0.2094, 0.2031, 0.2132, 0.2074, 0.2082, 0.1868, 0.192]}
{"unit_id": "reply:1888819959574266207", "ticker_idx": 0, "ts": "2025-02-10T05:19:05+00:00", "symbol": "CQQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you could have bought CQQQ which is not sanctioned but closer to HSTECH, up 14% since and will be more like 16-17% after tomorrow's open catches up with current chinese equity prices", "tweet_type": "prediction", "timeline": "days", "summary": "CQQQ up 14% and expected to gain another 2-3% at tomorrow's open as it catches up to current Chinese equity prices.", "resolved_tickers": ["CQQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@aeybobby you don’t need to worry about what i can and can’t trade\n\nyou could have bought CQQQ which is not sanctioned but closer to HSTECH, up 14% since and will be more like 16-17% after tomorrow’s open catches up with current chinese equity prices", "reply_text": null, "parent_text": "@Citrini7 Also good to know you can get around the sanctions and buy HSTECH given two of the names are restricted for US investors (SMIC / sensetime) \n\nAssume you are European", "quoted_text": null, "parent_author": "aeybobby", "ret_m1d": -0.02861612225328325, "ret_signed_m1d": -0.02861612225328325, "alpha_spy_m1d": -0.021870636945554467, "alpha_c_m1d": -0.021870636945554467, "bench_spy_m1d": -0.006745485307728782, "bench_c_m1d": -0.006745485307728782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009166102340238291, "ret_signed_p1d": -0.009166102340238291, "alpha_spy_p1d": -0.009926736658072643, "alpha_c_p1d": -0.009926736658072643, "bench_spy_p1d": 0.0007606343178343522, "bench_c_p1d": 0.0007606343178343522, "ret_p1w": 0.057902985945635255, "ret_signed_p1w": 0.057902985945635255, "alpha_spy_p1w": 0.04988438510942883, "alpha_c_p1w": 0.04988438510942883, "bench_spy_p1w": 0.008018600836206424, "bench_c_p1w": 0.008018600836206424, "ret_p1m": 0.09523813674565673, "ret_signed_p1m": 0.09523813674565673, "alpha_spy_p1m": 0.17613420696889115, "alpha_c_p1m": 0.17613420696889115, "bench_spy_p1m": -0.08089607022323442, "bench_c_p1m": -0.08089607022323442, "ret_p3m": -0.03420519841612624, "ret_signed_p3m": -0.03420519841612624, "alpha_spy_p3m": 0.028769385443704887, "alpha_c_p3m": 0.028769385443704887, "bench_spy_p3m": -0.06297458385983112, "bench_c_p3m": -0.06297458385983112, "ret_p6m": 0.05723233167244568, "ret_signed_p6m": 0.05723233167244568, "alpha_spy_p6m": 0.01280627121460931, "alpha_c_p6m": 0.01280627121460931, "bench_spy_p6m": 0.04442606045783637, "bench_c_p6m": 0.04442606045783637, "price_path": [-0.0647, -0.089, -0.0959, -0.097, -0.0921, -0.0832, -0.0939, -0.1256, -0.124, -0.134, -0.101, -0.101, -0.0955, -0.0861, -0.0959, -0.1066, -0.0979, -0.0854, -0.0085, -0.0705, -0.0763, -0.0783, -0.0861, -0.1077, -0.0975, -0.1111, -0.0963, -0.0854, -0.0955, -0.0939, -0.0939, -0.0845, -0.091, -0.1044, -0.1196, -0.1196, -0.1422, -0.146, -0.156, -0.1462, -0.1549, -0.1549, -0.1786, -0.1773, -0.1493, -0.144, -0.1462, -0.123, -0.123, -0.1107, -0.1142, -0.1227, -0.0926, -0.0943, -0.0832, -0.0858, -0.0648, -0.0861, -0.0923, -0.0655, -0.0682, -0.0445, -0.0286, 0.0, -0.0092, 0.0163, 0.0219, 0.0579, 0.0579, 0.0543, 0.0608, 0.0738, 0.1055, 0.0581, 0.0666, 0.0789, 0.0563, 0.019, -0.0009, 0.03, 0.0756, 0.1071, 0.1073, 0.07, 0.0952, 0.0838, 0.0682, 0.0997, 0.1187, 0.108, 0.0937, 0.0566, 0.0315, 0.0329, 0.0096, 0.0114, 0.0262, -0.0051, -0.0094, -0.0072, -0.0051, -0.0221, -0.0973, -0.1652, -0.1936, -0.114, -0.1227, -0.0809, -0.0803, -0.0908, -0.1091, -0.1069, -0.1069, -0.0999, -0.0834, -0.0704, -0.0698, -0.0718, -0.0744, -0.0704, -0.0624, -0.0664, -0.0237, -0.0253, -0.015, -0.0423, -0.0342, -0.0474, -0.0034, -0.0201, -0.0172, -0.0409, -0.044, -0.0447, -0.0414, -0.049, -0.0554, -0.0586, -0.0586, -0.0751, -0.0885, -0.0675, -0.0914, -0.0867, -0.0829, -0.0646, -0.0487, -0.0445, -0.0237, -0.036, -0.034, -0.0331, -0.0537, -0.0338, -0.0429, -0.0467, -0.0467, -0.0613, -0.0496, -0.0195, -0.0186, -0.0177, -0.015, -0.0107, -0.0121, -0.0329, -0.0262, -0.0262, -0.0277, -0.0094, -0.0201, -0.021, -0.0168, -0.0087, 0.023, 0.0143, 0.0297, 0.0351, 0.036, 0.0429, 0.0606, 0.0626, 0.0639, 0.055, 0.0552, 0.0324, 0.0463, 0.0295, 0.0521, 0.0572]}
{"unit_id": "quote:1882510764994621746", "ticker_idx": 0, "ts": "2025-01-23T19:28:36+00:00", "symbol": "AI", "kind": "sector", "geography": "global", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "the terminal value proposition of AI is something that will remain abstract (good for stocks)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Incremental AI functionality keeps terminal value abstract, bullish for AI-exposed equities broadly.", "resolved_tickers": ["BOTZ", "AIQ", "ARKQ"], "resolution_method": "basket", "resolution_reason": "Global AI sector; broad ETF basket BOTZ/AIQ/ARKQ", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "as long as we keep getting incremental functionality like this, the terminal value proposition of AI is something that will remain abstract (good for stocks)", "reply_text": null, "parent_text": null, "quoted_text": "A research preview of Operator, an agent that can use its own browser to perform tasks for you. https://t.co/wkBBDIlVqj", "parent_author": null, "ret_m1d": -0.005485990018102053, "ret_signed_m1d": -0.005485990018102053, "alpha_spy_m1d": -5.769782499646502e-05, "alpha_c_m1d": -5.769782499646502e-05, "bench_spy_m1d": -0.005428292193105588, "bench_c_m1d": -0.005428292193105588, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0012459484215072703, "ret_signed_p1d": -0.0012459484215072703, "alpha_spy_p1d": 0.0016732285789606838, "alpha_c_p1d": 0.0016732285789606838, "bench_spy_p1d": -0.002919177000467954, "bench_c_p1d": -0.002919177000467954, "ret_p1w": -0.024325014192216072, "ret_signed_p1w": -0.024325014192216072, "alpha_spy_p1w": -0.016600558666557037, "alpha_c_p1w": -0.016600558666557037, "bench_spy_p1w": -0.007724455525659035, "bench_c_p1w": -0.007724455525659035, "ret_p1m": -0.03663499959268598, "ret_signed_p1m": -0.03663499959268598, "alpha_spy_p1m": -0.020546522106074404, "alpha_c_p1m": -0.020546522106074404, "bench_spy_p1m": -0.016088477486611574, "bench_c_p1m": -0.016088477486611574, "ret_p3m": -0.2131069565488137, "ret_signed_p3m": -0.2131069565488137, "alpha_spy_p3m": -0.08040697474670275, "alpha_c_p3m": -0.08040697474670275, "bench_spy_p3m": -0.13269998180211096, "bench_c_p3m": -0.13269998180211096, "ret_p6m": 0.07597790497420553, "ret_signed_p6m": 0.07597790497420553, "alpha_spy_p6m": 0.04058829141937781, "alpha_c_p6m": 0.04058829141937781, "bench_spy_p6m": 0.035389613554827726, "bench_c_p6m": 0.035389613554827726, "price_path": [-0.1343, -0.1276, -0.1354, -0.1554, -0.1476, -0.1484, -0.1327, -0.1079, -0.0944, -0.0898, -0.078, -0.0903, -0.0899, -0.1052, -0.1169, -0.1102, -0.0971, -0.0986, -0.0838, -0.0744, -0.0692, -0.0695, -0.0747, -0.0747, -0.0596, -0.0616, -0.0633, -0.0459, -0.0492, -0.0334, -0.041, -0.0513, -0.0396, -0.0486, -0.0451, -0.0291, -0.0312, -0.0693, -0.0729, -0.0613, -0.0554, -0.0394, -0.0394, -0.0335, -0.0487, -0.0631, -0.0728, -0.0728, -0.0734, -0.0433, -0.0315, -0.0486, -0.0556, -0.0556, -0.0751, -0.0843, -0.0805, -0.0542, -0.0526, -0.0408, -0.0408, -0.0134, -0.0055, 0.0, -0.0012, -0.0397, -0.0223, -0.0324, -0.0243, -0.0275, -0.0424, -0.0208, -0.0166, -0.0189, -0.0241, -0.0045, -0.0187, -0.0171, -0.0077, -0.0058, -0.0058, 0.0056, -0.0029, -0.0093, -0.0366, -0.059, -0.0711, -0.0628, -0.0889, -0.0853, -0.1103, -0.1112, -0.0896, -0.1184, -0.1097, -0.1502, -0.1492, -0.1348, -0.1555, -0.1274, -0.117, -0.1309, -0.118, -0.1258, -0.125, -0.1036, -0.1008, -0.1229, -0.1311, -0.1587, -0.168, -0.1624, -0.1502, -0.2001, -0.2569, -0.2621, -0.2753, -0.1828, -0.2174, -0.2017, -0.1963, -0.1934, -0.2136, -0.2122, -0.2122, -0.2303, -0.2131, -0.1886, -0.1633, -0.1489, -0.1484, -0.1434, -0.1486, -0.1425, -0.1183, -0.1222, -0.1296, -0.1283, -0.1165, -0.1175, -0.081, -0.062, -0.0542, -0.0558, -0.0477, -0.0569, -0.0553, -0.0721, -0.0681, -0.0717, -0.0717, -0.0435, -0.051, -0.0523, -0.0603, -0.0557, -0.0469, -0.0433, -0.0541, -0.0394, -0.0277, -0.024, -0.0202, -0.0241, -0.0389, -0.0228, -0.0346, -0.0307, -0.0307, -0.0407, -0.0279, -0.0084, -0.0075, 0.0113, 0.0161, 0.0232, 0.0026, 0.0145, 0.0255, 0.0255, 0.0133, 0.0176, 0.0252, 0.0282, 0.0267, 0.0344, 0.0391, 0.0538, 0.0763, 0.076]}
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{"unit_id": "quote:1858653575070556242", "ticker_idx": 0, "ts": "2024-11-18T23:28:39+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Be skeptical about the negatives with Nvidia", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses skepticism toward NVDA bear case; implied bullish lean.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I think it might be over everyone", "reply_text": null, "parent_text": null, "quoted_text": "Be skeptical about the negatives with Nvidia...", "parent_author": null, "ret_m1d": 0.013057403650143629, "ret_signed_m1d": 0.013057403650143629, "alpha_spy_m1d": 0.01713785492092723, "alpha_c_m1d": 0.019640124396451797, "bench_spy_m1d": -0.004080451270783603, "bench_c_m1d": -0.006582720746308168, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.048947700677948625, "ret_signed_p1d": 0.048947700677948625, "alpha_spy_p1d": 0.0452922171886283, "alpha_c_p1d": 0.03801785095455079, "bench_spy_p1d": 0.0036554834893203214, "bench_c_p1d": 0.010929849723397833, "ret_p1w": -0.029468280277975878, "ret_signed_p1w": -0.029468280277975878, "alpha_spy_p1w": -0.045416667238447395, "alpha_c_p1w": -0.03824534735699514, "bench_spy_p1w": 0.015948386960471517, "bench_c_p1w": 0.008777067079019263, "ret_p1m": -0.0695754424135856, "ret_signed_p1m": -0.0695754424135856, "alpha_spy_p1m": -0.09701750186470848, "alpha_c_p1m": -0.10443515605441267, "bench_spy_p1m": 0.02744205945112288, "bench_c_p1m": 0.03485971364082707, "ret_p3m": -0.03461062071435328, "ret_signed_p3m": -0.03461062071435328, "alpha_spy_p3m": -0.07479115015470139, "alpha_c_p3m": -0.08220753619220611, "bench_spy_p3m": 0.04018052944034811, "bench_c_p3m": 0.04759691547785283, "ret_p6m": -0.0727726182162125, "ret_signed_p6m": -0.0727726182162125, "alpha_spy_p6m": -0.07691518260046881, "alpha_c_p6m": -0.09392178863872802, "bench_spy_p6m": 0.004142564384256309, "bench_c_p6m": 0.021149170422515517, "price_path": [-0.0832, -0.1172, -0.077, -0.0978, -0.0846, -0.1038, -0.161, -0.1483, -0.1483, -0.2295, -0.2422, -0.2351, -0.2663, -0.2404, -0.2287, -0.1659, -0.1499, -0.1502, -0.1667, -0.1752, -0.1911, -0.159, -0.1723, -0.1705, -0.1376, -0.1187, -0.1149, -0.1338, -0.1335, -0.1652, -0.152, -0.1234, -0.1087, -0.0887, -0.0518, -0.0535, -0.0381, -0.0382, -0.0148, -0.061, -0.0316, -0.023, -0.0153, 0.0254, 0.0245, -0.0042, 0.0019, 0.0099, 0.0026, 0.0078, -0.0058, -0.0527, -0.0339, -0.0293, -0.0017, 0.039, 0.0623, 0.0534, 0.0365, 0.0581, 0.0437, 0.0472, 0.0131, 0.0, 0.0489, 0.041, 0.0465, 0.0128, -0.0295, -0.023, -0.0343, -0.0343, -0.0136, -0.0108, 0.0008, 0.0356, 0.0351, 0.0164, -0.0095, -0.0362, -0.0059, -0.02, -0.042, -0.0581, -0.0696, -0.0801, -0.0675, -0.0388, -0.0034, 0.0006, 0.0006, -0.0015, -0.0223, -0.0189, -0.0417, -0.0417, -0.0131, 0.0309, 0.0663, -0.0, -0.0002, -0.0002, -0.0302, -0.0493, -0.0598, -0.0278, -0.0469, -0.0173, -0.0173, 0.0049, 0.0494, 0.0505, 0.0177, -0.155, -0.0796, -0.1173, -0.1105, -0.1432, -0.1675, -0.1533, -0.1092, -0.0818, -0.0735, -0.0469, -0.0524, -0.0642, -0.0346, -0.0092, -0.0092, -0.0053, -0.0065, -0.0002, -0.0407, -0.0704, -0.0964, -0.0632, -0.1426, -0.1086, -0.1861, -0.1723, -0.163, -0.211, -0.1959, -0.2366, -0.2239, -0.174, -0.1752, -0.1317, -0.147, -0.1762, -0.1613, -0.1541, -0.1601, -0.1336, -0.1387, -0.1882, -0.2048, -0.2174, -0.2266, -0.2139, -0.212, -0.2735, -0.327, -0.3032, -0.3128, -0.1841, -0.2323, -0.2084, -0.2099, -0.1993, -0.2543, -0.2757, -0.2757, -0.3084, -0.2943, -0.267, -0.2405, -0.2078, -0.2241, -0.222, -0.2227, -0.2035, -0.1829, -0.1877, -0.1897, -0.1646, -0.1624, -0.1675, -0.1222, -0.0728]}
{"unit_id": "quote:1907999854871122304", "ticker_idx": 0, "ts": "2025-04-04T03:33:08+00:00", "symbol": "technology", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Might be some signal here…", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies contrarian long signal in tech/equities given crowded bearish sentiment, analogizing to early-2023 contrarian tech long.", "resolved_tickers": ["XLK"], "resolution_method": "etf", "resolution_reason": "US technology sector via XLK ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I remember going on Jack’s podcast in early 2023 and having the YouTube comments section basically be a litany of hate mail because I had pitched tech as a long off AI & ChatGPT.\n\nMight be some signal here…", "reply_text": null, "parent_text": null, "quoted_text": "\"Everyone's already too bearish\" I disagree\n\nMy audience *hates* my view that Trump tariffs likely to cause a financial crash. \n\nThey say 1 of 2 things:\n\n1) I'm a chicken little & they're buying the dip\n\n2) yes, Trump will wreck markets, but this is a good thing https://t.co/35QsRAB8A7", "parent_author": null, "ret_m1d": 0.07051599114969642, "ret_signed_m1d": 0.07051599114969642, "alpha_spy_m1d": 0.00833263448415944, "alpha_c_m1d": 0.00833263448415944, "bench_spy_m1d": 0.06218335666553698, "bench_c_m1d": 0.06218335666553698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005976916978166935, "ret_signed_p1d": 0.005976916978166935, "alpha_spy_p1d": 0.0077580490978998995, "alpha_c_p1d": 0.0077580490978998995, "bench_spy_p1d": -0.0017811321197329644, "bench_c_p1d": -0.0017811321197329644, "ret_p1w": 0.08762403139848374, "ret_signed_p1w": 0.08762403139848374, "alpha_spy_p1w": 0.030902951703511983, "alpha_c_p1w": 0.030902951703511983, "bench_spy_p1w": 0.056721079694971754, "bench_c_p1w": 0.056721079694971754, "ret_p1m": 0.18144435246181256, "ret_signed_p1m": 0.18144435246181256, "alpha_spy_p1m": 0.06620139005960812, "alpha_c_p1m": 0.06620139005960812, "bench_spy_p1m": 0.11524296240220444, "bench_c_p1m": 0.11524296240220444, "ret_p3m": 0.39299417715720253, "ret_signed_p3m": 0.39299417715720253, "alpha_spy_p3m": 0.16143099608309353, "alpha_c_p3m": 0.16143099608309353, "bench_spy_p3m": 0.231563181074109, "bench_c_p3m": 0.231563181074109, "ret_p6m": 0.5416760140580279, "ret_signed_p6m": 0.5416760140580279, "alpha_spy_p6m": 0.22065107991886412, "alpha_c_p6m": 0.22065107991886412, "bench_spy_p6m": 0.3210249341391638, "bench_c_p6m": 0.3210249341391638, "price_path": [0.2806, 0.2802, 0.2802, 0.2523, 0.2434, 0.2467, 0.2715, 0.2617, 0.2815, 0.2815, 0.2921, 0.3213, 0.3237, 0.3099, 0.2457, 0.2789, 0.2685, 0.2708, 0.2634, 0.2464, 0.2643, 0.2819, 0.2854, 0.2744, 0.293, 0.2936, 0.2908, 0.3091, 0.3135, 0.3135, 0.3255, 0.3256, 0.3214, 0.2856, 0.2672, 0.2508, 0.2644, 0.2184, 0.2345, 0.1969, 0.196, 0.2128, 0.1792, 0.1962, 0.1454, 0.1407, 0.1587, 0.1367, 0.1711, 0.1792, 0.1613, 0.1764, 0.168, 0.1712, 0.1933, 0.1973, 0.1706, 0.1598, 0.1317, 0.1322, 0.1405, 0.1489, 0.0705, 0.0, 0.006, -0.0145, 0.1178, 0.0658, 0.0876, 0.0975, 0.1016, 0.0633, 0.0575, 0.0575, 0.0302, 0.0553, 0.0859, 0.1264, 0.1431, 0.1413, 0.1466, 0.1513, 0.1682, 0.1878, 0.1814, 0.1716, 0.1834, 0.1947, 0.1932, 0.2486, 0.2755, 0.2838, 0.2856, 0.288, 0.2861, 0.2813, 0.2572, 0.2576, 0.2437, 0.2437, 0.2732, 0.268, 0.2701, 0.2662, 0.2773, 0.2965, 0.2985, 0.2948, 0.307, 0.3134, 0.3208, 0.3179, 0.3301, 0.3115, 0.3327, 0.3232, 0.3248, 0.3248, 0.319, 0.334, 0.358, 0.3695, 0.379, 0.3773, 0.3909, 0.3784, 0.393, 0.4113, 0.4113, 0.4001, 0.4077, 0.4161, 0.4114, 0.4052, 0.4041, 0.4166, 0.421, 0.4339, 0.4329, 0.4348, 0.4215, 0.4296, 0.4357, 0.439, 0.4504, 0.4505, 0.4537, 0.4431, 0.4119, 0.4406, 0.4287, 0.4448, 0.4461, 0.4606, 0.4507, 0.4731, 0.4737, 0.4705, 0.4593, 0.4625, 0.4369, 0.4272, 0.422, 0.4413, 0.4381, 0.4447, 0.4525, 0.464, 0.4415, 0.4415, 0.4269, 0.4355, 0.4425, 0.4437, 0.4546, 0.4574, 0.4838, 0.4888, 0.4878, 0.5012, 0.496, 0.4908, 0.5166, 0.532, 0.5545, 0.5411, 0.5316, 0.5289, 0.5335, 0.5417]}
{"unit_id": "quote:1895219253273600219", "ticker_idx": 0, "ts": "2025-02-27T21:07:36+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We increased the size of our $SMH short from January 24th by 2X and carried it through NVDA earnings at a -14.25% weight in our model portfolio—it is our largest single position by far.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Doubled down on SMH short to -14.25% of model portfolio, largest single position, carried through NVDA earnings.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Earlier this week we literally doubled down on this view.  \n\nWe increased the size of our $SMH short from January 24th by 2X and carried it through NVDA earnings at a -14.25% weight in our model portfolio—it is our largest single position by far.\n\nToday was a good day. https://t.co/rncHhAi4qg", "reply_text": null, "parent_text": null, "quoted_text": "This is the best thing CitriniResearch has ever done.\n\nOn Friday at 6:52AM, we published a note to our chat detailing our take on the implications of deepseek for the AI trade. Our conclusion was to go long Phase 2 (software/agentic AI enablers) and short SMH. \n\nWe spent the day https://t.co/fvjZdfxp2S", "parent_author": null, "ret_m1d": 0.06569352539259143, "ret_signed_m1d": -0.06569352539259143, "alpha_spy_m1d": -0.04947257278020656, "alpha_c_m1d": -0.04947257278020656, "bench_spy_m1d": 0.016220952612384876, "bench_c_m1d": 0.016220952612384876, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017395920513638696, "ret_signed_p1d": -0.017395920513638696, "alpha_spy_p1d": -0.0017902045387490073, "alpha_c_p1d": -0.0017902045387490073, "bench_spy_p1d": 0.015605715974889689, "bench_c_p1d": 0.015605715974889689, "ret_p1w": -0.03938104575556933, "ret_signed_p1w": 0.03938104575556933, "alpha_spy_p1w": 0.01828910814964524, "alpha_c_p1w": 0.01828910814964524, "bench_spy_p1w": -0.021091937605924094, "bench_c_p1w": -0.021091937605924094, "ret_p1m": -0.07264299577119071, "ret_signed_p1m": 0.07264299577119071, "alpha_spy_p1m": 0.02526511780945817, "alpha_c_p1m": 0.02526511780945817, "bench_spy_p1m": -0.04737787796173254, "bench_c_p1m": -0.04737787796173254, "ret_p3m": 0.07071992785401138, "ret_signed_p3m": -0.07071992785401138, "alpha_spy_p3m": -0.05725372824364361, "alpha_c_p3m": -0.05725372824364361, "bench_spy_p3m": 0.013466199610367768, "bench_c_p3m": 0.013466199610367768, "ret_p6m": 0.2834478343157738, "ret_signed_p6m": -0.2834478343157738, "alpha_spy_p6m": -0.1738592977629596, "alpha_c_p6m": -0.1738592977629596, "bench_spy_p6m": 0.1095885365528142, "bench_c_p6m": 0.1095885365528142, "price_path": [0.0786, 0.081, 0.0993, 0.0805, 0.0818, 0.0708, 0.0438, 0.0694, 0.059, 0.0857, 0.102, 0.0877, 0.053, 0.0395, 0.0562, 0.0893, 0.0987, 0.0987, 0.0968, 0.0857, 0.0694, 0.0585, 0.0585, 0.0699, 0.1009, 0.1374, 0.1104, 0.1025, 0.1025, 0.0804, 0.0693, 0.0728, 0.098, 0.1027, 0.1288, 0.1288, 0.1469, 0.1678, 0.1664, 0.1431, 0.0307, 0.051, 0.0469, 0.0716, 0.0648, 0.0437, 0.0554, 0.0802, 0.0855, 0.0709, 0.091, 0.0921, 0.0862, 0.1011, 0.104, 0.104, 0.1199, 0.1248, 0.1268, 0.0927, 0.0639, 0.0413, 0.0657, 0.0, 0.0174, -0.0253, -0.0156, 0.0027, -0.0394, -0.0162, -0.0623, -0.0637, -0.0361, -0.0404, -0.0097, 0.0007, -0.0147, -0.006, -0.0076, -0.0176, 0.008, 0.0038, -0.0296, -0.0483, -0.0726, -0.0757, -0.0712, -0.0643, -0.1452, -0.2098, -0.1918, -0.2135, -0.0785, -0.1424, -0.1201, -0.1188, -0.1131, -0.1505, -0.1585, -0.1585, -0.179, -0.1612, -0.1306, -0.0866, -0.0735, -0.0793, -0.0809, -0.0765, -0.0721, -0.0427, -0.0489, -0.0577, -0.0383, -0.0299, -0.0236, 0.0377, 0.0733, 0.0839, 0.0802, 0.0771, 0.0753, 0.0732, 0.0554, 0.0525, 0.0378, 0.0378, 0.0707, 0.0593, 0.0668, 0.0479, 0.0634, 0.0874, 0.1004, 0.0984, 0.1046, 0.1231, 0.1455, 0.1446, 0.1502, 0.1233, 0.1512, 0.1434, 0.1477, 0.1477, 0.1376, 0.1448, 0.1869, 0.2028, 0.2116, 0.2169, 0.2189, 0.2056, 0.2293, 0.2397, 0.2397, 0.2228, 0.239, 0.2475, 0.2567, 0.2566, 0.2471, 0.271, 0.2644, 0.275, 0.2689, 0.2698, 0.2473, 0.2527, 0.2579, 0.2566, 0.2737, 0.2802, 0.2949, 0.2622, 0.2411, 0.2684, 0.2549, 0.2528, 0.2724, 0.283, 0.2824, 0.3117, 0.3168, 0.3196, 0.2922, 0.2975, 0.2713, 0.263, 0.2564, 0.2834]}
{"unit_id": "reply:1892203127559917680", "ticker_idx": 0, "ts": "2025-02-19T13:22:35+00:00", "symbol": "RHM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you have to be bubble maxxing during the bubble cb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses riding the RHM defense bubble higher; be long during the bubble.", "resolved_tickers": ["RHM.DE"], "resolution_method": "exchange_ticker", "resolution_reason": "Rheinmetall AG listed on XETRA Frankfurt", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cultivatedbeta you have to be bubble maxxing during the bubble cb", "reply_text": null, "parent_text": "Now: Broker hikes RHM pricetarget by 40% based on Munich Security Conference takeaways.\nSoon: RHM trades at 3x sales vs Palantir at 78x. \nDisclosure: read Soros, see bubble, but not long.", "quoted_text": null, "parent_author": "cultivatedbeta", "ret_m1d": -0.004288121657252786, "ret_signed_m1d": -0.004288121657252786, "alpha_spy_m1d": -0.0019387113232821607, "alpha_c_m1d": -0.003279180917598379, "bench_spy_m1d": -0.002349410333970625, "bench_c_m1d": -0.001008940739654407, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046312178843366913, "ret_signed_p1d": -0.046312178843366913, "alpha_spy_p1d": -0.04215171419837582, "alpha_c_p1d": -0.03975451116202133, "bench_spy_p1d": -0.004160464644991091, "bench_c_p1d": -0.00655766768134558, "ret_p1w": 0.03987992993676803, "ret_signed_p1w": 0.03987992993676803, "alpha_spy_p1w": 0.0698835041600917, "alpha_c_p1w": 0.06704721870531039, "bench_spy_p1w": -0.03000357422332367, "bench_c_p1w": -0.027167288768542353, "ret_p1m": 0.43224711323929, "ret_signed_p1m": 0.43224711323929, "alpha_spy_p1m": 0.5096458181541198, "alpha_c_p1m": 0.4741149122684891, "bench_spy_p1m": -0.07739870491482981, "bench_c_p1m": -0.041867799029199126, "ret_p3m": 0.8882609547858884, "ret_signed_p3m": 0.8882609547858884, "alpha_spy_p3m": 0.9148392148200304, "alpha_c_p3m": 0.8454336224851189, "bench_spy_p3m": -0.026578260034141987, "bench_c_p3m": 0.042827332300769516, "ret_p6m": 0.768123408102916, "ret_signed_p6m": 0.768123408102916, "alpha_spy_p6m": 0.7095971680706854, "alpha_c_p6m": 0.6723850369665354, "bench_spy_p6m": 0.058526240032230614, "bench_c_p6m": 0.09573837113638062, "price_path": [-0.3364, -0.3471, -0.3377, -0.3396, -0.3396, -0.3328, -0.3265, -0.3195, -0.301, -0.2944, -0.3012, -0.3428, -0.3428, -0.3366, -0.328, -0.3396, -0.3313, -0.3431, -0.3426, -0.3351, -0.3443, -0.3358, -0.3358, -0.3358, -0.3358, -0.3377, -0.3377, -0.3377, -0.3377, -0.3525, -0.3401, -0.3499, -0.3386, -0.3045, -0.304, -0.3032, -0.3087, -0.2978, -0.2963, -0.2646, -0.2646, -0.2646, -0.2646, -0.2305, -0.2136, -0.2136, -0.2247, -0.2151, -0.2041, -0.1992, -0.1902, -0.181, -0.1872, -0.1973, -0.2427, -0.2245, -0.2245, -0.2159, -0.2196, -0.1885, -0.1241, -0.0013, -0.0043, 0.0, -0.0463, -0.0414, 0.0199, 0.0214, 0.0399, 0.0731, 0.079, 0.227, 0.2028, 0.2891, 0.2854, 0.1953, 0.1996, 0.2371, 0.3561, 0.3808, 0.4676, 0.4676, 0.5496, 0.4794, 0.4322, 0.399, 0.399, 0.4146, 0.451, 0.4473, 0.4044, 0.414, 0.4515, 0.3904, 0.4505, 0.3679, 0.3336, 0.4103, 0.4006, 0.4789, 0.4585, 0.5437, 0.5437, 0.5914, 0.5695, 0.5695, 0.5695, 0.5287, 0.4832, 0.4821, 0.4864, 0.436, 0.436, 0.607, 0.607, 0.6895, 0.7442, 0.7635, 0.7512, 0.8235, 0.816, 0.7088, 0.7244, 0.7331, 0.8123, 0.8565, 0.8883, 0.9179, 0.9341, 0.9071, 0.9217, 0.9847, 1.0353, 1.045, 1.024, 1.031, 0.9599, 0.9772, 0.975, 1.0278, 0.9265, 0.9265, 0.801, 0.8532, 0.8834, 0.9346, 0.8963, 0.8624, 0.8759, 0.8543, 0.8936, 0.8748, 0.8166, 0.8726, 1.0089, 0.8866, 0.9362, 0.8344, 0.8635, 0.8301, 0.891, 0.9427, 0.9718, 1.0046, 0.9885, 0.9825, 1.0256, 0.9696, 0.9696, 0.9836, 0.9777, 0.9556, 0.8899, 0.8899, 0.8807, 0.8683, 0.8069, 0.8694, 0.8667, 0.8699, 0.8398, 0.9017, 0.906, 0.9217, 0.7681, 0.746, 0.6652, 0.6841, 0.7207, 0.7681]}
{"unit_id": "orig:1887859910295130446", "ticker_idx": 0, "ts": "2025-02-07T13:44:12+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "usdjpy so badly wants to just drop to 130 one of these days", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish USDJPY; expects a drop toward 130.", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "usdjpy so badly wants to just drop to 130 one of these days", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009345734970809039, "ret_signed_m1d": -0.009345734970809039, "alpha_spy_m1d": -0.00010758951374501002, "alpha_c_m1d": null, "bench_spy_m1d": 0.009238145457064029, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.004318982409595495, "ret_signed_p1d": -0.004318982409595495, "alpha_spy_p1d": 0.002472313484809474, "alpha_c_p1d": null, "bench_spy_p1d": 0.0067912958944049695, "bench_c_p1d": null, "ret_p1w": 0.011878892079836945, "ret_signed_p1w": -0.011878892079836945, "alpha_spy_p1w": 0.002985461341712181, "alpha_c_p1w": null, "bench_spy_p1w": 0.014864353421549126, "bench_c_p1w": null, "ret_p1m": -0.023711359766440898, "ret_signed_p1m": 0.023711359766440898, "alpha_spy_p1m": -0.04318606384732704, "alpha_c_p1m": null, "bench_spy_p1m": -0.06689742361376794, "bench_c_p1m": null, "ret_p3m": -0.053957457493421845, "ret_signed_p3m": 0.053957457493421845, "alpha_spy_p3m": -0.009181465018748503, "alpha_c_p3m": null, "bench_spy_p3m": -0.06313892251217035, "bench_c_p3m": null, "ret_p6m": -0.02546408245618148, "ret_signed_p6m": 0.02546408245618148, "alpha_spy_p6m": 0.08234137882552661, "alpha_c_p6m": null, "bench_spy_p6m": 0.05687729636934513, "bench_c_p6m": null, "price_path": [0.0151, 0.0229, 0.028, 0.0349, 0.023, 0.0226, 0.0233, 0.0271, 0.02, 0.0195, 0.0211, 0.012, 0.0009, -0.0001, -0.0086, -0.0111, -0.0102, -0.0041, -0.0065, -0.0077, 0.0014, 0.0041, 0.007, 0.0092, 0.0149, 0.0191, 0.0157, 0.023, 0.0427, 0.0353, 0.0395, 0.0391, 0.0393, 0.0434, 0.0442, 0.0384, 0.0384, 0.0432, 0.0408, 0.0416, 0.0433, 0.0466, 0.0463, 0.0453, 0.0443, 0.0408, 0.0454, 0.0335, 0.0275, 0.0338, 0.0268, 0.0303, 0.0347, 0.0328, 0.0301, 0.0246, 0.0289, 0.0263, 0.0192, 0.0276, 0.027, 0.0194, 0.0093, 0.0, 0.0043, 0.0037, 0.0102, 0.0203, 0.0119, 0.0055, 0.0017, 0.0049, 0.0002, -0.0118, -0.0119, -0.0088, -0.014, -0.0156, -0.0078, -0.0028, -0.0125, -0.0092, -0.0152, -0.0204, -0.0237, -0.0273, -0.0208, -0.0193, -0.0215, -0.0172, -0.012, -0.0115, -0.0179, -0.0172, -0.01, -0.0028, -0.0082, -0.0048, -0.0023, -0.0104, -0.0085, -0.0093, -0.022, -0.0328, -0.0381, -0.0225, -0.0354, -0.0251, -0.0492, -0.0496, -0.0527, -0.053, -0.0613, -0.0613, -0.0613, -0.0682, -0.0563, -0.0527, -0.055, -0.0486, -0.0596, -0.0588, -0.0541, -0.038, -0.0434, -0.0499, -0.054, -0.0486, -0.0342, -0.0356, -0.0191, -0.0242, -0.03, -0.0369, -0.039, -0.0411, -0.0454, -0.0492, -0.0485, -0.0551, -0.0565, -0.0464, -0.0364, -0.049, -0.0488, -0.0578, -0.0487, -0.056, -0.0506, -0.043, -0.044, -0.042, -0.0462, -0.0529, -0.047, -0.0428, -0.0385, -0.0413, -0.0395, -0.0329, -0.0348, -0.0412, -0.0416, -0.043, -0.0442, -0.0489, -0.0515, -0.0507, -0.0431, -0.0443, -0.0351, -0.0287, -0.0336, -0.0324, -0.0258, -0.0225, -0.0161, -0.0211, -0.0182, -0.0183, -0.025, -0.0292, -0.032, -0.0277, -0.0224, -0.018, -0.0182, -0.013, -0.0028, -0.0255]}
{"unit_id": "thread:1966536794490491314", "ticker_idx": 0, "ts": "2025-09-12T16:18:02+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the first principle is just to always fade PYPL", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Consistently bearish on PYPL; first principle is to always fade it.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Opining outside of my circle of competency but I can say that if the validators picked Paxos it would be bullish for PYPL, and nothing is ever bullish for PYPL, therefore native markets will win.\n\n---\n\nfirst principles thinking wins again (the first principle is just to always fade PYPL)\n\nhttps://t.co/RuD7hOdAZN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0056809132117869865, "ret_signed_m1d": -0.0056809132117869865, "alpha_spy_m1d": -0.005346094635984899, "alpha_c_m1d": -0.001405800295851467, "bench_spy_m1d": 0.0003348185758020872, "bench_c_m1d": 0.0042751129159355195, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0032889256134285283, "ret_signed_p1d": -0.0032889256134285283, "alpha_spy_p1d": 0.0020350268075035594, "alpha_c_p1d": -0.00551933195580756, "bench_spy_p1d": 0.005323952420932088, "bench_c_p1d": -0.002230406342379032, "ret_p1w": 0.01988342557851186, "ret_signed_p1w": -0.01988342557851186, "alpha_spy_p1w": -0.007516485766925873, "alpha_c_p1w": -0.011519043023785258, "bench_spy_p1w": 0.012366939811585986, "bench_c_p1w": 0.008364382554726602, "ret_p1m": 0.029451261303316656, "ret_signed_p1m": -0.029451261303316656, "alpha_spy_p1m": -0.01809111795302809, "alpha_c_p1m": -0.04741864674098184, "bench_spy_p1m": 0.011360143350288565, "bench_c_p1m": -0.017967385437665184, "ret_p3m": -0.08354934036297901, "ret_signed_p3m": 0.08354934036297901, "alpha_spy_p3m": 0.13232611496463065, "alpha_c_p3m": 0.08851967934542171, "bench_spy_p3m": 0.04877677460165164, "bench_c_p3m": 0.004970338982442701, "ret_p6m": -0.30622228674243746, "ret_signed_p6m": 0.30622228674243746, "alpha_spy_p6m": 0.34387055701967684, "alpha_c_p6m": 0.2480841952854448, "bench_spy_p6m": 0.03764827027723938, "bench_c_p6m": -0.05813809145699267, "price_path": [0.0565, 0.0251, 0.0251, 0.0472, 0.0765, 0.1, 0.0924, 0.0939, 0.1009, 0.1111, 0.1256, 0.1408, 0.145, 0.145, 0.1389, 0.1217, 0.1187, 0.1317, 0.0668, 0.1046, 0.0907, 0.0909, 0.1042, 0.1088, 0.1186, 0.1362, 0.1461, 0.1634, 0.1658, 0.1694, 0.0682, 0.0422, 0.028, 0.0033, 0.0167, 0.0141, 0.0378, 0.0199, 0.0114, 0.0028, 0.0161, 0.0559, 0.0372, 0.035, 0.0395, 0.0323, 0.0178, 0.0099, 0.045, 0.0387, 0.0492, 0.0413, 0.0474, 0.0493, 0.0493, 0.0353, 0.0411, 0.0235, 0.0205, 0.0226, 0.0118, -0.0187, 0.0057, 0.0, 0.0033, -0.0006, 0.0259, 0.0244, 0.0199, 0.0118, 0.0063, 0.0145, -0.0022, 0.0061, 0.0417, 0.0025, -0.0034, 0.0305, 0.0353, 0.0658, 0.1154, 0.1381, 0.1325, 0.0441, 0.0295, 0.0338, 0.0163, -0.0126, 0.0078, 0.0345, 0.0472, 0.0176, 0.0414, 0.0431, 0.0502, 0.0916, 0.0417, 0.0155, 0.0356, 0.0217, -0.0121, 0.0175, -0.0094, -0.01, -0.0096, 0.0076, 0.0046, -0.0233, -0.061, -0.0747, -0.0925, -0.0993, -0.1293, -0.0924, -0.0925, -0.0827, -0.0735, -0.0735, -0.0606, -0.0623, -0.0575, -0.0824, -0.075, -0.0668, -0.0841, -0.0892, -0.0835, -0.0756, -0.0761, -0.0898, -0.081, -0.0982, -0.1093, -0.1038, -0.103, -0.1098, -0.1003, -0.1003, -0.1014, -0.1086, -0.1144, -0.1252, -0.1252, -0.1288, -0.1116, -0.1038, -0.1233, -0.1269, -0.136, -0.1415, -0.1525, -0.136, -0.1498, -0.1475, -0.1475, -0.1747, -0.1625, -0.1436, -0.1516, -0.1519, -0.1682, -0.1896, -0.2042, -0.2105, -0.2159, -0.3751, -0.3852, -0.4021, -0.3943, -0.3834, -0.3783, -0.3937, -0.4144, -0.3963, -0.3963, -0.3885, -0.3789, -0.3747, -0.3759, -0.3399, -0.2954, -0.2909, -0.3178, -0.3076, -0.3163, -0.305, -0.2974, -0.284, -0.294, -0.3062]}
{"unit_id": "reply:1921743728563089547", "ticker_idx": 0, "ts": "2025-05-12T01:46:23+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This will outperform SMH imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author's Phase 2 basket expected to outperform SMH going forward.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Lordvultures I’m just showing performance from when we released the in depth primer / article on 4/22. \n\nWe shifted our basket’s allocation away from SMH and towards Phase 2 winners on 1/24/25, but I figure benchmarking to the article release date is better.\n\nThis will outperform SMH imo. https://t.co/FmTTn7DPUA", "reply_text": null, "parent_text": "@Citrini7 Yea I know I’m just saying ur 3 week timeframe is a bit selective", "quoted_text": null, "parent_author": "Lordvultures", "ret_m1d": -0.05901188210234276, "ret_signed_m1d": -0.05901188210234276, "alpha_spy_m1d": -0.027021779330602125, "alpha_c_m1d": -0.027021779330602125, "bench_spy_m1d": -0.031990102771740636, "bench_c_m1d": -0.031990102771740636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03432875976289562, "ret_signed_p1d": 0.03432875976289562, "alpha_spy_p1d": 0.027724818746411417, "alpha_c_p1d": 0.027724818746411417, "bench_spy_p1d": 0.006603941016484205, "bench_c_p1d": 0.006603941016484205, "ret_p1w": 0.03622423292812105, "ret_signed_p1w": 0.03622423292812105, "alpha_spy_p1w": 0.015880718713191966, "alpha_c_p1w": 0.015880718713191966, "bench_spy_p1w": 0.02034351421492908, "bench_c_p1w": 0.02034351421492908, "ret_p1m": 0.10387096237621152, "ret_signed_p1m": 0.10387096237621152, "alpha_spy_p1m": 0.06941057649189708, "alpha_c_p1m": 0.06941057649189708, "bench_spy_p1m": 0.03446038588431444, "bench_c_p1m": 0.03446038588431444, "ret_p3m": 0.22623303914171422, "ret_signed_p3m": 0.22623303914171422, "alpha_spy_p3m": 0.13853152914304, "alpha_c_p3m": 0.13853152914304, "bench_spy_p3m": 0.08770150999867421, "bench_c_p3m": 0.08770150999867421, "ret_p6m": 0.48586837718291287, "ret_signed_p6m": 0.48586837718291287, "alpha_spy_p6m": 0.32098756876666856, "alpha_c_p6m": 0.32098756876666856, "bench_spy_p6m": 0.1648808084162443, "bench_c_p6m": 0.1648808084162443, "price_path": [0.0468, 0.0611, 0.0639, 0.0639, 0.0792, 0.0839, 0.0859, 0.053, 0.0253, 0.0035, 0.027, -0.0363, -0.0195, -0.0607, -0.0513, -0.0337, -0.0743, -0.0519, -0.0964, -0.0977, -0.0711, -0.0752, -0.0457, -0.0356, -0.0505, -0.0421, -0.0436, -0.0532, -0.0286, -0.0327, -0.0649, -0.0828, -0.1063, -0.1093, -0.105, -0.0982, -0.1762, -0.2384, -0.2212, -0.242, -0.112, -0.1735, -0.1521, -0.1508, -0.1453, -0.1814, -0.189, -0.189, -0.2088, -0.1917, -0.1622, -0.1198, -0.1072, -0.1127, -0.1142, -0.1101, -0.1058, -0.0774, -0.0834, -0.0919, -0.0732, -0.0651, -0.059, 0.0, 0.0343, 0.0446, 0.0409, 0.038, 0.0362, 0.0342, 0.0171, 0.0143, 0.0001, 0.0001, 0.0318, 0.0209, 0.0281, 0.0099, 0.0248, 0.0479, 0.0604, 0.0585, 0.0645, 0.0823, 0.1039, 0.1031, 0.1084, 0.0825, 0.1094, 0.1018, 0.1061, 0.1061, 0.0963, 0.1032, 0.1438, 0.1592, 0.1676, 0.1727, 0.1747, 0.1619, 0.1847, 0.1946, 0.1946, 0.1784, 0.1941, 0.2022, 0.2111, 0.2109, 0.2018, 0.2249, 0.2185, 0.2287, 0.2228, 0.2237, 0.202, 0.2072, 0.2122, 0.2109, 0.2275, 0.2337, 0.2479, 0.2164, 0.196, 0.2223, 0.2093, 0.2073, 0.2262, 0.2364, 0.2358, 0.2641, 0.269, 0.2717, 0.2453, 0.2504, 0.2252, 0.2171, 0.2108, 0.2368, 0.238, 0.2499, 0.2538, 0.2589, 0.2227, 0.2227, 0.2067, 0.2065, 0.2209, 0.2353, 0.249, 0.2544, 0.2671, 0.2802, 0.2818, 0.2938, 0.294, 0.2858, 0.3351, 0.3298, 0.357, 0.355, 0.3526, 0.3523, 0.3555, 0.3591, 0.3747, 0.4055, 0.4247, 0.4181, 0.4464, 0.4197, 0.4577, 0.4541, 0.3704, 0.4311, 0.4047, 0.4396, 0.446, 0.444, 0.4625, 0.4544, 0.4262, 0.4523, 0.479, 0.5161, 0.5295, 0.5526, 0.5321, 0.5291, 0.5421, 0.4859]}
{"unit_id": "quote:1971638872011690447", "ticker_idx": 0, "ts": "2025-09-26T18:11:53+00:00", "symbol": "MOB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we've owned $MOB in our Drone/Electronic Warfare basket since June and highlighted the opportunity in our August State of the Themes. Continues to be one of the more asymmetric plays on this theme.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MOB as a high-asymmetry play on drone/electronic warfare theme, held since June.", "resolved_tickers": ["MOB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Great write up by @BlueDuckCap - we’ve owned $MOB in our Drone/Electronic Warfare basket since June and highlighted the opportunity in our August State of the Themes. Continues to be one of the more asymmetric plays on this theme.", "reply_text": null, "parent_text": null, "quoted_text": "We are long Mobilicom, $MOB. \"Unleashing American Drone Dominance\" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside  pt.", "parent_author": null, "ret_m1d": -0.06078430364242826, "ret_signed_m1d": -0.06078430364242826, "alpha_spy_m1d": -0.05508779539357933, "alpha_c_m1d": -0.05187093178336899, "bench_spy_m1d": -0.0056965082488489305, "bench_c_m1d": -0.008913371859059271, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03529408464794692, "ret_signed_p1d": -0.03529408464794692, "alpha_spy_p1d": -0.03810445108908678, "alpha_c_p1d": -0.03837435822776325, "bench_spy_p1d": 0.0028103664411398555, "bench_c_p1d": 0.0030802735798163283, "ret_p1w": -0.015686259843532002, "ret_signed_p1w": -0.015686259843532002, "alpha_spy_p1w": -0.026852413983055823, "alpha_c_p1w": -0.027679905282407602, "bench_spy_p1w": 0.01116615413952382, "bench_c_p1w": 0.0119936454388756, "ret_p1m": -0.19313728469282565, "ret_signed_p1m": -0.19313728469282565, "alpha_spy_p1m": -0.22852447362891715, "alpha_c_p1m": -0.21417532179477616, "bench_spy_p1m": 0.035387188936091496, "bench_c_p1m": 0.021038037101950513, "ret_p3m": -0.3764705634859602, "ret_signed_p3m": -0.3764705634859602, "alpha_spy_p3m": -0.422706614604375, "alpha_c_p3m": -0.41225134742917136, "bench_spy_p3m": 0.04623605111841478, "bench_c_p3m": 0.03578078394321116, "ret_p6m": -0.4382352817429801, "ret_signed_p6m": -0.4382352817429801, "alpha_spy_p6m": -0.4341430409550202, "alpha_c_p6m": -0.5135279957840061, "bench_spy_p6m": -0.004092240787959889, "bench_c_p6m": 0.075292714041026, "price_path": [-0.7412, -0.7304, -0.7118, -0.7118, -0.7225, -0.7431, -0.7157, -0.7167, -0.6569, -0.6676, -0.6843, -0.6853, -0.6461, -0.601, -0.6539, -0.6696, -0.6392, -0.6392, -0.6529, -0.6824, -0.6745, -0.6598, -0.6569, -0.6863, -0.6765, -0.6353, -0.6578, -0.6539, -0.651, -0.6029, -0.6147, -0.5882, -0.5686, -0.602, -0.5961, -0.6176, -0.6088, -0.5745, -0.5363, -0.4853, -0.4667, -0.4235, -0.3725, -0.4471, -0.4471, -0.4304, -0.4676, -0.4441, -0.402, -0.3706, -0.3853, -0.3824, -0.3539, -0.2755, -0.2745, -0.2451, -0.2627, -0.2098, -0.2049, -0.201, -0.1314, -0.0951, -0.0608, 0.0, -0.0353, -0.0882, -0.1814, -0.1059, -0.0157, -0.0324, -0.1216, -0.0902, -0.1392, -0.1794, -0.0559, -0.0824, -0.1559, -0.2598, -0.2078, -0.2147, -0.2392, -0.2765, -0.2137, -0.1804, -0.1931, -0.2137, -0.2255, -0.2755, -0.2275, -0.2892, -0.3569, -0.3255, -0.4059, -0.3598, -0.3539, -0.351, -0.3637, -0.4098, -0.3049, -0.3137, -0.3471, -0.3882, -0.4294, -0.4314, -0.4441, -0.4088, -0.349, -0.349, -0.3059, -0.4216, -0.3922, -0.2843, -0.2716, -0.2147, -0.3363, -0.2181, -0.2863, -0.2265, -0.3069, -0.3363, -0.3461, -0.398, -0.3775, -0.351, -0.3167, -0.3559, -0.3765, -0.3765, -0.3725, -0.4, -0.4127, -0.402, -0.402, -0.3343, -0.3147, -0.2784, -0.2828, -0.202, -0.2343, -0.2333, -0.2647, -0.2275, -0.3118, -0.2863, -0.2863, -0.2255, -0.15, -0.1157, -0.2255, -0.1794, -0.0922, -0.1471, -0.2794, -0.3642, -0.3735, -0.3294, -0.3569, -0.4059, -0.3676, -0.3667, -0.3922, -0.3941, -0.4637, -0.4755, -0.4755, -0.4892, -0.5196, -0.4529, -0.5147, -0.5088, -0.4794, -0.45, -0.4176, -0.4647, -0.4206, -0.4324, -0.3843, -0.4206, -0.4412, -0.4294, -0.4137, -0.4314, -0.4284, -0.4529, -0.4608, -0.4078, -0.3716, -0.3642, -0.4578, -0.4382]}
{"unit_id": "orig:1950174298699645327", "ticker_idx": 0, "ts": "2025-07-29T12:39:19+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "nice dip to buy for when LLY crushes it in a week", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying LLY dip ahead of earnings expected to crush in a week.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "selling LLY because NVO is blaming anything besides not doing their job well is so silly. nice dip to buy for when LLY crushes it in a week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.059191369381843106, "ret_signed_m1d": 0.059191369381843106, "alpha_spy_m1d": 0.056546842084436166, "alpha_c_m1d": 0.056546842084436166, "bench_spy_m1d": 0.00264452729740694, "bench_c_m1d": 0.00264452729740694, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003761571020257426, "ret_signed_p1d": -0.003761571020257426, "alpha_spy_p1d": -0.002502240009214285, "alpha_c_p1d": -0.002502240009214285, "bench_spy_p1d": -0.001259331011043141, "bench_c_p1d": -0.001259331011043141, "ret_p1w": 0.003932126724902618, "ret_signed_p1w": 0.003932126724902618, "alpha_spy_p1w": 0.015407764817761738, "alpha_c_p1w": 0.015407764817761738, "bench_spy_p1w": -0.01147563809285912, "bench_c_p1w": -0.01147563809285912, "ret_p1m": -0.0356084379393552, "ret_signed_p1m": -0.0356084379393552, "alpha_spy_p1m": -0.05350659636275068, "alpha_c_p1m": -0.05350659636275068, "bench_spy_p1m": 0.017898158423395483, "bench_c_p1m": 0.017898158423395483, "ret_p3m": 0.08429528388904384, "ret_signed_p3m": 0.08429528388904384, "alpha_spy_p3m": 0.015240691012824659, "alpha_c_p3m": 0.015240691012824659, "bench_spy_p3m": 0.06905459287621918, "bench_c_p3m": 0.06905459287621918, "ret_p6m": 0.4188038429737051, "ret_signed_p6m": 0.4188038429737051, "alpha_spy_p6m": 0.3336873294205147, "alpha_c_p6m": 0.3336873294205147, "bench_spy_p6m": 0.08511651355319039, "bench_c_p6m": 0.08511651355319039, "price_path": [0.0387, 0.0773, 0.0745, 0.0139, 0.016, -0.0171, -0.0392, -0.0117, -0.0241, -0.064, -0.0408, -0.0073, -0.0103, -0.0209, -0.0498, -0.0626, -0.0645, -0.0645, -0.0495, -0.0571, -0.0529, -0.0331, -0.0207, -0.016, 0.0038, 0.0036, 0.0091, 0.0141, 0.058, 0.0598, 0.0643, 0.0739, 0.0585, 0.0371, 0.0289, 0.0289, -0.0003, 0.0101, 0.0198, 0.0385, 0.0422, 0.0164, 0.0217, 0.017, 0.0214, 0.0232, 0.0232, 0.013, 0.0193, 0.0314, 0.0363, 0.0394, 0.0477, 0.0115, 0.0352, -0.0019, 0.0115, -0.001, 0.0177, 0.0471, 0.0557, 0.0652, 0.0592, 0.0, -0.0038, -0.03, -0.0008, 0.0079, 0.0039, -0.0217, -0.16, -0.18, -0.1674, -0.1619, -0.1343, -0.1029, -0.0789, -0.0831, -0.0763, -0.0733, -0.0676, -0.0652, -0.0866, -0.0332, -0.0356, -0.0385, -0.0377, -0.0377, -0.0343, -0.0308, -0.0241, -0.0448, -0.0297, -0.014, -0.0087, -0.0066, -0.0077, -0.0172, 0.0045, -0.0015, 0.0022, -0.0122, -0.0083, -0.0188, -0.0255, -0.0613, -0.0483, -0.0457, 0.0023, 0.0843, 0.0769, 0.1032, 0.11, 0.1082, 0.1109, 0.1236, 0.0949, 0.0763, 0.0671, 0.0858, 0.0763, 0.0546, 0.0626, 0.0503, 0.0672, 0.0785, 0.0843, 0.0856, 0.0773, 0.0686, 0.1093, 0.1334, 0.1777, 0.1912, 0.2161, 0.2314, 0.2142, 0.2698, 0.2986, 0.3369, 0.3436, 0.3488, 0.3441, 0.355, 0.3808, 0.3725, 0.394, 0.4078, 0.4601, 0.4528, 0.4528, 0.4148, 0.3917, 0.3762, 0.3597, 0.3346, 0.3291, 0.3123, 0.2921, 0.3071, 0.3278, 0.3517, 0.3973, 0.3869, 0.3705, 0.3903, 0.4095, 0.4161, 0.4098, 0.4168, 0.4168, 0.4178, 0.4191, 0.4204, 0.4138, 0.4138, 0.4212, 0.3701, 0.3998, 0.4577, 0.4276, 0.3991, 0.4221, 0.4171, 0.4119, 0.3589, 0.366, 0.366, 0.3698, 0.4188]}
{"unit_id": "quote:1927563675302256858", "ticker_idx": 0, "ts": "2025-05-28T03:12:47+00:00", "symbol": "FNMA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "always pick the most degenerate security", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses FNMA as the degenerate pick; implied long.", "resolved_tickers": ["FNMA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "quote", "lang": "en", "tweet_text": "always pick the most degenerate security", "reply_text": null, "parent_text": null, "quoted_text": "@dalibali2 @nope_its_lily @eliant_capital FNMA is more degenerate and thus more my style", "parent_author": null, "ret_m1d": -0.021335765114433358, "ret_signed_m1d": -0.021335765114433358, "alpha_spy_m1d": -0.027154845993974885, "alpha_c_m1d": -0.027154845993974885, "bench_spy_m1d": 0.005819080879541527, "bench_c_m1d": 0.005819080879541527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012986956689826412, "ret_signed_p1d": -0.012986956689826412, "alpha_spy_p1d": -0.016934339484699468, "alpha_c_p1d": -0.016934339484699468, "bench_spy_p1d": 0.0039473827948730555, "bench_c_p1d": 0.0039473827948730555, "ret_p1w": -0.21335809347937118, "ret_signed_p1w": -0.21335809347937118, "alpha_spy_p1w": -0.22731016943718407, "alpha_c_p1w": -0.22731016943718407, "bench_spy_p1w": 0.013952075957812893, "bench_c_p1w": 0.013952075957812893, "ret_p1m": -0.07421152231460837, "ret_signed_p1m": -0.07421152231460837, "alpha_spy_p1m": -0.11836265224505549, "alpha_c_p1m": -0.11836265224505549, "bench_spy_p1m": 0.04415112993044712, "bench_c_p1m": 0.04415112993044712, "ret_p3m": -0.0027829066525332236, "ret_signed_p3m": -0.0027829066525332236, "alpha_spy_p3m": -0.09915251193106, "alpha_c_p3m": -0.09915251193106, "bench_spy_p3m": 0.09636960527852678, "bench_c_p3m": 0.09636960527852678, "ret_p6m": -0.1066790025061819, "ret_signed_p6m": -0.1066790025061819, "alpha_spy_p6m": -0.2233032612427337, "alpha_c_p6m": -0.2233032612427337, "bench_spy_p6m": 0.1166242587365518, "bench_c_p6m": 0.1166242587365518, "price_path": [-0.4063, -0.398, -0.4082, -0.3859, -0.4369, -0.4583, -0.5445, -0.5186, -0.4759, -0.4898, -0.4332, -0.4601, -0.4759, -0.4416, -0.4193, -0.4072, -0.3414, -0.3219, -0.3581, -0.3497, -0.3785, -0.4137, -0.3878, -0.3905, -0.4323, -0.4759, -0.474, -0.5176, -0.4416, -0.4694, -0.4592, -0.4202, -0.3961, -0.4332, -0.4193, -0.4193, -0.4314, -0.4193, -0.4017, -0.4091, -0.4156, -0.4174, -0.4082, -0.4147, -0.4156, -0.4128, -0.4026, -0.4063, -0.4035, -0.3776, -0.3887, -0.3859, -0.385, -0.3803, -0.3766, -0.3711, -0.3618, -0.2922, -0.3089, 0.0408, 0.0195, 0.0195, -0.0213, 0.0, -0.013, -0.0232, 0.0, -0.1317, -0.2134, -0.1633, -0.1577, -0.1494, -0.1076, -0.077, -0.0844, -0.1076, -0.0798, -0.0826, -0.0788, -0.0788, -0.0733, -0.0826, -0.077, -0.0724, -0.0742, -0.0974, -0.115, -0.154, -0.1327, -0.1206, -0.1206, -0.1512, -0.1531, -0.1707, -0.1596, -0.1809, -0.1531, -0.1735, -0.1558, -0.1855, -0.2096, -0.2458, -0.2764, -0.1929, -0.2032, -0.2681, -0.2968, -0.2059, -0.2041, -0.256, -0.18, -0.205, -0.2199, -0.2468, -0.231, -0.0733, 0.0659, 0.026, 0.0455, 0.0121, 0.039, 0.0529, 0.0204, -0.0167, -0.0019, 0.025, -0.0028, 0.0111, 0.039, 0.0427, 0.0473, 0.0473, 0.0501, 0.1085, 0.1466, 0.1688, 0.2978, 0.3609, 0.2922, 0.4202, 0.3581, 0.3191, 0.2885, 0.3043, 0.2662, 0.2059, 0.1642, 0.2254, 0.1883, 0.18, 0.1827, 0.1596, 0.1178, 0.1215, 0.167, 0.1456, 0.1382, 0.1271, 0.1317, 0.1271, 0.102, 0.0482, -0.0417, -0.0733, -0.0399, -0.013, 0.064, 0.1744, 0.1104, 0.1067, 0.0557, 0.0705, 0.0668, 0.0186, -0.0241, -0.0529, 0.0492, -0.0019, 0.038, 0.0204, 0.0028, 0.0315, -0.0111, -0.1122, -0.1994, -0.1531, -0.1327, -0.0714, 0.0557, -0.1067]}
{"unit_id": "orig:1935539757200850977", "ticker_idx": 0, "ts": "2025-06-19T03:26:53+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "break through ATH mid-late July & vertical to ~6400", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects a brief ~5% drawdown over coming weeks, then ATH breakout mid-late July with a run to ~6400.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "wrong prediction, guaranteed\n\nquick drawdown over the next few weeks, 5%ish nothing crazy\n\nbreak through ATH mid-late July & vertical to ~6400", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002348536060589046, "ret_signed_p1d": -0.002348536060589046, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.002348536060589046, "bench_c_p1d": -0.002348536060589046, "ret_p1w": 0.027180832936709587, "ret_signed_p1w": 0.027180832936709587, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.027180832936709587, "bench_c_p1w": 0.027180832936709587, "ret_p1m": 0.053554020772681676, "ret_signed_p1m": 0.053554020772681676, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.053554020772681676, "bench_c_p1m": 0.053554020772681676, "ret_p3m": 0.10797923599832115, "ret_signed_p3m": 0.10797923599832115, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.10797923599832115, "bench_c_p3m": 0.10797923599832115, "ret_p6m": 0.1476821846262648, "ret_signed_p6m": 0.1476821846262648, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.1476821846262648, "bench_c_p6m": 0.1476821846262648, "price_path": [-0.0391, -0.0368, -0.0483, -0.0508, -0.0699, -0.0637, -0.061, -0.0551, -0.1017, -0.1543, -0.1558, -0.169, -0.0817, -0.122, -0.1063, -0.0976, -0.1001, -0.1201, -0.1189, -0.1189, -0.1399, -0.1175, -0.1038, -0.0849, -0.0783, -0.078, -0.0722, -0.0718, -0.0652, -0.0514, -0.0568, -0.0647, -0.0607, -0.0542, -0.0554, -0.0242, -0.0177, -0.0165, -0.0117, -0.0054, -0.0043, -0.0077, -0.0244, -0.024, -0.0307, -0.0307, -0.0105, -0.0163, -0.0124, -0.0135, -0.0079, -0.0023, -0.0025, -0.0073, 0.0028, 0.0037, 0.0094, 0.0066, 0.0106, -0.0007, 0.0088, 0.0002, 0.0, 0.0, -0.0023, 0.0075, 0.0186, 0.0192, 0.0272, 0.0323, 0.0372, 0.0369, 0.0416, 0.0498, 0.0498, 0.042, 0.0414, 0.0476, 0.0506, 0.0469, 0.0489, 0.0444, 0.0479, 0.0543, 0.0536, 0.0556, 0.0557, 0.0647, 0.065, 0.0695, 0.0693, 0.0664, 0.0651, 0.0611, 0.0437, 0.0596, 0.0542, 0.0623, 0.0614, 0.0697, 0.0676, 0.0789, 0.0826, 0.0827, 0.0802, 0.0799, 0.0741, 0.0712, 0.0669, 0.0833, 0.0786, 0.0831, 0.0855, 0.0894, 0.0829, 0.0829, 0.0749, 0.0807, 0.0897, 0.0866, 0.0892, 0.0917, 0.0949, 0.104, 0.1036, 0.1095, 0.108, 0.1066, 0.1118, 0.1173, 0.1226, 0.1165, 0.1129, 0.1078, 0.1141, 0.1172, 0.1215, 0.1253, 0.1266, 0.1266, 0.1306, 0.1264, 0.1331, 0.1298, 0.0993, 0.1162, 0.1148, 0.1198, 0.1121, 0.1184, 0.1301, 0.1301, 0.1242, 0.1308, 0.1401, 0.1535, 0.1566, 0.1572, 0.1444, 0.1482, 0.1503, 0.1367, 0.1406, 0.1284, 0.1295, 0.1471, 0.1498, 0.1504, 0.1313, 0.1311, 0.1206, 0.1112, 0.1155, 0.0985, 0.1094, 0.1257, 0.1363, 0.1442, 0.1442, 0.1504, 0.1452, 0.1473, 0.1513, 0.1521, 0.1543, 0.1508, 0.1498, 0.1575, 0.1602, 0.1477]}
{"unit_id": "quote:1960851721195778105", "ticker_idx": 0, "ts": "2025-08-27T23:47:35+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "gonna sound like a broken record here but slightly underwhelming nvda earnings very good for continued small cap outperformance", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Slightly underwhelming NVDA earnings supports continued small cap outperformance; bullish IWM thesis.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "gonna sound like a broken record here but slightly underwhelming nvda earnings very good for continued small cap outperformance", "reply_text": null, "parent_text": null, "quoted_text": "if momentum unwinds and large cap tech gets hit, small caps will outperform (see IWM v SPY performance in 2001-2003).\n\nif the economy goes pedal to the metal, small caps will outperform (see IWM v SPY in 2020-21).\n\nseems asymmetric.", "parent_author": null, "ret_m1d": -0.00703578465957877, "ret_signed_m1d": -0.00703578465957877, "alpha_spy_m1d": -0.00476245119805585, "alpha_c_m1d": -0.00476245119805585, "bench_spy_m1d": -0.0022733334615229195, "bench_c_m1d": -0.0022733334615229195, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011867007379200434, "ret_signed_p1d": 0.0011867007379200434, "alpha_spy_p1d": -0.00235466199422274, "alpha_c_p1d": -0.00235466199422274, "bench_spy_p1d": 0.003541362732142783, "bench_c_p1d": 0.003541362732142783, "ret_p1w": -0.00962118079591745, "ret_signed_p1w": -0.00962118079591745, "alpha_spy_p1w": -0.005151903543092695, "alpha_c_p1w": -0.005151903543092695, "bench_spy_p1w": -0.004469277252824755, "bench_c_p1w": -0.004469277252824755, "ret_p1m": 0.01707521814361379, "ret_signed_p1m": 0.01707521814361379, "alpha_spy_p1m": -0.003406962337473951, "alpha_c_p1m": -0.003406962337473951, "bench_spy_p1m": 0.02048218048108774, "bench_c_p1m": 0.02048218048108774, "ret_p3m": 0.01966791544907176, "ret_signed_p3m": 0.01966791544907176, "alpha_spy_p3m": -0.0173764159812817, "alpha_c_p3m": -0.0173764159812817, "bench_spy_p3m": 0.03704433143035346, "bench_c_p3m": 0.03704433143035346, "ret_p6m": 0.12842397941226769, "ret_signed_p6m": 0.12842397941226769, "alpha_spy_p6m": 0.06381854964639189, "alpha_c_p6m": 0.06381854964639189, "bench_spy_p6m": 0.0646054297658758, "bench_c_p6m": 0.0646054297658758, "price_path": [-0.1332, -0.1305, -0.1165, -0.119, -0.1186, -0.1044, -0.0982, -0.0933, -0.0971, -0.1006, -0.1171, -0.1067, -0.1161, -0.1114, -0.1114, -0.1133, -0.1024, -0.091, -0.1016, -0.087, -0.0867, -0.0854, -0.076, -0.0632, -0.0545, -0.0545, -0.0687, -0.0623, -0.0521, -0.0472, -0.0604, -0.054, -0.0726, -0.0632, -0.0509, -0.0577, -0.0615, -0.0537, -0.0392, -0.0525, -0.049, -0.0501, -0.0562, -0.0609, -0.0701, -0.0891, -0.0687, -0.064, -0.0652, -0.0682, -0.0662, -0.0664, -0.0387, -0.02, -0.0326, -0.0373, -0.0338, -0.0412, -0.0446, -0.0423, -0.0047, -0.0152, -0.007, 0.0, 0.0012, -0.0033, -0.0033, -0.0086, -0.0096, 0.0028, 0.0078, 0.0098, 0.0039, 0.0021, 0.0206, 0.0102, 0.0145, 0.0128, 0.0154, 0.0407, 0.0328, 0.0388, 0.0364, 0.0269, 0.0171, 0.0258, 0.027, 0.0284, 0.0307, 0.0372, 0.0449, 0.049, 0.0378, 0.0487, 0.0419, 0.0107, 0.0388, 0.0537, 0.064, 0.0416, 0.0346, 0.0548, 0.0498, 0.0343, 0.0474, 0.0602, 0.0639, 0.0582, 0.0492, 0.0407, 0.0466, 0.0432, 0.0252, 0.04, 0.0216, 0.0269, 0.0372, 0.0381, 0.0356, 0.0064, 0.0094, -0.0107, -0.0077, -0.0078, -0.0262, 0.0014, 0.0197, 0.0419, 0.0511, 0.0511, 0.0573, 0.044, 0.0421, 0.061, 0.0703, 0.0659, 0.0663, 0.0685, 0.083, 0.0957, 0.079, 0.0708, 0.0657, 0.0544, 0.0607, 0.0695, 0.0814, 0.075, 0.0777, 0.0777, 0.0722, 0.0656, 0.0578, 0.0498, 0.0498, 0.061, 0.0778, 0.0921, 0.0895, 0.1014, 0.1098, 0.1152, 0.1146, 0.1224, 0.1323, 0.1334, 0.1334, 0.1198, 0.142, 0.1506, 0.1293, 0.1258, 0.129, 0.1229, 0.1232, 0.1073, 0.1181, 0.1207, 0.111, 0.091, 0.1302, 0.1381, 0.1351, 0.1299, 0.1068, 0.1214, 0.1214, 0.1218, 0.1258, 0.1284]}
{"unit_id": "orig:1950655375122071718", "ticker_idx": 0, "ts": "2025-07-30T20:30:57+00:00", "symbol": "EURUSD=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "short eurusd", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short EURUSD; Europe's lack of major tech exposure (Microsoft, Meta) cited as rationale.", "resolved_tickers": ["EURUSD=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I forget, how much microsoft and meta does europe have again?\n\n(short eurusd)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003966093666066817, "ret_signed_m1d": -0.003966093666066817, "alpha_spy_m1d": -0.002705174740718519, "alpha_c_m1d": null, "bench_spy_m1d": 0.0012609189253482977, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.010526402697315196, "ret_signed_p1d": 0.010526402697315196, "alpha_spy_p1d": 0.006775176170615627, "alpha_c_p1d": null, "bench_spy_p1d": -0.0037512265266995692, "bench_c_p1d": null, "ret_p1w": 0.002443229285726378, "ret_signed_p1w": -0.002443229285726378, "alpha_spy_p1w": -0.0050911881338031595, "alpha_c_p1w": null, "bench_spy_p1w": -0.0026479588480767813, "bench_c_p1w": null, "ret_p1m": 0.0083982523593511, "ret_signed_p1m": -0.0083982523593511, "alpha_spy_p1m": 0.014392685012648121, "alpha_c_p1m": null, "bench_spy_p1m": 0.02279093737199922, "bench_c_p1m": null, "ret_p3m": 0.006990665799073037, "ret_signed_p3m": -0.006990665799073037, "alpha_spy_p3m": 0.07604021968092689, "alpha_c_p3m": null, "bench_spy_p3m": 0.08303088547999993, "bench_c_p3m": null, "ret_p6m": 0.010564071814882503, "ret_signed_p6m": -0.010564071814882503, "alpha_spy_p6m": 0.0815956454878124, "alpha_c_p6m": null, "bench_spy_p6m": 0.0921597173026949, "bench_c_p6m": null, "price_path": [-0.022, -0.0197, -0.0206, -0.018, -0.0212, -0.0283, -0.0278, -0.0394, -0.0316, -0.0319, -0.031, -0.0315, -0.0275, -0.0228, -0.019, -0.0233, -0.0154, -0.0141, -0.0185, -0.0275, -0.0149, -0.0171, -0.0084, -0.0144, -0.0112, -0.0084, -0.0124, -0.0106, -0.0098, -0.0036, 0.0043, 0.0005, 0.0, -0.0059, -0.0064, -0.0033, -0.0043, 0.0042, 0.0053, 0.0115, 0.0122, 0.0153, 0.0205, 0.022, 0.0216, 0.0191, 0.0199, 0.0161, 0.015, 0.0156, 0.0131, 0.0114, 0.01, 0.0049, 0.0073, 0.0056, 0.0069, 0.0124, 0.0163, 0.0193, 0.0178, 0.0178, 0.004, 0.0, -0.0105, -0.011, 0.0031, 0.0029, 0.0024, 0.0097, 0.0109, 0.0084, 0.0058, 0.0109, 0.014, 0.0087, 0.0135, 0.0102, 0.0079, 0.0087, 0.0054, 0.0137, 0.0058, 0.0077, 0.0084, 0.0113, 0.0122, 0.0143, 0.0074, 0.0095, 0.0092, 0.014, 0.0189, 0.0131, 0.0132, 0.0159, 0.0152, 0.0184, 0.0277, 0.0238, 0.0208, 0.0161, 0.0217, 0.0228, 0.0168, 0.0097, 0.0136, 0.0156, 0.016, 0.0159, 0.0151, 0.014, 0.0138, 0.009, 0.007, 0.0013, 0.0045, 0.0014, 0.0044, 0.0083, 0.0129, 0.0092, 0.0081, 0.0043, 0.005, 0.0058, 0.007, 0.0087, 0.0093, 0.0045, 0.0019, -0.002, -0.0028, -0.0057, -0.0047, -0.0002, -0.0006, 0.0005, 0.0032, 0.0036, 0.007, 0.0056, 0.0034, 0.0026, -0.0009, -0.0014, -0.0038, -0.0027, 0.0012, 0.0044, 0.0042, 0.0044, 0.0049, 0.0067, 0.01, 0.008, 0.0077, 0.0078, 0.0067, 0.013, 0.0163, 0.0162, 0.0176, 0.0172, 0.0166, 0.0151, 0.0136, 0.0186, 0.0212, 0.0212, 0.0203, 0.0192, 0.0192, 0.017, 0.017, 0.0173, 0.0133, 0.0142, 0.0119, 0.0109, 0.0093, 0.0063, 0.01, 0.0079, 0.0083, 0.005, 0.0064, 0.0076, 0.0153, 0.0106]}
{"unit_id": "quote:1971237911871041709", "ticker_idx": 0, "ts": "2025-09-25T15:38:36+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "lord forgive me for i know not what i do", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Hesitantly getting long natural gas, echoing quoted interest with self-deprecating forward lean.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "lord forgive me for i know not what i do https://t.co/xARWKLCOqJ", "reply_text": null, "parent_text": null, "quoted_text": "Getting interested in natural gas https://t.co/l3aOUYZpe4", "parent_author": null, "ret_m1d": -0.018268506205170065, "ret_signed_m1d": -0.018268506205170065, "alpha_spy_m1d": -0.02290338670317904, "alpha_c_m1d": -0.02290338670317904, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.004634880498008975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009531364901089079, "ret_signed_p1d": -0.009531364901089079, "alpha_spy_p1d": -0.015260509268083311, "alpha_c_p1d": -0.015260509268083311, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.005729144366994232, "ret_p1w": 0.06830815299874904, "ret_signed_p1w": 0.06830815299874904, "alpha_spy_p1w": 0.051333863955445036, "alpha_c_p1w": 0.051333863955445036, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.016974289043304003, "ret_p1m": 0.030182693394392723, "ret_signed_p1m": 0.030182693394392723, "alpha_spy_p1m": 0.0010055572501883603, "alpha_c_p1m": 0.0010055572501883603, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.029177136144204363, "ret_p3m": 0.02462267372400806, "ret_signed_p3m": 0.02462267372400806, "alpha_spy_p3m": -0.02391904313878368, "alpha_c_p3m": -0.02391904313878368, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04854171686279174, "ret_p6m": -0.015885608168481724, "ret_signed_p6m": -0.015885608168481724, "alpha_spy_p6m": -0.007091386956291856, "alpha_c_p6m": -0.007091386956291856, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": -0.008794221212189868, "price_path": [0.2137, 0.2002, 0.2248, 0.2113, 0.2113, 0.2002, 0.1779, 0.1279, 0.1716, 0.1851, 0.2145, 0.2343, 0.255, 0.247, 0.2589, 0.166, 0.1493, 0.089, 0.1009, 0.0985, 0.0858, 0.1048, 0.0604, 0.0794, 0.0818, 0.0294, 0.0477, 0.0755, 0.0747, 0.0485, 0.0381, -0.0246, -0.0151, -0.0064, 0.0191, 0.0103, -0.0342, -0.0365, -0.0151, -0.054, -0.0508, -0.0492, -0.0318, -0.0016, 0.0191, 0.0191, 0.0151, 0.0373, 0.0405, 0.0278, 0.0453, 0.0532, 0.023, -0.0135, -0.0064, 0.0254, 0.05, 0.0405, 0.0064, -0.0016, -0.0349, -0.0183, -0.0183, 0.0, -0.0095, 0.0183, 0.0381, 0.0818, 0.0683, 0.0365, 0.0564, 0.0945, 0.0405, 0.0119, -0.0207, -0.0326, -0.0508, -0.0564, -0.0802, -0.0572, 0.027, 0.0445, 0.0373, 0.027, 0.0302, 0.0238, -0.0199, -0.0302, 0.0183, 0.0524, 0.0929, 0.1064, 0.0826, 0.1255, 0.108, 0.1199, 0.1565, 0.1636, 0.1763, 0.1565, 0.1215, 0.1295, 0.1676, 0.1454, 0.1636, 0.1446, 0.0985, 0.1319, 0.1319, 0.17, 0.2081, 0.1882, 0.2288, 0.2438, 0.3002, 0.197, 0.1199, 0.1326, 0.0389, 0.0111, -0.0103, -0.0389, 0.004, -0.0445, -0.0318, -0.0588, 0.0246, -0.0159, -0.0159, 0.0175, 0.0365, 0.0421, -0.0262, -0.0262, -0.0421, -0.0763, -0.1041, -0.0643, -0.1048, -0.1739, -0.112, -0.1009, -0.1867, -0.1819, -0.1795, -0.1795, -0.0175, 0.0834, 0.0667, 0.1096, 0.1779, 0.1676, 0.1541, 0.1962, 0.3423, 0.0087, 0.031, 0.0691, 0.0739, 0.054, -0.0334, -0.0365, -0.0214, -0.0127, -0.0119, -0.0119, -0.0548, -0.0572, -0.0627, -0.0461, -0.0675, -0.0898, -0.0786, -0.0961, -0.085, -0.0469, -0.0246, -0.0643, -0.0429, 0.0127, -0.0222, -0.0254, 0.023, 0.0357, 0.004, -0.0302, -0.031, 0.0064, -0.0024, -0.0159]}
{"unit_id": "thread:1975181341927850282", "ticker_idx": 0, "ts": "2025-10-06T12:48:23+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We've been pretty vocal AMD bulls this year", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Ongoing bullish stance on AMD, reaffirming position as vocal bulls this year.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We’ve been pretty vocal AMD bulls this year - here’s our most recent commentary in our August State of the Themes https://t.co/MgPznYNlQy\n\n---\n\ngg @rennyzucker", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19164502114890114, "ret_signed_m1d": -0.19164502114890114, "alpha_spy_m1d": -0.1880716073185521, "alpha_c_m1d": -0.1721330726044944, "bench_spy_m1d": -0.003573413830349037, "bench_c_m1d": -0.019511948544406743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03828966440477655, "ret_signed_p1d": 0.03828966440477655, "alpha_spy_p1d": 0.041997156655738443, "alpha_c_p1d": 0.056724049510276986, "bench_spy_p1d": -0.003707492250961897, "bench_c_p1d": -0.01843438510550044, "ret_p1w": 0.06239257295264178, "ret_signed_p1w": 0.06239257295264178, "alpha_spy_p1w": 0.07515296339046496, "alpha_c_p1w": 0.07296396329119392, "bench_spy_p1w": -0.012760390437823177, "bench_c_p1w": -0.010571390338552145, "ret_p1m": 0.22748021604545032, "ret_signed_p1m": 0.22748021604545032, "alpha_spy_p1m": 0.22207521970038968, "alpha_c_p1m": 0.20016348808328077, "bench_spy_p1m": 0.005404996345060642, "bench_c_p1m": 0.02731672796216955, "ret_p3m": 0.05129839774106104, "ret_signed_p3m": 0.05129839774106104, "alpha_spy_p3m": 0.03294692802404775, "alpha_c_p3m": -0.0007447871716601551, "bench_spy_p3m": 0.01835146971701329, "bench_c_p3m": 0.052043184912721197, "ret_p6m": -0.0013745718367151882, "ret_signed_p6m": -0.0013745718367151882, "alpha_spy_p6m": 0.02478187053542913, "alpha_c_p6m": -0.12139607853018763, "bench_spy_p6m": -0.026156442372144317, "bench_c_p6m": 0.12002150669347245, "price_path": [-0.3206, -0.2923, -0.2812, -0.2821, -0.2361, -0.2142, -0.2126, -0.2293, -0.2293, -0.2405, -0.2212, -0.2042, -0.1828, -0.1475, -0.129, -0.1188, -0.1345, -0.1571, -0.1322, -0.1443, -0.1993, -0.1537, -0.1519, -0.1543, -0.1412, -0.0947, -0.1117, -0.1286, -0.1353, -0.1824, -0.189, -0.1964, -0.1765, -0.1981, -0.1821, -0.1796, -0.1725, -0.2017, -0.2017, -0.2032, -0.2041, -0.2058, -0.2581, -0.2567, -0.2351, -0.2168, -0.2358, -0.2216, -0.2089, -0.2123, -0.2187, -0.2248, -0.2274, -0.2156, -0.2102, -0.2102, -0.2083, -0.2172, -0.2079, -0.2058, -0.1949, -0.1668, -0.1916, 0.0, 0.0383, 0.1563, 0.1432, 0.0549, 0.0624, 0.0706, 0.1713, 0.1514, 0.1442, 0.1809, 0.1685, 0.1302, 0.1536, 0.2416, 0.2747, 0.2666, 0.2976, 0.251, 0.2573, 0.2746, 0.2275, 0.2583, 0.1669, 0.1464, 0.1977, 0.166, 0.2709, 0.2172, 0.2116, 0.1807, 0.1305, 0.0974, 0.0113, 0.0003, 0.0557, 0.0119, 0.0517, 0.0517, 0.0678, 0.0788, 0.0566, 0.0682, 0.0602, 0.07, 0.0854, 0.0879, 0.0869, 0.087, 0.0347, 0.019, 0.0268, -0.0275, -0.013, 0.0477, 0.0552, 0.0549, 0.0556, 0.0556, 0.0554, 0.0584, 0.0571, 0.0513, 0.0513, 0.097, 0.0853, 0.0522, 0.031, 0.0048, -0.0027, 0.0195, 0.0847, 0.0976, 0.1188, 0.138, 0.138, 0.1385, 0.2263, 0.2455, 0.2748, 0.2337, 0.2372, 0.2407, 0.2379, 0.1621, 0.2089, 0.1885, -0.0173, -0.055, 0.0232, 0.0603, 0.0484, 0.0485, 0.0109, 0.0177, 0.0177, -0.0031, -0.0176, -0.0017, -0.0175, -0.0349, 0.0497, 0.0351, -0.0001, -0.0172, -0.025, -0.0626, -0.0081, -0.0209, -0.0554, -0.0051, -0.0024, 0.0055, -0.0293, -0.0507, -0.035, -0.0363, -0.0209, 0.0077, -0.0117, -0.0051, 0.0081, 0.0813, 0.0003, -0.0084, -0.0377, -0.0014]}
{"unit_id": "quote:1968738825351348690", "ticker_idx": 0, "ts": "2025-09-18T18:08:08+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "small caps looking pretty good", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on small caps (IWM) as asymmetric outperformer in both risk-off and risk-on scenarios.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "small caps looking pretty good", "reply_text": null, "parent_text": null, "quoted_text": "if momentum unwinds and large cap tech gets hit, small caps will outperform (see IWM v SPY performance in 2001-2003).\n\nif the economy goes pedal to the metal, small caps will outperform (see IWM v SPY in 2020-21).\n\nseems asymmetric.", "parent_author": null, "ret_m1d": -0.024301532566665784, "ret_signed_m1d": -0.024301532566665784, "alpha_spy_m1d": -0.019650725123329105, "alpha_c_m1d": -0.019650725123329105, "bench_spy_m1d": -0.00465080744333668, "bench_c_m1d": -0.00465080744333668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007596746340221561, "ret_signed_p1d": -0.007596746340221561, "alpha_spy_p1d": -0.01254952771156237, "alpha_c_p1d": -0.01254952771156237, "bench_spy_p1d": 0.004952781371340809, "bench_c_p1d": 0.004952781371340809, "ret_p1w": -0.02266783714762799, "ret_signed_p1w": -0.02266783714762799, "alpha_spy_p1w": -0.019065527051725928, "alpha_c_p1w": -0.019065527051725928, "bench_spy_p1w": -0.0036023100959020615, "bench_c_p1w": -0.0036023100959020615, "ret_p1m": -0.005840461123060359, "ret_signed_p1m": -0.005840461123060359, "alpha_spy_p1m": -0.011838022095723155, "alpha_c_p1m": -0.011838022095723155, "bench_spy_p1m": 0.0059975609726627965, "bench_c_p1m": 0.0059975609726627965, "ret_p3m": 0.024089302502260157, "ret_signed_p3m": 0.024089302502260157, "alpha_spy_p3m": -0.003833387339100769, "alpha_c_p3m": -0.003833387339100769, "bench_spy_p3m": 0.027922689841360926, "bench_c_p3m": 0.027922689841360926, "ret_p6m": 0.010524932397082187, "ret_signed_p6m": 0.010524932397082187, "alpha_spy_p6m": 0.004743930135484353, "alpha_c_p6m": 0.004743930135484353, "bench_spy_p6m": 0.005781002261597834, "bench_c_p6m": 0.005781002261597834, "price_path": [-0.1375, -0.1265, -0.1367, -0.1227, -0.1224, -0.1211, -0.1121, -0.0998, -0.0915, -0.0915, -0.1051, -0.0989, -0.0891, -0.0844, -0.0971, -0.091, -0.1088, -0.0998, -0.088, -0.0945, -0.0982, -0.0907, -0.0768, -0.0895, -0.0862, -0.0872, -0.093, -0.0976, -0.1065, -0.1247, -0.1051, -0.1005, -0.1017, -0.1046, -0.1027, -0.1029, -0.0763, -0.0583, -0.0704, -0.075, -0.0716, -0.0787, -0.082, -0.0797, -0.0436, -0.0537, -0.0458, -0.0391, -0.0379, -0.0422, -0.0422, -0.0474, -0.0483, -0.0364, -0.0316, -0.0297, -0.0354, -0.0371, -0.0193, -0.0293, -0.0252, -0.0268, -0.0243, 0.0, -0.0076, -0.0018, -0.0041, -0.0132, -0.0227, -0.0143, -0.0132, -0.0118, -0.0096, -0.0033, 0.004, 0.008, -0.0028, 0.0077, 0.0012, -0.0288, -0.0018, 0.0125, 0.0224, 0.0009, -0.0058, 0.0136, 0.0088, -0.0061, 0.0065, 0.0187, 0.0223, 0.0168, 0.0082, 0.0, 0.0057, 0.0025, -0.0149, -0.0007, -0.0183, -0.0132, -0.0033, -0.0025, -0.0049, -0.0329, -0.0301, -0.0493, -0.0464, -0.0466, -0.0642, -0.0377, -0.0202, 0.0012, 0.01, 0.01, 0.016, 0.0032, 0.0013, 0.0196, 0.0285, 0.0242, 0.0246, 0.0268, 0.0407, 0.0529, 0.0368, 0.029, 0.0241, 0.0132, 0.0192, 0.0277, 0.0392, 0.033, 0.0356, 0.0356, 0.0303, 0.024, 0.0164, 0.0088, 0.0088, 0.0195, 0.0357, 0.0494, 0.047, 0.0584, 0.0664, 0.0716, 0.071, 0.0786, 0.0881, 0.0891, 0.0891, 0.0761, 0.0974, 0.1056, 0.0852, 0.0818, 0.0849, 0.079, 0.0793, 0.064, 0.0744, 0.0769, 0.0676, 0.0484, 0.0861, 0.0937, 0.0907, 0.0858, 0.0636, 0.0776, 0.0776, 0.0779, 0.0818, 0.0843, 0.0844, 0.0675, 0.0791, 0.0842, 0.09, 0.0713, 0.0811, 0.0624, 0.0727, 0.0522, 0.0281, 0.0393, 0.0383, 0.0362, 0.0139, 0.0105]}
{"unit_id": "reply:1921016138403614823", "ticker_idx": 0, "ts": "2025-05-10T01:35:12+00:00", "symbol": "ECH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ECH & BCH because every time i get cute in EMs I get smoked", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers broad Chile ETF and BCH over individual EM stock picks on Chile breakout.", "resolved_tickers": ["ECH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marketplunger1 ECH & BCH because every time i get cute in EMs I get smoked", "reply_text": null, "parent_text": "Don't look now. \n\nBut Chile is breaking out! \n\nWhat's your favorite Chilean stock? https://t.co/qgmjeGoPFF", "quoted_text": null, "parent_author": "marketplunger1", "ret_m1d": -0.0046367127575547284, "ret_signed_m1d": -0.0046367127575547284, "alpha_spy_m1d": 0.027353390014185908, "alpha_c_m1d": 0.027353390014185908, "bench_spy_m1d": -0.031990102771740636, "bench_c_m1d": -0.031990102771740636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006491567110142871, "ret_signed_p1d": 0.006491567110142871, "alpha_spy_p1d": -0.00011237390634133426, "alpha_c_p1d": -0.00011237390634133426, "bench_spy_p1d": 0.006603941016484205, "bench_c_p1d": 0.006603941016484205, "ret_p1w": 0.0188562755049273, "ret_signed_p1w": 0.0188562755049273, "alpha_spy_p1w": -0.0014872387100017814, "alpha_c_p1w": -0.0014872387100017814, "bench_spy_p1w": 0.02034351421492908, "bench_c_p1w": 0.02034351421492908, "ret_p1m": -0.01638323711193268, "ret_signed_p1m": -0.01638323711193268, "alpha_spy_p1m": -0.05084362299624712, "alpha_c_p1m": -0.05084362299624712, "bench_spy_p1m": 0.03446038588431444, "bench_c_p1m": 0.03446038588431444, "ret_p3m": -0.0292740094261128, "ret_signed_p3m": -0.0292740094261128, "alpha_spy_p3m": -0.11697551942478701, "alpha_c_p3m": -0.11697551942478701, "bench_spy_p3m": 0.08770150999867421, "bench_c_p3m": 0.08770150999867421, "ret_p6m": 0.0894615125579854, "ret_signed_p6m": 0.0894615125579854, "alpha_spy_p6m": -0.0754192958582589, "alpha_c_p6m": -0.0754192958582589, "bench_spy_p6m": 0.1648808084162443, "bench_c_p6m": 0.1648808084162443, "price_path": [-0.1178, -0.0992, -0.0989, -0.0989, -0.1215, -0.1159, -0.1066, -0.1138, -0.1073, -0.1057, -0.107, -0.1116, -0.1153, -0.1233, -0.1066, -0.0915, -0.0822, -0.0798, -0.0986, -0.0915, -0.093, -0.0801, -0.0708, -0.0507, -0.0448, -0.0436, -0.0566, -0.0634, -0.06, -0.0491, -0.0643, -0.0674, -0.0801, -0.0782, -0.0665, -0.0754, -0.0705, -0.1286, -0.1626, -0.1808, -0.127, -0.1496, -0.1224, -0.0995, -0.0927, -0.0903, -0.0742, -0.0742, -0.0711, -0.0445, -0.0359, -0.0201, -0.021, -0.0343, -0.0281, -0.0377, -0.0396, -0.0309, -0.0238, -0.0226, -0.0185, -0.0062, -0.0046, 0.0, 0.0065, 0.0275, 0.0223, 0.008, 0.0189, 0.0124, 0.0105, 0.009, 0.0155, 0.0155, 0.0124, -0.0056, -0.0083, -0.0263, -0.0253, -0.0238, -0.0145, -0.0056, -0.0158, -0.0185, -0.0164, 0.0059, 0.0049, -0.0161, -0.0176, -0.0384, -0.0419, -0.0419, -0.0495, -0.0517, -0.0223, -0.0255, -0.0129, -0.0195, -0.0069, -0.005, 0.0058, 0.0048, 0.0048, -0.0204, -0.0081, -0.0198, -0.0179, -0.0365, -0.046, -0.0561, -0.0599, -0.0454, -0.0476, -0.0432, -0.0403, -0.0397, -0.0372, -0.0419, -0.0596, -0.058, -0.0691, -0.058, -0.0533, -0.0451, -0.0444, -0.0498, -0.0293, -0.0081, -0.0062, 0.0096, 0.0276, 0.019, 0.0231, 0.0279, 0.0165, 0.0118, 0.0074, 0.0358, 0.0329, 0.0244, 0.0279, 0.0288, 0.0361, 0.0361, 0.0336, 0.0437, 0.0547, 0.0683, 0.0494, 0.0326, 0.0386, 0.0743, 0.049, 0.0674, 0.0661, 0.0547, 0.061, 0.0607, 0.0579, 0.0636, 0.062, 0.0487, 0.0475, 0.0374, 0.0408, 0.0329, 0.0231, 0.0206, 0.0121, 0.019, 0.0355, 0.0269, -0.0053, 0.0143, 0.0358, 0.055, 0.0547, 0.0535, 0.0689, 0.0579, 0.0569, 0.08, 0.0854, 0.0923, 0.0936, 0.1043, 0.116, 0.1154, 0.1346, 0.0895]}
{"unit_id": "reply:1921016138403614823", "ticker_idx": 1, "ts": "2025-05-10T01:35:12+00:00", "symbol": "BCH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ECH & BCH because every time i get cute in EMs I get smoked", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers broad Chile ETF and BCH over individual EM stock picks on Chile breakout.", "resolved_tickers": ["BCH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Regional", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marketplunger1 ECH & BCH because every time i get cute in EMs I get smoked", "reply_text": null, "parent_text": "Don't look now. \n\nBut Chile is breaking out! \n\nWhat's your favorite Chilean stock? https://t.co/qgmjeGoPFF", "quoted_text": null, "parent_author": "marketplunger1", "ret_m1d": 0.007270330710243078, "ret_signed_m1d": 0.007270330710243078, "alpha_spy_m1d": 0.039260433481983714, "alpha_c_m1d": 0.039260433481983714, "bench_spy_m1d": -0.031990102771740636, "bench_c_m1d": -0.031990102771740636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016192978914462808, "ret_signed_p1d": 0.016192978914462808, "alpha_spy_p1d": 0.009589037897978603, "alpha_c_p1d": 0.009589037897978603, "bench_spy_p1d": 0.006603941016484205, "bench_c_p1d": 0.006603941016484205, "ret_p1w": 0.03569065968525198, "ret_signed_p1w": 0.03569065968525198, "alpha_spy_p1w": 0.015347145470322898, "alpha_c_p1w": 0.015347145470322898, "bench_spy_p1w": 0.02034351421492908, "bench_c_p1w": 0.02034351421492908, "ret_p1m": -0.008261721206629047, "ret_signed_p1m": -0.008261721206629047, "alpha_spy_p1m": -0.042722107090943484, "alpha_c_p1m": -0.042722107090943484, "bench_spy_p1m": 0.03446038588431444, "bench_c_p1m": 0.03446038588431444, "ret_p3m": -0.06047589017351207, "ret_signed_p3m": -0.06047589017351207, "alpha_spy_p3m": -0.14817740017218628, "alpha_c_p3m": -0.14817740017218628, "bench_spy_p3m": 0.08770150999867421, "bench_c_p3m": 0.08770150999867421, "ret_p6m": 0.15598151303468533, "ret_signed_p6m": 0.15598151303468533, "alpha_spy_p6m": -0.00889929538155898, "alpha_c_p6m": -0.00889929538155898, "bench_spy_p6m": 0.1648808084162443, "bench_c_p6m": 0.1648808084162443, "price_path": [-0.199, -0.1974, -0.1822, -0.1822, -0.1941, -0.1959, -0.1864, -0.1944, -0.1874, -0.1822, -0.1907, -0.1996, -0.2084, -0.1974, -0.1895, -0.1706, -0.1767, -0.1666, -0.1883, -0.1788, -0.1797, -0.169, -0.1541, -0.1342, -0.1321, -0.1296, -0.1492, -0.1286, -0.1074, -0.1051, -0.1051, -0.1091, -0.1213, -0.1246, -0.117, -0.1157, -0.1008, -0.1523, -0.1791, -0.195, -0.1457, -0.1593, -0.1259, -0.111, -0.0932, -0.0826, -0.0757, -0.0757, -0.0615, -0.0321, -0.0142, 0.0122, 0.0135, 0.0063, -0.0056, -0.0245, -0.0307, -0.0251, -0.0208, 0.0083, 0.0096, 0.0155, 0.0073, 0.0, 0.0162, 0.0473, 0.04, 0.0304, 0.0357, 0.0254, 0.0334, 0.0211, 0.0271, 0.0271, 0.0221, 0.0093, 0.0102, -0.0017, -0.0017, 0.0003, -0.0036, 0.0053, 0.0046, -0.0023, -0.0083, 0.0241, 0.0288, 0.0053, -0.0017, -0.0231, -0.0241, -0.0241, -0.0297, -0.0367, -0.0228, -0.0264, -0.0178, -0.0198, 0.0053, -0.0003, 0.0023, -0.0026, -0.0026, -0.0274, -0.0307, -0.0321, -0.0301, -0.0496, -0.0644, -0.0651, -0.0681, -0.0598, -0.0615, -0.0572, -0.0628, -0.0585, -0.0714, -0.0866, -0.0939, -0.0691, -0.0955, -0.0972, -0.0882, -0.0767, -0.072, -0.0833, -0.0605, -0.042, -0.0506, -0.038, -0.0205, -0.0423, -0.0317, -0.0245, -0.0492, -0.0532, -0.0522, -0.041, -0.0552, -0.0598, -0.0615, -0.0588, -0.0506, -0.0506, -0.0443, -0.0281, -0.0165, 0.0053, -0.0175, -0.004, -0.004, 0.0235, -0.0086, -0.0116, -0.0046, -0.0159, -0.0317, -0.0304, -0.0175, 0.0116, 0.0119, -0.0043, -0.0086, -0.0033, 0.0013, 0.0056, -0.0149, 0.0112, 0.0063, -0.0083, 0.0258, 0.035, 0.0086, 0.0264, 0.0281, 0.0654, 0.0829, 0.082, 0.0955, 0.0843, 0.0939, 0.0958, 0.112, 0.1262, 0.1309, 0.1378, 0.1527, 0.1537, 0.1917, 0.156]}
{"unit_id": "quote:1917916425911402600", "ticker_idx": 0, "ts": "2025-05-01T12:18:03+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "updated list of things bitcoin goes up because of", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sarcastically lists ever-expanding reasons BTC goes up, implying asymmetric long thesis holds regardless of macro regime.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "updated list of things bitcoin goes up because of:\n\nfuture of finance\nfear of bank runs\ncollapse of USD global reserve currency status\nmicrosoft and meta beat earnings", "reply_text": null, "parent_text": null, "quoted_text": "bitcoin: digital gold / beneficiary of changing global order but also will rip if we go risk on\n\npretty asymmetric", "parent_author": null, "ret_m1d": -0.02368088009580427, "ret_signed_m1d": -0.02368088009580427, "alpha_spy_m1d": -0.016643836098665155, "alpha_c_m1d": null, "bench_spy_m1d": -0.007037043997139114, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.0043291974532626565, "ret_signed_p1d": 0.0043291974532626565, "alpha_spy_p1d": -0.01051493167399098, "alpha_c_p1d": null, "bench_spy_p1d": 0.014844129127253636, "bench_c_p1d": null, "ret_p1w": 0.06994467420056605, "ret_signed_p1w": 0.06994467420056605, "alpha_spy_p1w": 0.05814456211016861, "alpha_c_p1w": null, "bench_spy_p1w": 0.011800112090397441, "bench_c_p1w": null, "ret_p1m": 0.07779099036281956, "ret_signed_p1m": 0.07779099036281956, "alpha_spy_p1m": 0.02242540874741339, "alpha_c_p1m": null, "bench_spy_p1m": 0.05536558161540617, "bench_c_p1m": null, "ret_p3m": 0.2220882341772772, "ret_signed_p3m": 0.2220882341772772, "alpha_spy_p3m": 0.08122476227117659, "alpha_c_p3m": null, "bench_spy_p3m": 0.1408634719061006, "bench_c_p3m": null, "ret_p6m": 0.15070197851691436, "ret_signed_p6m": 0.15070197851691436, "alpha_spy_p6m": -0.0689433559690118, "alpha_c_p6m": null, "bench_spy_p6m": 0.21964533448592616, "bench_c_p6m": null, "price_path": [0.0509, 0.0143, 0.0013, 0.001, 0.0004, 0.0098, -0.0077, 0.0144, 0.0014, 0.0105, -0.0075, -0.0099, 0.0015, 0.0191, -0.0038, -0.0526, -0.0804, -0.1259, -0.1222, -0.1256, -0.1081, -0.0961, -0.0608, -0.0677, -0.101, -0.1861, -0.1413, -0.1323, -0.1599, -0.1298, -0.1287, -0.1427, -0.0999, -0.1277, -0.129, -0.0932, -0.0935, -0.0994, -0.0965, -0.1258, -0.1445, -0.1173, -0.1452, -0.1388, -0.1311, -0.1788, -0.2096, -0.1442, -0.1748, -0.1356, -0.1238, -0.1329, -0.1291, -0.1202, -0.1248, -0.093, -0.0316, -0.0289, -0.0264, -0.0184, -0.0157, -0.0229, -0.0237, 0.0, 0.0043, -0.0181, 0.0032, 0.0056, 0.0699, 0.0671, 0.0655, 0.0796, 0.073, 0.0752, 0.0725, 0.0945, 0.1067, 0.1367, 0.1573, 0.1119, 0.1342, 0.1296, 0.1172, 0.0948, 0.0778, 0.0973, 0.0927, 0.0854, 0.0527, 0.0819, 0.143, 0.1427, 0.1264, 0.0978, 0.0995, 0.1068, 0.084, 0.087, 0.0849, 0.0707, 0.0942, 0.099, 0.1126, 0.1085, 0.1098, 0.1103, 0.0954, 0.1282, 0.1363, 0.1196, 0.1224, 0.1291, 0.1537, 0.202, 0.2179, 0.2421, 0.2206, 0.2305, 0.2363, 0.2229, 0.2171, 0.2436, 0.2307, 0.2267, 0.2191, 0.2221, 0.2221, 0.2211, 0.1997, 0.1744, 0.1925, 0.1829, 0.1921, 0.2177, 0.2093, 0.2305, 0.2454, 0.2783, 0.2266, 0.2167, 0.2048, 0.1693, 0.1843, 0.1651, 0.2112, 0.1413, 0.1587, 0.1527, 0.1664, 0.1235, 0.1322, 0.1524, 0.1578, 0.1475, 0.1467, 0.1615, 0.1558, 0.181, 0.1971, 0.2032, 0.1964, 0.2109, 0.207, 0.214, 0.1989, 0.1685, 0.1609, 0.1745, 0.1301, 0.137, 0.1856, 0.182, 0.2296, 0.2507, 0.2671, 0.2929, 0.2587, 0.2784, 0.2613, 0.1733, 0.1946, 0.1723, 0.1481, 0.1212, 0.1034, 0.1461, 0.1242, 0.116, 0.1407, 0.1507]}
{"unit_id": "reply:1957855759078691162", "ticker_idx": 0, "ts": "2025-08-19T17:22:42+00:00", "symbol": "AMN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "only fixed when AMN doubles imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies AMN needs to double from here; soft bullish lean on the stock.", "resolved_tickers": ["AMN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Care Facilities'", "bench_c_industry": "Medical Care Facilities", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@P_Remarks only fixed when AMN doubles imo", "reply_text": null, "parent_text": "@Citrini7 More broken than ever but we don’t let that stop us", "quoted_text": null, "parent_author": "P_Remarks", "ret_m1d": -0.031888360706526786, "ret_signed_m1d": -0.031888360706526786, "alpha_spy_m1d": -0.037343083353039486, "alpha_c_m1d": -0.025526931285966836, "bench_spy_m1d": 0.0054547226465127, "bench_c_m1d": -0.00636142942055995, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011459867749556762, "ret_signed_p1d": 0.011459867749556762, "alpha_spy_p1d": 0.014116951380203413, "alpha_c_p1d": 0.006048968167439606, "bench_spy_p1d": -0.0026570836306466505, "bench_c_p1d": 0.005410899582117157, "ret_p1w": 0.013951205326511174, "ret_signed_p1w": 0.013951205326511174, "alpha_spy_p1w": 0.005589362467431913, "alpha_c_p1w": 0.011830766527578529, "bench_spy_p1w": 0.00836184285907926, "bench_c_p1w": 0.0021204387989326445, "ret_p1m": -0.05281512117888787, "ret_signed_p1m": -0.05281512117888787, "alpha_spy_p1m": -0.08308975062400004, "alpha_c_p1m": -0.056032455588056695, "bench_spy_p1m": 0.030274629445112167, "bench_c_p1m": 0.003217334409168826, "ret_p3m": -0.20827102217542282, "ret_signed_p3m": -0.20827102217542282, "alpha_spy_p3m": -0.26138498777196684, "alpha_c_p3m": -0.3235412444716882, "bench_spy_p3m": 0.05311396559654402, "bench_c_p3m": 0.11527022229626538, "ret_p6m": -0.026407513072038258, "ret_signed_p6m": -0.026407513072038258, "alpha_spy_p6m": -0.11411917230960089, "alpha_c_p6m": -0.17903242778148187, "bench_spy_p6m": 0.08771165923756263, "bench_c_p6m": 0.15262491470944362, "price_path": [0.0797, 0.0349, 0.0349, 0.0703, 0.0538, 0.0508, 0.0518, 0.0115, 0.0184, -0.001, 0.0005, 0.0513, 0.0648, 0.0972, 0.0987, 0.0772, 0.0752, 0.0917, 0.0957, 0.1136, 0.1136, 0.0917, 0.0553, 0.0812, 0.0488, 0.0483, 0.0404, 0.0299, 0.0957, 0.0967, 0.0922, 0.0922, 0.0578, 0.1006, 0.0847, 0.1011, 0.0543, 0.0299, -0.0095, -0.0189, 0.0135, -0.0125, -0.0747, -0.0075, 0.0224, -0.0234, -0.0135, -0.0199, -0.0364, -0.0727, -0.0862, -0.1106, -0.1315, -0.1286, -0.142, -0.157, -0.141, -0.1784, -0.1211, -0.0713, -0.0698, -0.0573, -0.0319, 0.0, 0.0115, -0.0209, 0.0339, 0.0309, 0.014, 0.002, -0.001, 0.0354, 0.0354, 0.0214, -0.0115, 0.008, 0.0389, 0.0483, 0.0379, -0.0239, -0.0553, -0.0907, -0.0917, -0.0787, -0.0528, -0.0404, -0.0673, -0.0468, -0.0837, -0.0862, -0.1076, -0.0598, -0.0777, -0.0354, -0.005, -0.0259, 0.0229, -0.014, -0.0334, -0.0399, -0.0573, -0.0952, -0.0448, 0.0309, 0.0224, -0.007, -0.0199, -0.0105, 0.0219, 0.0209, -0.0055, 0.0548, 0.0468, 0.0329, 0.0279, -0.0329, -0.0189, -0.0244, -0.0184, 0.0279, -0.0817, -0.1096, -0.1335, -0.1604, -0.1734, -0.1993, -0.2083, -0.2078, -0.2063, -0.2138, -0.2357, -0.1769, -0.15, -0.1286, -0.142, -0.142, -0.1704, -0.1555, -0.1629, -0.1684, -0.1744, -0.1898, -0.1819, -0.2053, -0.2043, -0.1893, -0.1844, -0.2033, -0.2118, -0.1903, -0.1819, -0.2008, -0.2083, -0.2033, -0.2023, -0.2023, -0.1978, -0.2078, -0.2013, -0.2147, -0.2147, -0.2466, -0.2476, -0.2177, -0.1988, -0.2202, -0.2372, -0.2152, -0.2367, -0.0259, -0.0304, -0.0523, -0.0523, -0.0673, -0.0384, -0.0229, 0.0209, 0.0169, 0.0404, 0.0209, 0.006, 0.0613, 0.0827, 0.0234, 0.0488, 0.0389, 0.0115, -0.007, 0.0144, -0.0264]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 0, "ts": "2025-09-25T05:43:08+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.013235972192955803, "ret_signed_m1d": 0.013235972192955803, "alpha_spy_m1d": 0.008601091694946827, "alpha_c_m1d": 0.006424823727241069, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008227872783394985, "ret_signed_p1d": -0.008227872783394985, "alpha_spy_p1d": -0.013957017150389217, "alpha_c_p1d": -0.017221407360466956, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.15647137307413028, "ret_signed_p1w": 0.15647137307413028, "alpha_spy_p1w": 0.13949708403082628, "alpha_c_p1w": 0.13676511895499588, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.3311870362256457, "ret_signed_p1m": 0.3311870362256457, "alpha_spy_p1m": 0.30200990008144135, "alpha_c_p1m": 0.3067855145459131, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.18996946922950797, "ret_signed_p3m": 0.18996946922950797, "alpha_spy_p3m": 0.14142775236671623, "alpha_c_p3m": 0.14825750540996463, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.8318409861256442, "ret_signed_p6m": 0.8318409861256442, "alpha_spy_p6m": 0.840635207337834, "alpha_c_p6m": 0.7590747462396392, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.0815, -0.1235, -0.1107, -0.0856, -0.0856, -0.0969, -0.0996, -0.0818, -0.1365, -0.1181, -0.1079, -0.089, -0.1031, -0.0622, -0.0769, -0.0973, -0.1039, -0.0688, -0.0639, -0.0167, 0.0196, 0.0207, 0.0312, 0.0414, 0.0127, 0.0028, -0.0075, -0.0004, -0.003, 0.0009, 0.0001, 0.028, -0.0172, -0.0521, -0.0482, -0.0295, -0.077, -0.0878, -0.0946, -0.099, -0.1058, -0.085, -0.0751, -0.0399, -0.0877, -0.0877, -0.113, -0.1017, -0.1009, -0.1131, -0.1287, -0.1018, -0.022, -0.0293, -0.0355, -0.0108, -0.0223, -0.021, 0.0157, 0.0274, 0.0872, 0.0203, 0.0132, 0.0, -0.0082, 0.0253, 0.0793, 0.1561, 0.1565, 0.1462, 0.1648, 0.1367, 0.1975, 0.2083, 0.2092, 0.2807, 0.2531, 0.2915, 0.2722, 0.2449, 0.2573, 0.2506, 0.2277, 0.3107, 0.3312, 0.3801, 0.3635, 0.4257, 0.3863, 0.3798, 0.3694, 0.2937, 0.3645, 0.3094, 0.2864, 0.3439, 0.281, 0.2404, 0.1708, 0.2232, 0.1923, 0.1795, 0.2209, 0.1419, 0.1435, 0.2085, 0.2137, 0.2312, 0.2312, 0.2864, 0.2827, 0.2948, 0.2803, 0.3065, 0.3529, 0.3285, 0.2767, 0.3013, 0.2787, 0.1543, 0.1576, 0.1499, 0.0724, 0.105, 0.1439, 0.1899, 0.19, 0.1943, 0.1943, 0.1994, 0.1854, 0.1762, 0.1596, 0.1596, 0.2569, 0.245, 0.2522, 0.2278, 0.1507, 0.1708, 0.217, 0.2362, 0.2229, 0.2349, 0.2663, 0.2663, 0.2538, 0.2988, 0.2963, 0.3061, 0.2971, 0.3542, 0.3868, 0.3964, 0.3325, 0.36, 0.361, 0.3066, 0.2722, 0.3998, 0.4458, 0.4287, 0.7787, 0.6928, 0.6786, 0.6786, 0.743, 0.7407, 0.7396, 0.7446, 0.7565, 0.8119, 0.8766, 0.8554, 0.8243, 0.8448, 0.7495, 0.7985, 0.7875, 0.7305, 0.892, 0.9329, 0.92, 0.8994, 0.8529, 0.8948, 0.9215, 0.8951, 0.927, 0.8318]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 1, "ts": "2025-09-25T05:43:08+00:00", "symbol": "GE Vernova", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["GEV"], "resolution_method": "exchange_ticker", "resolution_reason": "GE Vernova, NYSE ticker GEV", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.0353074013106911, "ret_signed_m1d": 0.0353074013106911, "alpha_spy_m1d": 0.030672520812682125, "alpha_c_m1d": 0.028496252844976366, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038683060973827565, "ret_signed_p1d": -0.0038683060973827565, "alpha_spy_p1d": -0.009597450464376989, "alpha_c_p1d": -0.012861840674454728, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": -0.002123462127918585, "ret_signed_p1w": -0.002123462127918585, "alpha_spy_p1w": -0.019097751171222588, "alpha_c_p1w": -0.021829716247052988, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": -0.03767180226671707, "ret_signed_p1m": -0.03767180226671707, "alpha_spy_p1m": -0.06684893841092143, "alpha_c_p1m": -0.06207332394644971, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.08922455941607854, "ret_signed_p3m": 0.08922455941607854, "alpha_spy_p3m": 0.0406828425532868, "alpha_c_p3m": 0.0475125955965352, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.40335605444855194, "ret_signed_p6m": 0.40335605444855194, "alpha_spy_p6m": 0.4121502756607418, "alpha_c_p6m": 0.330589814562547, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.1294, -0.1675, -0.169, -0.1493, -0.1493, -0.1275, -0.128, -0.1185, -0.1126, -0.1129, -0.0868, -0.0793, -0.0767, -0.0619, -0.0546, -0.0685, -0.0963, 0.0354, 0.0271, 0.061, 0.0661, 0.0414, 0.0782, 0.0869, 0.0806, 0.0909, 0.0695, 0.0939, 0.0631, 0.0684, 0.0712, 0.0822, 0.0441, 0.0292, 0.0237, 0.0288, -0.0072, -0.0048, -0.0025, -0.0007, -0.0086, 0.0303, 0.0245, 0.0431, 0.009, 0.009, -0.0458, -0.0502, -0.0143, -0.0419, -0.012, -0.003, 0.0593, 0.0438, 0.0297, 0.0348, 0.0171, 0.012, 0.0057, 0.0274, 0.0607, 0.0426, 0.0353, 0.0, -0.0039, -0.0084, 0.0121, -0.0023, -0.0021, -0.0206, -0.0071, -0.0023, 0.0295, 0.044, -0.0049, 0.067, 0.0607, 0.0139, -0.0091, -0.0124, -0.0217, -0.0361, -0.0515, -0.02, -0.0377, -0.0377, -0.0598, -0.0482, -0.0547, -0.0364, -0.0428, -0.0977, -0.0783, -0.094, -0.0529, -0.0452, -0.0514, -0.0525, -0.0808, -0.0477, -0.0498, -0.0862, -0.0196, -0.0811, -0.0847, -0.0441, -0.0572, -0.0289, -0.0289, -0.0123, -0.05, -0.0094, -0.0087, 0.036, 0.0396, 0.0241, 0.0297, 0.1906, 0.1596, 0.1061, 0.122, 0.13, 0.0114, 0.053, 0.084, 0.0898, 0.0892, 0.0989, 0.0989, 0.0925, 0.0925, 0.0862, 0.0762, 0.0762, 0.119, 0.122, 0.131, 0.0915, 0.0356, 0.0258, 0.0543, 0.0746, 0.0616, 0.0584, 0.1232, 0.1232, 0.1286, 0.1006, 0.0904, 0.084, 0.0975, 0.1415, 0.1727, 0.1822, 0.197, 0.2441, 0.2858, 0.2297, 0.2154, 0.2843, 0.3209, 0.3032, 0.3574, 0.3456, 0.3219, 0.3219, 0.3499, 0.3473, 0.3754, 0.3683, 0.3706, 0.4497, 0.4436, 0.4443, 0.4396, 0.4521, 0.3876, 0.3864, 0.3431, 0.3006, 0.368, 0.3829, 0.3969, 0.3713, 0.3266, 0.3635, 0.3918, 0.4156, 0.4468, 0.4034]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 2, "ts": "2025-09-25T05:43:08+00:00", "symbol": "Siemens Energy", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["ENR.DE"], "resolution_method": "exchange_ticker", "resolution_reason": "Siemens Energy AG listed on XETRA Frankfurt", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.015438439603560727, "ret_signed_m1d": 0.015438439603560727, "alpha_spy_m1d": 0.010803559105551752, "alpha_c_m1d": 0.008627291137845994, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016055904637533036, "ret_signed_p1d": 0.016055904637533036, "alpha_spy_p1d": 0.010326760270538804, "alpha_c_p1d": 0.007062370060461065, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.11619997981212671, "ret_signed_p1w": 0.11619997981212671, "alpha_spy_p1w": 0.0992256907688227, "alpha_c_p1w": 0.0964937256929923, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.06834084069875268, "ret_signed_p1m": 0.06834084069875268, "alpha_spy_p1m": 0.03916370455454832, "alpha_c_p1m": 0.04393931901902004, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.2427952949637564, "ret_signed_p3m": 0.2427952949637564, "alpha_spy_p3m": 0.19425357810096466, "alpha_c_p3m": 0.20108333114421306, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.4548189084669203, "ret_signed_p6m": 0.4548189084669203, "alpha_spy_p6m": 0.46361312967911017, "alpha_c_p6m": 0.38205266858091536, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [0.0093, -0.0492, -0.057, -0.0476, -0.0473, -0.0228, -0.058, -0.049, -0.0739, -0.0564, -0.0527, -0.0406, -0.0406, -0.0167, -0.0323, -0.0323, -0.063, -0.063, 0.0, -0.0031, -0.022, 0.0076, 0.0498, 0.0498, 0.0078, 0.0198, 0.0049, 0.0154, -0.0089, -0.0119, 0.0243, 0.0243, 0.0136, 0.0136, -0.0239, -0.0035, -0.0276, -0.0556, -0.0428, -0.0438, -0.0564, -0.0344, -0.0605, -0.0488, -0.0663, -0.0776, -0.1313, -0.1155, -0.0828, -0.0986, -0.0986, -0.0636, -0.0208, -0.0319, -0.0412, -0.0146, -0.0321, -0.0531, -0.0204, -0.0198, -0.0198, -0.0072, 0.0154, 0.0, 0.0161, 0.02, 0.02, 0.0719, 0.1162, 0.0915, 0.0915, 0.0797, 0.0797, 0.1296, 0.091, 0.1167, 0.0925, 0.09, 0.0838, 0.0385, 0.0493, 0.0239, -0.014, 0.0177, 0.0683, 0.0601, 0.0699, 0.0997, 0.092, 0.1044, 0.1044, 0.127, 0.1038, 0.1038, 0.1038, 0.0961, 0.1064, 0.1049, 0.1049, 0.1373, 0.1759, 0.1008, 0.1213, 0.1538, 0.0375, 0.0375, 0.0997, 0.0997, 0.1774, 0.1867, 0.1584, 0.1944, 0.1738, 0.2052, 0.2047, 0.2083, 0.2191, 0.2191, 0.2711, 0.2171, 0.2171, 0.2289, 0.2289, 0.2289, 0.2366, 0.2274, 0.2428, 0.2428, 0.2428, 0.2428, 0.2413, 0.2392, 0.2392, 0.2392, 0.2639, 0.3128, 0.3102, 0.3318, 0.2706, 0.2953, 0.3195, 0.3416, 0.2984, 0.3195, 0.4028, 0.3807, 0.3658, 0.3689, 0.4152, 0.4589, 0.4497, 0.4636, 0.4667, 0.4728, 0.4878, 0.5227, 0.5943, 0.5274, 0.5011, 0.5644, 0.6252, 0.55, 0.6802, 0.6612, 0.6684, 0.6818, 0.6576, 0.7152, 0.69, 0.7008, 0.7054, 0.7085, 0.7435, 0.6967, 0.7205, 0.6781, 0.6062, 0.6822, 0.5825, 0.5478, 0.5375, 0.63, 0.598, 0.5778, 0.4879, 0.5179, 0.5489, 0.5721, 0.506, 0.4548]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 3, "ts": "2025-09-25T05:43:08+00:00", "symbol": "Primoris Services", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["PRIM"], "resolution_method": "exchange_ticker", "resolution_reason": "Primoris Services Corp, Nasdaq ticker PRIM", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.0025429286334328616, "ret_signed_m1d": 0.0025429286334328616, "alpha_spy_m1d": -0.0020919518645761137, "alpha_c_m1d": -0.004268219832281872, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028126767354248017, "ret_signed_p1d": 0.028126767354248017, "alpha_spy_p1d": 0.022397622987253785, "alpha_c_p1d": 0.019133232777176046, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.07261064307575271, "ret_signed_p1w": 0.07261064307575271, "alpha_spy_p1w": 0.05563635403244871, "alpha_c_p1w": 0.05290438895661831, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.097746727512245, "ret_signed_p1m": 0.097746727512245, "alpha_spy_p1m": 0.06856959136804064, "alpha_c_p1m": 0.07334520583251236, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": -0.002335720060393176, "ret_signed_p3m": -0.002335720060393176, "alpha_spy_p3m": -0.050877436923184916, "alpha_c_p3m": -0.04404768387993652, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.07106370562199626, "ret_signed_p6m": 0.07106370562199626, "alpha_spy_p6m": 0.07985792683418613, "alpha_c_p6m": -0.0017025342640086816, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.3994, -0.3865, -0.3681, -0.3472, -0.3472, -0.344, -0.3579, -0.3479, -0.3448, -0.3326, -0.3271, -0.3367, -0.3411, -0.3269, -0.3181, -0.3206, -0.33, -0.3091, -0.307, -0.2847, -0.289, -0.2857, -0.2741, -0.2743, -0.2977, -0.2827, -0.1632, -0.1487, -0.1437, -0.1433, -0.143, -0.117, -0.1261, -0.1437, -0.1375, -0.131, -0.1439, -0.1479, -0.1392, -0.1183, -0.1148, -0.0968, -0.0956, -0.0788, -0.0865, -0.0865, -0.1061, -0.1127, -0.0965, -0.0986, -0.1064, -0.1288, -0.0936, -0.054, -0.0591, -0.0479, -0.0719, -0.0596, -0.0225, -0.0073, 0.0252, 0.0201, 0.0025, 0.0, 0.0281, 0.038, 0.0589, 0.0768, 0.0726, 0.0553, 0.0755, 0.0587, 0.0742, 0.0603, 0.0231, 0.0523, 0.0841, 0.0651, 0.0704, 0.0546, 0.0729, 0.058, 0.0077, 0.0496, 0.0977, 0.0933, 0.0866, 0.1123, 0.0929, 0.0912, 0.1047, -0.0129, 0.0052, -0.024, -0.0327, -0.0054, -0.0333, -0.0513, -0.1023, -0.0899, -0.0967, -0.087, -0.0554, -0.1, -0.0975, -0.0469, -0.0427, -0.0275, -0.0275, -0.0242, -0.0481, -0.0383, -0.0323, -0.0296, -0.0311, 0.0368, 0.0175, 0.0236, 0.0563, -0.0263, 0.0066, -0.0093, -0.052, -0.0424, -0.0347, -0.0115, -0.0023, -0.0013, -0.0013, -0.0041, -0.0243, -0.0414, -0.0422, -0.0422, 0.0077, 0.0157, -0.0052, -0.0105, -0.0367, 0.0026, 0.0357, 0.0648, 0.063, 0.1381, 0.1526, 0.1526, 0.1339, 0.1704, 0.1616, 0.1424, 0.1605, 0.1723, 0.1506, 0.1764, 0.1438, 0.1792, 0.1961, 0.1211, 0.1417, 0.2386, 0.2546, 0.245, 0.2778, 0.2611, 0.2849, 0.2849, 0.2528, 0.2376, 0.2789, 0.3067, 0.278, 0.1721, 0.182, 0.1727, 0.1629, 0.1655, 0.1348, 0.1157, 0.064, 0.0273, 0.0627, 0.0347, 0.031, 0.0205, 0.03, 0.0906, 0.084, 0.0669, 0.1039, 0.0711]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 4, "ts": "2025-09-25T05:43:08+00:00", "symbol": "EMCOR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["EME"], "resolution_method": "exchange_ticker", "resolution_reason": "EMCOR Group Inc, NYSE ticker EME", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.002511881412282868, "ret_signed_m1d": 0.002511881412282868, "alpha_spy_m1d": -0.002122999085726107, "alpha_c_m1d": -0.0042992670534318655, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024911968258206185, "ret_signed_p1d": 0.024911968258206185, "alpha_spy_p1d": 0.019182823891211953, "alpha_c_p1d": 0.015918433681134214, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.05644789415750906, "ret_signed_p1w": 0.05644789415750906, "alpha_spy_p1w": 0.03947360511420506, "alpha_c_p1w": 0.03674164003837466, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.19762806961952584, "ret_signed_p1m": 0.19762806961952584, "alpha_spy_p1m": 0.16845093347532147, "alpha_c_p1m": 0.1732265479397932, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.0014753049020514997, "ret_signed_p3m": 0.0014753049020514997, "alpha_spy_p3m": -0.04706641196074024, "alpha_c_p3m": -0.04023665891749184, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.16101077701184496, "ret_signed_p6m": 0.16101077701184496, "alpha_spy_p6m": 0.16980499822403483, "alpha_c_p6m": 0.08824453712584002, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.1446, -0.151, -0.1335, -0.1248, -0.1248, -0.1186, -0.1342, -0.1263, -0.1242, -0.1136, -0.1094, -0.1204, -0.1147, -0.1052, -0.0951, -0.1033, -0.1056, -0.0821, -0.0739, 0.0161, 0.0107, 0.018, 0.0229, 0.004, -0.0005, 0.0068, 0.0, -0.0044, -0.012, -0.0108, -0.0165, 0.0121, -0.0133, -0.0244, -0.031, -0.0193, -0.0286, -0.0318, -0.0226, -0.0236, -0.0253, -0.0099, -0.0016, 0.0132, -0.008, -0.008, -0.0073, 0.0036, 0.0249, 0.0006, -0.0055, -0.0032, 0.015, 0.024, 0.0065, 0.006, -0.0096, -0.0132, 0.0063, 0.0112, 0.0493, 0.0315, 0.0025, 0.0, 0.0249, 0.025, 0.0393, 0.0479, 0.0564, 0.0471, 0.072, 0.0769, 0.112, 0.0893, 0.062, 0.0832, 0.0786, 0.1054, 0.1, 0.1028, 0.1207, 0.1043, 0.0611, 0.1145, 0.1976, 0.2082, 0.2028, 0.2437, 0.0372, 0.0816, 0.078, 0.0476, 0.0811, 0.0464, 0.0393, 0.0505, 0.0257, 0.0298, -0.0093, -0.0079, -0.0214, -0.0163, -0.0303, -0.0667, -0.0691, -0.0351, -0.0307, -0.0225, -0.0225, -0.0155, -0.0272, -0.0294, -0.0204, 0.017, -0.0018, 0.0071, -0.0016, 0.0036, 0.0237, -0.0018, -0.0011, -0.0003, -0.0453, -0.0191, -0.0214, -0.0047, 0.0015, 0.0021, 0.0021, 0.0037, -0.0024, -0.012, -0.0208, -0.0208, 0.0222, 0.0461, 0.0499, 0.0419, 0.0056, 0.0344, 0.0574, 0.0733, 0.0582, 0.0925, 0.119, 0.119, 0.1015, 0.135, 0.1257, 0.1118, 0.1321, 0.1472, 0.1649, 0.1698, 0.1543, 0.1718, 0.1924, 0.1349, 0.1494, 0.2241, 0.2432, 0.2478, 0.2949, 0.2539, 0.2826, 0.2826, 0.2772, 0.2541, 0.2869, 0.3017, 0.2919, 0.2921, 0.2841, 0.195, 0.1605, 0.1784, 0.1792, 0.1865, 0.1515, 0.1304, 0.1518, 0.1585, 0.1534, 0.1379, 0.137, 0.1636, 0.1668, 0.1814, 0.2033, 0.161]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 5, "ts": "2025-09-25T05:43:08+00:00", "symbol": "Legrand", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["LR.PA"], "resolution_method": "exchange_ticker", "resolution_reason": "Legrand SA listed on Euronext Paris", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.005983709037208351, "ret_signed_m1d": 0.005983709037208351, "alpha_spy_m1d": 0.001348828539199376, "alpha_c_m1d": -0.0008274394285063824, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0073918139533055705, "ret_signed_p1d": 0.0073918139533055705, "alpha_spy_p1d": 0.0016626695863113383, "alpha_c_p1d": -0.0016017206237664006, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.0003520535199947883, "ret_signed_p1w": 0.0003520535199947883, "alpha_spy_p1w": -0.016622235523309214, "alpha_c_p1w": -0.019354200599139615, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.044350556228186955, "ret_signed_p1m": 0.044350556228186955, "alpha_spy_p1m": 0.015173420083982592, "alpha_c_p1m": 0.019949034548454314, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": -0.10630062270353302, "ret_signed_p3m": -0.10630062270353302, "alpha_spy_p3m": -0.15484233956632476, "alpha_c_p3m": -0.14801258652307636, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": -0.07321370500141966, "ret_signed_p6m": -0.07321370500141966, "alpha_spy_p6m": -0.06441948378922979, "alpha_c_p6m": -0.1459799448874246, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.201, -0.2182, -0.2101, -0.207, -0.2115, -0.2063, -0.2066, -0.1992, -0.2017, -0.1999, -0.2091, -0.2003, -0.2147, -0.1443, -0.1218, -0.1243, -0.1359, -0.1299, -0.119, -0.1225, -0.1095, -0.1074, -0.1014, -0.0852, -0.094, -0.0838, -0.0933, -0.0919, -0.0838, -0.0866, -0.0894, -0.075, -0.0813, -0.0707, -0.0644, -0.0602, -0.0602, -0.082, -0.0803, -0.07, -0.0817, -0.0834, -0.0866, -0.0792, -0.0841, -0.0834, -0.1031, -0.0964, -0.0831, -0.0774, -0.0549, -0.0574, -0.032, -0.0253, -0.0208, -0.0158, -0.031, -0.0387, -0.0141, -0.0137, -0.0032, -0.0018, 0.006, 0.0, 0.0074, 0.0028, -0.0102, -0.0172, 0.0004, 0.0056, 0.0113, -0.0011, 0.0345, 0.0225, 0.0035, 0.0144, 0.013, 0.018, 0.0468, 0.0169, 0.0285, 0.0348, 0.0218, 0.0292, 0.0444, 0.0496, 0.0489, 0.0468, 0.0458, 0.0524, 0.0574, 0.0394, 0.0363, -0.0901, -0.0859, -0.0778, -0.075, -0.0591, -0.0792, -0.0824, -0.0848, -0.1052, -0.0957, -0.0876, -0.107, -0.0996, -0.095, -0.0873, -0.081, -0.081, -0.0933, -0.0957, -0.1003, -0.0817, -0.0936, -0.0792, -0.0855, -0.0919, -0.1155, -0.1299, -0.1144, -0.1179, -0.1295, -0.1218, -0.1147, -0.1042, -0.1063, -0.1038, -0.1038, -0.1038, -0.1081, -0.1021, -0.1042, -0.1042, -0.1003, -0.0947, -0.1144, -0.1024, -0.1264, -0.1095, -0.1077, -0.1056, -0.1123, -0.1021, -0.0982, -0.1183, -0.1214, -0.1221, -0.1165, -0.0993, -0.0947, -0.0736, -0.0634, -0.0433, -0.0496, -0.0458, -0.0341, -0.0507, -0.0271, -0.0084, -0.0018, -0.0106, 0.0183, 0.0489, 0.0507, 0.0588, 0.0549, 0.0637, 0.0655, 0.0841, 0.0852, 0.0862, 0.0898, 0.0838, 0.0831, 0.0609, -0.0032, -0.0032, -0.0334, -0.0317, -0.0465, -0.0134, -0.0243, -0.0246, -0.0366, -0.0331, -0.0306, -0.0144, -0.0475, -0.0732]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 6, "ts": "2025-09-25T05:43:08+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.00985727989786267, "ret_signed_m1d": 0.00985727989786267, "alpha_spy_m1d": 0.005222399399853694, "alpha_c_m1d": 0.008094700411439115, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.0017625794864235544, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002780198694898539, "ret_signed_p1d": 0.002780198694898539, "alpha_spy_p1d": -0.002948945672095693, "alpha_c_p1d": -0.00024135041344774955, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.0030215491083462886, "ret_p1w": 0.042840784505284724, "ret_signed_p1w": 0.042840784505284724, "alpha_spy_p1w": 0.02586649546198072, "alpha_c_p1w": 0.013488310107654389, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.029352474397630335, "ret_p1m": 0.10463798104766497, "ret_signed_p1m": 0.10463798104766497, "alpha_spy_p1m": 0.07546084490346061, "alpha_c_p1m": 0.04859484430344163, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.05604313674422334, "ret_p3m": 0.13287961603747522, "ret_signed_p3m": 0.13287961603747522, "alpha_spy_p3m": 0.08433789917468348, "alpha_c_p3m": 0.08128706955153286, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.05159254648594236, "ret_p6m": 0.5826904285641341, "ret_signed_p6m": 0.5826904285641341, "alpha_spy_p6m": 0.591484649776324, "alpha_c_p6m": 0.6079048260161214, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": -0.02521439745198728, "price_path": [-0.3381, -0.3381, -0.3365, -0.3324, -0.3324, -0.3407, -0.3363, -0.3383, -0.3423, -0.3506, -0.3314, -0.339, -0.3333, -0.3178, -0.3202, -0.3216, -0.3201, -0.2977, -0.2987, -0.3032, -0.3026, -0.2199, -0.212, -0.2041, -0.219, -0.2009, -0.2049, -0.1947, -0.1849, -0.1722, -0.1822, -0.1725, -0.1726, -0.1723, -0.1764, -0.1754, -0.1879, -0.1869, -0.1833, -0.1722, -0.1595, -0.1517, -0.1536, -0.1324, -0.1529, -0.1529, -0.1347, -0.1237, -0.1189, -0.1003, -0.0882, -0.0852, -0.0531, -0.0463, -0.0264, -0.0145, -0.0054, -0.0284, 0.0062, 0.0054, 0.0004, 0.0236, 0.0099, 0.0, 0.0028, 0.0143, 0.0366, 0.0504, 0.0428, 0.056, 0.0785, 0.0749, 0.1003, 0.1019, 0.0487, 0.0805, 0.0693, 0.0947, 0.0959, 0.0677, 0.0777, 0.0875, 0.0633, 0.0848, 0.1046, 0.1294, 0.0923, 0.141, 0.1409, 0.1257, 0.1058, 0.0768, 0.1007, 0.1103, 0.0802, 0.1192, 0.1112, 0.1249, 0.0408, 0.0406, 0.0279, 0.016, 0.0359, -0.0105, 0.0076, 0.0474, 0.0519, 0.0601, 0.0601, 0.0677, 0.0512, 0.0615, 0.0595, 0.0836, 0.0901, 0.1193, 0.1553, 0.1945, 0.217, 0.1199, 0.1173, 0.0942, 0.0832, 0.1017, 0.1141, 0.121, 0.1329, 0.1369, 0.1369, 0.1358, 0.1286, 0.1268, 0.1103, 0.1103, 0.1497, 0.1246, 0.1317, 0.1158, 0.082, 0.0808, 0.1144, 0.1397, 0.1439, 0.1855, 0.1945, 0.1945, 0.1738, 0.1859, 0.1955, 0.1831, 0.204, 0.3916, 0.3223, 0.3061, 0.3093, 0.3994, 0.4302, 0.3909, 0.4302, 0.5491, 0.6661, 0.6244, 0.6852, 0.6675, 0.6923, 0.6923, 0.6551, 0.674, 0.6483, 0.7691, 0.8418, 0.9222, 1.0343, 0.9059, 0.9105, 1.0055, 0.8748, 0.8401, 0.7118, 0.5663, 0.6395, 0.7306, 0.6739, 0.6486, 0.6404, 0.6776, 0.6501, 0.6498, 0.6907, 0.5827]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 7, "ts": "2025-09-25T05:43:08+00:00", "symbol": "Prysmian", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["PRY.MI"], "resolution_method": "exchange_ticker", "resolution_reason": "Prysmian SpA listed on Borsa Italiana Milan", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.021381174898290167, "ret_signed_m1d": 0.021381174898290167, "alpha_spy_m1d": 0.016746294400281192, "alpha_c_m1d": 0.014570026432575434, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001474537731193326, "ret_signed_p1d": 0.001474537731193326, "alpha_spy_p1d": -0.004254606635800906, "alpha_c_p1d": -0.007518996845878645, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.08134674823911658, "ret_signed_p1w": 0.08134674823911658, "alpha_spy_p1w": 0.06437245919581258, "alpha_c_p1w": 0.06164049411998218, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.10543133676025773, "ret_signed_p1m": 0.10543133676025773, "alpha_spy_p1m": 0.07625420061605337, "alpha_c_p1m": 0.08102981508052509, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.05603347272431036, "ret_signed_p3m": 0.05603347272431036, "alpha_spy_p3m": 0.007491755861518623, "alpha_c_p3m": 0.014321508904767022, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.15384617564207614, "ret_signed_p6m": 0.15384617564207614, "alpha_spy_p6m": 0.162640396854266, "alpha_c_p6m": 0.0810799357560712, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.2622, -0.2698, -0.261, -0.263, -0.2708, -0.2703, -0.2679, -0.249, -0.2465, -0.2492, -0.2524, -0.2381, -0.2524, -0.2114, -0.2059, -0.2096, -0.2266, -0.2084, -0.1828, -0.1929, -0.189, -0.1789, -0.1583, -0.1352, -0.1521, -0.1354, -0.1386, -0.1315, -0.0907, -0.0917, -0.0988, -0.0789, -0.0917, -0.0831, -0.0831, -0.0725, -0.0622, -0.1022, -0.0958, -0.0723, -0.0838, -0.0747, -0.087, -0.0602, -0.0818, -0.0732, -0.0924, -0.0727, -0.0661, -0.0602, -0.0479, -0.0369, -0.0194, -0.0263, -0.0096, -0.0093, -0.0143, -0.0256, -0.0012, 0.0, 0.0116, 0.0278, 0.0214, 0.0, 0.0015, 0.0233, 0.0344, 0.0351, 0.0813, 0.0691, 0.087, 0.0747, 0.1204, 0.1037, 0.0804, 0.089, 0.0799, 0.089, 0.1121, 0.0747, 0.0922, 0.0887, 0.0582, 0.089, 0.1054, 0.1121, 0.1244, 0.1268, 0.0816, 0.1037, 0.0939, 0.0691, 0.0754, 0.0521, 0.0064, 0.0268, 0.0359, 0.0477, 0.0381, 0.0334, 0.0305, -0.0042, 0.0447, 0.0356, -0.0071, 0.0199, 0.0172, 0.0472, 0.0499, 0.0605, 0.0423, 0.0415, 0.015, 0.0383, 0.0442, 0.0563, 0.0361, 0.0609, 0.0312, 0.0155, 0.0339, 0.0292, 0.0066, 0.0361, 0.0472, 0.0551, 0.056, 0.056, 0.056, 0.056, 0.0541, 0.0614, 0.0614, 0.0614, 0.1044, 0.1248, 0.1158, 0.1234, 0.075, 0.0725, 0.0541, 0.0602, 0.0968, 0.1502, 0.1772, 0.1529, 0.1565, 0.1561, 0.1873, 0.1964, 0.1944, 0.2224, 0.2018, 0.2192, 0.2343, 0.2374, 0.2681, 0.2374, 0.2212, 0.2651, 0.3038, 0.2755, 0.2681, 0.2503, 0.2163, 0.2187, 0.2128, 0.2472, 0.2052, 0.1981, 0.1799, 0.2025, 0.2288, 0.2306, 0.2595, 0.27, 0.2015, 0.2558, 0.2116, 0.2177, 0.1922, 0.2509, 0.2435, 0.2478, 0.2094, 0.2045, 0.2052, 0.2294, 0.1632, 0.1538]}
{"unit_id": "quote:1971088055919333509", "ticker_idx": 8, "ts": "2025-09-25T05:43:08+00:00", "symbol": "Quanta Services", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't try shorting these while we are still doing the overbuilding", "tweet_type": "analysis", "timeline": "months", "summary": "Endorses data-center infrastructure basket as unshortable while 10GW+ build-out continues; no overearning risk until overbuild phase ends.", "resolved_tickers": ["PWR"], "resolution_method": "exchange_ticker", "resolution_reason": "Quanta Services, NYSE ticker PWR", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the reason this is hard to comprehend is because “1GW” means absolutely nothing to most people. Every time you read that just replace it with: \n\n“600 football fields filled with cables, fiber, pipes,  generator sets, transformers, chillers, switchgear, cable trays, fuel tanks, batteries, copper busways, electrical components (2N redundant), pumps, air handlers, fire suppression systems, all the fancy actual computing gear and 200,000 tons of other equipment that collectively consume enough electricity to power the city of Seattle and must reject a level of waste heat 24/7 that creates thermal plumes visible on weather radar”\n\nI’m of the mind that, like every other cycle, we will overbuild capacity. But for the love of god don’t try shorting these while we are still doing the overbuilding.\n\nAs long as this continues the way they plan (and it will, we haven’t even gotten into the crazy debt financing part yet), there is no “overearning”. There is “I need my shit and I need it now and whoever gets it done gets paid”.", "reply_text": null, "parent_text": null, "quoted_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you", "parent_author": null, "ret_m1d": 0.006143626098513044, "ret_signed_m1d": 0.006143626098513044, "alpha_spy_m1d": 0.001508745600504069, "alpha_c_m1d": -0.0006675223672016894, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012562125924047374, "ret_signed_p1d": 0.012562125924047374, "alpha_spy_p1d": 0.006832981557053142, "alpha_c_p1d": 0.0035685913469754027, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.051326261919425464, "ret_signed_p1w": 0.051326261919425464, "alpha_spy_p1w": 0.03435197287612146, "alpha_c_p1w": 0.03162000780029106, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.10146196366160187, "ret_signed_p1m": 0.10146196366160187, "alpha_spy_p1m": 0.07228482751739751, "alpha_c_p1m": 0.07706044198186923, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.08714824228395357, "ret_signed_p3m": 0.08714824228395357, "alpha_spy_p3m": 0.03860652542116183, "alpha_c_p3m": 0.04543627846441023, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.38774973830175474, "ret_signed_p6m": 0.38774973830175474, "alpha_spy_p6m": 0.3965439595139446, "alpha_c_p6m": 0.3149834984157498, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.056, -0.0702, -0.0674, -0.0347, -0.0347, -0.0365, -0.0571, -0.0457, -0.0507, -0.0415, -0.0335, -0.0346, -0.0282, -0.0063, 0.0072, -0.0044, -0.0137, 0.0117, 0.017, 0.0531, 0.0289, 0.0264, 0.0267, 0.0143, -0.0131, -0.017, -0.0282, -0.0322, -0.0326, -0.0356, -0.0407, -0.0221, -0.0511, -0.0572, -0.0489, -0.0427, -0.0528, -0.0613, -0.0554, -0.0514, -0.0552, -0.0412, -0.0471, -0.0361, -0.0561, -0.0561, -0.0643, -0.0649, -0.0607, -0.0697, -0.0621, -0.0673, -0.0256, -0.0269, -0.0447, -0.0368, -0.0554, -0.0609, -0.0244, -0.0295, -0.011, -0.0272, 0.0061, 0.0, 0.0126, 0.0217, 0.035, 0.0508, 0.0513, 0.0521, 0.0687, 0.053, 0.1078, 0.074, 0.0432, 0.0766, 0.0782, 0.0915, 0.0929, 0.0838, 0.101, 0.0927, 0.0297, 0.0676, 0.1015, 0.1037, 0.0981, 0.1208, 0.1337, 0.1219, 0.1262, 0.0958, 0.1327, 0.1064, 0.1117, 0.1251, 0.1214, 0.1227, 0.0665, 0.0724, 0.0663, 0.0974, 0.1128, 0.0736, 0.0745, 0.1057, 0.1245, 0.1502, 0.1502, 0.1613, 0.1297, 0.1359, 0.1392, 0.1612, 0.1507, 0.1568, 0.144, 0.1546, 0.1664, 0.0944, 0.0888, 0.0954, 0.0348, 0.0525, 0.0658, 0.0817, 0.0871, 0.0831, 0.0831, 0.0808, 0.0767, 0.0712, 0.0543, 0.0543, 0.0986, 0.089, 0.095, 0.0917, 0.0324, 0.0559, 0.0811, 0.1099, 0.0921, 0.1185, 0.1663, 0.1663, 0.1581, 0.1825, 0.1713, 0.1713, 0.1763, 0.1975, 0.2026, 0.2079, 0.186, 0.1938, 0.2209, 0.1608, 0.1937, 0.2696, 0.2857, 0.2759, 0.3092, 0.289, 0.3095, 0.3095, 0.3121, 0.2976, 0.3843, 0.3809, 0.3721, 0.4198, 0.4062, 0.4119, 0.407, 0.4309, 0.4143, 0.4202, 0.3723, 0.3498, 0.4194, 0.4094, 0.4185, 0.4165, 0.3968, 0.4343, 0.4284, 0.4293, 0.4441, 0.3877]}
{"unit_id": "quote:1927940637371859280", "ticker_idx": 0, "ts": "2025-05-29T04:10:42+00:00", "symbol": "robotics supply chain", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "A not insignificant number of names in the robotics supply chain were (understandably) still pricing in some degree of tariff risk. Should be a good day for them tomorrow.", "tweet_type": "prediction", "timeline": "days", "summary": "Robotics supply chain names to rally tomorrow as tariff risk gets priced out.", "resolved_tickers": ["ROBO", "IRBO", "BOTZ"], "resolution_method": "basket", "resolution_reason": "Robotics supply chain via ROBO, IRBO, BOTZ ETFs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "A not insignificant number of names in the robotics supply chain were (understandably) still pricing in some degree of tariff risk.\n\nShould be a good day for them tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": "Exploring the humanoid robot investment opportunity from macro to micro.\n\nbeep boop\n\nhttps://t.co/qPSAXaLgYN", "parent_author": null, "ret_m1d": -0.0036188420484512727, "ret_signed_m1d": -0.0036188420484512727, "alpha_spy_m1d": 0.0003130201811050539, "alpha_c_m1d": 0.0003130201811050539, "bench_spy_m1d": -0.003931862229556327, "bench_c_m1d": -0.003931862229556327, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00975516516814919, "ret_signed_p1d": -0.00975516516814919, "alpha_spy_p1d": -0.008636708349789543, "alpha_c_p1d": -0.008636708349789543, "bench_spy_p1d": -0.0011184568183596477, "bench_c_p1d": -0.0011184568183596477, "ret_p1w": 0.006263198477146885, "ret_signed_p1w": 0.006263198477146885, "alpha_spy_p1w": 0.001178875830917729, "alpha_c_p1w": 0.001178875830917729, "bench_spy_p1w": 0.005084322646229156, "bench_c_p1w": 0.005084322646229156, "ret_p1m": 0.06482600594315453, "ret_signed_p1m": 0.06482600594315453, "alpha_spy_p1m": 0.019613042976316455, "alpha_c_p1m": 0.019613042976316455, "bench_spy_p1m": 0.04521296296683808, "bench_c_p1m": 0.04521296296683808, "ret_p3m": 0.11654741853386293, "ret_signed_p3m": 0.11654741853386293, "alpha_spy_p3m": 0.0199160974741895, "alpha_c_p3m": 0.0199160974741895, "bench_spy_p3m": 0.09663132105967343, "bench_c_p3m": 0.09663132105967343, "ret_p6m": 0.1353905007761136, "ret_signed_p6m": 0.1353905007761136, "alpha_spy_p6m": 0.012077445445039858, "alpha_c_p6m": 0.012077445445039858, "bench_spy_p6m": 0.12331305533107373, "bench_c_p6m": 0.12331305533107373, "price_path": [-0.0296, -0.0304, -0.009, -0.0394, -0.0258, -0.0641, -0.0601, -0.048, -0.0704, -0.0421, -0.0324, -0.0462, -0.036, -0.0451, -0.0491, -0.0343, -0.0352, -0.0589, -0.0709, -0.0979, -0.1103, -0.1054, -0.0953, -0.1532, -0.2111, -0.2176, -0.2296, -0.1384, -0.1761, -0.1596, -0.1518, -0.1491, -0.1688, -0.1678, -0.1678, -0.1854, -0.1689, -0.1433, -0.1178, -0.1052, -0.1061, -0.1024, -0.1047, -0.0953, -0.0735, -0.0745, -0.0777, -0.0776, -0.0606, -0.0653, -0.0245, -0.0077, -0.0038, -0.0084, -0.0009, -0.0061, -0.0027, -0.0195, -0.0151, -0.0218, -0.0218, 0.0059, -0.0036, 0.0, -0.0098, -0.0053, 0.0052, 0.0102, 0.0063, 0.0141, 0.0177, 0.0201, 0.0217, 0.022, 0.0034, 0.0219, 0.0099, 0.0148, 0.0148, 0.002, 0.0088, 0.0329, 0.038, 0.0591, 0.0648, 0.0701, 0.0585, 0.0686, 0.0824, 0.0824, 0.0624, 0.0711, 0.0823, 0.0793, 0.0722, 0.0711, 0.0754, 0.0821, 0.0985, 0.0962, 0.0946, 0.0906, 0.1276, 0.1245, 0.1279, 0.1292, 0.1261, 0.1229, 0.1159, 0.0983, 0.1225, 0.1177, 0.1128, 0.1096, 0.1135, 0.1062, 0.126, 0.1333, 0.1243, 0.1243, 0.1271, 0.1073, 0.0939, 0.0901, 0.1171, 0.1104, 0.1165, 0.125, 0.1355, 0.1182, 0.1182, 0.1032, 0.1025, 0.1104, 0.1202, 0.1334, 0.1321, 0.1373, 0.1513, 0.1438, 0.1554, 0.1558, 0.1499, 0.1737, 0.1753, 0.1958, 0.187, 0.1717, 0.1641, 0.1624, 0.1683, 0.1769, 0.1918, 0.2075, 0.2139, 0.242, 0.2242, 0.2451, 0.249, 0.1906, 0.2238, 0.2114, 0.2304, 0.2222, 0.2132, 0.241, 0.2378, 0.2245, 0.2399, 0.2468, 0.2759, 0.2711, 0.2828, 0.2611, 0.2745, 0.2814, 0.2451, 0.2477, 0.2202, 0.2193, 0.2418, 0.2291, 0.2294, 0.1945, 0.1928, 0.1666, 0.1472, 0.1528, 0.123, 0.1354]}
{"unit_id": "reply:1932830165693808985", "ticker_idx": 0, "ts": "2025-06-11T15:59:56+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "btc & hype", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC and HYPE as current crypto positions.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zugzwangF9 btc & hype", "reply_text": null, "parent_text": "@Citrini7 do you hold any crypto (if possible to provide obv you dont have to)", "quoted_text": null, "parent_author": "zugzwangE4", "ret_m1d": 0.014450806389470605, "ret_signed_m1d": 0.014450806389470605, "alpha_spy_m1d": 0.01159063246100156, "alpha_c_m1d": null, "bench_spy_m1d": 0.0028601739284690453, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.025371753999169577, "ret_signed_p1d": -0.025371753999169577, "alpha_spy_p1d": -0.029345877437628065, "alpha_c_p1d": null, "bench_spy_p1d": 0.003974123438458488, "bench_c_p1d": null, "ret_p1w": -0.03499323743836924, "ret_signed_p1w": -0.03499323743836924, "alpha_spy_p1w": -0.028474615561554728, "alpha_c_p1w": null, "bench_spy_p1w": -0.006518621876814512, "bench_c_p1w": null, "ret_p1m": 0.06717089729302028, "ret_signed_p1m": 0.06717089729302028, "alpha_spy_p1m": 0.023419916902473803, "alpha_c_p1m": null, "bench_spy_p1m": 0.04375098039054648, "bench_c_p1m": null, "ret_p3m": 0.031142789533670667, "ret_signed_p3m": 0.031142789533670667, "alpha_spy_p3m": -0.05098447521982119, "alpha_c_p3m": null, "bench_spy_p3m": 0.08212726475349186, "bench_c_p3m": null, "ret_p6m": -0.15222664242265316, "ret_signed_p6m": -0.15222664242265316, "alpha_spy_p6m": -0.2968259326814927, "alpha_c_p6m": null, "bench_spy_p6m": 0.14459929025883955, "bench_c_p6m": null, "price_path": [-0.2274, -0.2264, -0.2389, -0.2009, -0.2256, -0.2267, -0.1949, -0.1952, -0.2004, -0.1979, -0.2239, -0.2405, -0.2164, -0.2411, -0.2354, -0.2286, -0.271, -0.2982, -0.2403, -0.2674, -0.2326, -0.2221, -0.2302, -0.2268, -0.2189, -0.223, -0.1948, -0.1403, -0.1379, -0.1356, -0.1285, -0.1261, -0.1325, -0.1332, -0.1122, -0.1084, -0.1282, -0.1093, -0.1072, -0.0501, -0.0526, -0.054, -0.0416, -0.0474, -0.0455, -0.0478, -0.0283, -0.0174, 0.0091, 0.0275, -0.0129, 0.0069, 0.0028, -0.0081, -0.028, -0.0431, -0.0258, -0.0299, -0.0364, -0.0654, -0.0395, 0.0148, 0.0145, 0.0, -0.0254, -0.0239, -0.0174, -0.0376, -0.035, -0.0368, -0.0495, -0.0286, -0.0243, -0.0122, -0.0159, -0.0147, -0.0143, -0.0275, 0.0016, 0.0088, -0.006, -0.0036, 0.0024, 0.0243, 0.0672, 0.0812, 0.1027, 0.0836, 0.0925, 0.0976, 0.0857, 0.0805, 0.104, 0.0926, 0.0891, 0.0823, 0.085, 0.085, 0.0841, 0.0651, 0.0426, 0.0587, 0.0502, 0.0583, 0.0811, 0.0736, 0.0924, 0.1057, 0.1349, 0.089, 0.0802, 0.0696, 0.0381, 0.0514, 0.0343, 0.0753, 0.0132, 0.0287, 0.0233, 0.0355, -0.0025, 0.0052, 0.0231, 0.0279, 0.0187, 0.0181, 0.0311, 0.0262, 0.0485, 0.0628, 0.0682, 0.0622, 0.075, 0.0716, 0.0778, 0.0644, 0.0374, 0.0306, 0.0427, 0.0033, 0.0094, 0.0526, 0.0494, 0.0917, 0.1104, 0.1249, 0.1478, 0.1174, 0.135, 0.1198, 0.0417, 0.0606, 0.0408, 0.0193, -0.0046, -0.0204, 0.0175, -0.0019, -0.0092, 0.0127, 0.0216, 0.05, 0.0393, 0.0126, -0.0035, 0.008, -0.0197, -0.0653, -0.0441, -0.068, -0.0489, -0.0248, -0.0523, -0.0646, -0.0827, -0.1315, -0.1527, -0.1448, -0.1584, -0.2029, -0.2171, -0.1878, -0.1964, -0.1672, -0.1601, -0.1635, -0.2058, -0.1595, -0.1395, -0.1522]}
{"unit_id": "quote:1970180100873142674", "ticker_idx": 0, "ts": "2025-09-22T17:35:14+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still has significant upside", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long TER; up ~45% since July feature but author sees significant upside remaining, endorsed by Susquehanna.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Teradyne ($TER) was the featured “above the fold” long for our July robotics update. It has gained roughly 45% since then and, imo, still has significant upside.\n\nGlad to see Susquehanna agrees. https://t.co/2Mdjw2bnNp", "reply_text": null, "parent_text": null, "quoted_text": "Update released\n\nhttps://t.co/hQPtDnO95v", "parent_author": null, "ret_m1d": -0.11340427396083286, "ret_signed_m1d": -0.11340427396083286, "alpha_spy_m1d": -0.1086954514196059, "alpha_c_m1d": -0.09335271620588514, "bench_spy_m1d": -0.0047088225412269535, "bench_c_m1d": -0.020051557754947713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036986351701585596, "ret_signed_p1d": -0.0036986351701585596, "alpha_spy_p1d": 0.0017449312186702537, "alpha_c_p1d": -0.0022397958562776488, "bench_spy_p1d": -0.005443566388828813, "bench_c_p1d": -0.0014588393138809108, "ret_p1w": -0.006287770231503842, "ret_signed_p1w": -0.006287770231503842, "alpha_spy_p1w": -0.0015489393597434287, "alpha_c_p1w": -0.007808657488585613, "bench_spy_p1w": -0.004738830871760413, "bench_c_p1w": 0.001520887257081771, "ret_p1m": 0.06029014999279281, "ret_signed_p1m": 0.06029014999279281, "alpha_spy_p1m": 0.05361697845284086, "alpha_c_p1m": -0.011504166301586238, "bench_spy_p1m": 0.00667317153995195, "bench_c_p1m": 0.07179431629437905, "ret_p3m": 0.40992705268542773, "ret_signed_p3m": 0.40992705268542773, "alpha_spy_p3m": 0.39548595784161367, "alpha_c_p3m": 0.33207997378476906, "bench_spy_p3m": 0.014441094843814062, "bench_c_p3m": 0.07784707890065867, "ret_p6m": 1.217425392222533, "ret_signed_p6m": 1.217425392222533, "alpha_spy_p6m": 1.2085296711711369, "alpha_c_p6m": 0.9816960390794676, "bench_spy_p6m": 0.008895721051396244, "bench_c_p6m": 0.23572935314306553, "price_path": [-0.3334, -0.3271, -0.3323, -0.3355, -0.3207, -0.304, -0.3123, -0.3123, -0.3305, -0.3185, -0.3143, -0.2712, -0.2828, -0.2963, -0.3125, -0.3203, -0.3142, -0.3059, -0.2993, -0.3075, -0.3125, -0.3251, -0.3338, -0.3265, -0.3308, -0.2045, -0.2061, -0.2302, -0.2187, -0.2098, -0.2249, -0.2132, -0.2058, -0.2264, -0.175, -0.1575, -0.1736, -0.1914, -0.1841, -0.1825, -0.1906, -0.1923, -0.1479, -0.1348, -0.1235, -0.1354, -0.1288, -0.1262, -0.1262, -0.1087, -0.1159, -0.1177, -0.1108, -0.1204, -0.1488, -0.1284, -0.1451, -0.1697, -0.1562, -0.1572, -0.1543, -0.121, -0.1134, 0.0, -0.0037, -0.0146, -0.0171, 0.001, -0.0063, 0.0182, 0.0439, 0.0692, 0.0774, 0.0939, 0.0367, 0.0697, 0.074, -0.0229, 0.0292, 0.0132, 0.0433, 0.0305, 0.022, 0.0297, 0.0603, 0.0271, 0.0729, 0.0673, 0.0911, 0.0681, 0.2867, 0.3085, 0.3446, 0.3543, 0.2994, 0.3877, 0.3687, 0.3484, 0.3617, 0.3111, 0.3262, 0.2545, 0.2574, 0.2386, 0.2111, 0.2445, 0.1533, 0.1755, 0.2287, 0.2413, 0.328, 0.328, 0.3466, 0.3298, 0.4062, 0.4442, 0.4705, 0.4863, 0.5028, 0.4804, 0.5103, 0.51, 0.4315, 0.4414, 0.4235, 0.3711, 0.4099, 0.4449, 0.46, 0.4695, 0.4697, 0.4697, 0.4725, 0.4611, 0.456, 0.433, 0.433, 0.5366, 0.625, 0.6941, 0.647, 0.6014, 0.6084, 0.661, 0.6973, 0.7041, 0.6857, 0.689, 0.689, 0.6582, 0.7167, 0.6964, 0.6967, 0.7157, 0.7689, 0.8543, 0.8646, 0.7845, 0.8473, 1.0949, 0.992, 1.0072, 1.2218, 1.295, 1.2571, 1.3797, 1.3026, 1.3304, 1.3304, 1.2628, 1.3316, 1.3396, 1.4059, 1.3589, 1.4373, 1.539, 1.4641, 1.3702, 1.4132, 1.2531, 1.2604, 1.2632, 1.0223, 1.1955, 1.2276, 1.2366, 1.1227, 1.1213, 1.2091, 1.2174]}
{"unit_id": "quote:1958559225459749366", "ticker_idx": 1, "ts": "2025-08-21T15:58:02+00:00", "symbol": "S&P500", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "long moos & spoos have crushed it for 3 years straight", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author vouches long cattle and S&P500 ('moos & spoos') have been strong performers; implied continued bullish stance.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "people thought this was a joke but nobody’s laughing now that long moos & spoos have crushed it for 3 years straight https://t.co/cRUjHHqDWx", "reply_text": null, "parent_text": null, "quoted_text": "The chart of cattle looks like a compound bro stock 🐄 https://t.co/Mdv3FntKGa", "parent_author": null, "ret_m1d": 0.004027981834857641, "ret_signed_m1d": 0.004027981834857641, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.004027981834857641, "bench_c_m1d": 0.004027981834857641, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0153567897013831, "ret_signed_p1d": 0.0153567897013831, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0153567897013831, "bench_c_p1d": 0.0153567897013831, "ret_p1w": 0.02103683487211483, "ret_signed_p1w": 0.02103683487211483, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.02103683487211483, "bench_c_p1w": 0.02103683487211483, "ret_p1m": 0.047187628023286576, "ret_signed_p1m": 0.047187628023286576, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.047187628023286576, "bench_c_p1m": 0.047187628023286576, "ret_p3m": 0.041475912978546914, "ret_signed_p3m": 0.041475912978546914, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.041475912978546914, "bench_c_p3m": 0.041475912978546914, "ret_p6m": 0.07884539581047267, "ret_signed_p6m": 0.07884539581047267, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.07884539581047267, "bench_c_p6m": 0.07884539581047267, "price_path": [-0.0915, -0.0726, -0.078, -0.0743, -0.0754, -0.0702, -0.0649, -0.0651, -0.0696, -0.0601, -0.0592, -0.0539, -0.0566, -0.0528, -0.0634, -0.0545, -0.0626, -0.0627, -0.0627, -0.0649, -0.0557, -0.0453, -0.0447, -0.0373, -0.0325, -0.0278, -0.0282, -0.0238, -0.0161, -0.0161, -0.0234, -0.0239, -0.0181, -0.0153, -0.0188, -0.0169, -0.0211, -0.0178, -0.0118, -0.0125, -0.0107, -0.0105, -0.0021, -0.0018, 0.0024, 0.0022, -0.0005, -0.0017, -0.0055, -0.0218, -0.0069, -0.0119, -0.0044, -0.0052, 0.0026, 0.0006, 0.0112, 0.0147, 0.0148, 0.0124, 0.0122, 0.0067, 0.004, 0.0, 0.0154, 0.0109, 0.0151, 0.0174, 0.021, 0.0149, 0.0149, 0.0074, 0.0129, 0.0214, 0.0184, 0.0209, 0.0233, 0.0262, 0.0347, 0.0344, 0.0399, 0.0385, 0.0372, 0.042, 0.0472, 0.0521, 0.0464, 0.0431, 0.0383, 0.0442, 0.0472, 0.0511, 0.0547, 0.0559, 0.0559, 0.0597, 0.0557, 0.062, 0.059, 0.0303, 0.0461, 0.0449, 0.0495, 0.0424, 0.0483, 0.0592, 0.0592, 0.0537, 0.0599, 0.0686, 0.0812, 0.084, 0.0846, 0.0726, 0.0762, 0.0782, 0.0654, 0.0691, 0.0576, 0.0587, 0.0752, 0.0776, 0.0782, 0.0603, 0.0602, 0.0503, 0.0415, 0.0455, 0.0296, 0.0398, 0.0551, 0.065, 0.0724, 0.0724, 0.0783, 0.0733, 0.0753, 0.079, 0.0798, 0.0819, 0.0786, 0.0777, 0.0848, 0.0874, 0.0757, 0.0741, 0.0711, 0.0593, 0.0673, 0.077, 0.0837, 0.0887, 0.0925, 0.0925, 0.0924, 0.0885, 0.0872, 0.0791, 0.0791, 0.0811, 0.0883, 0.0948, 0.0912, 0.0911, 0.0983, 0.1001, 0.0979, 0.0925, 0.0954, 0.0945, 0.0945, 0.0722, 0.0846, 0.0903, 0.0907, 0.0962, 0.1006, 0.1005, 0.0983, 0.095, 0.1005, 0.0912, 0.0859, 0.0723, 0.0929, 0.0982, 0.0953, 0.095, 0.0781, 0.0788]}
{"unit_id": "orig:1955668632786305505", "ticker_idx": 0, "ts": "2025-08-13T16:31:51+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if momentum unwinds and large cap tech gets hit, small caps will outperform", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long small caps (IWM) vs large-cap tech (SPY) as asymmetric trade in both risk-off and growth-acceleration scenarios.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "if momentum unwinds and large cap tech gets hit, small caps will outperform (see IWM v SPY performance in 2001-2003).\n\nif the economy goes pedal to the metal, small caps will outperform (see IWM v SPY in 2020-21).\n\nseems asymmetric.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01907280785837684, "ret_signed_m1d": -0.01907280785837684, "alpha_spy_m1d": -0.015661433811773873, "alpha_c_m1d": -0.015661433811773873, "bench_spy_m1d": -0.0034113740466029663, "bench_c_m1d": -0.0034113740466029663, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01288820092688614, "ret_signed_p1d": -0.01288820092688614, "alpha_spy_p1d": -0.01298126182880377, "alpha_c_p1d": -0.01298126182880377, "bench_spy_p1d": 9.306090191762983e-05, "bench_c_p1d": 9.306090191762983e-05, "ret_p1w": -0.025127634764017914, "ret_signed_p1w": -0.025127634764017914, "alpha_spy_p1w": -0.014614139024298312, "alpha_c_p1w": -0.014614139024298312, "bench_spy_p1w": -0.010513495739719603, "bench_c_p1w": -0.010513495739719603, "ret_p1m": 0.0414323564021597, "ret_signed_p1m": 0.0414323564021597, "alpha_spy_p1m": 0.021677006354770212, "alpha_c_p1m": 0.021677006354770212, "bench_spy_p1m": 0.019755350047389486, "bench_c_p1m": 0.019755350047389486, "ret_p3m": 0.05839542397358377, "ret_signed_p3m": 0.05839542397358377, "alpha_spy_p3m": -0.0012104177694325369, "alpha_c_p3m": -0.0012104177694325369, "bench_spy_p3m": 0.05960584174301631, "bench_c_p3m": 0.05960584174301631, "ret_p6m": 0.11329470309908851, "ret_signed_p6m": 0.11329470309908851, "alpha_spy_p6m": 0.05651524025615906, "alpha_c_p6m": 0.05651524025615906, "bench_spy_p6m": 0.05677946284292945, "bench_c_p6m": 0.05677946284292945, "price_path": [-0.0949, -0.0987, -0.0982, -0.1236, -0.1236, -0.1264, -0.1264, -0.1042, -0.1136, -0.111, -0.1155, -0.1128, -0.0985, -0.101, -0.1006, -0.0861, -0.0798, -0.0748, -0.0786, -0.0823, -0.0991, -0.0884, -0.098, -0.0933, -0.0933, -0.0952, -0.0841, -0.0724, -0.0833, -0.0684, -0.0681, -0.0667, -0.0571, -0.0441, -0.0352, -0.0352, -0.0497, -0.0431, -0.0327, -0.0278, -0.0412, -0.0347, -0.0536, -0.0441, -0.0316, -0.0384, -0.0423, -0.0344, -0.0196, -0.0332, -0.0296, -0.0307, -0.0369, -0.0418, -0.0512, -0.0705, -0.0497, -0.0448, -0.0461, -0.0492, -0.0471, -0.0474, -0.0191, 0.0, -0.0129, -0.0177, -0.0141, -0.0217, -0.0251, -0.0227, 0.0156, 0.0049, 0.0132, 0.0204, 0.0216, 0.0171, 0.0171, 0.0116, 0.0106, 0.0232, 0.0283, 0.0304, 0.0243, 0.0225, 0.0414, 0.0308, 0.0352, 0.0335, 0.0361, 0.0619, 0.0538, 0.06, 0.0576, 0.0479, 0.0378, 0.0467, 0.0479, 0.0494, 0.0517, 0.0584, 0.0662, 0.0705, 0.059, 0.0701, 0.0632, 0.0313, 0.06, 0.0752, 0.0857, 0.0629, 0.0557, 0.0763, 0.0712, 0.0554, 0.0688, 0.0818, 0.0856, 0.0798, 0.0706, 0.062, 0.0679, 0.0645, 0.0461, 0.0612, 0.0424, 0.0479, 0.0584, 0.0593, 0.0567, 0.027, 0.03, 0.0095, 0.0126, 0.0124, -0.0063, 0.0218, 0.0405, 0.0632, 0.0726, 0.0726, 0.0789, 0.0653, 0.0633, 0.0827, 0.0922, 0.0876, 0.0881, 0.0903, 0.1051, 0.1181, 0.101, 0.0927, 0.0875, 0.0759, 0.0823, 0.0914, 0.1035, 0.097, 0.0997, 0.0997, 0.0941, 0.0874, 0.0794, 0.0712, 0.0712, 0.0826, 0.0998, 0.1144, 0.1118, 0.1239, 0.1324, 0.138, 0.1373, 0.1453, 0.1554, 0.1565, 0.1565, 0.1427, 0.1653, 0.174, 0.1524, 0.1488, 0.152, 0.1458, 0.1461, 0.1299, 0.1409, 0.1435, 0.1337, 0.1133]}
{"unit_id": "orig:1955668632786305505", "ticker_idx": 1, "ts": "2025-08-13T16:31:51+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if momentum unwinds and large cap tech gets hit, small caps will outperform", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long small caps (IWM) vs large-cap tech (SPY) as asymmetric trade in both risk-off and growth-acceleration scenarios.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "if momentum unwinds and large cap tech gets hit, small caps will outperform (see IWM v SPY performance in 2001-2003).\n\nif the economy goes pedal to the metal, small caps will outperform (see IWM v SPY in 2020-21).\n\nseems asymmetric.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0034113740466029663, "ret_signed_m1d": 0.0034113740466029663, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.0034113740466029663, "bench_c_m1d": -0.0034113740466029663, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 9.306090191762983e-05, "ret_signed_p1d": -9.306090191762983e-05, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 9.306090191762983e-05, "bench_c_p1d": 9.306090191762983e-05, "ret_p1w": -0.010513495739719603, "ret_signed_p1w": 0.010513495739719603, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.010513495739719603, "bench_c_p1w": -0.010513495739719603, "ret_p1m": 0.019755350047389486, "ret_signed_p1m": -0.019755350047389486, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.019755350047389486, "bench_c_p1m": 0.019755350047389486, "ret_p3m": 0.05960584174301631, "ret_signed_p3m": -0.05960584174301631, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.05960584174301631, "bench_c_p3m": 0.05960584174301631, "ret_p6m": 0.05677946284292945, "ret_signed_p6m": -0.05677946284292945, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.05677946284292945, "bench_c_p6m": 0.05677946284292945, "price_path": [-0.0813, -0.0803, -0.0834, -0.0989, -0.0985, -0.1046, -0.1046, -0.086, -0.0913, -0.0877, -0.0888, -0.0836, -0.0784, -0.0786, -0.0831, -0.0737, -0.0728, -0.0676, -0.0702, -0.0666, -0.077, -0.0682, -0.0762, -0.0763, -0.0763, -0.0785, -0.0694, -0.0591, -0.0586, -0.0512, -0.0465, -0.0419, -0.0422, -0.0379, -0.0303, -0.0303, -0.0375, -0.0381, -0.0323, -0.0296, -0.033, -0.0311, -0.0353, -0.0321, -0.0261, -0.0268, -0.025, -0.0249, -0.0166, -0.0162, -0.0121, -0.0123, -0.0149, -0.0162, -0.0199, -0.0359, -0.0213, -0.0262, -0.0188, -0.0196, -0.012, -0.0139, -0.0034, 0.0, 0.0001, -0.0022, -0.0025, -0.0079, -0.0105, -0.0145, 0.0007, -0.0038, 0.0004, 0.0027, 0.0062, 0.0002, 0.0002, -0.0072, -0.0018, 0.0066, 0.0036, 0.0061, 0.0084, 0.0114, 0.0198, 0.0194, 0.0248, 0.0234, 0.0222, 0.0269, 0.032, 0.0369, 0.0313, 0.028, 0.0232, 0.0291, 0.032, 0.0359, 0.0394, 0.0406, 0.0406, 0.0443, 0.0404, 0.0467, 0.0436, 0.0154, 0.031, 0.0297, 0.0343, 0.0273, 0.0331, 0.0438, 0.0438, 0.0384, 0.0446, 0.0531, 0.0655, 0.0683, 0.0689, 0.0571, 0.0606, 0.0626, 0.05, 0.0536, 0.0423, 0.0433, 0.0596, 0.062, 0.0626, 0.045, 0.0448, 0.0351, 0.0264, 0.0304, 0.0147, 0.0248, 0.0398, 0.0496, 0.0569, 0.0569, 0.0626, 0.0578, 0.0597, 0.0634, 0.0642, 0.0662, 0.063, 0.0621, 0.0691, 0.0716, 0.0601, 0.0585, 0.0556, 0.044, 0.0519, 0.0614, 0.068, 0.0729, 0.0767, 0.0767, 0.0766, 0.0727, 0.0714, 0.0635, 0.0635, 0.0654, 0.0725, 0.0789, 0.0754, 0.0753, 0.0824, 0.0841, 0.082, 0.0766, 0.0796, 0.0787, 0.0787, 0.0567, 0.0689, 0.0745, 0.0749, 0.0803, 0.0846, 0.0845, 0.0824, 0.0792, 0.0845, 0.0754, 0.0701, 0.0568]}
{"unit_id": "orig:1969890949095465179", "ticker_idx": 0, "ts": "2025-09-21T22:26:15+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Getting interested in natural gas", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author expressing growing bullish interest in natural gas.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Getting interested in natural gas https://t.co/l3aOUYZpe4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03456790859922276, "ret_signed_m1d": 0.03456790859922276, "alpha_spy_m1d": 0.03927673114044972, "alpha_c_m1d": 0.03927673114044972, "bench_spy_m1d": -0.0047088225412269535, "bench_c_m1d": -0.0047088225412269535, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01728395429961127, "ret_signed_p1d": 0.01728395429961127, "alpha_spy_p1d": 0.022727520688440084, "alpha_c_p1d": 0.022727520688440084, "bench_spy_p1d": -0.005443566388828813, "bench_c_p1d": -0.005443566388828813, "ret_p1w": 0.055144040932487925, "ret_signed_p1w": 0.055144040932487925, "alpha_spy_p1w": 0.05988287180424834, "alpha_c_p1w": 0.05988287180424834, "bench_spy_p1w": -0.004738830871760413, "bench_c_p1w": -0.004738830871760413, "ret_p1m": 0.08230452933306065, "ret_signed_p1m": 0.08230452933306065, "alpha_spy_p1m": 0.0756313577931087, "alpha_c_p1m": 0.0756313577931087, "bench_spy_p1m": 0.00667317153995195, "bench_c_p1m": 0.00667317153995195, "ret_p3m": -0.009876534100961343, "ret_signed_p3m": -0.009876534100961343, "alpha_spy_p3m": -0.024317628944775405, "alpha_c_p3m": -0.024317628944775405, "bench_spy_p3m": 0.014441094843814062, "bench_c_p3m": 0.014441094843814062, "ret_p6m": 0.004115242164996147, "ret_signed_p6m": 0.004115242164996147, "alpha_spy_p6m": -0.004780478886400097, "alpha_c_p6m": -0.004780478886400097, "bench_spy_p6m": 0.008895721051396244, "bench_c_p6m": 0.008895721051396244, "price_path": [0.3045, 0.2889, 0.3613, 0.2576, 0.2436, 0.2691, 0.2551, 0.2551, 0.2436, 0.2206, 0.1687, 0.214, 0.228, 0.2584, 0.279, 0.3004, 0.2922, 0.3045, 0.2082, 0.1909, 0.1284, 0.1407, 0.1383, 0.1251, 0.1449, 0.0988, 0.1185, 0.121, 0.0667, 0.0856, 0.1144, 0.1136, 0.0864, 0.0757, 0.0107, 0.0206, 0.0296, 0.056, 0.0469, 0.0008, -0.0016, 0.0206, -0.0198, -0.0165, -0.0148, 0.0033, 0.0346, 0.056, 0.056, 0.0519, 0.0749, 0.0782, 0.065, 0.0831, 0.0914, 0.0601, 0.0222, 0.0296, 0.0626, 0.0881, 0.0782, 0.0428, 0.0346, 0.0, 0.0173, 0.0173, 0.0362, 0.0263, 0.0551, 0.0757, 0.121, 0.107, 0.0741, 0.0947, 0.1342, 0.0782, 0.0486, 0.0148, 0.0025, -0.0165, -0.0222, -0.0469, -0.023, 0.0642, 0.0823, 0.0749, 0.0642, 0.0675, 0.0609, 0.0156, 0.0049, 0.0551, 0.0905, 0.1325, 0.1465, 0.1218, 0.1663, 0.1481, 0.1605, 0.1984, 0.2058, 0.2189, 0.1984, 0.1621, 0.1704, 0.2099, 0.1868, 0.2058, 0.186, 0.1383, 0.1728, 0.1728, 0.2123, 0.2519, 0.2313, 0.2733, 0.2889, 0.3473, 0.2403, 0.1605, 0.1737, 0.0765, 0.0477, 0.0255, -0.0041, 0.0403, -0.0099, 0.0033, -0.0247, 0.0617, 0.0198, 0.0198, 0.0543, 0.0741, 0.0798, 0.0091, 0.0091, -0.0074, -0.0428, -0.0716, -0.0305, -0.0724, -0.144, -0.0798, -0.0683, -0.1572, -0.1523, -0.1498, -0.1498, 0.0181, 0.1226, 0.1053, 0.1498, 0.2206, 0.2099, 0.1959, 0.2395, 0.3909, 0.0453, 0.0683, 0.1078, 0.1128, 0.0922, 0.0016, -0.0016, 0.014, 0.023, 0.0239, 0.0239, -0.0206, -0.023, -0.0288, -0.0115, -0.0337, -0.0568, -0.0453, -0.0634, -0.0519, -0.0123, 0.0107, -0.0305, -0.0082, 0.0494, 0.0132, 0.0099, 0.0601, 0.0733, 0.0403, 0.0049, 0.0041]}
{"unit_id": "reply:1960412358402007092", "ticker_idx": 0, "ts": "2025-08-26T18:41:43+00:00", "symbol": "SIG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long SIG lol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SIG as a play on the upcoming wedding surge.", "resolved_tickers": ["SIG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Luxury Goods", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@YellowLabLife long SIG lol", "reply_text": null, "parent_text": "So @Citrini7 what's the best trade for the this upcoming surge of weddings sure to come after this?", "quoted_text": null, "parent_author": "YellowLabLife", "ret_m1d": -0.030285782305242814, "ret_signed_m1d": -0.030285782305242814, "alpha_spy_m1d": -0.026116204130732457, "alpha_c_m1d": -0.026116204130732457, "bench_spy_m1d": -0.004169578174510358, "bench_c_m1d": -0.004169578174510358, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06307642735274532, "ret_signed_p1d": 0.06307642735274532, "alpha_spy_p1d": 0.06079791407073598, "alpha_c_p1d": 0.06079791407073598, "bench_spy_p1d": 0.0022785132820093423, "bench_c_p1d": 0.0022785132820093423, "ret_p1w": 0.02994420218543259, "ret_signed_p1w": 0.02994420218543259, "alpha_spy_p1w": 0.03752372689759875, "alpha_c_p1w": 0.03752372689759875, "bench_spy_p1w": -0.0075795247121661635, "bench_c_p1w": -0.0075795247121661635, "ret_p1m": 0.10155978371533991, "ret_signed_p1m": 0.10155978371533991, "alpha_spy_p1m": 0.074011831133451, "alpha_c_p1m": 0.074011831133451, "bench_spy_p1m": 0.027547952581888913, "bench_c_p1m": 0.027547952581888913, "ret_p3m": 0.0794716626719727, "ret_signed_p3m": 0.0794716626719727, "alpha_spy_p3m": 0.055141029615078274, "alpha_c_p3m": 0.055141029615078274, "bench_spy_p3m": 0.024330633056894424, "bench_c_p3m": 0.024330633056894424, "ret_p6m": 0.08448138815649209, "ret_signed_p6m": 0.08448138815649209, "alpha_spy_p6m": 0.014628574657221671, "alpha_c_p6m": 0.014628574657221671, "bench_spy_p6m": 0.06985281349927042, "bench_c_p6m": 0.06985281349927042, "price_path": [-0.2413, -0.2449, -0.2422, -0.1479, -0.1561, -0.1516, -0.1189, -0.0959, -0.0933, -0.1018, -0.1039, -0.1324, -0.0615, -0.0872, -0.0764, -0.0764, -0.074, -0.0953, -0.1092, -0.0974, -0.0722, -0.0659, -0.0977, -0.0482, -0.0477, -0.0466, -0.0466, -0.0735, -0.0932, -0.0865, -0.0843, -0.0975, -0.0807, -0.1049, -0.1095, -0.0822, -0.072, -0.0656, -0.0199, -0.0161, -0.0482, -0.035, -0.0449, -0.0736, -0.1022, -0.0994, -0.1427, -0.1369, -0.1349, -0.1446, -0.1432, -0.1539, -0.1309, -0.0928, -0.0518, -0.0573, -0.0666, -0.0444, -0.0749, -0.0868, -0.0621, -0.0057, -0.0303, 0.0, 0.0631, 0.0231, 0.0025, 0.0025, 0.0299, 0.0097, 0.031, 0.0663, 0.0549, 0.0353, 0.0418, 0.057, 0.0369, 0.0519, 0.0521, 0.0759, 0.1029, 0.0915, 0.0824, 0.0847, 0.1016, 0.0843, 0.0936, 0.101, 0.0921, 0.0902, 0.1221, 0.0954, 0.0659, 0.0666, 0.0823, 0.0979, 0.051, 0.1363, 0.1519, 0.1793, 0.1755, 0.1755, 0.1945, 0.193, 0.1891, 0.1903, 0.181, 0.1757, 0.171, 0.1528, 0.125, 0.1255, 0.1148, 0.1112, 0.1472, 0.1363, 0.1421, 0.1547, 0.1747, 0.2069, 0.1662, 0.1501, 0.0884, 0.07, 0.0748, 0.0437, 0.0795, 0.0713, 0.1377, 0.1781, 0.1781, 0.1404, 0.0896, 0.0155, 0.0135, -0.032, -0.055, -0.0059, -0.0066, 0.0547, 0.0405, -0.0023, -0.0146, -0.0529, -0.0524, -0.0549, -0.0512, -0.0332, -0.0229, -0.0093, -0.0093, -0.0298, -0.0373, -0.0545, -0.0564, -0.0564, -0.0196, 0.02, 0.0557, 0.0365, 0.0253, -0.0393, -0.0194, 0.0066, 0.0174, 0.065, 0.0835, 0.0835, 0.0639, 0.0702, 0.0524, 0.0223, 0.0252, 0.0311, 0.0442, 0.0435, 0.0506, 0.0789, 0.0387, 0.0758, 0.0517, 0.1044, 0.1043, 0.0427, 0.0515, 0.0173, 0.0257, 0.0257, 0.0886, 0.0845]}
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{"unit_id": "reply:1942762875027661284", "ticker_idx": 0, "ts": "2025-07-09T01:48:58+00:00", "symbol": "HAYPP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "+ HAYPP SS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adds HAYPP (Swedish-listed) to the tobacco outperformers list as a bullish pick.", "resolved_tickers": ["HAYPP.ST"], "resolution_method": "exchange_ticker", "resolution_reason": "Haypp Group AB listed on Nasdaq Stockholm", "bench_c": "XLP", "bench_c_reason": "industry='Tobacco'", "bench_c_industry": "Tobacco", "unit_kind": "reply_other", "lang": "es", "tweet_text": "@CarwashGuerilla + HAYPP SS", "reply_text": null, "parent_text": "@Citrini7 Tobacco? ( $PM +46%, $BTI +31%, $TPB +17%, $MO +13%)", "quoted_text": null, "parent_author": "CarwashGuerilla", "ret_m1d": -0.02371545475060477, "ret_signed_m1d": -0.02371545475060477, "alpha_spy_m1d": -0.017754573165463028, "alpha_c_m1d": -0.030273287011424288, "bench_spy_m1d": -0.005960881585141742, "bench_c_m1d": 0.006557832260819518, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01185772737530244, "ret_signed_p1d": 0.01185772737530244, "alpha_spy_p1d": 0.009037417156959604, "alpha_c_p1d": 0.008269577701835562, "bench_spy_p1d": 0.0028203102183428364, "bench_c_p1d": 0.0035881496734668783, "ret_p1w": 0.061923542210202465, "ret_signed_p1w": 0.061923542210202465, "alpha_spy_p1w": 0.06166719520532471, "alpha_c_p1w": 0.06773890564946139, "bench_spy_p1w": 0.00025634700487775497, "bench_c_p1w": -0.005815363439258925, "ret_p1m": -0.11067195463777213, "ret_signed_p1m": -0.11067195463777213, "alpha_spy_p1m": -0.12379565878590859, "alpha_c_p1m": -0.12824185399210553, "bench_spy_p1m": 0.013123704148136461, "bench_c_p1m": 0.017569899354333396, "ret_p3m": 0.06982866028739387, "ret_signed_p3m": 0.06982866028739387, "alpha_spy_p3m": -0.009349620818648319, "alpha_c_p3m": 0.10482576546832512, "bench_spy_p3m": 0.07917828110604219, "bench_c_p3m": -0.03499710518093124, "ret_p6m": -0.05533602757840106, "ret_signed_p6m": -0.05533602757840106, "alpha_spy_p6m": -0.154318816229419, "alpha_c_p6m": -0.030843709664158392, "bench_spy_p6m": 0.09898278865101795, "bench_c_p6m": -0.024492317914242667, "price_path": [-0.3347, -0.3347, -0.3373, -0.3412, -0.3399, -0.3399, -0.3399, -0.3439, -0.3347, -0.3412, -0.3439, -0.3452, -0.3281, -0.3294, -0.3294, -0.2754, -0.2951, -0.2556, -0.2069, -0.2516, -0.2398, -0.253, -0.2095, -0.2622, -0.2938, -0.3057, -0.2885, -0.2859, -0.2859, -0.2991, -0.2951, -0.3109, -0.3017, -0.2912, -0.2912, -0.2754, -0.249, -0.22, -0.2042, -0.2161, -0.2161, -0.2055, -0.2042, -0.2174, -0.2279, -0.2266, -0.2332, -0.1713, -0.1713, -0.1713, -0.1713, -0.1594, -0.1752, -0.1739, -0.1594, -0.1739, -0.1199, -0.087, -0.112, -0.1225, -0.108, -0.0329, -0.0237, 0.0, 0.0119, 0.054, 0.0632, 0.0817, 0.0619, 0.0395, 0.0422, 0.0343, 0.0329, 0.0105, 0.0435, 0.0105, -0.0198, -0.0395, -0.0343, 0.0079, 0.0026, 0.0224, -0.0211, -0.0316, -0.1107, -0.0725, -0.0777, -0.0777, -0.0316, -0.0119, -0.0764, -0.0804, -0.0777, -0.0646, -0.0264, -0.0277, -0.0422, -0.0646, -0.0395, -0.058, 0.004, -0.029, -0.0316, -0.0119, 0.0132, 0.1331, 0.1726, 0.1594, 0.1805, 0.2029, 0.191, 0.1344, 0.1291, 0.1238, 0.1528, 0.1555, 0.1331, 0.083, 0.058, 0.087, 0.0856, 0.0764, 0.0804, 0.0856, 0.0632, 0.0474, 0.0698, 0.0988, 0.1199, 0.1041, 0.0659, 0.0211, 0.0303, 0.0435, 0.0514, 0.0145, 0.0198, 0.029, 0.0303, 0.0145, 0.0264, -0.0053, -0.0079, -0.0158, 0.0132, 0.0158, 0.0079, 0.0184, -0.0158, -0.0395, -0.0619, -0.0395, -0.0079, -0.0211, 0.0066, 0.0237, 0.0567, -0.0079, -0.0316, -0.0448, -0.0685, -0.0501, -0.0343, -0.0395, -0.0329, -0.0132, -0.0013, 0.0013, 0.0277, 0.0435, 0.0171, 0.0264, 0.029, -0.0132, -0.0171, -0.0369, -0.0369, -0.0343, -0.0316, -0.0711, -0.0777, -0.0698, -0.0514, -0.0514, -0.0514, -0.0514, -0.0343, -0.0553, -0.0553, -0.0553]}
{"unit_id": "thread:1932797916076491253", "ticker_idx": 0, "ts": "2025-06-11T13:51:47+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "increased our long on OUST yesterday in our robotics basket", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to long OUST in robotics basket; also bought INTC despite ongoing disappointment.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "increased our long on OUST yesterday in our robotics basket which is nice, but also bought some INTC which is, as expected, being a disappointment\n\n---\n\nabusive relationship vibes with intel at this point", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.21267189557472643, "ret_signed_m1d": -0.21267189557472643, "alpha_spy_m1d": -0.21553206950319548, "alpha_c_m1d": -0.21487712345316923, "bench_spy_m1d": 0.0028601739284690453, "bench_c_m1d": 0.0022052278784427948, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043222055095018974, "ret_signed_p1d": -0.043222055095018974, "alpha_spy_p1d": -0.04719617853347746, "alpha_c_p1d": -0.052500587948361876, "bench_spy_p1d": 0.003974123438458488, "bench_c_p1d": 0.009278532853342902, "ret_p1w": -0.000982340725152242, "ret_signed_p1w": -0.000982340725152242, "alpha_spy_p1w": 0.00553628115166227, "alpha_c_p1w": -0.006266472049131777, "bench_spy_p1w": -0.006518621876814512, "bench_c_p1w": 0.005284131323979535, "ret_p1m": 0.20137516459781168, "ret_signed_p1m": 0.20137516459781168, "alpha_spy_p1m": 0.1576241842072652, "alpha_c_p1m": 0.1303678102199839, "bench_spy_p1m": 0.04375098039054648, "bench_c_p1m": 0.07100735437782779, "ret_p3m": 0.38998027449331607, "ret_signed_p3m": 0.38998027449331607, "alpha_spy_p3m": 0.3078530097398242, "alpha_c_p3m": 0.2862568573319093, "bench_spy_p3m": 0.08212726475349186, "bench_c_p3m": 0.10372341716140676, "ret_p6m": 0.2765225438109349, "ret_signed_p6m": 0.2765225438109349, "alpha_spy_p6m": 0.13192325355209533, "alpha_c_p6m": 0.06188032107506536, "bench_spy_p6m": 0.14459929025883955, "bench_c_p6m": 0.21464222273586953, "price_path": [-0.6085, -0.582, -0.5992, -0.5923, -0.5884, -0.4573, -0.4479, -0.4484, -0.4784, -0.5098, -0.5314, -0.5589, -0.5707, -0.5619, -0.6027, -0.6464, -0.6351, -0.6753, -0.6361, -0.6513, -0.6537, -0.6532, -0.6567, -0.6606, -0.6567, -0.6567, -0.669, -0.6601, -0.6532, -0.6208, -0.6081, -0.6198, -0.6208, -0.6351, -0.6277, -0.5909, -0.6085, -0.6066, -0.5943, -0.5751, -0.4784, -0.4366, -0.4396, -0.4416, -0.4479, -0.4558, -0.4627, -0.4951, -0.5142, -0.4882, -0.4946, -0.4946, -0.4681, -0.4136, -0.4214, -0.3993, -0.3718, -0.3428, -0.3139, -0.3242, -0.2834, -0.2542, -0.2127, 0.0, -0.0432, -0.1125, -0.0221, -0.0673, -0.001, -0.001, 0.0575, 0.164, 0.1778, 0.1557, 0.2583, 0.1837, 0.1911, 0.0629, 0.0511, 0.1164, 0.1164, 0.1012, 0.137, 0.2097, 0.2014, 0.1464, 0.2141, 0.39, 0.4258, 0.4067, 0.5054, 0.4401, 0.3448, 0.3089, 0.39, 0.2927, 0.2736, 0.1402, 0.1046, 0.1483, 0.0796, 0.1734, 0.1807, 0.1282, 0.1346, 0.2672, 0.3694, 0.4096, 0.6262, 0.7215, 0.7053, 0.554, 0.4686, 0.4519, 0.4597, 0.5054, 0.473, 0.5177, 0.4872, 0.5157, 0.4013, 0.4013, 0.3728, 0.347, 0.3919, 0.3492, 0.39, 0.4003, 0.3895, 0.5093, 0.4219, 0.4226, 0.4612, 0.5034, 0.7053, 0.7024, 0.72, 0.6248, 0.4533, 0.4082, 0.3669, 0.3566, 0.3286, 0.3463, 0.3949, 0.4666, 0.5928, 0.6056, 0.5054, 0.5152, 0.3684, 0.526, 0.776, 0.8089, 0.5481, 0.4528, 0.5, 0.5501, 0.442, 0.6203, 0.7583, 0.8212, 0.6257, 0.7019, 0.5879, 0.6385, 0.558, 0.3595, 0.2706, 0.1852, 0.2628, 0.2608, 0.2186, 0.1989, 0.1051, 0.083, 0.0275, 0.0305, 0.029, -0.0314, -0.0211, 0.0496, 0.0697, 0.0992, 0.0992, 0.1277, 0.0688, 0.082, 0.1724, 0.2765]}
{"unit_id": "thread:1932797916076491253", "ticker_idx": 1, "ts": "2025-06-11T13:51:47+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bought some INTC which is, as expected, being a disappointment", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to long OUST in robotics basket; also bought INTC despite ongoing disappointment.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "increased our long on OUST yesterday in our robotics basket which is nice, but also bought some INTC which is, as expected, being a disappointment\n\n---\n\nabusive relationship vibes with intel at this point", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06769823974228295, "ret_signed_m1d": 0.06769823974228295, "alpha_spy_m1d": 0.0648380658138139, "alpha_c_m1d": 0.06697267071064927, "bench_spy_m1d": 0.0028601739284690453, "bench_c_m1d": 0.0007255690316336771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004352038262076974, "ret_signed_p1d": 0.004352038262076974, "alpha_spy_p1d": 0.00037791482361848594, "alpha_c_p1d": -0.0004974795156500456, "bench_spy_p1d": 0.003974123438458488, "bench_c_p1d": 0.004849517777727019, "ret_p1w": 0.03916825212713637, "ret_signed_p1w": 0.03916825212713637, "alpha_spy_p1w": 0.045686874003950884, "alpha_c_p1w": 0.036457099790954794, "bench_spy_p1w": -0.006518621876814512, "bench_c_p1w": 0.002711152336181577, "ret_p1m": 0.15183749242317757, "ret_signed_p1m": 0.15183749242317757, "alpha_spy_p1m": 0.10808651203263109, "alpha_c_p1m": 0.053930093360794684, "bench_spy_p1m": 0.04375098039054648, "bench_c_p1m": 0.09790739906238288, "ret_p3m": 0.18375237819070467, "ret_signed_p3m": 0.18375237819070467, "alpha_spy_p3m": 0.10162511343721281, "alpha_c_p3m": 0.05147811613602449, "bench_spy_p3m": 0.08212726475349186, "bench_c_p3m": 0.13227426205468018, "ret_p6m": 0.9584138975986223, "ret_signed_p6m": 0.9584138975986223, "alpha_spy_p6m": 0.8138146073397827, "alpha_c_p6m": 0.5776287937985318, "bench_spy_p6m": 0.14459929025883955, "bench_c_p6m": 0.38078510380009045, "price_path": [0.163, 0.2423, 0.2534, 0.1663, 0.1586, 0.1731, 0.1712, 0.1702, 0.1325, 0.1422, 0.0982, 0.0982, 0.0662, 0.0629, 0.0846, -0.0401, -0.0537, -0.1233, 0.0411, -0.0387, -0.0455, -0.0179, -0.0401, -0.0701, -0.0846, -0.0846, -0.089, -0.0566, -0.0044, 0.0392, -0.0305, -0.0082, -0.0164, -0.028, -0.0338, -0.0029, -0.0198, -0.0358, -0.0179, 0.0155, 0.0358, 0.0725, 0.0909, 0.0406, 0.0421, 0.0474, 0.0338, 0.0285, 0.0005, -0.0063, -0.0305, -0.0305, -0.0063, -0.015, -0.0208, -0.0546, -0.0455, -0.0189, -0.0208, -0.0334, -0.03, -0.0097, 0.0677, 0.0, 0.0044, -0.0261, 0.0029, 0.0058, 0.0392, 0.0392, 0.0193, 0.0247, 0.0904, 0.0735, 0.088, 0.0972, 0.0832, 0.1049, 0.058, 0.0875, 0.0875, 0.0638, 0.1407, 0.1335, 0.1518, 0.133, 0.1267, 0.1083, 0.0972, 0.1025, 0.117, 0.1248, 0.1238, 0.1359, 0.0943, 0.001, 0.0, -0.0131, -0.0164, -0.0426, -0.0662, -0.0571, -0.0237, -0.0131, -0.044, -0.0353, -0.0015, 0.0546, 0.0745, 0.1538, 0.1876, 0.1441, 0.2239, 0.1383, 0.1364, 0.1992, 0.1871, 0.1775, 0.2016, 0.2055, 0.1775, 0.1775, 0.1707, 0.1605, 0.19, 0.1842, 0.1838, 0.1818, 0.1978, 0.19, 0.1644, 0.1978, 0.222, 0.2041, 0.4782, 0.4304, 0.3907, 0.4188, 0.5097, 0.6436, 0.7166, 0.6673, 0.6223, 0.7379, 0.8037, 0.7809, 0.7693, 0.7974, 0.81, 0.8279, 0.7587, 0.7998, 0.7229, 0.7964, 0.7814, 0.7897, 0.8424, 0.8433, 0.7853, 0.8453, 0.8511, 0.912, 1.0082, 0.999, 0.942, 0.9338, 0.9101, 0.7906, 0.8559, 0.8008, 0.8438, 0.8593, 0.8317, 0.8322, 0.7365, 0.7176, 0.6784, 0.6601, 0.6978, 0.6257, 0.6683, 0.7307, 0.7326, 0.78, 0.78, 0.9613, 0.9347, 1.102, 1.1161, 0.9584]}
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{"unit_id": "reply:1932466968105472057", "ticker_idx": 1, "ts": "2025-06-10T15:56:43+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "HYPE & BTC are the only two crypto assets I own", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds only HYPE and BTC among crypto assets; long both.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Pasta_Capital @ThinkingUSD hyperliquid pilled me a couple months ago and now HYPE & BTC are the only two crypto assets I own", "reply_text": null, "parent_text": "@Citrini7 Highly Hyperliquid coded tweet", "quoted_text": null, "parent_author": "Pasta_Capital", "ret_m1d": 0.00033437431755833913, "ret_signed_m1d": 0.00033437431755833913, "alpha_spy_m1d": 0.00597217690223617, "alpha_c_m1d": null, "bench_spy_m1d": -0.005637802584677831, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.014244955298426398, "ret_signed_p1d": -0.014244955298426398, "alpha_spy_p1d": -0.011392938633665417, "alpha_c_p1d": null, "bench_spy_p1d": -0.0028520166647609813, "bench_c_p1d": null, "ret_p1w": -0.05129928407475526, "ret_signed_p1w": -0.05129928407475526, "alpha_spy_p1w": -0.04209648625060414, "alpha_c_p1w": null, "bench_spy_p1w": -0.009202797824151121, "bench_c_p1w": null, "ret_p1m": 0.00969841406381633, "ret_signed_p1m": 0.00969841406381633, "alpha_spy_p1m": -0.028148720258788007, "alpha_c_p1m": null, "bench_spy_p1m": 0.03784713432260434, "bench_c_p1m": null, "ret_p3m": 0.003571194237112829, "ret_signed_p3m": 0.003571194237112829, "alpha_spy_p3m": -0.07282561165981893, "alpha_c_p3m": null, "bench_spy_p3m": 0.07639680589693176, "bench_c_p3m": null, "ret_p6m": -0.1517309025782464, "ret_signed_p6m": -0.1517309025782464, "alpha_spy_p6m": -0.29223200623632295, "alpha_c_p6m": null, "bench_spy_p6m": 0.14050110365807655, "bench_c_p6m": null, "price_path": [-0.2647, -0.2384, -0.2375, -0.2498, -0.2123, -0.2366, -0.2378, -0.2064, -0.2067, -0.2118, -0.2093, -0.2349, -0.2513, -0.2275, -0.2519, -0.2463, -0.2396, -0.2814, -0.3082, -0.2511, -0.2778, -0.2435, -0.2332, -0.2411, -0.2378, -0.23, -0.2341, -0.2062, -0.1525, -0.1502, -0.148, -0.1409, -0.1386, -0.1449, -0.1456, -0.1248, -0.1211, -0.1407, -0.122, -0.1199, -0.0636, -0.0661, -0.0675, -0.0552, -0.0609, -0.0591, -0.0614, -0.0422, -0.0314, -0.0053, 0.0128, -0.0269, -0.0074, -0.0115, -0.0223, -0.0419, -0.0568, -0.0397, -0.0438, -0.0501, -0.0787, -0.0532, 0.0003, 0.0, -0.0142, -0.0393, -0.0378, -0.0314, -0.0513, -0.0487, -0.0505, -0.063, -0.0424, -0.0382, -0.0263, -0.0299, -0.0287, -0.0283, -0.0413, -0.0127, -0.0055, -0.0202, -0.0178, -0.0119, 0.0097, 0.052, 0.0658, 0.087, 0.0682, 0.0769, 0.0819, 0.0703, 0.0651, 0.0883, 0.0771, 0.0736, 0.0669, 0.0695, 0.0695, 0.0687, 0.0499, 0.0278, 0.0437, 0.0352, 0.0433, 0.0657, 0.0583, 0.0769, 0.0899, 0.1187, 0.0735, 0.0648, 0.0544, 0.0233, 0.0364, 0.0196, 0.06, -0.0012, 0.014, 0.0088, 0.0207, -0.0167, -0.0091, 0.0086, 0.0133, 0.0042, 0.0036, 0.0165, 0.0115, 0.0335, 0.0476, 0.053, 0.0471, 0.0597, 0.0563, 0.0624, 0.0493, 0.0226, 0.0159, 0.0279, -0.011, -0.0049, 0.0376, 0.0345, 0.0761, 0.0945, 0.1089, 0.1315, 0.1015, 0.1188, 0.1038, 0.0268, 0.0455, 0.026, 0.0048, -0.0188, -0.0344, 0.003, -0.0161, -0.0233, -0.0017, 0.007, 0.035, 0.0245, -0.0018, -0.0177, -0.0064, -0.0336, -0.0786, -0.0577, -0.0812, -0.0624, -0.0386, -0.0658, -0.0779, -0.0958, -0.1438, -0.1647, -0.157, -0.1704, -0.2143, -0.2283, -0.1994, -0.2078, -0.179, -0.1721, -0.1754, -0.2171, -0.1715, -0.1517]}
{"unit_id": "reply:1942763216381313028", "ticker_idx": 0, "ts": "2025-07-09T01:50:20+00:00", "symbol": "EZA", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long south africa ($EZA)", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Pair trade from 2025 macro playbook: long South Africa (EZA) / short Turkey (TUR).", "resolved_tickers": ["EZA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@lawhon_sam macro trade number 2 from 25 trades for 2025 in december was long south africa ($EZA) short turkey ($TUR) if that counts", "reply_text": null, "parent_text": "@Citrini7 I don’t think I’ve ever seen Africa pitched as a trade idea - yet the VanEck Africa ETF is up 32% YTD https://t.co/sob0MErADz", "quoted_text": null, "parent_author": "lawhon_sam", "ret_m1d": -0.003518547065968769, "ret_signed_m1d": -0.003518547065968769, "alpha_spy_m1d": 0.002442334519172973, "alpha_c_m1d": 0.002442334519172973, "bench_spy_m1d": -0.005960881585141742, "bench_c_m1d": -0.005960881585141742, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009259804958465789, "ret_signed_p1d": -0.0009259804958465789, "alpha_spy_p1d": -0.0037462907141894153, "alpha_c_p1d": -0.0037462907141894153, "bench_spy_p1d": 0.0028203102183428364, "bench_c_p1d": 0.0028203102183428364, "ret_p1w": -0.010555566690302998, "ret_signed_p1w": -0.010555566690302998, "alpha_spy_p1w": -0.010811913695180753, "alpha_c_p1w": -0.010811913695180753, "bench_spy_p1w": 0.00025634700487775497, "bench_c_p1w": 0.00025634700487775497, "ret_p1m": 0.049259211877942466, "ret_signed_p1m": 0.049259211877942466, "alpha_spy_p1m": 0.036135507729806005, "alpha_c_p1m": 0.036135507729806005, "bench_spy_p1m": 0.013123704148136461, "bench_c_p1m": 0.013123704148136461, "ret_p3m": 0.20962960109597706, "ret_signed_p3m": 0.20962960109597706, "alpha_spy_p3m": 0.13045131998993487, "alpha_c_p3m": 0.13045131998993487, "bench_spy_p3m": 0.07917828110604219, "bench_c_p3m": 0.07917828110604219, "ret_p6m": 0.3437824783300223, "ret_signed_p6m": 0.3437824783300223, "alpha_spy_p6m": 0.24479968967900434, "alpha_c_p6m": 0.24479968967900434, "bench_spy_p6m": 0.09898278865101795, "bench_c_p6m": 0.09898278865101795, "price_path": [-0.1651, -0.1358, -0.138, -0.132, -0.1234, -0.1234, -0.1289, -0.1186, -0.1298, -0.1223, -0.1146, -0.1016, -0.1007, -0.0937, -0.0983, -0.0815, -0.0769, -0.072, -0.0807, -0.0877, -0.0732, -0.0815, -0.0774, -0.0809, -0.065, -0.0623, -0.0652, -0.0555, -0.0584, -0.0588, -0.0388, -0.0388, -0.05, -0.0478, -0.0291, -0.0445, -0.0251, -0.0277, -0.0216, -0.0112, -0.0128, -0.0037, 0.0003, -0.0103, 0.0023, -0.0246, -0.0178, -0.0452, -0.0407, -0.0407, -0.042, -0.0306, -0.01, -0.0206, -0.0189, -0.0252, -0.0046, 0.0039, 0.0057, 0.0146, 0.0146, -0.003, -0.0035, 0.0, -0.0009, -0.0189, -0.0187, -0.0211, -0.0106, -0.008, 0.015, 0.0315, 0.0322, 0.042, 0.0267, 0.0137, 0.0041, 0.01, -0.0002, -0.0176, -0.0106, 0.0194, 0.0259, 0.0402, 0.0493, 0.0454, 0.0437, 0.0648, 0.0807, 0.0674, 0.067, 0.0576, 0.0494, 0.0576, 0.0539, 0.0889, 0.0806, 0.0759, 0.0626, 0.0583, 0.068, 0.068, 0.0602, 0.0685, 0.0476, 0.0726, 0.0989, 0.0931, 0.1061, 0.1215, 0.1217, 0.1283, 0.1296, 0.127, 0.1385, 0.1581, 0.1567, 0.1643, 0.1476, 0.142, 0.1722, 0.1744, 0.187, 0.1991, 0.1891, 0.2048, 0.2096, 0.1998, 0.237, 0.2048, 0.1726, 0.2224, 0.2094, 0.2228, 0.2469, 0.2113, 0.2261, 0.1717, 0.1774, 0.2024, 0.207, 0.1889, 0.208, 0.1991, 0.192, 0.1809, 0.1807, 0.1378, 0.1741, 0.1796, 0.1896, 0.2337, 0.232, 0.2607, 0.2561, 0.2406, 0.2246, 0.2252, 0.2328, 0.2024, 0.2011, 0.2202, 0.2278, 0.2561, 0.2561, 0.2359, 0.2491, 0.2315, 0.2393, 0.2417, 0.257, 0.2294, 0.2391, 0.2626, 0.287, 0.2709, 0.2891, 0.2832, 0.3016, 0.3186, 0.3203, 0.3436, 0.3582, 0.3657, 0.3657, 0.3733, 0.3366, 0.3522, 0.3438, 0.3438]}
{"unit_id": "reply:1942763216381313028", "ticker_idx": 1, "ts": "2025-07-09T01:50:20+00:00", "symbol": "TUR", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short turkey ($TUR)", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Pair trade from 2025 macro playbook: long South Africa (EZA) / short Turkey (TUR).", "resolved_tickers": ["TUR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@lawhon_sam macro trade number 2 from 25 trades for 2025 in december was long south africa ($EZA) short turkey ($TUR) if that counts", "reply_text": null, "parent_text": "@Citrini7 I don’t think I’ve ever seen Africa pitched as a trade idea - yet the VanEck Africa ETF is up 32% YTD https://t.co/sob0MErADz", "quoted_text": null, "parent_author": "lawhon_sam", "ret_m1d": -0.020433087427169316, "ret_signed_m1d": 0.020433087427169316, "alpha_spy_m1d": 0.014472205842027575, "alpha_c_m1d": 0.014472205842027575, "bench_spy_m1d": -0.005960881585141742, "bench_c_m1d": -0.005960881585141742, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014028721974730596, "ret_signed_p1d": -0.014028721974730596, "alpha_spy_p1d": -0.01120841175638776, "alpha_c_p1d": -0.01120841175638776, "bench_spy_p1d": 0.0028203102183428364, "bench_c_p1d": 0.0028203102183428364, "ret_p1w": -0.008844112526428693, "ret_signed_p1w": 0.008844112526428693, "alpha_spy_p1w": 0.009100459531306448, "alpha_c_p1w": 0.009100459531306448, "bench_spy_p1w": 0.00025634700487775497, "bench_c_p1w": 0.00025634700487775497, "ret_p1m": 0.05550477483113769, "ret_signed_p1m": -0.05550477483113769, "alpha_spy_p1m": -0.04238107068300123, "alpha_c_p1m": -0.04238107068300123, "bench_spy_p1m": 0.013123704148136461, "bench_c_p1m": 0.013123704148136461, "ret_p3m": 0.020738085194632605, "ret_signed_p3m": -0.020738085194632605, "alpha_spy_p3m": 0.05844019591140959, "alpha_c_p3m": 0.05844019591140959, "bench_spy_p3m": 0.07917828110604219, "bench_c_p3m": 0.07917828110604219, "ret_p6m": 0.060498510917450954, "ret_signed_p6m": -0.060498510917450954, "alpha_spy_p6m": 0.038484277733566996, "alpha_c_p6m": 0.038484277733566996, "bench_spy_p6m": 0.09898278865101795, "bench_c_p6m": 0.09898278865101795, "price_path": [-0.0365, -0.035, -0.0434, -0.0626, -0.0416, -0.0416, -0.0476, -0.0491, -0.0458, -0.0335, -0.0401, -0.0545, -0.0635, -0.0788, -0.0791, -0.0707, -0.0779, -0.0761, -0.0896, -0.0632, -0.0566, -0.0203, -0.0251, -0.0245, -0.0416, -0.026, -0.0242, -0.0431, -0.0563, -0.0479, -0.0617, -0.0617, -0.0731, -0.0821, -0.0827, -0.0993, -0.0975, -0.0737, -0.0581, -0.0557, -0.0506, -0.0491, -0.0338, -0.0356, -0.0518, -0.0764, -0.0659, -0.0787, -0.0817, -0.0817, -0.0863, -0.0826, -0.0589, -0.0643, -0.0793, -0.0701, -0.0162, -0.0095, 0.0085, 0.0076, 0.0076, -0.0107, -0.0204, 0.0, 0.014, 0.0116, 0.0055, 0.0015, -0.0088, 0.011, 0.0061, 0.0348, 0.0329, 0.0326, 0.0354, 0.0305, 0.0195, 0.0149, 0.0265, 0.0323, 0.0345, 0.0467, 0.0457, 0.0509, 0.0555, 0.0576, 0.0625, 0.0534, 0.0512, 0.0403, 0.0442, 0.0512, 0.0522, 0.0686, 0.083, 0.0884, 0.0958, 0.097, 0.083, 0.0839, 0.0762, 0.0762, 0.036, 0.022, 0.0287, 0.0165, -0.0076, -0.0034, 0.004, -0.0143, -0.0159, 0.0442, 0.0619, 0.0598, 0.0476, 0.079, 0.0851, 0.0692, 0.0765, 0.0732, 0.0604, 0.0543, 0.0439, 0.0662, 0.0506, 0.029, 0.0207, 0.0274, 0.0253, 0.0177, 0.0015, 0.0076, -0.0134, -0.007, -0.0137, -0.0271, -0.0009, -0.0021, 0.0052, 0.0098, 0.0381, 0.0335, 0.0363, 0.0342, 0.0259, 0.0415, 0.0506, 0.0342, 0.0409, 0.0445, 0.0326, 0.0232, 0.0018, 0.0073, -0.0003, 0.0018, 0.0088, 0.0156, 0.0265, 0.0241, 0.0302, 0.0296, 0.0229, 0.0244, 0.0244, 0.0217, 0.0378, 0.04, 0.0329, 0.0232, 0.032, 0.0497, 0.057, 0.0592, 0.0619, 0.0619, 0.0762, 0.0694, 0.0704, 0.0728, 0.0741, 0.0664, 0.0728, 0.0744, 0.0744, 0.071, 0.0602, 0.0605, 0.0605, 0.0605]}
{"unit_id": "reply:1918508865085177862", "ticker_idx": 0, "ts": "2025-05-03T03:32:12+00:00", "symbol": "9988.HK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "god pls give me the 30% down day in alibaba post ADR delisting so i can buy the dip in HK harder than i ever have", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Wants to aggressively buy Alibaba HK shares on a 30% dip if ADR delisting forces a selloff.", "resolved_tickers": ["9988.HK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pandawatch88 ngl DQ has always given me forced labor vibes but god pls give me the 30% down day in alibaba post ADR delisting so i can buy the dip in HK harder than i ever have", "reply_text": null, "parent_text": "Tencent Music: forced labor (996) and civil military fusion (songs can be used for marching).\n\nBullish HKEX I guess.", "quoted_text": null, "parent_author": "pandawatch88", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.0057674764286104185, "alpha_c_m1d": -0.01073810203832326, "bench_spy_m1d": 0.0057674764286104185, "bench_c_m1d": 0.01073810203832326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014754091477460207, "ret_signed_p1d": 0.014754091477460207, "alpha_spy_p1d": 0.02311230363755079, "alpha_c_p1d": 0.023485132222239802, "bench_spy_p1d": -0.008358212160090583, "bench_c_p1d": -0.008731040744779595, "ret_p1w": 0.0754098496264961, "ret_signed_p1w": 0.0754098496264961, "alpha_spy_p1w": 0.040840815250715146, "alpha_c_p1w": 0.009274988350099989, "bench_spy_p1w": 0.03456903437578096, "bench_c_p1w": 0.06613486127639612, "ret_p1m": -0.0663934429825207, "ret_signed_p1m": -0.0663934429825207, "alpha_spy_p1m": -0.12420964163217862, "alpha_c_p1m": -0.14743116652063148, "bench_spy_p1m": 0.057816198649657924, "bench_c_p1m": 0.08103772353811078, "ret_p3m": -0.04963943084262068, "ret_signed_p3m": -0.04963943084262068, "alpha_spy_p3m": -0.1746392528171825, "alpha_c_p3m": -0.16309627211801203, "bench_spy_p3m": 0.12499982197456183, "bench_c_p3m": 0.11345684127539135, "ret_p6m": 0.4045951738322917, "ret_signed_p6m": 0.4045951738322917, "alpha_spy_p6m": 0.17834960105105568, "alpha_c_p6m": 0.18988831027379693, "bench_spy_p6m": 0.22624557278123603, "bench_c_p6m": 0.21470686355849478, "price_path": [-0.2004, -0.1922, -0.1803, -0.1352, -0.1402, -0.0672, -0.0434, 0.0172, 0.0016, 0.0352, 0.0172, -0.009, 0.1352, 0.1123, 0.0705, 0.1221, 0.1123, 0.0451, 0.0689, 0.0475, 0.0648, 0.1541, 0.1475, 0.1025, 0.0951, 0.1049, 0.0779, 0.1131, 0.1107, 0.1754, 0.1566, 0.1107, 0.0713, 0.0885, 0.0467, 0.0615, 0.0664, 0.0738, 0.0492, 0.0639, 0.0656, 0.0123, 0.0123, -0.1697, -0.1598, -0.1508, -0.141, -0.1557, -0.1131, -0.0992, -0.1361, -0.109, -0.109, -0.109, -0.0984, -0.0492, -0.0672, -0.0525, -0.0557, -0.0574, -0.0369, -0.0369, 0.0, 0.0, 0.0148, -0.0057, -0.0041, 0.0131, 0.0754, 0.0336, 0.0689, 0.0566, 0.0115, -0.023, -0.0025, 0.009, -0.0238, -0.0262, -0.0418, -0.0328, -0.0516, -0.032, -0.0664, -0.0721, -0.0664, -0.0607, -0.0303, -0.0443, -0.0221, -0.0262, -0.0275, -0.0587, -0.08, -0.0726, -0.057, -0.0784, -0.0965, -0.0825, -0.0899, -0.0743, -0.0513, -0.0784, -0.0792, -0.0981, -0.0981, -0.1014, -0.1277, -0.1367, -0.1342, -0.1211, -0.1548, -0.1523, -0.1367, -0.1285, -0.0677, -0.0652, -0.0759, -0.0488, -0.0316, -0.0307, -0.0069, -0.0119, -0.0307, -0.0094, -0.0086, -0.0381, -0.0496, -0.0398, -0.0455, -0.0472, -0.0414, -0.0209, -0.0447, -0.0266, -0.0422, 0.0161, 0.0005, -0.0299, -0.0258, -0.0283, -0.0349, -0.0496, -0.0307, 0.0226, -0.0036, -0.002, -0.0488, -0.0496, 0.1261, 0.1064, 0.1015, 0.0662, 0.0826, 0.1278, 0.1656, 0.173, 0.1771, 0.2411, 0.2699, 0.2609, 0.3274, 0.3011, 0.3068, 0.3077, 0.3093, 0.4292, 0.4128, 0.3676, 0.4243, 0.4539, 0.4539, 0.504, 0.5204, 0.4826, 0.4826, 0.4588, 0.4235, 0.3586, 0.3356, 0.2781, 0.3274, 0.3241, 0.2682, 0.3298, 0.3561, 0.3298, 0.352, 0.3824, 0.426, 0.4046]}
{"unit_id": "quote:1920508901130183152", "ticker_idx": 0, "ts": "2025-05-08T15:59:38+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a s y m m e t r y", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses asymmetric long BTC thesis: digital gold + geopolitical hedge + risk-on upside.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "a s y m m e t r y", "reply_text": null, "parent_text": null, "quoted_text": "bitcoin: digital gold / beneficiary of changing global order but also will rip if we go risk on\n\npretty asymmetric", "parent_author": null, "ret_m1d": -0.06014192911081406, "ret_signed_m1d": -0.06014192911081406, "alpha_spy_m1d": -0.05322224350332527, "alpha_c_m1d": null, "bench_spy_m1d": -0.00691968560748879, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.002621130818400763, "ret_signed_p1d": -0.002621130818400763, "alpha_spy_p1d": -0.0013470154092410924, "alpha_c_p1d": null, "bench_spy_p1d": -0.0012741154091596707, "bench_c_p1d": null, "ret_p1w": 0.004873814094946027, "ret_signed_p1w": 0.004873814094946027, "alpha_spy_p1w": -0.04007715671609913, "alpha_c_p1w": null, "bench_spy_p1w": 0.044950970811045154, "bench_c_p1w": null, "ret_p1m": 0.011128114635994057, "ret_signed_p1m": 0.011128114635994057, "alpha_spy_p1m": -0.04918402069599548, "alpha_c_p1m": null, "bench_spy_p1m": 0.060312135331989536, "bench_c_p1m": null, "ret_p3m": 0.1055775874926701, "ret_signed_p3m": 0.1055775874926701, "alpha_spy_p3m": -0.009041122381899136, "alpha_c_p3m": null, "bench_spy_p3m": 0.11461870987456924, "bench_c_p3m": null, "ret_p6m": 0.06116441076732504, "ret_signed_p6m": 0.06116441076732504, "alpha_spy_p6m": -0.15281792970030428, "alpha_c_p6m": null, "bench_spy_p6m": 0.21398234046762932, "bench_c_p6m": null, "price_path": [-0.0562, -0.0726, -0.0519, -0.0641, -0.0555, -0.0723, -0.0746, -0.064, -0.0475, -0.0689, -0.1145, -0.1405, -0.183, -0.1796, -0.1828, -0.1664, -0.1552, -0.1222, -0.1286, -0.1598, -0.2393, -0.1974, -0.1891, -0.2148, -0.1867, -0.1856, -0.1988, -0.1587, -0.1848, -0.186, -0.1525, -0.1527, -0.1583, -0.1556, -0.183, -0.2004, -0.175, -0.201, -0.1951, -0.1879, -0.2325, -0.2612, -0.2002, -0.2287, -0.1921, -0.1811, -0.1896, -0.186, -0.1777, -0.182, -0.1523, -0.0949, -0.0924, -0.0901, -0.0825, -0.08, -0.0868, -0.0875, -0.0654, -0.0613, -0.0823, -0.0624, -0.0601, 0.0, -0.0026, -0.0042, 0.009, 0.0029, 0.0049, 0.0024, 0.0229, 0.0344, 0.0623, 0.0817, 0.0392, 0.06, 0.0557, 0.0442, 0.0232, 0.0073, 0.0256, 0.0212, 0.0144, -0.0161, 0.0111, 0.0683, 0.068, 0.0527, 0.026, 0.0276, 0.0344, 0.0132, 0.0159, 0.014, 0.0007, 0.0226, 0.0272, 0.0399, 0.036, 0.0373, 0.0377, 0.0238, 0.0544, 0.0621, 0.0464, 0.049, 0.0553, 0.0783, 0.1235, 0.1383, 0.1609, 0.1408, 0.1501, 0.1554, 0.143, 0.1375, 0.1623, 0.1503, 0.1465, 0.1394, 0.1422, 0.1422, 0.1413, 0.1212, 0.0976, 0.1146, 0.1056, 0.1142, 0.1381, 0.1303, 0.15, 0.164, 0.1947, 0.1464, 0.1371, 0.126, 0.0929, 0.1069, 0.0889, 0.132, 0.0667, 0.0829, 0.0773, 0.0901, 0.0501, 0.0582, 0.0771, 0.0822, 0.0725, 0.0718, 0.0855, 0.0803, 0.1038, 0.1188, 0.1246, 0.1182, 0.1317, 0.1281, 0.1346, 0.1206, 0.0921, 0.085, 0.0977, 0.0563, 0.0627, 0.1081, 0.1048, 0.1492, 0.1689, 0.1843, 0.2084, 0.1764, 0.1948, 0.1788, 0.0966, 0.1165, 0.0957, 0.073, 0.0479, 0.0313, 0.0712, 0.0507, 0.0431, 0.0661, 0.0755, 0.1054, 0.0941, 0.066, 0.0491, 0.0612]}
{"unit_id": "reply:1936664229349617804", "ticker_idx": 0, "ts": "2025-06-22T05:55:08+00:00", "symbol": "B2 Spirit bomber", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "long b2 bombers", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long defense/B2 bomber plays, short B2B SaaS sector.", "resolved_tickers": ["NOC"], "resolution_method": "exchange_ticker", "resolution_reason": "B-2 Spirit manufactured by Northrop Grumman (NOC)", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dalibali2 long b2 bombers short b2b saas", "reply_text": null, "parent_text": "Alls I know is Monday will be bad for b2b SaaS sigh", "quoted_text": null, "parent_author": "dalibali2", "ret_m1d": -0.003942650027539352, "ret_signed_m1d": -0.003942650027539352, "alpha_spy_m1d": 0.005838220122730053, "alpha_c_m1d": 0.00941772449377154, "bench_spy_m1d": -0.009780870150269405, "bench_c_m1d": -0.013360374521310892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03136079574124373, "ret_signed_p1d": -0.03136079574124373, "alpha_spy_p1d": -0.042408004734331484, "alpha_c_p1d": -0.03970217487826855, "bench_spy_p1d": 0.011047208993087754, "bench_c_p1d": 0.008341379137024818, "ret_p1w": 0.0006203913017002183, "ret_signed_p1w": 0.0006203913017002183, "alpha_spy_p1w": -0.02887226804576648, "alpha_c_p1w": -0.02482095974601184, "bench_spy_p1w": 0.0294926593474667, "bench_c_p1w": 0.025441351047712057, "ret_p1m": 0.12832459021131837, "ret_signed_p1m": 0.12832459021131837, "alpha_spy_p1m": 0.08048658148222643, "alpha_c_p1m": 0.07855399340934177, "bench_spy_p1m": 0.04783800872909194, "bench_c_p1m": 0.049770596801976597, "ret_p3m": 0.1527707867525181, "ret_signed_p3m": 0.1527707867525181, "alpha_spy_p3m": 0.04927991917143859, "alpha_c_p3m": 0.0909746204239199, "bench_spy_p3m": 0.1034908675810795, "bench_c_p3m": 0.06179616632859819, "ret_p6m": 0.14729590299636963, "ret_signed_p6m": 0.14729590299636963, "alpha_spy_p6m": 0.012992602177049228, "alpha_c_p6m": 0.05800950550055162, "bench_spy_p6m": 0.1343033008193204, "bench_c_p6m": 0.08928639749581802, "price_path": [0.0101, 0.0234, 0.0202, 0.0198, 0.022, 0.0202, 0.0261, -0.0329, -0.0408, -0.0201, 0.0204, 0.0279, 0.0636, 0.0672, 0.0544, 0.0706, 0.0763, 0.0763, 0.0583, -0.0757, -0.0586, -0.0777, -0.0575, -0.0374, -0.0398, -0.031, -0.0307, -0.0212, -0.0174, -0.029, -0.0319, -0.0352, -0.0387, -0.0456, -0.0625, -0.0911, -0.0658, -0.0575, -0.0616, -0.0507, -0.0561, -0.0581, -0.061, -0.061, -0.053, -0.0533, -0.0452, -0.0344, -0.0326, -0.0229, -0.0168, -0.0231, -0.0205, -0.0166, -0.0218, -0.0224, -0.0051, 0.0341, -0.0043, 0.0086, -0.01, -0.01, -0.0039, 0.0, -0.0314, -0.0255, -0.012, -0.0113, 0.0006, 0.0077, -0.0015, 0.0091, 0.0091, 0.0165, 0.0104, 0.0166, 0.0284, 0.0299, 0.0429, 0.0343, 0.0401, 0.0484, 0.0388, 0.0313, 0.1283, 0.1378, 0.1377, 0.1402, 0.138, 0.1472, 0.1464, 0.154, 0.1737, 0.1803, 0.1807, 0.1794, 0.1755, 0.163, 0.1612, 0.1624, 0.1649, 0.1682, 0.1687, 0.1704, 0.1732, 0.1859, 0.1952, 0.1857, 0.1743, 0.1868, 0.174, 0.1766, 0.1809, 0.1809, 0.1841, 0.1674, 0.1648, 0.1669, 0.1691, 0.1485, 0.1651, 0.1713, 0.1572, 0.1544, 0.164, 0.1595, 0.1528, 0.1513, 0.1576, 0.1595, 0.1779, 0.1769, 0.1945, 0.1934, 0.2242, 0.2164, 0.2156, 0.2247, 0.2427, 0.249, 0.2818, 0.2759, 0.2527, 0.2434, 0.2596, 0.2235, 0.2035, 0.1945, 0.2095, 0.2042, 0.1984, 0.217, 0.2167, 0.1974, 0.1956, 0.1754, 0.1625, 0.1723, 0.1561, 0.1596, 0.1462, 0.1492, 0.1424, 0.1311, 0.1387, 0.1223, 0.1211, 0.1211, 0.1312, 0.1387, 0.1352, 0.1399, 0.1386, 0.1363, 0.1441, 0.1394, 0.1394, 0.1498, 0.1005, 0.1034, 0.1162, 0.1156, 0.1075, 0.1167, 0.1108, 0.1203, 0.1298, 0.1494, 0.1616, 0.1473]}
{"unit_id": "reply:1936664229349617804", "ticker_idx": 1, "ts": "2025-06-22T05:55:08+00:00", "symbol": "b2b SaaS", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short b2b saas", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long defense/B2 bomber plays, short B2B SaaS sector.", "resolved_tickers": ["IGV", "WCLD"], "resolution_method": "basket", "resolution_reason": "B2B SaaS proxy via IGV and WCLD ETFs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dalibali2 long b2 bombers short b2b saas", "reply_text": null, "parent_text": "Alls I know is Monday will be bad for b2b SaaS sigh", "quoted_text": null, "parent_author": "dalibali2", "ret_m1d": -0.013872780074043356, "ret_signed_m1d": 0.013872780074043356, "alpha_spy_m1d": 0.004091909923773951, "alpha_c_m1d": 0.004091909923773951, "bench_spy_m1d": -0.009780870150269405, "bench_c_m1d": -0.009780870150269405, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016272889307191174, "ret_signed_p1d": -0.016272889307191174, "alpha_spy_p1d": -0.00522568031410342, "alpha_c_p1d": -0.00522568031410342, "bench_spy_p1d": 0.011047208993087754, "bench_c_p1d": 0.011047208993087754, "ret_p1w": 0.02777351615465784, "ret_signed_p1w": -0.02777351615465784, "alpha_spy_p1w": 0.0017191431928088585, "alpha_c_p1w": 0.0017191431928088585, "bench_spy_p1w": 0.0294926593474667, "bench_c_p1w": 0.0294926593474667, "ret_p1m": 0.035035761762345574, "ret_signed_p1m": -0.035035761762345574, "alpha_spy_p1m": 0.012802246966746367, "alpha_c_p1m": 0.012802246966746367, "bench_spy_p1m": 0.04783800872909194, "bench_c_p1m": 0.04783800872909194, "ret_p3m": 0.0641676963021961, "ret_signed_p3m": -0.0641676963021961, "alpha_spy_p3m": 0.039323171278883406, "alpha_c_p3m": 0.039323171278883406, "bench_spy_p3m": 0.1034908675810795, "bench_c_p3m": 0.1034908675810795, "ret_p6m": -0.0038311784827096407, "ret_signed_p6m": 0.0038311784827096407, "alpha_spy_p6m": 0.13813447930203004, "alpha_c_p6m": 0.13813447930203004, "bench_spy_p6m": 0.1343033008193204, "bench_c_p6m": 0.1343033008193204, "price_path": [-0.0673, -0.0831, -0.1095, -0.121, -0.1089, -0.0983, -0.156, -0.206, -0.2088, -0.2211, -0.1276, -0.162, -0.1565, -0.1525, -0.1424, -0.1599, -0.1642, -0.1642, -0.192, -0.1708, -0.1439, -0.1025, -0.0902, -0.0891, -0.0772, -0.0802, -0.0731, -0.0571, -0.0577, -0.0695, -0.0601, -0.0375, -0.0393, -0.0034, 0.0136, 0.0132, 0.0075, 0.0145, 0.0072, 0.0062, -0.0203, -0.012, -0.0207, -0.0207, -0.0017, -0.0094, -0.0128, -0.004, -0.0018, 0.0108, 0.0106, 0.011, 0.0183, 0.017, 0.0127, 0.0062, 0.0083, -0.0079, 0.0064, 0.0002, -0.0046, -0.0046, -0.0139, 0.0, 0.0163, 0.0089, 0.0185, 0.0132, 0.0278, 0.0163, 0.0186, 0.0436, 0.0436, 0.0391, 0.0419, 0.0463, 0.0214, -0.002, 0.0117, 0.0093, 0.017, 0.0312, 0.0337, 0.0345, 0.035, 0.0422, 0.0412, 0.0473, 0.0509, 0.0475, 0.0427, 0.0217, -0.0067, 0.0149, 0.0087, 0.0254, 0.0025, -0.0094, -0.0288, -0.0174, -0.0047, -0.0194, -0.0086, 0.0011, -0.0179, -0.0215, -0.0229, -0.0001, -0.0111, -0.0152, 0.0054, 0.0223, 0.0158, 0.0158, 0.002, 0.0016, -0.0018, 0.0161, 0.0328, 0.0331, 0.0311, 0.0407, 0.0306, 0.0408, 0.0381, 0.0437, 0.0642, 0.07, 0.0772, 0.0626, 0.0525, 0.0409, 0.0504, 0.0568, 0.0399, 0.0345, 0.0434, 0.0385, 0.0482, 0.0311, 0.0471, 0.0502, 0.0144, 0.0331, 0.026, 0.0231, 0.0147, 0.014, 0.0327, 0.0478, 0.0321, 0.044, 0.0532, 0.0616, 0.0596, 0.04, 0.033, 0.0511, 0.0531, 0.0154, 0.0206, 0.0063, 0.0142, 0.0344, 0.032, 0.0243, -0.0035, -0.0002, -0.0261, -0.0311, -0.0332, -0.0588, -0.0539, -0.0442, -0.0298, -0.0386, -0.0386, -0.0293, -0.0324, -0.0189, -0.0039, 0.0042, 0.0141, 0.0202, 0.0258, 0.0309, 0.0287, 0.0136, -0.0124, -0.0038]}
{"unit_id": "thread:1933691735646802227", "ticker_idx": 0, "ts": "2025-06-14T01:03:30+00:00", "symbol": "auto suppliers", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "to go out on a limb - auto suppliers right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on auto suppliers now as a cyclical out-of-favor group about to pick up a secular tailwind.", "resolved_tickers": ["APTV", "LEA", "BWA"], "resolution_method": "basket", "resolution_reason": "Auto suppliers basket: Aptiv, Lear, BorgWarner", "bench_c": "XLY", "bench_c_reason": "industry='Auto Parts'", "bench_c_industry": "Auto Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@Valentino_0x @ContrarianCurse @FischerRandom1 the best possible play no matter what is catching a cyclical out of favor group of names about to pick up a secular tailwind (nvidia in 22, rheinmetall at any point in the past 3 years)\n\n---\n\n@Valentino_0x @ContrarianCurse @FischerRandom1 some small cap healthcare stuff and connectivity/telco suppliers the past couple years are also sub categories here\n\n---\n\n@Valentino_0x @ContrarianCurse @FischerRandom1 and to go out on a limb - auto suppliers right now", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019614069158493213, "ret_signed_m1d": -0.019614069158493213, "alpha_spy_m1d": -0.010189438038147574, "alpha_c_m1d": -0.008960811493319436, "bench_spy_m1d": -0.009424631120345639, "bench_c_m1d": -0.010653257665173776, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019857695795017505, "ret_signed_p1d": -0.019857695795017505, "alpha_spy_p1d": -0.011312459266041741, "alpha_c_p1d": -0.002616349936555795, "bench_spy_p1d": -0.008545236528975764, "bench_c_p1d": -0.01724134585846171, "ret_p1w": -0.024540861876443516, "ret_signed_p1w": -0.024540861876443516, "alpha_spy_p1w": -0.023286764266409594, "alpha_c_p1w": -0.028446287455946313, "bench_spy_p1w": -0.0012540976100339218, "bench_c_p1w": 0.003905425579502797, "ret_p1m": 0.062483383175627814, "ret_signed_p1m": 0.062483383175627814, "alpha_spy_p1m": 0.0271425785905249, "alpha_c_p1m": 0.0367110810994243, "bench_spy_p1m": 0.035340804585102914, "bench_c_p1m": 0.025772302076203513, "ret_p3m": 0.24427883937096154, "ret_signed_p3m": 0.24427883937096154, "alpha_spy_p3m": 0.14987693115128034, "alpha_c_p3m": 0.13267836437900074, "bench_spy_p3m": 0.0944019082196812, "bench_c_p3m": 0.1116004749919608, "ret_p6m": 0.1783623764489075, "ret_signed_p6m": 0.1783623764489075, "alpha_spy_p6m": 0.03852286160839391, "alpha_c_p6m": 0.07155572728005355, "bench_spy_p6m": 0.1398395148405136, "bench_c_p6m": 0.10680664916885396, "price_path": [-0.0662, -0.0688, -0.0767, -0.054, -0.0532, -0.034, -0.0942, -0.1134, -0.1131, -0.1184, -0.1004, -0.1683, -0.1961, -0.2127, -0.2465, -0.1742, -0.2338, -0.2321, -0.2148, -0.2161, -0.2199, -0.204, -0.204, -0.2124, -0.1916, -0.1793, -0.1468, -0.1474, -0.1448, -0.1249, -0.1364, -0.1352, -0.1144, -0.1081, -0.1232, -0.1084, -0.078, -0.0632, -0.0141, 0.0024, -0.0006, -0.0079, -0.0011, -0.0104, -0.0078, -0.0263, -0.0259, -0.038, -0.038, -0.0071, -0.0225, -0.0133, -0.0258, -0.0492, -0.0327, -0.0472, -0.0488, -0.0376, -0.0246, 0.0209, 0.0132, 0.006, -0.0196, 0.0, -0.0199, -0.0127, -0.0127, -0.0214, -0.0245, -0.003, -0.01, 0.0016, 0.0068, 0.0052, 0.0554, 0.0745, 0.0755, 0.0755, 0.065, 0.0779, 0.0816, 0.0856, 0.0713, 0.0819, 0.0625, 0.0728, 0.0741, 0.0526, 0.0659, 0.0713, 0.1032, 0.0889, 0.0594, 0.0501, 0.0279, 0.0057, 0.0379, 0.0263, 0.0296, 0.0315, 0.0367, 0.0445, 0.0527, 0.0508, 0.1066, 0.1471, 0.1441, 0.1401, 0.1507, 0.1582, 0.155, 0.1476, 0.1998, 0.2079, 0.215, 0.2164, 0.2104, 0.2065, 0.2065, 0.2018, 0.2081, 0.2277, 0.2319, 0.2511, 0.2367, 0.2191, 0.2443, 0.2203, 0.2209, 0.2188, 0.2265, 0.2464, 0.2365, 0.222, 0.2241, 0.2133, 0.2071, 0.2251, 0.2158, 0.2212, 0.2308, 0.2382, 0.2498, 0.2408, 0.1963, 0.2025, 0.1747, 0.1532, 0.1619, 0.1795, 0.1905, 0.1959, 0.1867, 0.1921, 0.2177, 0.2067, 0.2133, 0.226, 0.2185, 0.2284, 0.2203, 0.2138, 0.2012, 0.226, 0.2187, 0.2488, 0.2402, 0.2532, 0.2434, 0.2491, 0.2575, 0.2366, 0.2141, 0.1754, 0.1739, 0.1535, 0.1095, 0.1658, 0.1711, 0.1982, 0.1919, 0.1919, 0.1949, 0.1944, 0.1997, 0.2077, 0.2003, 0.1949, 0.1757, 0.1784]}
{"unit_id": "reply:1970180815133786524", "ticker_idx": 0, "ts": "2025-09-22T17:38:05+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I see Amazon growing significantly as a share of their customer mix", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Amazon growing as share of the company's customer mix, implying bullish on the named beneficiary.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@caretak8r I see Amazon growing significantly as a share of their customer mix", "reply_text": null, "parent_text": "@Citrini7 Single customer risk with Apple, however. Do you see these risks improving?", "quoted_text": null, "parent_author": "caretak8r", "ret_m1d": 0.016913371533373134, "ret_signed_m1d": 0.016913371533373134, "alpha_spy_m1d": 0.021622194074600087, "alpha_c_m1d": 0.013644994126069454, "bench_spy_m1d": -0.0047088225412269535, "bench_c_m1d": 0.0032683774073036798, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030400202172415014, "ret_signed_p1d": -0.030400202172415014, "alpha_spy_p1d": -0.0249566357835862, "alpha_c_p1d": -0.02099059713191509, "bench_spy_p1d": -0.005443566388828813, "bench_c_p1d": -0.009409605040499924, "ret_p1w": -0.023986322526672543, "ret_signed_p1w": -0.023986322526672543, "alpha_spy_p1w": -0.01924749165491213, "alpha_c_p1w": -0.026401136840661588, "bench_spy_p1w": -0.004738830871760413, "bench_c_p1w": 0.0024148143139890443, "ret_p1m": -0.024601353000008097, "ret_signed_p1m": -0.024601353000008097, "alpha_spy_p1m": -0.03127452453996005, "alpha_c_p1m": -0.020396173832764708, "bench_spy_p1m": 0.00667317153995195, "bench_c_p1m": -0.004205179167243389, "ret_p3m": -0.003822037329500816, "ret_signed_p3m": -0.003822037329500816, "alpha_spy_p3m": -0.018263132173314878, "alpha_c_p3m": -0.022557944959456844, "bench_spy_p3m": 0.014441094843814062, "bench_c_p3m": 0.018735907629956028, "ret_p6m": -0.054606192803841824, "ret_signed_p6m": -0.054606192803841824, "alpha_spy_p6m": -0.06350191385523807, "alpha_c_p6m": 0.0010662512428712967, "bench_spy_p6m": 0.008895721051396244, "bench_c_p6m": -0.05567244404671312, "price_path": [-0.0687, -0.0462, -0.019, -0.0362, -0.0315, -0.0339, -0.0185, -0.0185, -0.0183, -0.0363, -0.0224, -0.0236, -0.0115, -0.0085, -0.0056, -0.0195, -0.0165, -0.0066, 0.0073, -0.0007, 0.0029, 0.0202, 0.0167, 0.0227, 0.0148, 0.0112, 0.0285, -0.0566, -0.0702, -0.061, -0.0234, -0.0198, -0.0217, -0.0278, -0.0271, -0.0135, 0.0147, 0.0149, 0.017, 0.0017, -0.0168, -0.025, 0.0053, 0.0014, 0.0047, 0.0065, 0.0174, 0.006, 0.006, -0.0101, -0.0072, 0.0354, 0.0206, 0.0361, 0.0466, 0.0119, 0.0102, 0.0023, 0.0167, 0.0282, 0.0175, 0.0158, 0.0169, 0.0, -0.0304, -0.0326, -0.0416, -0.0345, -0.024, -0.0354, -0.0308, -0.0229, -0.0357, -0.0296, -0.0257, -0.0106, 0.0005, -0.0495, -0.0332, -0.0494, -0.053, -0.0578, -0.0641, -0.049, -0.0246, -0.0425, -0.0287, -0.015, -0.0029, 0.0071, 0.0117, -0.021, 0.0729, 0.1158, 0.0953, 0.0992, 0.0677, 0.0737, 0.0912, 0.0943, 0.0728, 0.0437, 0.031, 0.023, -0.0223, -0.0217, -0.0461, -0.0305, -0.0059, 0.009, 0.0067, 0.0067, 0.0246, 0.0275, 0.0298, 0.0209, 0.0065, 0.0083, -0.0033, 0.0013, 0.0182, 0.0116, -0.0063, -0.0224, -0.0223, -0.0279, -0.0038, -0.0012, 0.0035, 0.0198, 0.0209, 0.0209, 0.0215, 0.0195, 0.0215, 0.014, 0.014, -0.005, 0.0239, 0.0584, 0.0612, 0.082, 0.0868, 0.0828, 0.0658, 0.0396, 0.0463, 0.0505, 0.0505, 0.0148, 0.0162, 0.0295, 0.0507, 0.0474, 0.0749, 0.0676, 0.0619, 0.0513, 0.0673, 0.0483, 0.0235, -0.0217, -0.076, -0.0831, -0.0908, -0.1035, -0.1231, -0.1267, -0.1267, -0.1163, -0.1003, -0.1, -0.077, -0.0982, -0.0838, -0.0746, -0.0866, -0.0775, -0.0845, -0.083, -0.0475, -0.0382, -0.0633, -0.0621, -0.0584, -0.0658, -0.0795, -0.0877, -0.0698, -0.0546]}
{"unit_id": "thread:1955973508636266511", "ticker_idx": 0, "ts": "2025-08-14T12:43:19+00:00", "symbol": "small caps", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i still think they'll outperform", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still expects US small caps to outperform despite recent frustration.", "resolved_tickers": ["IWM"], "resolution_method": "etf", "resolution_reason": "US small caps sector via IWM ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "the greatest trick the devil ever pulled was convincing me small caps could go up for three days in a row https://t.co/4pqTygfWOh\n\n---\n\nmight be silly but i still think they’ll outperform", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013056475405306633, "ret_signed_m1d": 0.013056475405306633, "alpha_spy_m1d": 0.013149527647698611, "alpha_c_m1d": 0.013149527647698611, "bench_spy_m1d": -9.305224239197774e-05, "bench_c_m1d": -9.305224239197774e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004863275958968627, "ret_signed_p1d": -0.004863275958968627, "alpha_spy_p1d": -0.002521986102188012, "alpha_c_p1d": -0.002521986102188012, "bench_spy_p1d": -0.002341289856780615, "bench_c_p1d": -0.002341289856780615, "ret_p1w": -0.009945563763445686, "ret_signed_p1w": -0.009945563763445686, "alpha_spy_p1w": 0.0046292805410651505, "alpha_c_p1w": 0.0046292805410651505, "bench_spy_p1w": -0.014574844304510837, "bench_c_p1w": -0.014574844304510837, "ret_p1m": 0.04425164663213699, "ret_signed_p1m": 0.04425164663213699, "alpha_spy_p1m": 0.02493247410039534, "alpha_c_p1m": 0.02493247410039534, "bench_spy_p1m": 0.019319172531741646, "bench_c_p1m": 0.019319172531741646, "ret_p3m": 0.07313708524210583, "ret_signed_p3m": 0.07313708524210583, "alpha_spy_p3m": 0.011204375851893822, "alpha_c_p3m": 0.011204375851893822, "bench_spy_p3m": 0.061932709390212004, "bench_c_p3m": 0.061932709390212004, "ret_p6m": 0.1683446343445616, "ret_signed_p6m": 0.1683446343445616, "alpha_spy_p6m": 0.09139138426833027, "alpha_c_p6m": 0.09139138426833027, "bench_spy_p6m": 0.07695325007623133, "bench_c_p6m": 0.07695325007623133, "price_path": [-0.087, -0.0865, -0.1121, -0.1122, -0.115, -0.115, -0.0925, -0.1021, -0.0994, -0.104, -0.1012, -0.0867, -0.0893, -0.0889, -0.0742, -0.0678, -0.0627, -0.0666, -0.0703, -0.0873, -0.0765, -0.0863, -0.0814, -0.0814, -0.0834, -0.0722, -0.0603, -0.0713, -0.0562, -0.0559, -0.0545, -0.0448, -0.0316, -0.0226, -0.0226, -0.0373, -0.0306, -0.0201, -0.0151, -0.0287, -0.0221, -0.0413, -0.0316, -0.0189, -0.0259, -0.0298, -0.0218, -0.0068, -0.0205, -0.0169, -0.0181, -0.0243, -0.0293, -0.0388, -0.0584, -0.0373, -0.0324, -0.0336, -0.0368, -0.0347, -0.0349, -0.0063, 0.0131, 0.0, -0.0049, -0.0012, -0.0089, -0.0124, -0.0099, 0.0289, 0.0181, 0.0265, 0.0337, 0.035, 0.0304, 0.0304, 0.0248, 0.0238, 0.0366, 0.0418, 0.0439, 0.0377, 0.0359, 0.055, 0.0443, 0.0487, 0.047, 0.0496, 0.0758, 0.0676, 0.0738, 0.0714, 0.0615, 0.0514, 0.0604, 0.0616, 0.0631, 0.0654, 0.0722, 0.0801, 0.0844, 0.0728, 0.084, 0.077, 0.0448, 0.0739, 0.0892, 0.0999, 0.0767, 0.0695, 0.0904, 0.0852, 0.0692, 0.0827, 0.0959, 0.0998, 0.0939, 0.0846, 0.0758, 0.0819, 0.0784, 0.0598, 0.0751, 0.056, 0.0616, 0.0722, 0.0731, 0.0705, 0.0404, 0.0434, 0.0227, 0.0258, 0.0256, 0.0067, 0.0352, 0.0541, 0.077, 0.0866, 0.0866, 0.093, 0.0792, 0.0772, 0.0968, 0.1064, 0.1018, 0.1023, 0.1046, 0.1196, 0.1327, 0.1154, 0.1069, 0.1017, 0.09, 0.0964, 0.1056, 0.1179, 0.1113, 0.1141, 0.1141, 0.1084, 0.1016, 0.0934, 0.0852, 0.0852, 0.0968, 0.1142, 0.1289, 0.1263, 0.1386, 0.1472, 0.1528, 0.1522, 0.1603, 0.1705, 0.1716, 0.1716, 0.1576, 0.1806, 0.1894, 0.1674, 0.1638, 0.1671, 0.1608, 0.1611, 0.1447, 0.1558, 0.1585, 0.1485, 0.1278, 0.1683]}
{"unit_id": "orig:1926834376366514563", "ticker_idx": 0, "ts": "2025-05-26T02:54:48+00:00", "symbol": "bonds", "kind": "macro", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bonds rip from here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects bonds to rally from here.", "resolved_tickers": ["AGG"], "resolution_method": "etf", "resolution_reason": "Generic bonds proxy via AGG broad bond ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "kind of get the feeling bonds rip from here", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0045250238765846, "ret_signed_p1d": 0.0045250238765846, "alpha_spy_p1d": -0.016265537241927808, "alpha_c_p1d": -0.016265537241927808, "bench_spy_p1d": 0.020790561118512407, "bench_c_p1d": 0.020790561118512407, "ret_p1w": 0.006192528797776431, "ret_signed_p1w": 0.006192528797776431, "alpha_spy_p1w": -0.017291888994981575, "alpha_c_p1w": -0.017291888994981575, "bench_spy_p1w": 0.023484417792758006, "bench_c_p1w": 0.023484417792758006, "ret_p1m": 0.01960585253178304, "ret_signed_p1m": 0.01960585253178304, "alpha_spy_p1m": -0.03127190020969861, "alpha_c_p1m": -0.03127190020969861, "bench_spy_p1m": 0.05087775274148165, "bench_c_p1m": 0.05087775274148165, "ret_p3m": 0.02664090669570185, "ret_signed_p3m": 0.02664090669570185, "alpha_spy_p3m": -0.07406338704746163, "alpha_c_p3m": -0.07406338704746163, "bench_spy_p3m": 0.10070429374316348, "bench_c_p3m": 0.10070429374316348, "ret_p6m": 0.049649830495223535, "ret_signed_p6m": 0.049649830495223535, "alpha_spy_p6m": -0.09670717875034418, "alpha_c_p6m": -0.09670717875034418, "bench_spy_p6m": 0.14635700924556772, "bench_c_p6m": 0.14635700924556772, "price_path": [0.008, 0.0064, 0.0109, 0.0131, 0.0105, 0.0071, 0.0061, 0.0048, 0.0096, 0.0061, 0.0031, 0.0062, 0.0041, 0.0054, 0.0065, 0.0094, 0.01, 0.0088, 0.0049, 0.0058, 0.0034, 0.0029, 0.0087, 0.0106, 0.0144, 0.0133, 0.0186, 0.0195, 0.0066, 0.0014, 0.0036, -0.0043, -0.0053, 0.0006, 0.0026, 0.0058, 0.0032, 0.0032, -0.0028, -0.001, 0.0015, 0.007, 0.0107, 0.0135, 0.0159, 0.015, 0.0122, 0.0073, 0.0056, 0.008, 0.0096, 0.0043, 0.0053, 0.002, 0.0009, -0.002, 0.0037, 0.0043, 0.004, 0.0023, -0.0043, -0.0014, 0.0, 0.0, 0.0045, 0.0027, 0.0064, 0.0088, 0.0062, 0.0055, 0.0115, 0.0089, 0.0037, 0.005, 0.0072, 0.0106, 0.0143, 0.0107, 0.0087, 0.0118, 0.0125, 0.0125, 0.0134, 0.0155, 0.0196, 0.0195, 0.0223, 0.0194, 0.0235, 0.0226, 0.0213, 0.0193, 0.0193, 0.0156, 0.0152, 0.0195, 0.0192, 0.0149, 0.0148, 0.0118, 0.0133, 0.0137, 0.0155, 0.0183, 0.0203, 0.018, 0.0174, 0.0191, 0.0177, 0.0232, 0.0203, 0.0208, 0.0297, 0.0305, 0.0308, 0.0304, 0.0295, 0.0276, 0.0283, 0.0283, 0.032, 0.0291, 0.0276, 0.0264, 0.0284, 0.029, 0.0266, 0.0324, 0.0308, 0.032, 0.0331, 0.0343, 0.033, 0.033, 0.0302, 0.034, 0.0382, 0.0431, 0.0466, 0.0445, 0.0466, 0.0486, 0.0476, 0.0494, 0.0498, 0.0479, 0.045, 0.045, 0.0438, 0.0454, 0.0435, 0.042, 0.0427, 0.0447, 0.0446, 0.0473, 0.0484, 0.0473, 0.045, 0.0468, 0.0469, 0.0456, 0.0499, 0.0519, 0.0536, 0.0531, 0.0569, 0.0554, 0.0572, 0.0583, 0.0582, 0.0563, 0.0573, 0.058, 0.0587, 0.0537, 0.0517, 0.051, 0.0498, 0.0503, 0.0474, 0.0513, 0.0509, 0.0505, 0.0536, 0.0532, 0.0501, 0.0488, 0.049, 0.0496]}
{"unit_id": "reply:1960382609935958285", "ticker_idx": 0, "ts": "2025-08-26T16:43:31+00:00", "symbol": "Envicool", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "absolutely should have owned envicool", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Envicool (missed); less positive / bearish lean on AMEC from here.", "resolved_tickers": ["002837.SZ"], "resolution_method": "exchange_ticker", "resolution_reason": "Envicool Technology, Shenzhen A-share 002837", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zephyr_z9 absolutely should have owned envicool. less positive on AMEC here.", "reply_text": null, "parent_text": "No AMEC & Envicool??\nHua Hong is more China semiconductor play rather than AI", "quoted_text": null, "parent_author": "zephyr_z9", "ret_m1d": 0.0008818375573442783, "ret_signed_m1d": 0.0008818375573442783, "alpha_spy_m1d": 0.005051415731854636, "alpha_c_m1d": 0.011066632233840301, "bench_spy_m1d": -0.004169578174510358, "bench_c_m1d": -0.010184794676496023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05599642979329622, "ret_signed_p1d": 0.05599642979329622, "alpha_spy_p1d": 0.05371791651128688, "alpha_c_p1d": 0.05612708151184942, "bench_spy_p1d": 0.0022785132820093423, "bench_c_p1d": -0.00013065171855319857, "ret_p1w": 0.06040561758001739, "ret_signed_p1w": 0.06040561758001739, "alpha_spy_p1w": 0.06798514229218355, "alpha_c_p1w": 0.07744560123345412, "bench_spy_p1w": -0.0075795247121661635, "bench_c_p1w": -0.01703998365343673, "ret_p1m": 0.16122868054390405, "ret_signed_p1m": 0.16122868054390405, "alpha_spy_p1m": 0.13368072796201513, "alpha_c_p1m": 0.1631285658965177, "bench_spy_p1m": 0.027547952581888913, "bench_c_p1m": -0.0018998853526136505, "ret_p3m": 0.012639598770106675, "ret_signed_p3m": 0.012639598770106675, "alpha_spy_p3m": -0.01169103428678775, "alpha_c_p3m": 0.03171525295976907, "bench_spy_p3m": 0.024330633056894424, "bench_c_p3m": -0.019075654189662394, "ret_p6m": 0.6628453462897881, "ret_signed_p6m": 0.6628453462897881, "alpha_spy_p6m": 0.5929925327905177, "alpha_c_p6m": 0.5114113480552975, "bench_spy_p6m": 0.06985281349927042, "bench_c_p6m": 0.15143399823449055, "price_path": [-0.636, -0.6434, -0.6434, -0.6465, -0.627, -0.6049, -0.6073, -0.6007, -0.6068, -0.6104, -0.6007, -0.602, -0.577, -0.5782, -0.5608, -0.5556, -0.5801, -0.5995, -0.5926, -0.5728, -0.5758, -0.5636, -0.5633, -0.567, -0.5776, -0.5761, -0.5678, -0.5736, -0.5464, -0.5504, -0.5445, -0.5498, -0.532, -0.5022, -0.5191, -0.5126, -0.4981, -0.5151, -0.535, -0.5351, -0.5312, -0.5348, -0.5151, -0.5116, -0.4628, -0.409, -0.397, -0.3752, -0.3974, -0.3665, -0.3802, -0.3182, -0.2644, -0.1953, -0.1623, -0.1442, -0.062, 0.0317, -0.0085, 0.0185, -0.0506, -0.035, 0.0009, 0.0, 0.056, 0.1617, 0.1758, 0.1781, 0.0604, 0.0839, -0.0053, 0.0445, 0.016, -0.0131, 0.0631, 0.1142, 0.1068, 0.0945, 0.1099, 0.1085, 0.1476, 0.0941, 0.2034, 0.2155, 0.1612, 0.2534, 0.1728, 0.2313, 0.1755, 0.1755, 0.1755, 0.1755, 0.1755, 0.1755, 0.1755, 0.1427, 0.1248, 0.1552, 0.1357, 0.0922, 0.1246, 0.0122, 0.0165, 0.0575, 0.0692, 0.0381, 0.0876, 0.1498, 0.1063, 0.1476, 0.0777, 0.0297, 0.0564, 0.0128, -0.0193, 0.0163, 0.0178, -0.0219, -0.027, -0.0151, 0.0833, 0.0313, 0.0938, 0.0929, 0.0625, 0.0717, 0.0126, 0.0123, 0.0783, 0.0991, 0.0658, 0.0554, 0.0822, 0.0489, 0.0479, 0.0417, 0.0525, 0.1224, 0.1558, 0.133, 0.1055, 0.1592, 0.2049, 0.2419, 0.3661, 0.3837, 0.3394, 0.3874, 0.5262, 0.6339, 0.6286, 0.6254, 0.6067, 0.6637, 0.571, 0.571, 0.571, 0.5579, 0.5065, 0.5359, 0.4927, 0.5019, 0.4709, 0.4211, 0.455, 0.5187, 0.5085, 0.5048, 0.4155, 0.4605, 0.4624, 0.4308, 0.4306, 0.4392, 0.532, 0.4602, 0.5725, 0.5257, 0.6133, 0.5625, 0.459, 0.4652, 0.5259, 0.5254, 0.4624, 0.6086, 0.6628, 0.6628, 0.6628, 0.6628]}
{"unit_id": "reply:1960382609935958285", "ticker_idx": 1, "ts": "2025-08-26T16:43:31+00:00", "symbol": "AMEC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "less positive on AMEC here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Envicool (missed); less positive / bearish lean on AMEC from here.", "resolved_tickers": ["688012.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "Advanced Micro-Fabrication Equipment China, Shanghai A-share", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zephyr_z9 absolutely should have owned envicool. less positive on AMEC here.", "reply_text": null, "parent_text": "No AMEC & Envicool??\nHua Hong is more China semiconductor play rather than AI", "quoted_text": null, "parent_author": "zephyr_z9", "ret_m1d": -0.013972670320140379, "ret_signed_m1d": 0.013972670320140379, "alpha_spy_m1d": 0.009803092145630021, "alpha_c_m1d": 0.004436104406113972, "bench_spy_m1d": -0.004169578174510358, "bench_c_m1d": -0.009536565914026407, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03257173144808667, "ret_signed_p1d": 0.03257173144808667, "alpha_spy_p1d": 0.034850244730096014, "alpha_c_p1d": 0.03563824622292944, "bench_spy_p1d": 0.0022785132820093423, "bench_c_p1d": 0.0030665147748427657, "ret_p1w": -0.0069162915138905046, "ret_signed_p1w": 0.0069162915138905046, "alpha_spy_p1w": -0.000663233198275659, "alpha_c_p1w": -0.02769191598824927, "bench_spy_p1w": -0.0075795247121661635, "bench_c_p1w": -0.034608207502139776, "ret_p1m": 0.35754010543882275, "ret_signed_p1m": -0.35754010543882275, "alpha_spy_p1m": -0.32999215285693384, "alpha_c_p1m": -0.27545084805098874, "bench_spy_p1m": 0.027547952581888913, "bench_c_p1m": 0.08208925738783401, "ret_p3m": 0.24772177323494526, "ret_signed_p3m": -0.24772177323494526, "alpha_spy_p3m": -0.22339114017805084, "alpha_c_p3m": -0.1487158270269746, "bench_spy_p3m": 0.024330633056894424, "bench_c_p3m": 0.09900594620797065, "ret_p6m": 0.6098882694815739, "ret_signed_p6m": -0.6098882694815739, "alpha_spy_p6m": -0.5400354559823035, "alpha_c_p6m": -0.21533502115360648, "bench_spy_p6m": 0.06985281349927042, "bench_c_p6m": 0.39455324832796745, "price_path": [-0.1756, -0.1835, -0.1835, -0.1654, -0.1629, -0.1602, -0.1602, -0.1658, -0.2008, -0.2074, -0.2256, -0.1985, -0.1921, -0.2024, -0.1982, -0.1933, -0.1994, -0.1666, -0.1641, -0.1564, -0.165, -0.1612, -0.1495, -0.1472, -0.1659, -0.1695, -0.1558, -0.1577, -0.1392, -0.1492, -0.1561, -0.1384, -0.1635, -0.1589, -0.1668, -0.1673, -0.1483, -0.1415, -0.1238, -0.0723, -0.07, -0.0659, -0.0651, -0.0355, -0.0477, -0.0765, -0.1004, -0.085, -0.0879, -0.0838, -0.083, -0.0844, -0.0962, -0.0997, -0.1004, -0.1026, -0.0925, -0.0913, -0.1046, -0.0747, -0.0541, 0.0085, -0.014, 0.0, -0.0326, 0.0538, 0.0008, 0.043, -0.0069, -0.0093, -0.0869, -0.0653, -0.006, -0.0449, -0.0392, -0.0102, -0.0116, 0.0052, 0.0, 0.0617, 0.1831, 0.187, 0.1991, 0.3085, 0.3575, 0.3459, 0.3552, 0.4253, 0.3972, 0.3972, 0.3972, 0.3972, 0.3972, 0.3972, 0.3972, 0.4912, 0.3692, 0.379, 0.2781, 0.2804, 0.2823, 0.2239, 0.2282, 0.2602, 0.2467, 0.2487, 0.3148, 0.3803, 0.3809, 0.3863, 0.4021, 0.3055, 0.2987, 0.3685, 0.3716, 0.43, 0.4446, 0.4787, 0.4304, 0.4148, 0.4184, 0.374, 0.3515, 0.4014, 0.3949, 0.3251, 0.2477, 0.2669, 0.2591, 0.2629, 0.2416, 0.2529, 0.2244, 0.2169, 0.2126, 0.2638, 0.2796, 0.291, 0.2921, 0.2795, 0.2525, 0.3063, 0.2892, 0.2735, 0.3046, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.2745, 0.4549, 0.5406, 0.6465, 0.6163, 0.5733, 0.6482, 0.6169, 0.6467, 0.7337, 0.7624, 0.7711, 0.7025, 0.7057, 0.6518, 0.7176, 0.6501, 0.6687, 0.7225, 0.6234, 0.626, 0.5547, 0.6186, 0.6319, 0.6677, 0.6319, 0.6454, 0.6379, 0.6209, 0.6122, 0.6099, 0.6099, 0.6099, 0.6099]}
{"unit_id": "reply:1966550672255467563", "ticker_idx": 0, "ts": "2025-09-12T17:13:11+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is my humble opinion that TER is going higher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TER is going higher from current levels.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MirCapitalStrat it is my humble opinion that TER is going higher", "reply_text": null, "parent_text": "@Citrini7 Does this apply to me if I didn't take TER profits at $120?", "quoted_text": null, "parent_author": "MirCapitalStrat", "ret_m1d": 0.029579432380765658, "ret_signed_m1d": 0.029579432380765658, "alpha_spy_m1d": 0.02924461380496357, "alpha_c_m1d": 0.03086109083332378, "bench_spy_m1d": 0.0003348185758020872, "bench_c_m1d": -0.001281658452558121, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016304347826086918, "ret_signed_p1d": 0.016304347826086918, "alpha_spy_p1d": 0.01098039540515483, "alpha_c_p1d": 0.0069392179089133865, "bench_spy_p1d": 0.005323952420932088, "bench_c_p1d": 0.009365129917173531, "ret_p1w": 0.06780114264551296, "ret_signed_p1w": 0.06780114264551296, "alpha_spy_p1w": 0.05543420283392697, "alpha_c_p1w": 0.030373516965829683, "bench_spy_p1w": 0.012366939811585986, "bench_c_p1w": 0.037427625679683274, "ret_p1m": 0.23957608287175458, "ret_signed_p1m": 0.23957608287175458, "alpha_spy_p1m": 0.22821593952146602, "alpha_c_p1m": 0.12315268754012587, "bench_spy_p1m": 0.011360143350288565, "bench_c_p1m": 0.11642339533162871, "ret_p3m": 0.8189964816539494, "ret_signed_p3m": 0.8189964816539494, "alpha_spy_p3m": 0.7702197070522978, "alpha_c_p3m": 0.5896984192607921, "bench_spy_p3m": 0.04877677460165164, "bench_c_p3m": 0.2292980623931573, "ret_p6m": 1.6442274071532443, "ret_signed_p6m": 1.6442274071532443, "alpha_spy_p6m": 1.606579136876005, "alpha_c_p6m": 1.3442895536560298, "bench_spy_p6m": 0.03764827027723938, "bench_c_p6m": 0.2999378534972146, "price_path": [-0.2307, -0.2322, -0.2322, -0.232, -0.2225, -0.1955, -0.1972, -0.1896, -0.1958, -0.1997, -0.1819, -0.1617, -0.1717, -0.1717, -0.1937, -0.1792, -0.1742, -0.1222, -0.1362, -0.1525, -0.172, -0.1813, -0.174, -0.1641, -0.1561, -0.166, -0.172, -0.1871, -0.1976, -0.1888, -0.1941, -0.0419, -0.0438, -0.0729, -0.059, -0.0483, -0.0665, -0.0525, -0.0435, -0.0683, -0.0064, 0.0147, -0.0047, -0.0261, -0.0173, -0.0154, -0.0252, -0.0272, 0.0262, 0.042, 0.0557, 0.0413, 0.0493, 0.0524, 0.0524, 0.0735, 0.0648, 0.0626, 0.0709, 0.0593, 0.0252, 0.0497, 0.0296, 0.0, 0.0163, 0.0151, 0.0185, 0.0586, 0.0678, 0.2044, 0.1999, 0.1868, 0.1838, 0.2055, 0.1968, 0.2263, 0.2573, 0.2877, 0.2976, 0.3174, 0.2486, 0.2883, 0.2936, 0.1768, 0.2396, 0.2203, 0.2565, 0.2411, 0.2309, 0.2401, 0.277, 0.237, 0.2922, 0.2855, 0.3141, 0.2864, 0.5497, 0.5759, 0.6194, 0.6311, 0.565, 0.6713, 0.6484, 0.624, 0.6401, 0.579, 0.5972, 0.511, 0.5143, 0.4918, 0.4587, 0.4988, 0.389, 0.4158, 0.4798, 0.495, 0.5994, 0.5994, 0.6218, 0.6016, 0.6935, 0.7394, 0.771, 0.7901, 0.8099, 0.783, 0.819, 0.8186, 0.7241, 0.736, 0.7145, 0.6514, 0.6981, 0.7403, 0.7585, 0.7699, 0.7701, 0.7701, 0.7734, 0.7597, 0.7536, 0.7258, 0.7258, 0.8506, 0.9571, 1.0404, 0.9837, 0.9287, 0.9371, 1.0004, 1.0442, 1.0524, 1.0302, 1.0342, 1.0342, 0.9971, 1.0676, 1.0431, 1.0434, 1.0663, 1.1304, 1.2333, 1.2457, 1.1493, 1.2249, 1.5231, 1.3991, 1.4175, 1.6758, 1.7641, 1.7185, 1.8661, 1.7732, 1.8067, 1.8067, 1.7253, 1.8082, 1.8178, 1.8976, 1.841, 1.9355, 2.0579, 1.9677, 1.8546, 1.9064, 1.7136, 1.7224, 1.7258, 1.4356, 1.6442]}
{"unit_id": "reply:1930875534529139134", "ticker_idx": 0, "ts": "2025-06-06T06:32:56+00:00", "symbol": "ROOT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if i have to pick insurance adjacent shitcos im going for ROOT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers ROOT over LMND among insurance-adjacent names; implicit long lean on ROOT.", "resolved_tickers": ["ROOT"], "resolution_method": "exchange_ticker", "resolution_reason": "Root Inc, Nasdaq ticker ROOT, insurtech", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Insurance - Property & Casualty", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jing0_ @ColdBloodShill if i have to pick insurance adjacent shitcos im going for ROOT", "reply_text": null, "parent_text": "@Citrini7 what you think about @ColdBloodShill favourite $lmnd", "quoted_text": null, "parent_author": "jing0_", "ret_m1d": -0.08277860615739874, "ret_signed_m1d": -0.08277860615739874, "alpha_spy_m1d": -0.072614006368938, "alpha_c_m1d": -0.072614006368938, "bench_spy_m1d": -0.010164599788460738, "bench_c_m1d": -0.010164599788460738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007842895109172243, "ret_signed_p1d": 0.007842895109172243, "alpha_spy_p1d": 0.00694161222102796, "alpha_c_p1d": 0.00694161222102796, "bench_spy_p1d": 0.0009012828881442836, "bench_c_p1d": 0.0009012828881442836, "ret_p1w": -0.033216855124566846, "ret_signed_p1w": -0.033216855124566846, "alpha_spy_p1w": -0.029645108235960893, "alpha_c_p1w": -0.029645108235960893, "bench_spy_p1w": -0.0035717468886059534, "bench_c_p1w": -0.0035717468886059534, "ret_p1m": -0.2109668187450302, "ret_signed_p1m": -0.2109668187450302, "alpha_spy_p1m": -0.24998102319827642, "alpha_c_p1m": -0.24998102319827642, "bench_spy_p1m": 0.039014204453246215, "bench_c_p1m": 0.039014204453246215, "ret_p3m": -0.4196269687061567, "ret_signed_p3m": -0.4196269687061567, "alpha_spy_p3m": -0.49724342734549465, "alpha_c_p3m": -0.49724342734549465, "bench_spy_p3m": 0.07761645863933797, "bench_c_p3m": 0.07761645863933797, "ret_p6m": -0.48316087538970354, "ret_signed_p6m": -0.48316087538970354, "alpha_spy_p6m": -0.6250853673168487, "alpha_c_p6m": -0.6250853673168487, "bench_spy_p6m": 0.14192449192714518, "bench_c_p6m": 0.14192449192714518, "price_path": [-0.1044, -0.0712, -0.1153, 0.0, 0.004, -0.0061, 0.0165, 0.006, 0.0562, 0.1711, 0.1109, -0.0041, -0.0184, -0.0975, -0.1205, -0.1524, -0.175, -0.2063, -0.2594, -0.2568, -0.2876, -0.1507, -0.2176, -0.2091, -0.1743, -0.1616, -0.1556, -0.1449, -0.1449, -0.2197, -0.1106, -0.0272, -0.0104, -0.0175, 0.0007, -0.0048, -0.0795, -0.0995, -0.0569, -0.0535, -0.0921, -0.0778, -0.0675, -0.0284, 0.0021, -0.0098, -0.0694, -0.1056, -0.1054, -0.1002, -0.0921, -0.1702, -0.1432, -0.1459, -0.1459, -0.1274, -0.1524, -0.1741, -0.1367, -0.0918, -0.0935, -0.1169, -0.0828, 0.0, 0.0078, 0.0, 0.0187, 0.025, -0.0332, -0.0417, -0.1095, -0.107, -0.107, -0.0873, -0.1352, -0.1166, -0.1938, -0.1577, -0.1547, -0.1566, -0.1743, -0.1847, -0.1781, -0.1781, -0.211, -0.1844, -0.1853, -0.1982, -0.2371, -0.1806, -0.2064, -0.2002, -0.1632, -0.1345, -0.199, -0.1689, -0.1642, -0.1851, -0.1854, -0.2174, -0.2516, -0.2549, -0.2023, -0.2307, -0.2092, -0.1726, -0.1923, -0.4053, -0.4183, -0.4175, -0.4066, -0.3902, -0.4097, -0.404, -0.4197, -0.4279, -0.4282, -0.4194, -0.4002, -0.4201, -0.4158, -0.4138, -0.4051, -0.3922, -0.3922, -0.4147, -0.4196, -0.381, -0.3894, -0.3361, -0.3519, -0.3727, -0.3434, -0.347, -0.3396, -0.3502, -0.372, -0.3345, -0.3246, -0.322, -0.3508, -0.3846, -0.3985, -0.3899, -0.397, -0.4101, -0.4198, -0.4004, -0.4282, -0.4514, -0.4606, -0.4613, -0.4531, -0.4636, -0.4511, -0.4343, -0.4761, -0.5031, -0.5021, -0.488, -0.4769, -0.4856, -0.4901, -0.4973, -0.4646, -0.4847, -0.483, -0.4898, -0.4693, -0.4675, -0.4782, -0.4146, -0.4661, -0.4788, -0.4012, -0.4334, -0.4196, -0.4582, -0.4606, -0.4957, -0.4971, -0.5215, -0.545, -0.5021, -0.4707, -0.4797, -0.4629, -0.4629, -0.4669, -0.4832]}
{"unit_id": "reply:1962975580145717535", "ticker_idx": 0, "ts": "2025-09-02T20:27:03+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the market misses this point as well when it comes to Google's compute capabilities and will likely turn around since Gemini is more publicly awesome", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOG: market underestimates Google's compute capabilities; sentiment likely to turn as Gemini gains public recognition.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DavidMeier_TMF I think the market misses this point as well when it comes to Google’s compute capabilities and will likely turn around since Gemini is more publicly awesome https://t.co/FP6Z0jQuTg", "reply_text": null, "parent_text": "@Citrini7 For some time, I think the market was underestimating just how much data and capabilities GOOG had around developing its AI and AI-infused product portfolio. Perhaps that perception in changing with the market. Good call", "quoted_text": null, "parent_author": "DavidMeier_TMF", "ret_m1d": 0.007264375975480686, "ret_signed_m1d": 0.007264375975480686, "alpha_spy_m1d": -0.00020124201621940507, "alpha_c_m1d": 0.00555576763274912, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.0017086083427315657, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09014572830063727, "ret_signed_p1d": 0.09014572830063727, "alpha_spy_p1d": 0.08472607245142738, "alpha_c_p1d": 0.07341906378295437, "bench_spy_p1d": 0.005419655849209892, "bench_c_p1d": 0.0167266645176829, "ret_p1w": 0.1328574195691672, "ret_signed_p1w": 0.1328574195691672, "alpha_spy_p1w": 0.11714527246446993, "alpha_c_p1w": 0.09445807889880076, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.03839934067036643, "ret_p1m": 0.15929736169770714, "ret_signed_p1m": 0.15929736169770714, "alpha_spy_p1m": 0.11239020427187008, "alpha_c_p1m": 0.10608666363924835, "bench_spy_p1m": 0.046907157425837065, "bench_c_p1m": 0.053210698058458794, "ret_p3m": 0.5114207400145219, "ret_signed_p3m": 0.5114207400145219, "alpha_spy_p3m": 0.4411149935546266, "alpha_c_p3m": 0.47012186507123754, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.041298874943284325, "ret_p6m": 0.4789102822838811, "ret_signed_p6m": 0.4789102822838811, "alpha_spy_p6m": 0.39011079541833893, "alpha_c_p6m": 0.42419109190563686, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.05471919037824424, "price_path": [-0.1999, -0.1759, -0.1621, -0.1509, -0.1566, -0.1652, -0.1703, -0.1606, -0.164, -0.1793, -0.1793, -0.2088, -0.2169, -0.2087, -0.191, -0.1772, -0.1591, -0.1632, -0.1655, -0.152, -0.1483, -0.1483, -0.1624, -0.1737, -0.1619, -0.157, -0.1447, -0.1376, -0.1363, -0.1331, -0.1287, -0.1229, -0.0983, -0.0938, -0.0966, -0.0886, -0.0845, -0.0876, -0.0734, -0.0686, -0.0902, -0.104, -0.0766, -0.0786, -0.0711, -0.0694, -0.0467, -0.0489, -0.0369, -0.0423, -0.0385, -0.0334, -0.0363, -0.0448, -0.0557, -0.0536, -0.0249, -0.0133, -0.0191, -0.0178, 0.0018, 0.0073, 0.0073, 0.0, 0.0901, 0.0975, 0.1093, 0.1056, 0.1329, 0.1311, 0.1368, 0.1397, 0.1887, 0.1871, 0.1796, 0.1914, 0.2051, 0.194, 0.1914, 0.1701, 0.1642, 0.167, 0.1537, 0.1499, 0.1593, 0.1635, 0.1636, 0.1875, 0.1668, 0.1589, 0.1436, 0.1213, 0.155, 0.1624, 0.1884, 0.1892, 0.1982, 0.2135, 0.1867, 0.1923, 0.198, 0.23, 0.2745, 0.2674, 0.2992, 0.331, 0.3306, 0.3414, 0.3128, 0.3444, 0.3472, 0.3206, 0.372, 0.3774, 0.3571, 0.3178, 0.3077, 0.3484, 0.3454, 0.3833, 0.3691, 0.4148, 0.5036, 0.528, 0.5122, 0.5122, 0.5114, 0.4878, 0.4921, 0.5138, 0.5033, 0.5207, 0.4856, 0.5012, 0.5166, 0.4821, 0.4671, 0.4614, 0.4539, 0.4082, 0.4351, 0.458, 0.4709, 0.4914, 0.4914, 0.4914, 0.488, 0.4853, 0.4861, 0.4825, 0.4825, 0.4897, 0.4992, 0.4861, 0.5233, 0.5402, 0.555, 0.572, 0.5895, 0.5889, 0.574, 0.5607, 0.5607, 0.522, 0.5514, 0.5631, 0.5517, 0.576, 0.5827, 0.5888, 0.6, 0.5994, 0.6295, 0.6096, 0.5749, 0.5654, 0.5265, 0.5326, 0.5054, 0.4709, 0.4616, 0.4458, 0.4458, 0.4307, 0.436, 0.4342, 0.4877, 0.4726, 0.4689, 0.4789]}
{"unit_id": "orig:1937982319345697013", "ticker_idx": 0, "ts": "2025-06-25T21:12:45+00:00", "symbol": "YOU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$YOU might be a long", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Clear (YOU) after observing its line shorter than TSA PreCheck for the first time.", "resolved_tickers": ["YOU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "first time i’ve ever seen the clear line shorter than the tsa pre check line, $YOU might be a long", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011519886563864934, "ret_signed_m1d": -0.011519886563864934, "alpha_spy_m1d": -0.010959835765919301, "alpha_c_m1d": -0.010959835765919301, "bench_spy_m1d": -0.0005600507979456326, "bench_c_m1d": -0.0005600507979456326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014492723396432927, "ret_signed_p1d": 0.014492723396432927, "alpha_spy_p1d": 0.0066688421369349715, "alpha_c_p1d": 0.0066688421369349715, "bench_spy_p1d": 0.007823881259497956, "bench_c_p1d": 0.007823881259497956, "ret_p1w": 0.06317357379922162, "ret_signed_p1w": 0.06317357379922162, "alpha_spy_p1w": 0.04121743315752946, "alpha_c_p1w": 0.04121743315752946, "bench_spy_p1w": 0.021956140641692157, "bench_c_p1w": 0.021956140641692157, "ret_p1m": 0.11334077069946247, "ret_signed_p1m": 0.11334077069946247, "alpha_spy_p1m": 0.0683743894620159, "alpha_c_p1m": 0.0683743894620159, "bench_spy_p1m": 0.04496638123744656, "bench_c_p1m": 0.04496638123744656, "ret_p3m": 0.418063162570218, "ret_signed_p3m": 0.418063162570218, "alpha_spy_p3m": 0.31665189336270116, "alpha_c_p3m": 0.31665189336270116, "bench_spy_p3m": 0.10141126920751686, "bench_c_p3m": 0.10141126920751686, "ret_p6m": 0.43545860193818364, "ret_signed_p6m": 0.43545860193818364, "alpha_spy_p6m": 0.3181417481299953, "alpha_c_p6m": 0.3181417481299953, "bench_spy_p6m": 0.11731685380818835, "bench_c_p6m": 0.11731685380818835, "price_path": [-0.0181, -0.0417, -0.0458, -0.0258, -0.0654, -0.0795, -0.092, -0.1139, -0.0314, -0.0425, -0.0007, 0.0104, 0.0056, -0.0288, -0.0125, -0.0125, -0.078, -0.0517, -0.0477, -0.0477, -0.0639, -0.0732, -0.0639, -0.0872, -0.0976, -0.0699, -0.071, -0.0321, -0.0281, -0.102, -0.1087, -0.0891, -0.0765, -0.0673, -0.0887, -0.0891, -0.0854, -0.0691, -0.0684, -0.0595, -0.1131, -0.1131, -0.095, -0.0991, -0.1009, -0.0847, -0.0728, -0.0366, -0.0451, -0.0399, -0.0321, -0.0299, -0.0353, -0.0524, -0.0565, -0.0933, -0.0948, -0.0881, -0.0851, -0.0851, -0.0658, -0.023, -0.0115, 0.0, 0.0145, 0.0264, 0.0316, 0.0398, 0.0632, 0.0777, 0.0777, 0.0665, 0.0632, 0.0602, 0.081, 0.0546, 0.0687, 0.0766, 0.097, 0.1583, 0.1286, 0.0977, 0.1093, 0.1446, 0.1133, 0.1048, 0.1185, 0.1014, 0.1052, 0.0929, 0.0717, 0.1145, 0.1832, 0.2081, 0.1865, 0.1899, 0.1932, 0.2371, 0.2679, 0.2557, 0.246, 0.2449, 0.2635, 0.2479, 0.2902, 0.3512, 0.3389, 0.3515, 0.3582, 0.3701, 0.3493, 0.3493, 0.3315, 0.3378, 0.32, 0.2973, 0.2925, 0.3627, 0.3532, 0.3905, 0.3923, 0.4102, 0.4095, 0.3748, 0.3823, 0.4151, 0.4181, 0.3823, 0.3703, 0.3573, 0.3659, 0.3577, 0.2447, 0.1835, 0.1761, 0.1846, 0.157, 0.1522, 0.1302, 0.1556, 0.1041, 0.138, 0.1608, 0.1779, 0.1541, 0.1664, 0.1828, 0.1996, 0.2126, 0.2089, 0.1671, 0.1873, 0.1999, 0.1634, 0.1634, 0.1362, 0.1507, 0.1459, 0.1854, 0.194, 0.3454, 0.364, 0.389, 0.4222, 0.4184, 0.3666, 0.3144, 0.3028, 0.2723, 0.267, 0.3368, 0.3349, 0.3323, 0.3245, 0.3245, 0.3237, 0.2876, 0.301, 0.2495, 0.2294, 0.2491, 0.2145, 0.3144, 0.3385, 0.3569, 0.5372, 0.4545, 0.468, 0.4688, 0.4355]}
{"unit_id": "reply:1956463138632770036", "ticker_idx": 0, "ts": "2025-08-15T21:08:56+00:00", "symbol": "ZETA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "so yeah, bubble market trade. lfg", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses ZETA as a bubble-market momentum trade; bullish into the run.", "resolved_tickers": ["ZETA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Investor_NICK_ it’s an agentic AI layer sitting on top of a very large, people-based identity graph that is packaged into a unified marketing cloud\n\nso yeah, bubble market trade. lfg", "reply_text": null, "parent_text": "$ZETA … bubble market trade. I don’t even know or care what this thing is. https://t.co/e2ou7a4wOW", "quoted_text": null, "parent_author": "Investor_NICK_", "ret_m1d": -0.06900155529182583, "ret_signed_m1d": -0.06900155529182583, "alpha_spy_m1d": -0.07134833965102272, "alpha_c_m1d": -0.07134833965102272, "bench_spy_m1d": 0.002346784359196885, "bench_c_m1d": 0.002346784359196885, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03031886822533525, "ret_signed_p1d": 0.03031886822533525, "alpha_spy_p1d": 0.030536499662526362, "alpha_c_p1d": 0.030536499662526362, "bench_spy_p1d": -0.00021763143719111255, "bench_c_p1d": -0.00021763143719111255, "ret_p1w": 0.02195504938417958, "ret_signed_p1w": 0.02195504938417958, "alpha_spy_p1w": 0.01904883265368862, "alpha_c_p1w": 0.01904883265368862, "bench_spy_p1w": 0.0029062167304909625, "bench_c_p1w": 0.0029062167304909625, "ret_p1m": 0.06481974557583325, "ret_signed_p1m": 0.06481974557583325, "alpha_spy_p1m": 0.037668908431398807, "alpha_c_p1m": 0.037668908431398807, "bench_spy_p1m": 0.027150837144434448, "bench_c_p1m": 0.027150837144434448, "ret_p3m": 0.07004705757311669, "ret_signed_p3m": 0.07004705757311669, "alpha_spy_p3m": 0.005029880952147625, "alpha_c_p3m": 0.005029880952147625, "bench_spy_p3m": 0.06501717662096906, "bench_c_p3m": 0.06501717662096906, "ret_p6m": -0.11291165406018511, "ret_signed_p6m": -0.11291165406018511, "alpha_spy_p6m": -0.1975973555217021, "alpha_c_p6m": -0.1975973555217021, "bench_spy_p6m": 0.084685701461517, "bench_c_p6m": 0.084685701461517, "price_path": [-0.2854, -0.3131, -0.3063, -0.3157, -0.3157, -0.2906, -0.2943, -0.3157, -0.3131, -0.3241, -0.3116, -0.31, -0.287, -0.2729, -0.2891, -0.3121, -0.3283, -0.3346, -0.3643, -0.3413, -0.3434, -0.3419, -0.3419, -0.2588, -0.1213, -0.1568, -0.2148, -0.1981, -0.2101, -0.1903, -0.2086, -0.2075, -0.1924, -0.1924, -0.2227, -0.2159, -0.2039, -0.219, -0.2682, -0.2608, -0.2661, -0.2175, -0.1688, -0.1845, -0.183, -0.1835, -0.1343, -0.1694, -0.1615, -0.161, -0.1908, -0.1866, -0.1819, -0.2117, -0.1741, -0.1704, 0.0575, 0.0235, -0.0209, -0.058, -0.0314, -0.0361, -0.069, 0.0, 0.0303, -0.0063, -0.0502, -0.0439, 0.022, 0.0298, 0.0308, 0.0413, 0.022, 0.0267, 0.0267, -0.0314, -0.0188, -0.0235, -0.012, -0.0293, -0.0225, -0.0141, 0.0852, 0.0638, 0.0648, 0.0659, 0.0774, 0.103, 0.1234, 0.1542, 0.1265, 0.0753, 0.0617, 0.0727, 0.0998, 0.0387, 0.047, 0.0037, 0.0105, 0.0444, 0.0434, 0.0335, 0.0648, -0.0382, -0.0125, 0.0042, -0.0293, -0.047, -0.0685, -0.0308, 0.0162, -0.0355, -0.023, -0.0178, -0.0136, -0.0512, -0.0721, -0.1108, -0.0596, -0.0789, -0.127, 0.0423, 0.0235, 0.0199, 0.0397, 0.035, 0.07, -0.0324, -0.0361, -0.0957, -0.0936, -0.1176, -0.1479, -0.0972, -0.0863, -0.0575, -0.0502, -0.0502, -0.046, -0.0622, -0.0748, -0.0382, -0.0303, -0.0042, 0.0026, 0.0073, 0.0199, 0.0199, -0.0298, -0.0857, -0.0518, -0.091, -0.0659, -0.0596, -0.0423, -0.0408, -0.001, -0.001, 0.0821, 0.0669, 0.0873, 0.0638, 0.0638, 0.0408, 0.1328, 0.2441, 0.2107, 0.2363, 0.2755, 0.2692, 0.229, 0.1652, 0.1281, 0.0591, 0.0591, 0.046, 0.069, 0.1328, 0.137, 0.1014, 0.046, 0.0617, 0.0178, -0.0288, -0.0235, -0.0737, -0.092, -0.1636, -0.1171, -0.1129]}
{"unit_id": "thread:1962974109262123025", "ticker_idx": 0, "ts": "2025-09-02T20:21:12+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Google is the most asymmetric AI bet of all the MAG7", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long GOOG as the most asymmetric AI play in MAG7; Chrome ruling removes an overhang, thesis intact.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Our August State of the Themes dedicated an entire section to laying out why we believe Google is the most asymmetric AI bet of all the MAG7.\n\nSince, $GOOG is up 10% despite QQQ down 1.5%.\n\n---\n\nThe chrome ruling is just another overhang removed that will get the market to increasingly appreciate our point of view on the rest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007264375975480686, "ret_signed_m1d": 0.007264375975480686, "alpha_spy_m1d": -0.00020124201621940507, "alpha_c_m1d": 0.00555576763274912, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.0017086083427315657, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09014572830063727, "ret_signed_p1d": 0.09014572830063727, "alpha_spy_p1d": 0.08472607245142738, "alpha_c_p1d": 0.07341906378295437, "bench_spy_p1d": 0.005419655849209892, "bench_c_p1d": 0.0167266645176829, "ret_p1w": 0.1328574195691672, "ret_signed_p1w": 0.1328574195691672, "alpha_spy_p1w": 0.11714527246446993, "alpha_c_p1w": 0.09445807889880076, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.03839934067036643, "ret_p1m": 0.15929736169770714, "ret_signed_p1m": 0.15929736169770714, "alpha_spy_p1m": 0.11239020427187008, "alpha_c_p1m": 0.10608666363924835, "bench_spy_p1m": 0.046907157425837065, "bench_c_p1m": 0.053210698058458794, "ret_p3m": 0.5114207400145219, "ret_signed_p3m": 0.5114207400145219, "alpha_spy_p3m": 0.4411149935546266, "alpha_c_p3m": 0.47012186507123754, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.041298874943284325, "ret_p6m": 0.4789102822838811, "ret_signed_p6m": 0.4789102822838811, "alpha_spy_p6m": 0.39011079541833893, "alpha_c_p6m": 0.42419109190563686, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.05471919037824424, "price_path": [-0.1999, -0.1759, -0.1621, -0.1509, -0.1566, -0.1652, -0.1703, -0.1606, -0.164, -0.1793, -0.1793, -0.2088, -0.2169, -0.2087, -0.191, -0.1772, -0.1591, -0.1632, -0.1655, -0.152, -0.1483, -0.1483, -0.1624, -0.1737, -0.1619, -0.157, -0.1447, -0.1376, -0.1363, -0.1331, -0.1287, -0.1229, -0.0983, -0.0938, -0.0966, -0.0886, -0.0845, -0.0876, -0.0734, -0.0686, -0.0902, -0.104, -0.0766, -0.0786, -0.0711, -0.0694, -0.0467, -0.0489, -0.0369, -0.0423, -0.0385, -0.0334, -0.0363, -0.0448, -0.0557, -0.0536, -0.0249, -0.0133, -0.0191, -0.0178, 0.0018, 0.0073, 0.0073, 0.0, 0.0901, 0.0975, 0.1093, 0.1056, 0.1329, 0.1311, 0.1368, 0.1397, 0.1887, 0.1871, 0.1796, 0.1914, 0.2051, 0.194, 0.1914, 0.1701, 0.1642, 0.167, 0.1537, 0.1499, 0.1593, 0.1635, 0.1636, 0.1875, 0.1668, 0.1589, 0.1436, 0.1213, 0.155, 0.1624, 0.1884, 0.1892, 0.1982, 0.2135, 0.1867, 0.1923, 0.198, 0.23, 0.2745, 0.2674, 0.2992, 0.331, 0.3306, 0.3414, 0.3128, 0.3444, 0.3472, 0.3206, 0.372, 0.3774, 0.3571, 0.3178, 0.3077, 0.3484, 0.3454, 0.3833, 0.3691, 0.4148, 0.5036, 0.528, 0.5122, 0.5122, 0.5114, 0.4878, 0.4921, 0.5138, 0.5033, 0.5207, 0.4856, 0.5012, 0.5166, 0.4821, 0.4671, 0.4614, 0.4539, 0.4082, 0.4351, 0.458, 0.4709, 0.4914, 0.4914, 0.4914, 0.488, 0.4853, 0.4861, 0.4825, 0.4825, 0.4897, 0.4992, 0.4861, 0.5233, 0.5402, 0.555, 0.572, 0.5895, 0.5889, 0.574, 0.5607, 0.5607, 0.522, 0.5514, 0.5631, 0.5517, 0.576, 0.5827, 0.5888, 0.6, 0.5994, 0.6295, 0.6096, 0.5749, 0.5654, 0.5265, 0.5326, 0.5054, 0.4709, 0.4616, 0.4458, 0.4458, 0.4307, 0.436, 0.4342, 0.4877, 0.4726, 0.4689, 0.4789]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 0, "ts": "2025-09-25T05:05:30+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There are just some names that can't really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. 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{"unit_id": "thread:1971078586267242548", "ticker_idx": 1, "ts": "2025-09-25T05:05:30+00:00", "symbol": "GE Vernova", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GEV/Siemens Energy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["GEV"], "resolution_method": "exchange_ticker", "resolution_reason": "GE Vernova, NYSE ticker GEV", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0353074013106911, "ret_signed_m1d": 0.0353074013106911, "alpha_spy_m1d": 0.030672520812682125, "alpha_c_m1d": 0.028496252844976366, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038683060973827565, "ret_signed_p1d": -0.0038683060973827565, "alpha_spy_p1d": -0.009597450464376989, "alpha_c_p1d": -0.012861840674454728, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": -0.002123462127918585, "ret_signed_p1w": -0.002123462127918585, "alpha_spy_p1w": -0.019097751171222588, "alpha_c_p1w": -0.021829716247052988, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": -0.03767180226671707, "ret_signed_p1m": -0.03767180226671707, "alpha_spy_p1m": -0.06684893841092143, "alpha_c_p1m": -0.06207332394644971, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.08922455941607854, "ret_signed_p3m": 0.08922455941607854, "alpha_spy_p3m": 0.0406828425532868, "alpha_c_p3m": 0.0475125955965352, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.40335605444855194, "ret_signed_p6m": 0.40335605444855194, "alpha_spy_p6m": 0.4121502756607418, "alpha_c_p6m": 0.330589814562547, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.1294, -0.1675, -0.169, -0.1493, -0.1493, -0.1275, -0.128, -0.1185, -0.1126, -0.1129, -0.0868, -0.0793, -0.0767, -0.0619, -0.0546, -0.0685, -0.0963, 0.0354, 0.0271, 0.061, 0.0661, 0.0414, 0.0782, 0.0869, 0.0806, 0.0909, 0.0695, 0.0939, 0.0631, 0.0684, 0.0712, 0.0822, 0.0441, 0.0292, 0.0237, 0.0288, -0.0072, -0.0048, -0.0025, -0.0007, -0.0086, 0.0303, 0.0245, 0.0431, 0.009, 0.009, -0.0458, -0.0502, -0.0143, -0.0419, -0.012, -0.003, 0.0593, 0.0438, 0.0297, 0.0348, 0.0171, 0.012, 0.0057, 0.0274, 0.0607, 0.0426, 0.0353, 0.0, -0.0039, -0.0084, 0.0121, -0.0023, -0.0021, -0.0206, -0.0071, -0.0023, 0.0295, 0.044, -0.0049, 0.067, 0.0607, 0.0139, -0.0091, -0.0124, -0.0217, -0.0361, -0.0515, -0.02, -0.0377, -0.0377, -0.0598, -0.0482, -0.0547, -0.0364, -0.0428, -0.0977, -0.0783, -0.094, -0.0529, -0.0452, -0.0514, -0.0525, -0.0808, -0.0477, -0.0498, -0.0862, -0.0196, -0.0811, -0.0847, -0.0441, -0.0572, -0.0289, -0.0289, -0.0123, -0.05, -0.0094, -0.0087, 0.036, 0.0396, 0.0241, 0.0297, 0.1906, 0.1596, 0.1061, 0.122, 0.13, 0.0114, 0.053, 0.084, 0.0898, 0.0892, 0.0989, 0.0989, 0.0925, 0.0925, 0.0862, 0.0762, 0.0762, 0.119, 0.122, 0.131, 0.0915, 0.0356, 0.0258, 0.0543, 0.0746, 0.0616, 0.0584, 0.1232, 0.1232, 0.1286, 0.1006, 0.0904, 0.084, 0.0975, 0.1415, 0.1727, 0.1822, 0.197, 0.2441, 0.2858, 0.2297, 0.2154, 0.2843, 0.3209, 0.3032, 0.3574, 0.3456, 0.3219, 0.3219, 0.3499, 0.3473, 0.3754, 0.3683, 0.3706, 0.4497, 0.4436, 0.4443, 0.4396, 0.4521, 0.3876, 0.3864, 0.3431, 0.3006, 0.368, 0.3829, 0.3969, 0.3713, 0.3266, 0.3635, 0.3918, 0.4156, 0.4468, 0.4034]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 2, "ts": "2025-09-25T05:05:30+00:00", "symbol": "Siemens Energy", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GEV/Siemens Energy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["ENR.DE"], "resolution_method": "exchange_ticker", "resolution_reason": "Siemens Energy AG listed on XETRA Frankfurt", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015438439603560727, "ret_signed_m1d": 0.015438439603560727, "alpha_spy_m1d": 0.010803559105551752, "alpha_c_m1d": 0.008627291137845994, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016055904637533036, "ret_signed_p1d": 0.016055904637533036, "alpha_spy_p1d": 0.010326760270538804, "alpha_c_p1d": 0.007062370060461065, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.11619997981212671, "ret_signed_p1w": 0.11619997981212671, "alpha_spy_p1w": 0.0992256907688227, "alpha_c_p1w": 0.0964937256929923, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.06834084069875268, "ret_signed_p1m": 0.06834084069875268, "alpha_spy_p1m": 0.03916370455454832, "alpha_c_p1m": 0.04393931901902004, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.2427952949637564, "ret_signed_p3m": 0.2427952949637564, "alpha_spy_p3m": 0.19425357810096466, "alpha_c_p3m": 0.20108333114421306, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.4548189084669203, "ret_signed_p6m": 0.4548189084669203, "alpha_spy_p6m": 0.46361312967911017, "alpha_c_p6m": 0.38205266858091536, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [0.0093, -0.0492, -0.057, -0.0476, -0.0473, -0.0228, -0.058, -0.049, -0.0739, -0.0564, -0.0527, -0.0406, -0.0406, -0.0167, -0.0323, -0.0323, -0.063, -0.063, 0.0, -0.0031, -0.022, 0.0076, 0.0498, 0.0498, 0.0078, 0.0198, 0.0049, 0.0154, -0.0089, -0.0119, 0.0243, 0.0243, 0.0136, 0.0136, -0.0239, -0.0035, -0.0276, -0.0556, -0.0428, -0.0438, -0.0564, -0.0344, -0.0605, -0.0488, -0.0663, -0.0776, -0.1313, -0.1155, -0.0828, -0.0986, -0.0986, -0.0636, -0.0208, -0.0319, -0.0412, -0.0146, -0.0321, -0.0531, -0.0204, -0.0198, -0.0198, -0.0072, 0.0154, 0.0, 0.0161, 0.02, 0.02, 0.0719, 0.1162, 0.0915, 0.0915, 0.0797, 0.0797, 0.1296, 0.091, 0.1167, 0.0925, 0.09, 0.0838, 0.0385, 0.0493, 0.0239, -0.014, 0.0177, 0.0683, 0.0601, 0.0699, 0.0997, 0.092, 0.1044, 0.1044, 0.127, 0.1038, 0.1038, 0.1038, 0.0961, 0.1064, 0.1049, 0.1049, 0.1373, 0.1759, 0.1008, 0.1213, 0.1538, 0.0375, 0.0375, 0.0997, 0.0997, 0.1774, 0.1867, 0.1584, 0.1944, 0.1738, 0.2052, 0.2047, 0.2083, 0.2191, 0.2191, 0.2711, 0.2171, 0.2171, 0.2289, 0.2289, 0.2289, 0.2366, 0.2274, 0.2428, 0.2428, 0.2428, 0.2428, 0.2413, 0.2392, 0.2392, 0.2392, 0.2639, 0.3128, 0.3102, 0.3318, 0.2706, 0.2953, 0.3195, 0.3416, 0.2984, 0.3195, 0.4028, 0.3807, 0.3658, 0.3689, 0.4152, 0.4589, 0.4497, 0.4636, 0.4667, 0.4728, 0.4878, 0.5227, 0.5943, 0.5274, 0.5011, 0.5644, 0.6252, 0.55, 0.6802, 0.6612, 0.6684, 0.6818, 0.6576, 0.7152, 0.69, 0.7008, 0.7054, 0.7085, 0.7435, 0.6967, 0.7205, 0.6781, 0.6062, 0.6822, 0.5825, 0.5478, 0.5375, 0.63, 0.598, 0.5778, 0.4879, 0.5179, 0.5489, 0.5721, 0.506, 0.4548]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 3, "ts": "2025-09-25T05:05:30+00:00", "symbol": "Primoris Services", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Primoris", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["PRIM"], "resolution_method": "exchange_ticker", "resolution_reason": "Primoris Services Corp, Nasdaq ticker PRIM", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0025429286334328616, "ret_signed_m1d": 0.0025429286334328616, "alpha_spy_m1d": -0.0020919518645761137, "alpha_c_m1d": -0.004268219832281872, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028126767354248017, "ret_signed_p1d": 0.028126767354248017, "alpha_spy_p1d": 0.022397622987253785, "alpha_c_p1d": 0.019133232777176046, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.07261064307575271, "ret_signed_p1w": 0.07261064307575271, "alpha_spy_p1w": 0.05563635403244871, "alpha_c_p1w": 0.05290438895661831, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.097746727512245, "ret_signed_p1m": 0.097746727512245, "alpha_spy_p1m": 0.06856959136804064, "alpha_c_p1m": 0.07334520583251236, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": -0.002335720060393176, "ret_signed_p3m": -0.002335720060393176, "alpha_spy_p3m": -0.050877436923184916, "alpha_c_p3m": -0.04404768387993652, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.07106370562199626, "ret_signed_p6m": 0.07106370562199626, "alpha_spy_p6m": 0.07985792683418613, "alpha_c_p6m": -0.0017025342640086816, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.3994, -0.3865, -0.3681, -0.3472, -0.3472, -0.344, -0.3579, -0.3479, -0.3448, -0.3326, -0.3271, -0.3367, -0.3411, -0.3269, -0.3181, -0.3206, -0.33, -0.3091, -0.307, -0.2847, -0.289, -0.2857, -0.2741, -0.2743, -0.2977, -0.2827, -0.1632, -0.1487, -0.1437, -0.1433, -0.143, -0.117, -0.1261, -0.1437, -0.1375, -0.131, -0.1439, -0.1479, -0.1392, -0.1183, -0.1148, -0.0968, -0.0956, -0.0788, -0.0865, -0.0865, -0.1061, -0.1127, -0.0965, -0.0986, -0.1064, -0.1288, -0.0936, -0.054, -0.0591, -0.0479, -0.0719, -0.0596, -0.0225, -0.0073, 0.0252, 0.0201, 0.0025, 0.0, 0.0281, 0.038, 0.0589, 0.0768, 0.0726, 0.0553, 0.0755, 0.0587, 0.0742, 0.0603, 0.0231, 0.0523, 0.0841, 0.0651, 0.0704, 0.0546, 0.0729, 0.058, 0.0077, 0.0496, 0.0977, 0.0933, 0.0866, 0.1123, 0.0929, 0.0912, 0.1047, -0.0129, 0.0052, -0.024, -0.0327, -0.0054, -0.0333, -0.0513, -0.1023, -0.0899, -0.0967, -0.087, -0.0554, -0.1, -0.0975, -0.0469, -0.0427, -0.0275, -0.0275, -0.0242, -0.0481, -0.0383, -0.0323, -0.0296, -0.0311, 0.0368, 0.0175, 0.0236, 0.0563, -0.0263, 0.0066, -0.0093, -0.052, -0.0424, -0.0347, -0.0115, -0.0023, -0.0013, -0.0013, -0.0041, -0.0243, -0.0414, -0.0422, -0.0422, 0.0077, 0.0157, -0.0052, -0.0105, -0.0367, 0.0026, 0.0357, 0.0648, 0.063, 0.1381, 0.1526, 0.1526, 0.1339, 0.1704, 0.1616, 0.1424, 0.1605, 0.1723, 0.1506, 0.1764, 0.1438, 0.1792, 0.1961, 0.1211, 0.1417, 0.2386, 0.2546, 0.245, 0.2778, 0.2611, 0.2849, 0.2849, 0.2528, 0.2376, 0.2789, 0.3067, 0.278, 0.1721, 0.182, 0.1727, 0.1629, 0.1655, 0.1348, 0.1157, 0.064, 0.0273, 0.0627, 0.0347, 0.031, 0.0205, 0.03, 0.0906, 0.084, 0.0669, 0.1039, 0.0711]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 4, "ts": "2025-09-25T05:05:30+00:00", "symbol": "EME", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Emcor", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["EME"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002511881412282868, "ret_signed_m1d": 0.002511881412282868, "alpha_spy_m1d": -0.002122999085726107, "alpha_c_m1d": -0.0042992670534318655, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024911968258206185, "ret_signed_p1d": 0.024911968258206185, "alpha_spy_p1d": 0.019182823891211953, "alpha_c_p1d": 0.015918433681134214, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.05644789415750906, "ret_signed_p1w": 0.05644789415750906, "alpha_spy_p1w": 0.03947360511420506, "alpha_c_p1w": 0.03674164003837466, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.19762806961952584, "ret_signed_p1m": 0.19762806961952584, "alpha_spy_p1m": 0.16845093347532147, "alpha_c_p1m": 0.1732265479397932, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.0014753049020514997, "ret_signed_p3m": 0.0014753049020514997, "alpha_spy_p3m": -0.04706641196074024, "alpha_c_p3m": -0.04023665891749184, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.16101077701184496, "ret_signed_p6m": 0.16101077701184496, "alpha_spy_p6m": 0.16980499822403483, "alpha_c_p6m": 0.08824453712584002, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.1446, -0.151, -0.1335, -0.1248, -0.1248, -0.1186, -0.1342, -0.1263, -0.1242, -0.1136, -0.1094, -0.1204, -0.1147, -0.1052, -0.0951, -0.1033, -0.1056, -0.0821, -0.0739, 0.0161, 0.0107, 0.018, 0.0229, 0.004, -0.0005, 0.0068, 0.0, -0.0044, -0.012, -0.0108, -0.0165, 0.0121, -0.0133, -0.0244, -0.031, -0.0193, -0.0286, -0.0318, -0.0226, -0.0236, -0.0253, -0.0099, -0.0016, 0.0132, -0.008, -0.008, -0.0073, 0.0036, 0.0249, 0.0006, -0.0055, -0.0032, 0.015, 0.024, 0.0065, 0.006, -0.0096, -0.0132, 0.0063, 0.0112, 0.0493, 0.0315, 0.0025, 0.0, 0.0249, 0.025, 0.0393, 0.0479, 0.0564, 0.0471, 0.072, 0.0769, 0.112, 0.0893, 0.062, 0.0832, 0.0786, 0.1054, 0.1, 0.1028, 0.1207, 0.1043, 0.0611, 0.1145, 0.1976, 0.2082, 0.2028, 0.2437, 0.0372, 0.0816, 0.078, 0.0476, 0.0811, 0.0464, 0.0393, 0.0505, 0.0257, 0.0298, -0.0093, -0.0079, -0.0214, -0.0163, -0.0303, -0.0667, -0.0691, -0.0351, -0.0307, -0.0225, -0.0225, -0.0155, -0.0272, -0.0294, -0.0204, 0.017, -0.0018, 0.0071, -0.0016, 0.0036, 0.0237, -0.0018, -0.0011, -0.0003, -0.0453, -0.0191, -0.0214, -0.0047, 0.0015, 0.0021, 0.0021, 0.0037, -0.0024, -0.012, -0.0208, -0.0208, 0.0222, 0.0461, 0.0499, 0.0419, 0.0056, 0.0344, 0.0574, 0.0733, 0.0582, 0.0925, 0.119, 0.119, 0.1015, 0.135, 0.1257, 0.1118, 0.1321, 0.1472, 0.1649, 0.1698, 0.1543, 0.1718, 0.1924, 0.1349, 0.1494, 0.2241, 0.2432, 0.2478, 0.2949, 0.2539, 0.2826, 0.2826, 0.2772, 0.2541, 0.2869, 0.3017, 0.2919, 0.2921, 0.2841, 0.195, 0.1605, 0.1784, 0.1792, 0.1865, 0.1515, 0.1304, 0.1518, 0.1585, 0.1534, 0.1379, 0.137, 0.1636, 0.1668, 0.1814, 0.2033, 0.161]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 5, "ts": "2025-09-25T05:05:30+00:00", "symbol": "Legrand", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Legrand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["LR.PA"], "resolution_method": "exchange_ticker", "resolution_reason": "Legrand SA listed on Euronext Paris", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005983709037208351, "ret_signed_m1d": 0.005983709037208351, "alpha_spy_m1d": 0.001348828539199376, "alpha_c_m1d": -0.0008274394285063824, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0073918139533055705, "ret_signed_p1d": 0.0073918139533055705, "alpha_spy_p1d": 0.0016626695863113383, "alpha_c_p1d": -0.0016017206237664006, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.0003520535199947883, "ret_signed_p1w": 0.0003520535199947883, "alpha_spy_p1w": -0.016622235523309214, "alpha_c_p1w": -0.019354200599139615, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.044350556228186955, "ret_signed_p1m": 0.044350556228186955, "alpha_spy_p1m": 0.015173420083982592, "alpha_c_p1m": 0.019949034548454314, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": -0.10630062270353302, "ret_signed_p3m": -0.10630062270353302, "alpha_spy_p3m": -0.15484233956632476, "alpha_c_p3m": -0.14801258652307636, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": -0.07321370500141966, "ret_signed_p6m": -0.07321370500141966, "alpha_spy_p6m": -0.06441948378922979, "alpha_c_p6m": -0.1459799448874246, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.201, -0.2182, -0.2101, -0.207, -0.2115, -0.2063, -0.2066, -0.1992, -0.2017, -0.1999, -0.2091, -0.2003, -0.2147, -0.1443, -0.1218, -0.1243, -0.1359, -0.1299, -0.119, -0.1225, -0.1095, -0.1074, -0.1014, -0.0852, -0.094, -0.0838, -0.0933, -0.0919, -0.0838, -0.0866, -0.0894, -0.075, -0.0813, -0.0707, -0.0644, -0.0602, -0.0602, -0.082, -0.0803, -0.07, -0.0817, -0.0834, -0.0866, -0.0792, -0.0841, -0.0834, -0.1031, -0.0964, -0.0831, -0.0774, -0.0549, -0.0574, -0.032, -0.0253, -0.0208, -0.0158, -0.031, -0.0387, -0.0141, -0.0137, -0.0032, -0.0018, 0.006, 0.0, 0.0074, 0.0028, -0.0102, -0.0172, 0.0004, 0.0056, 0.0113, -0.0011, 0.0345, 0.0225, 0.0035, 0.0144, 0.013, 0.018, 0.0468, 0.0169, 0.0285, 0.0348, 0.0218, 0.0292, 0.0444, 0.0496, 0.0489, 0.0468, 0.0458, 0.0524, 0.0574, 0.0394, 0.0363, -0.0901, -0.0859, -0.0778, -0.075, -0.0591, -0.0792, -0.0824, -0.0848, -0.1052, -0.0957, -0.0876, -0.107, -0.0996, -0.095, -0.0873, -0.081, -0.081, -0.0933, -0.0957, -0.1003, -0.0817, -0.0936, -0.0792, -0.0855, -0.0919, -0.1155, -0.1299, -0.1144, -0.1179, -0.1295, -0.1218, -0.1147, -0.1042, -0.1063, -0.1038, -0.1038, -0.1038, -0.1081, -0.1021, -0.1042, -0.1042, -0.1003, -0.0947, -0.1144, -0.1024, -0.1264, -0.1095, -0.1077, -0.1056, -0.1123, -0.1021, -0.0982, -0.1183, -0.1214, -0.1221, -0.1165, -0.0993, -0.0947, -0.0736, -0.0634, -0.0433, -0.0496, -0.0458, -0.0341, -0.0507, -0.0271, -0.0084, -0.0018, -0.0106, 0.0183, 0.0489, 0.0507, 0.0588, 0.0549, 0.0637, 0.0655, 0.0841, 0.0852, 0.0862, 0.0898, 0.0838, 0.0831, 0.0609, -0.0032, -0.0032, -0.0334, -0.0317, -0.0465, -0.0134, -0.0243, -0.0246, -0.0366, -0.0331, -0.0306, -0.0144, -0.0475, -0.0732]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 6, "ts": "2025-09-25T05:05:30+00:00", "symbol": "GLW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Corning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["GLW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00985727989786267, "ret_signed_m1d": 0.00985727989786267, "alpha_spy_m1d": 0.005222399399853694, "alpha_c_m1d": 0.008094700411439115, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.0017625794864235544, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002780198694898539, "ret_signed_p1d": 0.002780198694898539, "alpha_spy_p1d": -0.002948945672095693, "alpha_c_p1d": -0.00024135041344774955, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.0030215491083462886, "ret_p1w": 0.042840784505284724, "ret_signed_p1w": 0.042840784505284724, "alpha_spy_p1w": 0.02586649546198072, "alpha_c_p1w": 0.013488310107654389, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.029352474397630335, "ret_p1m": 0.10463798104766497, "ret_signed_p1m": 0.10463798104766497, "alpha_spy_p1m": 0.07546084490346061, "alpha_c_p1m": 0.04859484430344163, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.05604313674422334, "ret_p3m": 0.13287961603747522, "ret_signed_p3m": 0.13287961603747522, "alpha_spy_p3m": 0.08433789917468348, "alpha_c_p3m": 0.08128706955153286, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.05159254648594236, "ret_p6m": 0.5826904285641341, "ret_signed_p6m": 0.5826904285641341, "alpha_spy_p6m": 0.591484649776324, "alpha_c_p6m": 0.6079048260161214, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": -0.02521439745198728, "price_path": [-0.3381, -0.3381, -0.3365, -0.3324, -0.3324, -0.3407, -0.3363, -0.3383, -0.3423, -0.3506, -0.3314, -0.339, -0.3333, -0.3178, -0.3202, -0.3216, -0.3201, -0.2977, -0.2987, -0.3032, -0.3026, -0.2199, -0.212, -0.2041, -0.219, -0.2009, -0.2049, -0.1947, -0.1849, -0.1722, -0.1822, -0.1725, -0.1726, -0.1723, -0.1764, -0.1754, -0.1879, -0.1869, -0.1833, -0.1722, -0.1595, -0.1517, -0.1536, -0.1324, -0.1529, -0.1529, -0.1347, -0.1237, -0.1189, -0.1003, -0.0882, -0.0852, -0.0531, -0.0463, -0.0264, -0.0145, -0.0054, -0.0284, 0.0062, 0.0054, 0.0004, 0.0236, 0.0099, 0.0, 0.0028, 0.0143, 0.0366, 0.0504, 0.0428, 0.056, 0.0785, 0.0749, 0.1003, 0.1019, 0.0487, 0.0805, 0.0693, 0.0947, 0.0959, 0.0677, 0.0777, 0.0875, 0.0633, 0.0848, 0.1046, 0.1294, 0.0923, 0.141, 0.1409, 0.1257, 0.1058, 0.0768, 0.1007, 0.1103, 0.0802, 0.1192, 0.1112, 0.1249, 0.0408, 0.0406, 0.0279, 0.016, 0.0359, -0.0105, 0.0076, 0.0474, 0.0519, 0.0601, 0.0601, 0.0677, 0.0512, 0.0615, 0.0595, 0.0836, 0.0901, 0.1193, 0.1553, 0.1945, 0.217, 0.1199, 0.1173, 0.0942, 0.0832, 0.1017, 0.1141, 0.121, 0.1329, 0.1369, 0.1369, 0.1358, 0.1286, 0.1268, 0.1103, 0.1103, 0.1497, 0.1246, 0.1317, 0.1158, 0.082, 0.0808, 0.1144, 0.1397, 0.1439, 0.1855, 0.1945, 0.1945, 0.1738, 0.1859, 0.1955, 0.1831, 0.204, 0.3916, 0.3223, 0.3061, 0.3093, 0.3994, 0.4302, 0.3909, 0.4302, 0.5491, 0.6661, 0.6244, 0.6852, 0.6675, 0.6923, 0.6923, 0.6551, 0.674, 0.6483, 0.7691, 0.8418, 0.9222, 1.0343, 0.9059, 0.9105, 1.0055, 0.8748, 0.8401, 0.7118, 0.5663, 0.6395, 0.7306, 0.6739, 0.6486, 0.6404, 0.6776, 0.6501, 0.6498, 0.6907, 0.5827]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 7, "ts": "2025-09-25T05:05:30+00:00", "symbol": "Prysmian", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Prysmian", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["PRY.MI"], "resolution_method": "exchange_ticker", "resolution_reason": "Prysmian SpA listed on Borsa Italiana Milan", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.021381174898290167, "ret_signed_m1d": 0.021381174898290167, "alpha_spy_m1d": 0.016746294400281192, "alpha_c_m1d": 0.014570026432575434, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001474537731193326, "ret_signed_p1d": 0.001474537731193326, "alpha_spy_p1d": -0.004254606635800906, "alpha_c_p1d": -0.007518996845878645, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.08134674823911658, "ret_signed_p1w": 0.08134674823911658, "alpha_spy_p1w": 0.06437245919581258, "alpha_c_p1w": 0.06164049411998218, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.10543133676025773, "ret_signed_p1m": 0.10543133676025773, "alpha_spy_p1m": 0.07625420061605337, "alpha_c_p1m": 0.08102981508052509, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.05603347272431036, "ret_signed_p3m": 0.05603347272431036, "alpha_spy_p3m": 0.007491755861518623, "alpha_c_p3m": 0.014321508904767022, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.15384617564207614, "ret_signed_p6m": 0.15384617564207614, "alpha_spy_p6m": 0.162640396854266, "alpha_c_p6m": 0.0810799357560712, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.2622, -0.2698, -0.261, -0.263, -0.2708, -0.2703, -0.2679, -0.249, -0.2465, -0.2492, -0.2524, -0.2381, -0.2524, -0.2114, -0.2059, -0.2096, -0.2266, -0.2084, -0.1828, -0.1929, -0.189, -0.1789, -0.1583, -0.1352, -0.1521, -0.1354, -0.1386, -0.1315, -0.0907, -0.0917, -0.0988, -0.0789, -0.0917, -0.0831, -0.0831, -0.0725, -0.0622, -0.1022, -0.0958, -0.0723, -0.0838, -0.0747, -0.087, -0.0602, -0.0818, -0.0732, -0.0924, -0.0727, -0.0661, -0.0602, -0.0479, -0.0369, -0.0194, -0.0263, -0.0096, -0.0093, -0.0143, -0.0256, -0.0012, 0.0, 0.0116, 0.0278, 0.0214, 0.0, 0.0015, 0.0233, 0.0344, 0.0351, 0.0813, 0.0691, 0.087, 0.0747, 0.1204, 0.1037, 0.0804, 0.089, 0.0799, 0.089, 0.1121, 0.0747, 0.0922, 0.0887, 0.0582, 0.089, 0.1054, 0.1121, 0.1244, 0.1268, 0.0816, 0.1037, 0.0939, 0.0691, 0.0754, 0.0521, 0.0064, 0.0268, 0.0359, 0.0477, 0.0381, 0.0334, 0.0305, -0.0042, 0.0447, 0.0356, -0.0071, 0.0199, 0.0172, 0.0472, 0.0499, 0.0605, 0.0423, 0.0415, 0.015, 0.0383, 0.0442, 0.0563, 0.0361, 0.0609, 0.0312, 0.0155, 0.0339, 0.0292, 0.0066, 0.0361, 0.0472, 0.0551, 0.056, 0.056, 0.056, 0.056, 0.0541, 0.0614, 0.0614, 0.0614, 0.1044, 0.1248, 0.1158, 0.1234, 0.075, 0.0725, 0.0541, 0.0602, 0.0968, 0.1502, 0.1772, 0.1529, 0.1565, 0.1561, 0.1873, 0.1964, 0.1944, 0.2224, 0.2018, 0.2192, 0.2343, 0.2374, 0.2681, 0.2374, 0.2212, 0.2651, 0.3038, 0.2755, 0.2681, 0.2503, 0.2163, 0.2187, 0.2128, 0.2472, 0.2052, 0.1981, 0.1799, 0.2025, 0.2288, 0.2306, 0.2595, 0.27, 0.2015, 0.2558, 0.2116, 0.2177, 0.1922, 0.2509, 0.2435, 0.2478, 0.2094, 0.2045, 0.2052, 0.2294, 0.1632, 0.1538]}
{"unit_id": "thread:1971078586267242548", "ticker_idx": 8, "ts": "2025-09-25T05:05:30+00:00", "symbol": "PWR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Quanta", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on all named data-center infrastructure plays; 50-60 indispensable names cannot stay down as 10GW+ buildout continues with no viable substitute or disintermediation risk.", "resolved_tickers": ["PWR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Engineering & Construction'", "bench_c_industry": "Engineering & Construction", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There are just some names that can’t really stay down as long as we are continuing to genuinely build 10GW+ of data centers from the ground up.\n\nVertiv, GEV/Siemens Energy, Primoris, Emcor, Legrand, Corning, Prysmian, Quanta etc…\n\nOnce you understand the scale involved, you realize there are two possibilities here. A) the data center buildout continues at the pace it currently is, these stocks go up. B) we stop building data centers at this pace, they go down.\n\nThere is really no middle ground, no third option. There are just 50-60 names that you simply cannot avoid when you’re building these, who will not be disintermediated.\n\n---\n\n“well what if they use a competitor instead of <insert one of these companies>”\n\nno bro you don’t understand they’re literally so big that these massive multinational companies cannot commit to supply an entire single one. they are using all of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006143626098513044, "ret_signed_m1d": 0.006143626098513044, "alpha_spy_m1d": 0.001508745600504069, "alpha_c_m1d": -0.0006675223672016894, "bench_spy_m1d": 0.004634880498008975, "bench_c_m1d": 0.006811148465714734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012562125924047374, "ret_signed_p1d": 0.012562125924047374, "alpha_spy_p1d": 0.006832981557053142, "alpha_c_p1d": 0.0035685913469754027, "bench_spy_p1d": 0.005729144366994232, "bench_c_p1d": 0.008993534577071971, "ret_p1w": 0.051326261919425464, "ret_signed_p1w": 0.051326261919425464, "alpha_spy_p1w": 0.03435197287612146, "alpha_c_p1w": 0.03162000780029106, "bench_spy_p1w": 0.016974289043304003, "bench_c_p1w": 0.019706254119134403, "ret_p1m": 0.10146196366160187, "ret_signed_p1m": 0.10146196366160187, "alpha_spy_p1m": 0.07228482751739751, "alpha_c_p1m": 0.07706044198186923, "bench_spy_p1m": 0.029177136144204363, "bench_c_p1m": 0.02440152167973264, "ret_p3m": 0.08714824228395357, "ret_signed_p3m": 0.08714824228395357, "alpha_spy_p3m": 0.03860652542116183, "alpha_c_p3m": 0.04543627846441023, "bench_spy_p3m": 0.04854171686279174, "bench_c_p3m": 0.04171196381954334, "ret_p6m": 0.38774973830175474, "ret_signed_p6m": 0.38774973830175474, "alpha_spy_p6m": 0.3965439595139446, "alpha_c_p6m": 0.3149834984157498, "bench_spy_p6m": -0.008794221212189868, "bench_c_p6m": 0.07276623988600495, "price_path": [-0.056, -0.0702, -0.0674, -0.0347, -0.0347, -0.0365, -0.0571, -0.0457, -0.0507, -0.0415, -0.0335, -0.0346, -0.0282, -0.0063, 0.0072, -0.0044, -0.0137, 0.0117, 0.017, 0.0531, 0.0289, 0.0264, 0.0267, 0.0143, -0.0131, -0.017, -0.0282, -0.0322, -0.0326, -0.0356, -0.0407, -0.0221, -0.0511, -0.0572, -0.0489, -0.0427, -0.0528, -0.0613, -0.0554, -0.0514, -0.0552, -0.0412, -0.0471, -0.0361, -0.0561, -0.0561, -0.0643, -0.0649, -0.0607, -0.0697, -0.0621, -0.0673, -0.0256, -0.0269, -0.0447, -0.0368, -0.0554, -0.0609, -0.0244, -0.0295, -0.011, -0.0272, 0.0061, 0.0, 0.0126, 0.0217, 0.035, 0.0508, 0.0513, 0.0521, 0.0687, 0.053, 0.1078, 0.074, 0.0432, 0.0766, 0.0782, 0.0915, 0.0929, 0.0838, 0.101, 0.0927, 0.0297, 0.0676, 0.1015, 0.1037, 0.0981, 0.1208, 0.1337, 0.1219, 0.1262, 0.0958, 0.1327, 0.1064, 0.1117, 0.1251, 0.1214, 0.1227, 0.0665, 0.0724, 0.0663, 0.0974, 0.1128, 0.0736, 0.0745, 0.1057, 0.1245, 0.1502, 0.1502, 0.1613, 0.1297, 0.1359, 0.1392, 0.1612, 0.1507, 0.1568, 0.144, 0.1546, 0.1664, 0.0944, 0.0888, 0.0954, 0.0348, 0.0525, 0.0658, 0.0817, 0.0871, 0.0831, 0.0831, 0.0808, 0.0767, 0.0712, 0.0543, 0.0543, 0.0986, 0.089, 0.095, 0.0917, 0.0324, 0.0559, 0.0811, 0.1099, 0.0921, 0.1185, 0.1663, 0.1663, 0.1581, 0.1825, 0.1713, 0.1713, 0.1763, 0.1975, 0.2026, 0.2079, 0.186, 0.1938, 0.2209, 0.1608, 0.1937, 0.2696, 0.2857, 0.2759, 0.3092, 0.289, 0.3095, 0.3095, 0.3121, 0.2976, 0.3843, 0.3809, 0.3721, 0.4198, 0.4062, 0.4119, 0.407, 0.4309, 0.4143, 0.4202, 0.3723, 0.3498, 0.4194, 0.4094, 0.4185, 0.4165, 0.3968, 0.4343, 0.4284, 0.4293, 0.4441, 0.3877]}
{"unit_id": "quote:1949951470364713074", "ticker_idx": 0, "ts": "2025-07-28T21:53:53+00:00", "symbol": "CLS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we've got it.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish CLS reaching $200 by July 31st; endorses the 10x-since-publication thesis.", "resolved_tickers": ["CLS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "I think we’ve got it.", "reply_text": null, "parent_text": null, "quoted_text": "It would be pretty cool if $CLS hit $200 by July 31st so @netcapgirl @ResearchQf and I could claim the 2-year 10x since publication title.\n\nSolid group project 😉", "parent_author": null, "ret_m1d": -0.018169198737965964, "ret_signed_m1d": -0.018169198737965964, "alpha_spy_m1d": -0.018420361974548882, "alpha_c_m1d": -0.01025490962234421, "bench_spy_m1d": 0.0002511632365829186, "bench_c_m1d": -0.007914289115621753, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16513817666926944, "ret_signed_p1d": 0.16513817666926944, "alpha_spy_p1d": 0.1677757288878362, "alpha_c_p1d": 0.16510023486480363, "bench_spy_p1d": -0.0026375522185667633, "bench_c_p1d": 3.794180446581308e-05, "ret_p1w": 0.16196575314012285, "ret_signed_p1w": 0.16196575314012285, "alpha_spy_p1w": 0.17102473465628676, "alpha_c_p1w": 0.1687439926914488, "bench_spy_p1w": -0.009058981516163911, "bench_c_p1w": -0.006778239551325949, "ret_p1m": 0.14564227208365876, "ret_signed_p1m": 0.14564227208365876, "alpha_spy_p1m": 0.13273679179654208, "alpha_c_p1m": 0.14961827151371954, "bench_spy_p1m": 0.012905480287116688, "bench_c_p1m": -0.003975999430060773, "ret_p3m": 0.630789749951945, "ret_signed_p3m": 0.630789749951945, "alpha_spy_p3m": 0.5731980874503939, "alpha_c_p3m": 0.5346766615610001, "bench_spy_p3m": 0.05759166250155112, "bench_c_p3m": 0.0961130883909449, "ret_p6m": 0.7924670849507163, "ret_signed_p6m": 0.7924670849507163, "alpha_spy_p6m": 0.7225604995067034, "alpha_c_p6m": 0.7152350915857748, "bench_spy_p6m": 0.06990658544401285, "bench_c_p6m": 0.07723199336494146, "price_path": [-0.5077, -0.4854, -0.4574, -0.4673, -0.4509, -0.4431, -0.4444, -0.4633, -0.4214, -0.3663, -0.3456, -0.3569, -0.3468, -0.3563, -0.3502, -0.3423, -0.3175, -0.3109, -0.3109, -0.3143, -0.3187, -0.3288, -0.3345, -0.3272, -0.3006, -0.3084, -0.3118, -0.3036, -0.2926, -0.2991, -0.2635, -0.2459, -0.2771, -0.2603, -0.2376, -0.2141, -0.2141, -0.22, -0.2136, -0.1703, -0.1403, -0.1339, -0.1194, -0.0996, -0.1411, -0.1065, -0.0814, -0.0814, -0.1117, -0.1019, -0.0719, -0.0839, -0.0712, -0.0642, -0.0743, -0.0765, -0.0604, -0.0764, -0.0597, -0.0949, -0.0264, -0.0542, -0.0182, 0.0, 0.1651, 0.1675, 0.1528, 0.1233, 0.162, 0.1335, 0.1457, 0.1606, 0.1978, 0.1801, 0.2312, 0.1779, 0.1342, 0.1275, 0.1241, 0.0655, 0.055, 0.046, 0.0897, 0.1127, 0.1456, 0.1657, 0.2247, 0.1233, 0.1233, 0.1572, 0.2221, 0.2767, 0.3998, 0.4093, 0.4079, 0.4595, 0.4174, 0.3945, 0.4362, 0.4673, 0.4285, 0.4538, 0.4589, 0.4696, 0.4861, 0.387, 0.4111, 0.4062, 0.4186, 0.4211, 0.4518, 0.4473, 0.3478, 0.3574, 0.3716, 0.4702, 0.4984, 0.4058, 0.5058, 0.429, 0.5571, 0.6142, 0.5946, 0.5776, 0.5267, 0.5625, 0.6308, 0.7109, 0.7409, 0.883, 0.9483, 0.9619, 0.987, 1.0131, 0.9368, 1.0339, 0.9655, 0.8579, 0.9877, 0.9142, 0.9298, 0.6886, 0.7932, 0.7844, 0.7299, 0.8024, 0.6282, 0.6154, 0.8604, 0.8905, 0.9164, 0.9164, 0.9866, 0.8364, 0.7551, 0.7789, 0.8619, 0.8751, 0.9655, 0.9728, 1.0111, 1.0269, 0.7679, 0.7476, 0.6662, 0.591, 0.5627, 0.6859, 0.77, 0.7504, 0.78, 0.78, 0.7509, 0.749, 0.7269, 0.7051, 0.7051, 0.7442, 0.6914, 0.7592, 0.7643, 0.6646, 0.7437, 0.8152, 0.8951, 0.7883, 0.8084, 0.8088, 0.8088, 0.7925]}
{"unit_id": "quote:1937327232529408451", "ticker_idx": 0, "ts": "2025-06-24T01:49:40+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is going to be an excellent acquisition by LLY as per usual", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses LLY's Versanis acquisition as excellent, implying continued bullish view on LLY.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "this is going to be an excellent acquisition by LLY as per usual", "reply_text": null, "parent_text": null, "quoted_text": "This is exciting: \n\nVersanis acquired today by LLY for ~2bn. Their drug bimagrumab (orig. NVS) is a monoclonal antibody which has shown success in not only enhancing the body mass reduction of semaglutide but also *increasing muscle mass*. I mentioned it in my article on GLP-1s. https://t.co/0bYcIunauo", "parent_author": null, "ret_m1d": -0.009562099572959504, "ret_signed_m1d": -0.009562099572959504, "alpha_spy_m1d": 0.0013644020728833528, "alpha_c_m1d": 0.0013644020728833528, "bench_spy_m1d": -0.010926501645842857, "bench_c_m1d": -0.010926501645842857, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0182756795286525, "ret_signed_p1d": 0.0182756795286525, "alpha_spy_p1d": 0.01771531489804823, "alpha_c_p1d": 0.01771531489804823, "bench_spy_p1d": 0.0005603646306042709, "bench_c_p1d": 0.0005603646306042709, "ret_p1w": -0.0028018289978202215, "ret_signed_p1w": -0.0028018289978202215, "alpha_spy_p1w": -0.020716150625409657, "alpha_c_p1w": -0.020716150625409657, "bench_spy_p1w": 0.017914321627589436, "bench_c_p1w": 0.017914321627589436, "ret_p1m": 0.026745234058618506, "ret_signed_p1m": 0.026745234058618506, "alpha_spy_p1m": -0.018460691320573597, "alpha_c_p1m": -0.018460691320573597, "bench_spy_p1m": 0.0452059253791921, "bench_c_p1m": 0.0452059253791921, "ret_p3m": -0.03140849753569075, "ret_signed_p3m": -0.03140849753569075, "alpha_spy_p3m": -0.12824770220339432, "alpha_c_p3m": -0.12824770220339432, "bench_spy_p3m": 0.09683920466770357, "bench_c_p3m": 0.09683920466770357, "ret_p6m": 0.3438354587666155, "ret_signed_p6m": 0.3438354587666155, "alpha_spy_p6m": 0.23427118893014875, "alpha_c_p6m": 0.23427118893014875, "bench_spy_p6m": 0.10956426983646672, "bench_c_p6m": 0.10956426983646672, "price_path": [0.0539, 0.0549, 0.0593, 0.0328, 0.0494, 0.0121, -0.0532, -0.0718, -0.0685, -0.0333, -0.0754, -0.0606, -0.0325, -0.0289, -0.0574, 0.0773, 0.0773, 0.0492, 0.0614, 0.0638, 0.1027, 0.1345, 0.1252, 0.1353, 0.153, 0.0185, 0.0564, 0.0536, -0.0058, -0.0038, -0.0362, -0.0579, -0.0309, -0.0431, -0.0822, -0.0595, -0.0266, -0.0295, -0.0399, -0.0683, -0.0808, -0.0827, -0.0827, -0.0679, -0.0754, -0.0713, -0.0519, -0.0398, -0.0351, -0.0157, -0.0159, -0.0105, -0.0056, 0.0374, 0.0392, 0.0436, 0.0531, 0.0379, 0.0169, 0.0089, 0.0089, -0.0197, -0.0096, 0.0, 0.0183, 0.0219, -0.0034, 0.0019, -0.0028, 0.0015, 0.0033, 0.0033, -0.0067, -0.0005, 0.0114, 0.0162, 0.0192, 0.0273, -0.0081, 0.0151, -0.0213, -0.0082, -0.0204, -0.0021, 0.0267, 0.0352, 0.0445, 0.0386, -0.0194, -0.0231, -0.0489, -0.0202, -0.0117, -0.0156, -0.0408, -0.1764, -0.1959, -0.1836, -0.1782, -0.1511, -0.1204, -0.0968, -0.1009, -0.0942, -0.0914, -0.0857, -0.0833, -0.1044, -0.052, -0.0544, -0.0572, -0.0564, -0.0564, -0.053, -0.0496, -0.0431, -0.0633, -0.0486, -0.0332, -0.028, -0.0259, -0.027, -0.0363, -0.015, -0.0209, -0.0173, -0.0314, -0.0276, -0.0379, -0.0445, -0.0796, -0.0668, -0.0642, -0.0172, 0.0632, 0.056, 0.0818, 0.0885, 0.0866, 0.0893, 0.1017, 0.0736, 0.0554, 0.0463, 0.0647, 0.0554, 0.0341, 0.042, 0.0299, 0.0464, 0.0575, 0.0632, 0.0644, 0.0563, 0.0479, 0.0877, 0.1114, 0.1548, 0.1681, 0.1925, 0.2075, 0.1906, 0.2451, 0.2734, 0.3109, 0.3175, 0.3225, 0.3179, 0.3287, 0.3539, 0.3458, 0.3669, 0.3804, 0.4317, 0.4245, 0.4245, 0.3873, 0.3646, 0.3494, 0.3332, 0.3086, 0.3032, 0.2868, 0.267, 0.2817, 0.302, 0.3254, 0.3701, 0.36, 0.3438]}
{"unit_id": "quote:1947126252076212352", "ticker_idx": 0, "ts": "2025-07-21T02:47:29+00:00", "symbol": "USDJPY=X", "kind": "fx", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "don't think this bid lasts", "tweet_type": "prediction", "timeline": "days", "summary": "Author doesn't see yen strength persisting despite political uncertainty; expects JPY bid to fade (USD/JPY higher).", "resolved_tickers": ["USDJPY=X"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "historically political uncertainty has been positive for the yen but I don’t see it here…don’t think this bid lasts", "reply_text": null, "parent_text": null, "quoted_text": "🚨🗳2025 RESULTS: LDP & Komeito have lost their majority in the Japanese Upper House.\n\nDefying the polls that signaled a bloodbath, the coalition will lose the chamber but by an extremely slim margin, what will likely allow PM Ishiba to remain in the post in the near future. https://t.co/jM4mhI7ZhR", "parent_author": null, "ret_m1d": 7.411919971000991e-05, "ret_signed_m1d": 7.411919971000991e-05, "alpha_spy_m1d": 0.0019667056898748925, "alpha_c_m1d": null, "bench_spy_m1d": -0.0018925864901648826, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.006885375531453186, "ret_signed_p1d": -0.006885375531453186, "alpha_spy_p1d": -0.007028496694677755, "alpha_c_p1d": null, "bench_spy_p1d": 0.0001431211632245688, "bench_c_p1d": null, "ret_p1w": -0.004163525253058964, "ret_signed_p1w": -0.004163525253058964, "alpha_spy_p1w": -0.017157106043731885, "alpha_c_p1w": null, "bench_spy_p1w": 0.01299358079067292, "bench_c_p1w": null, "ret_p1m": -0.003469621510974852, "ret_signed_p1m": -0.003469621510974852, "alpha_spy_p1m": -0.021027710152313528, "alpha_c_p1m": null, "bench_spy_p1m": 0.017558088641338676, "bench_c_p1m": null, "ret_p3m": 0.017132534792333676, "ret_signed_p3m": 0.017132534792333676, "alpha_spy_p3m": -0.03646663451755505, "alpha_c_p3m": null, "bench_spy_p3m": 0.05359916930988873, "bench_c_p3m": null, "ret_p6m": 0.06437329595231045, "ret_signed_p6m": 0.06437329595231045, "alpha_spy_p6m": -0.04533162090574727, "alpha_c_p6m": null, "bench_spy_p6m": 0.10970491685805772, "bench_c_p6m": null, "price_path": [-0.0387, -0.0351, -0.0374, -0.0309, -0.0421, -0.0413, -0.0365, -0.0201, -0.0256, -0.0322, -0.0364, -0.0309, -0.0163, -0.0176, -0.0008, -0.0061, -0.012, -0.019, -0.0211, -0.0233, -0.0276, -0.0315, -0.0308, -0.0375, -0.0389, -0.0287, -0.0184, -0.0313, -0.0311, -0.0403, -0.031, -0.0384, -0.0329, -0.0252, -0.0262, -0.0242, -0.0285, -0.0353, -0.0292, -0.0249, -0.0206, -0.0234, -0.0216, -0.0149, -0.0169, -0.0234, -0.0238, -0.0252, -0.0264, -0.0312, -0.0339, -0.033, -0.0253, -0.0265, -0.0171, -0.0107, -0.0156, -0.0144, -0.0077, -0.0043, 0.0022, -0.0029, 0.0001, 0.0, -0.0069, -0.0111, -0.014, -0.0096, -0.0042, 0.0003, 0.0001, 0.0054, 0.0158, -0.0073, -0.011, -0.0059, -0.0083, -0.0107, -0.0052, -0.0021, -0.0045, -0.0088, -0.005, -0.0079, -0.0035, -0.0047, -0.0075, -0.0003, -0.0082, -0.0041, -0.0065, -0.0075, -0.0111, -0.009, -0.0091, 0.0008, -0.003, -0.0004, -0.0006, -0.0072, -0.007, -0.0074, -0.0081, -0.0052, -0.0069, -0.0136, -0.0104, -0.0033, -0.0023, -0.0048, -0.0055, 0.0022, 0.0096, 0.0066, 0.0011, -0.0029, -0.0091, -0.0086, 0.0079, 0.0128, 0.0244, 0.0286, 0.0305, 0.0244, 0.027, 0.0222, 0.0171, 0.0114, 0.0166, 0.0158, 0.0233, 0.0237, 0.0281, 0.0312, 0.0287, 0.0222, 0.0289, 0.0368, 0.0388, 0.0389, 0.0345, 0.038, 0.0304, 0.0363, 0.0385, 0.038, 0.0423, 0.0418, 0.0415, 0.0461, 0.0479, 0.0577, 0.0602, 0.0556, 0.0573, 0.0525, 0.0526, 0.0529, 0.0505, 0.048, 0.0497, 0.045, 0.0452, 0.0465, 0.0499, 0.0566, 0.0496, 0.0481, 0.0502, 0.0444, 0.0428, 0.0476, 0.0482, 0.0623, 0.0569, 0.0522, 0.0522, 0.0516, 0.0541, 0.0511, 0.0538, 0.0538, 0.0559, 0.0577, 0.0552, 0.0556, 0.0559, 0.0569, 0.0655, 0.0644]}
{"unit_id": "reply:1963319073535590762", "ticker_idx": 0, "ts": "2025-09-03T19:11:58+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More so mortgage origination like $RKT.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers mortgage origination plays like RKT over mREITs for the current setup.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@levandovsky More so mortgage origination like $RKT.", "reply_text": null, "parent_text": "@Citrini7 Sounds good for plays like $NLY and $AGNC", "quoted_text": null, "parent_author": "levandovsky", "ret_m1d": -0.04026841986292473, "ret_signed_m1d": -0.04026841986292473, "alpha_spy_m1d": -0.034877978351581684, "alpha_c_m1d": -0.034877978351581684, "bench_spy_m1d": -0.005390441511343047, "bench_c_m1d": -0.005390441511343047, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07102911170993709, "ret_signed_p1d": 0.07102911170993709, "alpha_spy_p1d": 0.06267184768482092, "alpha_c_p1d": 0.06267184768482092, "bench_spy_p1d": 0.008357264025116162, "bench_c_p1d": 0.008357264025116162, "ret_p1w": 0.16890383666182407, "ret_signed_p1w": 0.16890383666182407, "alpha_spy_p1w": 0.1557463784947577, "alpha_c_p1w": 0.1557463784947577, "bench_spy_p1w": 0.013157458167066372, "bench_c_p1w": 0.013157458167066372, "ret_p1m": 0.027405016860514664, "ret_signed_p1m": 0.027405016860514664, "alpha_spy_p1m": -0.015058180168991075, "alpha_c_p1m": -0.015058180168991075, "bench_spy_p1m": 0.04246319702950574, "bench_c_p1m": 0.04246319702950574, "ret_p3m": 0.13590606371547476, "ret_signed_p3m": 0.13590606371547476, "alpha_spy_p3m": 0.07622988415061704, "alpha_c_p3m": 0.07622988415061704, "bench_spy_p3m": 0.05967617956485771, "bench_c_p3m": 0.05967617956485771, "ret_p6m": -0.006152053029414906, "ret_signed_p6m": -0.006152053029414906, "alpha_spy_p6m": -0.08306731873108986, "alpha_c_p6m": -0.08306731873108986, "bench_spy_p6m": 0.07691526570167495, "bench_c_p6m": 0.07691526570167495, "price_path": [-0.2858, -0.2869, -0.2679, -0.2343, -0.2081, -0.2304, -0.2321, -0.2623, -0.2287, -0.2287, -0.1946, -0.1784, -0.1639, -0.1985, -0.1896, -0.2047, -0.2069, -0.1902, -0.1851, -0.2036, -0.2036, -0.2444, -0.2315, -0.2198, -0.2287, -0.2349, -0.2198, -0.2556, -0.2394, -0.2293, -0.2176, -0.1588, -0.1051, -0.0934, -0.1689, -0.1611, -0.1588, -0.1499, -0.1801, -0.1739, -0.0749, -0.0559, 0.0084, 0.0134, -0.0185, -0.0598, -0.0431, 0.0218, 0.0973, 0.047, 0.0364, -0.0028, 0.0313, -0.0067, -0.0168, 0.0744, 0.0475, 0.0593, 0.0112, 0.0006, -0.0062, -0.0062, -0.0403, 0.0, 0.071, 0.1331, 0.1454, 0.1443, 0.1689, 0.1806, 0.1801, 0.1801, 0.1616, 0.1834, 0.1823, 0.1471, 0.1085, 0.0973, 0.0956, 0.0654, 0.0912, 0.1264, 0.0839, 0.0956, 0.0274, -0.0045, -0.0526, -0.0895, -0.0928, -0.0906, -0.0833, -0.0794, -0.0537, -0.0643, -0.0744, -0.0682, -0.0419, -0.047, -0.0302, -0.0151, -0.0006, 0.0157, -0.0207, -0.0917, -0.1085, -0.0682, -0.0554, -0.0626, -0.0884, -0.127, -0.0962, -0.0447, -0.0017, 0.0028, -0.0408, -0.0464, -0.0817, -0.0509, -0.0615, -0.0956, -0.0246, 0.0134, 0.0996, 0.104, 0.104, 0.1174, 0.1359, 0.1046, 0.1023, 0.0845, 0.0643, 0.052, 0.0621, 0.0761, 0.0828, 0.0464, 0.0179, 0.019, 0.0157, 0.0431, 0.0671, 0.0755, 0.0671, 0.0878, 0.0878, 0.0856, 0.0833, 0.1219, 0.0828, 0.0828, 0.1119, 0.1801, 0.1862, 0.1902, 0.1879, 0.3026, 0.2964, 0.2729, 0.2679, 0.311, 0.2998, 0.2998, 0.2332, 0.1868, 0.2025, 0.1784, 0.1862, 0.1762, 0.1611, 0.1616, 0.0028, 0.0498, 0.1381, 0.1186, 0.0738, 0.0559, 0.0968, 0.1326, 0.0397, -0.0073, 0.0447, 0.0447, 0.0274, 0.0319, 0.0263, 0.0056, -0.0442, -0.0095, -0.0308, -0.0062]}
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{"unit_id": "quote:1927887515039436927", "ticker_idx": 0, "ts": "2025-05-29T00:39:36+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the era of robotics is here $NVDA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NVDA as a beneficiary of the robotics era arriving now.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "“the era of robotics is here” $NVDA", "reply_text": null, "parent_text": null, "quoted_text": "Exploring the humanoid robot investment opportunity from macro to micro.\n\nbeep boop\n\nhttps://t.co/qPSAXaLgYN", "parent_author": null, "ret_m1d": -0.031467771192964955, "ret_signed_m1d": -0.031467771192964955, "alpha_spy_m1d": -0.02753590896340863, "alpha_c_m1d": -0.02442091775738242, "bench_spy_m1d": -0.003931862229556327, "bench_c_m1d": -0.007046853435582534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029168709381678815, "ret_signed_p1d": -0.029168709381678815, "alpha_spy_p1d": -0.028050252563319167, "alpha_c_p1d": -0.011428601389960602, "bench_spy_p1d": -0.0011184568183596477, "bench_c_p1d": -0.017740107991718213, "ret_p1w": 0.005747599702493611, "ret_signed_p1w": 0.005747599702493611, "alpha_spy_p1w": 0.0006632770562644552, "alpha_c_p1w": -0.023832855030635036, "bench_spy_p1w": 0.005084322646229156, "bench_c_p1w": 0.029580454733128647, "ret_p1m": 0.13342146385334686, "ret_signed_p1m": 0.13342146385334686, "alpha_spy_p1m": 0.08820850088650878, "alpha_c_p1m": -0.00727015773315709, "bench_spy_p1m": 0.04521296296683808, "bench_c_p1m": 0.14069162158650395, "ret_p3m": 0.30600340555452554, "ret_signed_p3m": 0.30600340555452554, "alpha_spy_p3m": 0.20937208449485212, "alpha_c_p3m": 0.09021349223987807, "bench_spy_p3m": 0.09663132105967343, "bench_c_p3m": 0.21578991331464747, "ret_p6m": 0.2853115202986203, "ret_signed_p6m": 0.2853115202986203, "alpha_spy_p6m": 0.16199846496754655, "alpha_c_p6m": -0.05084882377385047, "bench_spy_p6m": 0.12331305533107373, "bench_c_p6m": 0.33616034407247075, "price_path": [-0.1806, -0.1668, -0.1573, -0.2057, -0.1905, -0.2315, -0.2187, -0.1685, -0.1696, -0.1259, -0.1412, -0.1707, -0.1557, -0.1484, -0.1544, -0.1277, -0.1329, -0.1827, -0.1994, -0.2121, -0.2214, -0.2086, -0.2067, -0.2686, -0.3224, -0.2985, -0.3081, -0.1786, -0.2272, -0.203, -0.2046, -0.1939, -0.2493, -0.2709, -0.2709, -0.3038, -0.2895, -0.2621, -0.2354, -0.2025, -0.2188, -0.2168, -0.2175, -0.1981, -0.1774, -0.1823, -0.1843, -0.159, -0.1568, -0.1619, -0.1163, -0.0665, -0.0277, -0.0313, -0.0272, -0.026, -0.0346, -0.0531, -0.0457, -0.0568, -0.0568, -0.0265, -0.0315, 0.0, -0.0292, -0.013, 0.0146, 0.0196, 0.0057, 0.0182, 0.0247, 0.0343, 0.0262, 0.0418, 0.02, 0.0396, 0.0355, 0.0453, 0.0453, 0.0336, 0.0359, 0.0627, 0.1087, 0.1138, 0.1334, 0.1351, 0.1014, 0.1298, 0.1448, 0.1448, 0.1369, 0.1496, 0.1703, 0.179, 0.1849, 0.1788, 0.2265, 0.2313, 0.243, 0.2388, 0.2314, 0.2001, 0.227, 0.2483, 0.2466, 0.2699, 0.261, 0.288, 0.278, 0.2482, 0.2933, 0.2808, 0.2891, 0.2988, 0.3127, 0.3081, 0.316, 0.3047, 0.3078, 0.2965, 0.3077, 0.262, 0.2602, 0.2572, 0.2788, 0.2919, 0.306, 0.3048, 0.2945, 0.2515, 0.2515, 0.227, 0.2259, 0.2334, 0.2, 0.2093, 0.2269, 0.2741, 0.273, 0.2777, 0.2772, 0.2566, 0.2236, 0.2663, 0.2694, 0.3193, 0.2821, 0.2716, 0.2768, 0.2804, 0.3067, 0.3406, 0.3454, 0.3572, 0.3481, 0.3332, 0.3296, 0.3588, 0.3837, 0.3161, 0.3531, 0.2936, 0.2921, 0.3064, 0.3165, 0.3123, 0.3017, 0.2954, 0.3089, 0.3383, 0.3759, 0.4445, 0.4877, 0.4578, 0.455, 0.4865, 0.4277, 0.4026, 0.3514, 0.3519, 0.4302, 0.3879, 0.3925, 0.3427, 0.3664, 0.3408, 0.3031, 0.3402, 0.298, 0.2853]}
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{"unit_id": "reply:1951706077185130627", "ticker_idx": 1, "ts": "2025-08-02T18:06:04+00:00", "symbol": "CLS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3 biggest holdings are NVDA CLS & VRT", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's three largest holdings are NVDA, Celestica, and Vertiv — live long positions.", "resolved_tickers": ["CLS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@nearcyan 3 biggest holdings are NVDA CLS & VRT so yeah", "reply_text": null, "parent_text": "@Citrini7 guy probably outperforming ppl spending all day monitoring the ai situation", "quoted_text": null, "parent_author": "nearcyan", "ret_m1d": -0.033308471366232384, "ret_signed_m1d": -0.033308471366232384, "alpha_spy_m1d": -0.018336329948999808, "alpha_c_m1d": -0.013406821327984875, "bench_spy_m1d": -0.014972141417232576, "bench_c_m1d": -0.01990165003824751, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024522226439524175, "ret_signed_p1d": -0.024522226439524175, "alpha_spy_p1d": -0.01945235738895512, "alpha_c_p1d": -0.016248904479964188, "bench_spy_p1d": -0.005069869050569054, "bench_c_p1d": -0.008273321959559987, "ret_p1w": 0.015636680084352372, "ret_signed_p1w": 0.015636680084352372, "alpha_spy_p1w": 0.008110917977817822, "alpha_c_p1w": 0.008659613144042178, "bench_spy_p1w": 0.00752576210653455, "bench_c_p1w": 0.006977066940310195, "ret_p1m": -0.004070449629445139, "ret_signed_p1m": -0.004070449629445139, "alpha_spy_p1m": -0.018488179260029436, "alpha_c_p1m": 0.0054229595165826705, "bench_spy_p1m": 0.014417729630584297, "bench_c_p1m": -0.00949340914602781, "ret_p3m": 0.6884090843158506, "ret_signed_p3m": 0.6884090843158506, "alpha_spy_p3m": 0.6083278369020084, "alpha_c_p3m": 0.5416780628397928, "bench_spy_p3m": 0.08008124741384215, "bench_c_p3m": 0.14673102147605777, "ret_p6m": 0.6538596102006125, "ret_signed_p6m": 0.6538596102006125, "alpha_spy_p6m": 0.5456335533537537, "alpha_c_p6m": 0.5217911301787808, "bench_spy_p6m": 0.10822605684685871, "bench_c_p6m": 0.1320684800218317, "price_path": [-0.5207, -0.5218, -0.5381, -0.502, -0.4546, -0.4368, -0.4466, -0.4378, -0.446, -0.4408, -0.434, -0.4127, -0.4069, -0.4069, -0.4099, -0.4137, -0.4223, -0.4273, -0.421, -0.3981, -0.4048, -0.4077, -0.4007, -0.3912, -0.3968, -0.3661, -0.3511, -0.3779, -0.3634, -0.3439, -0.3237, -0.3237, -0.3287, -0.3232, -0.286, -0.2602, -0.2547, -0.2421, -0.2251, -0.2608, -0.2311, -0.2094, -0.2094, -0.2355, -0.2271, -0.2013, -0.2116, -0.2006, -0.1946, -0.2033, -0.2053, -0.1914, -0.2052, -0.1908, -0.2211, -0.1621, -0.186, -0.155, -0.1394, 0.0027, 0.0048, -0.0079, -0.0333, 0.0, -0.0245, -0.014, -0.0012, 0.0308, 0.0156, 0.0596, 0.0138, -0.0239, -0.0296, -0.0326, -0.083, -0.0921, -0.0998, -0.0622, -0.0424, -0.014, 0.0032, 0.054, -0.0333, -0.0333, -0.0041, 0.0517, 0.0987, 0.2047, 0.2129, 0.2116, 0.256, 0.2199, 0.2001, 0.236, 0.2628, 0.2294, 0.2511, 0.2555, 0.2648, 0.2789, 0.1936, 0.2144, 0.2102, 0.2209, 0.223, 0.2494, 0.2455, 0.1599, 0.1682, 0.1804, 0.2652, 0.2896, 0.2098, 0.2959, 0.2298, 0.3401, 0.3892, 0.3724, 0.3577, 0.3139, 0.3447, 0.4035, 0.4724, 0.4982, 0.6205, 0.6767, 0.6884, 0.71, 0.7325, 0.6669, 0.7504, 0.6915, 0.5989, 0.7106, 0.6474, 0.6608, 0.4532, 0.5432, 0.5357, 0.4888, 0.5512, 0.4012, 0.3902, 0.6011, 0.627, 0.6492, 0.6492, 0.7097, 0.5804, 0.5105, 0.531, 0.6023, 0.6138, 0.6915, 0.6978, 0.7308, 0.7444, 0.5215, 0.504, 0.434, 0.3692, 0.3448, 0.4509, 0.5233, 0.5064, 0.5318, 0.5318, 0.5069, 0.5052, 0.4862, 0.4674, 0.4674, 0.5011, 0.4556, 0.514, 0.5183, 0.4326, 0.5006, 0.5622, 0.631, 0.539, 0.5564, 0.5567, 0.5567, 0.5426, 0.5377, 0.4442, 0.5045, 0.5302, 0.6539]}
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{"unit_id": "quote:1944859214934929446", "ticker_idx": 0, "ts": "2025-07-14T20:39:05+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "probably 3-6 more months of this part of the cycle, long enough for people to feel comfortable in bitcoin not being a macro asset", "tweet_type": "prediction", "timeline": "months", "summary": "BTC decouples from macro risk-on/off for ~3-6 months, implying continued bullish price action independent of equity sentiment.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "probably 3-6 more months of this part of the cycle, long enough for people to feel comfortable in bitcoin not being a macro asset, then some macro event will matter again for it", "reply_text": null, "parent_text": null, "quoted_text": "probably going to enter a part of the cycle where Bitcoin dgaf about macro and becomes increasingly unconcerned with the risk on v risk off sentiment as it applies to equities", "parent_author": null, "ret_m1d": -0.019463635509109678, "ret_signed_m1d": -0.019463635509109678, "alpha_spy_m1d": -0.01755915225978466, "alpha_c_m1d": null, "bench_spy_m1d": -0.0019044832493250174, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.01729262210051885, "ret_signed_p1d": -0.01729262210051885, "alpha_spy_p1d": -0.01301945504989177, "alpha_c_p1d": null, "bench_spy_p1d": -0.00427316705062708, "bench_c_p1d": null, "ret_p1w": -0.02010988763139665, "ret_signed_p1w": -0.02010988763139665, "alpha_spy_p1w": -0.026447919616115034, "alpha_c_p1w": null, "bench_spy_p1w": 0.006338031984718384, "bench_c_p1w": null, "ret_p1m": 0.0026967369678245756, "ret_signed_p1m": 0.0026967369678245756, "alpha_spy_p1m": -0.0259201631044359, "alpha_c_p1m": null, "bench_spy_p1m": 0.028616900072260476, "bench_c_p1m": null, "ret_p3m": 0.015485084769583102, "ret_signed_p3m": 0.015485084769583102, "alpha_spy_p3m": -0.061675647134402656, "alpha_c_p3m": null, "bench_spy_p3m": 0.07716073190398576, "bench_c_p3m": null, "ret_p6m": -0.2179452363578811, "ret_signed_p6m": -0.2179452363578811, "alpha_spy_p6m": -0.33152847154609555, "alpha_c_p6m": null, "bench_spy_p6m": 0.11358323518821445, "bench_c_p6m": null, "price_path": [-0.2988, -0.2916, -0.2954, -0.2698, -0.2203, -0.2182, -0.2162, -0.2097, -0.2075, -0.2133, -0.214, -0.1949, -0.1914, -0.2094, -0.1923, -0.1904, -0.1386, -0.1408, -0.1422, -0.1308, -0.1361, -0.1344, -0.1365, -0.1188, -0.109, -0.0849, -0.0682, -0.1048, -0.0869, -0.0906, -0.1005, -0.1185, -0.1323, -0.1165, -0.1203, -0.1261, -0.1525, -0.129, -0.0797, -0.08, -0.0931, -0.1162, -0.1148, -0.1089, -0.1272, -0.1249, -0.1265, -0.138, -0.1191, -0.1152, -0.1042, -0.1075, -0.1065, -0.1061, -0.1181, -0.0917, -0.0851, -0.0986, -0.0964, -0.0909, -0.0711, -0.0322, -0.0195, 0.0, -0.0173, -0.0093, -0.0047, -0.0154, -0.0201, 0.0012, -0.0091, -0.0124, -0.0185, -0.0161, -0.0161, -0.0168, -0.0341, -0.0545, -0.0399, -0.0476, -0.0402, -0.0196, -0.0264, -0.0093, 0.0027, 0.0292, -0.0124, -0.0205, -0.03, -0.0586, -0.0465, -0.062, -0.0248, -0.0811, -0.0671, -0.072, -0.061, -0.0954, -0.0884, -0.0722, -0.0678, -0.0761, -0.0768, -0.0649, -0.0694, -0.0492, -0.0362, -0.0313, -0.0368, -0.0251, -0.0282, -0.0226, -0.0347, -0.0593, -0.0654, -0.0544, -0.0901, -0.0846, -0.0455, -0.0483, -0.01, 0.0069, 0.0202, 0.0409, 0.0134, 0.0292, 0.0155, -0.0554, -0.0382, -0.0562, -0.0756, -0.0973, -0.1117, -0.0773, -0.0949, -0.1015, -0.0816, -0.0736, -0.0478, -0.0575, -0.0817, -0.0963, -0.0859, -0.111, -0.1524, -0.1331, -0.1548, -0.1375, -0.1156, -0.1406, -0.1517, -0.1681, -0.2124, -0.2316, -0.2245, -0.2368, -0.2772, -0.29, -0.2635, -0.2712, -0.2447, -0.2383, -0.2414, -0.2798, -0.2378, -0.2196, -0.2312, -0.2542, -0.2437, -0.2266, -0.2322, -0.2281, -0.2468, -0.2789, -0.267, -0.2812, -0.2869, -0.2649, -0.2617, -0.2706, -0.269, -0.2721, -0.2716, -0.2729, -0.2622, -0.2698, -0.2596, -0.2495, -0.2167, -0.2179]}
{"unit_id": "quote:1924457697929232820", "ticker_idx": 0, "ts": "2025-05-19T13:30:44+00:00", "symbol": "humanoid robots", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "if the market takes a breather here you all know what I'll be buying on the way down (robots)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Plans to buy humanoid robot stocks on any market pullback from here.", "resolved_tickers": ["BOTZ", "IRBO"], "resolution_method": "basket", "resolution_reason": "Humanoid/robotics sector via BOTZ and IRBO ETFs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "if the market takes a breather here you all know what I’ll be buying on the way down (robots):", "reply_text": null, "parent_text": null, "quoted_text": "Exploring the humanoid robot investment opportunity from macro to micro.\n\nbeep boop\n\nhttps://t.co/qPSAXaLgYN", "parent_author": null, "ret_m1d": 0.006999562632419742, "ret_signed_m1d": 0.006999562632419742, "alpha_spy_m1d": 0.008092285269857169, "alpha_c_m1d": 0.008092285269857169, "bench_spy_m1d": -0.0010927226374374266, "bench_c_m1d": -0.0010927226374374266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0026836432911297448, "ret_signed_p1d": 0.0026836432911297448, "alpha_spy_p1d": 0.006045978556368514, "alpha_c_p1d": 0.006045978556368514, "bench_spy_p1d": -0.0033623352652387695, "bench_c_p1d": -0.0033623352652387695, "ret_p1w": -0.016010541796835198, "ret_signed_p1w": -0.016010541796835198, "alpha_spy_p1w": 0.010449971935364177, "alpha_c_p1w": 0.010449971935364177, "bench_spy_p1w": -0.026460513732199376, "bench_c_p1w": -0.026460513732199376, "ret_p1m": 0.021352453684540418, "ret_signed_p1m": 0.021352453684540418, "alpha_spy_p1m": 0.016847165203792258, "alpha_c_p1m": 0.016847165203792258, "bench_spy_p1m": 0.00450528848074816, "bench_c_p1m": 0.00450528848074816, "ret_p3m": 0.13074675592120766, "ret_signed_p3m": 0.13074675592120766, "alpha_spy_p3m": 0.0433185667076017, "alpha_c_p3m": 0.0433185667076017, "bench_spy_p3m": 0.08742818921360596, "bench_c_p3m": 0.08742818921360596, "ret_p6m": 0.24487869879491264, "ret_signed_p6m": 0.24487869879491264, "alpha_spy_p6m": 0.0901031355560159, "alpha_c_p6m": 0.0901031355560159, "bench_spy_p6m": 0.15477556323889674, "bench_c_p6m": 0.15477556323889674, "price_path": [0.1105, 0.1022, 0.0708, 0.0462, 0.0336, 0.0478, 0.0088, 0.0062, -0.0264, -0.0252, -0.0065, -0.0443, -0.032, -0.0717, -0.0615, -0.0473, -0.0727, -0.044, -0.0361, -0.0529, -0.0401, -0.0492, -0.0503, -0.0334, -0.0335, -0.061, -0.075, -0.1019, -0.1137, -0.1061, -0.0957, -0.1537, -0.2122, -0.216, -0.2264, -0.1284, -0.1686, -0.1527, -0.147, -0.1445, -0.1656, -0.1658, -0.1658, -0.1844, -0.1674, -0.1394, -0.1121, -0.0978, -0.0999, -0.0959, -0.0998, -0.0874, -0.0666, -0.0677, -0.0717, -0.0725, -0.0571, -0.0638, -0.0205, -0.0014, 0.006, 0.0008, 0.007, 0.0, 0.0027, -0.0148, -0.0101, -0.016, -0.016, 0.0127, 0.0027, 0.0061, -0.0015, 0.0035, 0.0165, 0.022, 0.0165, 0.0245, 0.0279, 0.0303, 0.0306, 0.0314, 0.0134, 0.0334, 0.0214, 0.0272, 0.0272, 0.0133, 0.0196, 0.0458, 0.0526, 0.0736, 0.0778, 0.0848, 0.0687, 0.0782, 0.0912, 0.0912, 0.0758, 0.083, 0.0959, 0.0882, 0.0813, 0.0827, 0.0896, 0.0947, 0.1117, 0.1101, 0.108, 0.1015, 0.1377, 0.1366, 0.1397, 0.1444, 0.1404, 0.1397, 0.1314, 0.1096, 0.1351, 0.1282, 0.1215, 0.1178, 0.1207, 0.1144, 0.1324, 0.1408, 0.1307, 0.1332, 0.135, 0.111, 0.098, 0.0923, 0.1176, 0.1117, 0.118, 0.1277, 0.1411, 0.1222, 0.1222, 0.1104, 0.109, 0.1156, 0.1234, 0.1367, 0.1384, 0.1471, 0.1579, 0.151, 0.1648, 0.1634, 0.1584, 0.1829, 0.1849, 0.2084, 0.1971, 0.183, 0.1766, 0.1754, 0.1843, 0.1947, 0.2104, 0.2256, 0.2306, 0.2626, 0.2462, 0.2715, 0.2764, 0.2176, 0.2518, 0.2372, 0.2572, 0.2466, 0.2375, 0.2634, 0.2588, 0.2456, 0.2597, 0.2657, 0.3025, 0.3004, 0.3164, 0.292, 0.3059, 0.3154, 0.2742, 0.2712, 0.2365, 0.2365, 0.261, 0.2449]}
{"unit_id": "reply:2033701332121452569", "ticker_idx": 0, "ts": "2026-03-17T00:25:56+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Put 10% of our \"small themes\" portfolio into CRCL on Feb 6th anticipating agentic commerce bid", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10% position in CRCL, entered Feb 6 on agentic commerce thesis; still holding.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@tamada888 Almost bottom ticked it. Put 10% of our “small themes” portfolio into CRCL on Feb 6th anticipating agentic commerce bid.", "reply_text": null, "parent_text": "@Citrini7 $CRCL on a massive run.  USDC getting more traction?", "quoted_text": null, "parent_author": "tamada888", "ret_m1d": -0.048975858567825825, "ret_signed_m1d": -0.048975858567825825, "alpha_spy_m1d": -0.046352205361569476, "alpha_c_m1d": -0.04372960575863194, "bench_spy_m1d": -0.002623653206256349, "bench_c_m1d": -0.005246252809193885, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00400573493368972, "ret_signed_p1d": 0.00400573493368972, "alpha_spy_p1d": 0.017959380320809903, "alpha_c_p1d": 0.015910496838451582, "bench_spy_p1d": -0.013953645387120184, "bench_c_p1d": -0.011904761904761862, "ret_p1w": -0.2353563597932804, "ret_signed_p1w": -0.2353563597932804, "alpha_spy_p1w": -0.2117630972062503, "alpha_c_p1w": -0.2348178858284966, "bench_spy_p1w": -0.023593262587030095, "bench_c_p1w": -0.0005384739647837922, "ret_p1m": -0.2024790371843468, "ret_signed_p1m": -0.2024790371843468, "alpha_spy_p1m": -0.2487850199639996, "alpha_c_p1m": -0.26055345428627996, "bench_spy_p1m": 0.04630598277965281, "bench_c_p1m": 0.05807441710193317, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3879, -0.349, -0.3425, -0.3747, -0.3754, -0.3754, -0.3858, -0.3915, -0.3962, -0.4006, -0.4006, -0.3691, -0.3591, -0.3587, -0.3909, -0.3818, -0.3734, -0.3734, -0.3692, -0.3591, -0.4211, -0.4059, -0.4059, -0.4505, -0.451, -0.4607, -0.4609, -0.4641, -0.4712, -0.4495, -0.4895, -0.5168, -0.5551, -0.5755, -0.5839, -0.6204, -0.5689, -0.5458, -0.5484, -0.5627, -0.572, -0.5462, -0.5462, -0.5343, -0.5227, -0.532, -0.5237, -0.5377, -0.5362, -0.3716, -0.3409, -0.3694, -0.2734, -0.247, -0.2044, -0.2008, -0.2298, -0.1547, -0.1075, -0.1474, -0.137, -0.128, -0.049, 0.0, 0.004, -0.0301, -0.0475, -0.0429, -0.2354, -0.215, -0.2573, -0.2921, -0.3205, -0.2789, -0.3142, -0.3178, -0.3178, -0.3035, -0.2886, -0.2862, -0.3568, -0.3346, -0.2542, -0.2027, -0.2025, -0.1878, -0.1995, -0.1961, -0.2743, -0.2112, -0.2441, -0.2468, -0.2787, -0.2869, -0.2778, -0.3131, -0.2465, -0.0966, -0.137, -0.0794, -0.1441, -0.1409, -0.0042, -0.0655, -0.0434, -0.0637, -0.1384, -0.1581, -0.1608, -0.1564, -0.1317, -0.145, -0.145, -0.2127, -0.2242, -0.1819, -0.1459, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051537719570903410", "ticker_idx": 0, "ts": "2026-05-05T05:41:22+00:00", "symbol": "ON", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dip imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy the dip on ON Semiconductor.", "resolved_tickers": ["ON"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@peanutcap Buy the dip imo", "reply_text": null, "parent_text": "@citrini What are your thoughts on $ON?", "quoted_text": null, "parent_author": "peanutcap", "ret_m1d": -0.006136137768126715, "ret_signed_m1d": -0.006136137768126715, "alpha_spy_m1d": 0.001822204813340611, "alpha_c_m1d": 0.024283410763924596, "bench_spy_m1d": -0.007958342581467326, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030193810552328948, "ret_signed_p1d": 0.030193810552328948, "alpha_spy_p1d": 0.016294371107311356, "alpha_c_p1d": -0.021595983011310826, "bench_spy_p1d": 0.013899439445017592, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.014025542681287417, "ret_signed_p1w": 0.014025542681287417, "alpha_spy_p1w": -0.005884059479166703, "alpha_c_p1w": -0.059746669104830286, "bench_spy_p1w": 0.01990960216045412, "bench_c_p1w": 0.0737722117861177, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3854, -0.365, -0.3659, -0.3437, -0.3067, -0.3121, -0.2967, -0.2967, -0.2991, -0.3118, -0.3368, -0.3269, -0.3234, -0.3179, -0.3213, -0.3361, -0.3525, -0.3525, -0.3823, -0.391, -0.4073, -0.4461, -0.4231, -0.4196, -0.423, -0.4381, -0.4297, -0.4168, -0.4061, -0.4111, -0.4225, -0.4228, -0.4167, -0.3928, -0.3854, -0.4071, -0.4317, -0.4579, -0.3969, -0.3942, -0.3943, -0.3943, -0.3816, -0.3787, -0.334, -0.3329, -0.3314, -0.3083, -0.2982, -0.2945, -0.2215, -0.1915, -0.1667, -0.1535, -0.1332, -0.0476, -0.0416, -0.0451, -0.0913, -0.0371, -0.0181, 0.0035, -0.0061, 0.0, 0.0302, -0.0201, 0.0052, 0.0445, 0.014, 0.127, 0.1529, 0.1017, 0.0658, 0.0326, 0.0734, 0.0676, 0.1318, 0.1318, 0.237, 0.2164, 0.2055, 0.1748, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047469794660646960", "ticker_idx": 0, "ts": "2026-04-24T00:16:53+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "catchup trade for Intel and the Intel AP Ecosystem. After Intel's earnings this evening, it's looking like this has a shot at being the best one of the year", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC as an advanced packaging catchup trade; post-earnings sees it as potentially the best call of the year.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Trade Number 4 of 26 Trades for 2026 was “Advanced Packaging”, detailing the catchup trade for Intel and the Intel AP Ecosystem. \n\nAfter Intel’s earnings this evening, it’s looking like this has a shot at being the best one of the year. https://t.co/bBGFfRkKV3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324804280530305, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689708120572125, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959734352914323, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.0017228064887020444, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753141359270976, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398579642141414, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.40750054032913785, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.044401507267598284, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2059236672286425363", "ticker_idx": 0, "ts": "2026-05-26T11:34:16+00:00", "symbol": "Murata Manufacturing", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the inevitable impact to MLCCs since December 2024 based on experience - we recalled the last time GPUs were in high demand because of crypto mining in '19-21. And the associated severe shortage of MLCCs that doubled Murata's share price. AI server boards use more than 10x as many MLCCs than crypto miners.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Murata on AI-server-driven MLCC shortage thesis: 10x more MLCCs per AI board vs crypto miners, echoing the 2019-21 cycle that doubled Murata's share price.", "resolved_tickers": ["6981.T"], "resolution_method": "exchange_ticker", "resolution_reason": "Murata Manufacturing listed on Tokyo Stock Exchange", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "It’s the part of the cycle where any sort of experience in previous cycles gets derided as a handicap, but these blocks and their generational run is an example of how valuable it can be. \n\nWe’ve been pointing out the inevitable impact to MLCCs since December 2024 based on experience - we recalled the last time GPUs were in high demand because of crypto mining in ‘19-21. And the associated severe shortage of MLCCs that doubled Murata’s share price.\n\nAI server boards use more than 10x as many MLCCs than crypto miners. It only stood to reason that history might repeat itself in an even broader way despite various “overhangs”.", "reply_text": null, "parent_text": null, "quoted_text": "Today i learnt these blocks are having a generational run https://t.co/ax0CVPgrTl", "parent_author": null, "ret_m1d": -0.018447443357682336, "ret_signed_m1d": -0.018447443357682336, "alpha_spy_m1d": -0.01185261524922887, "alpha_c_m1d": 0.007208816854369804, "bench_spy_m1d": -0.0065948281084534655, "bench_c_m1d": -0.02565626021205214, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03181874458338496, "ret_signed_p1d": -0.03181874458338496, "alpha_spy_p1d": -0.03164554099932304, "alpha_c_p1d": -0.027983772582694355, "bench_spy_p1d": -0.0001732035840619206, "bench_c_p1d": -0.0038349720006906063, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4986, -0.4961, -0.5014, -0.5425, -0.5515, -0.5329, -0.536, -0.574, -0.5496, -0.5391, -0.5437, -0.5523, -0.5576, -0.5337, -0.5285, -0.5403, -0.5403, -0.5697, -0.5654, -0.5511, -0.5434, -0.5407, -0.5625, -0.5779, -0.5455, -0.5694, -0.5309, -0.5287, -0.5313, -0.5048, -0.506, -0.4867, -0.4837, -0.464, -0.4404, -0.4067, -0.4305, -0.4134, -0.4045, -0.392, -0.4041, -0.3889, -0.3914, -0.4008, -0.4008, -0.3616, -0.3639, -0.3639, -0.3639, -0.3639, -0.3007, -0.2757, -0.2621, -0.2475, -0.2461, -0.2152, -0.2385, -0.236, -0.2349, -0.2368, -0.1671, -0.1172, -0.0184, 0.0, -0.0318, 0.0571, 0.1917, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2037852417207718144", "ticker_idx": 0, "ts": "2026-03-28T11:20:52+00:00", "symbol": "^GSPC", "kind": "index", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I think SPX is not going to put in a longer term before it's below 6000", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish SPX: expects new longer-term low below 6000 before any durable bottom, despite short-term rallies.", "resolved_tickers": ["^GSPC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I feel badly for everyone replying to this who somehow think markets go down in a straight line.\n\nI think SPX is not going to put in a longer term before it’s below 6000, but there will be some violent short term rallies. Like these: https://t.co/e5xsMfbnFp", "reply_text": null, "parent_text": null, "quoted_text": "Likely going to put in a bottom on Monday…in the short term, at least.", "parent_author": null, "ret_m1d": 0.00396137943689534, "ret_signed_m1d": -0.00396137943689534, "alpha_spy_m1d": -0.0006067008119206019, "alpha_c_m1d": null, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.02913114047102594, "ret_signed_p1d": -0.02913114047102594, "alpha_spy_p1d": -6.321477211113091e-05, "alpha_c_p1d": null, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": null, "ret_p1w": 0.04226382220544611, "ret_signed_p1w": -0.04226382220544611, "alpha_spy_p1w": 0.00039646740081589193, "alpha_c_p1w": null, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": null, "ret_p1m": 0.12533333169128946, "ret_signed_p1m": -0.12533333169128946, "alpha_spy_p1m": 0.0008119527904799639, "alpha_c_p1m": null, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0791, 0.0791, 0.0811, 0.088, 0.0948, 0.091, 0.0911, 0.0981, 0.0999, 0.0977, 0.0919, 0.0947, 0.094, 0.094, 0.0714, 0.0838, 0.0898, 0.0902, 0.0956, 0.1001, 0.1, 0.0986, 0.0938, 0.0997, 0.0905, 0.085, 0.0717, 0.0928, 0.0979, 0.0943, 0.0942, 0.0771, 0.0776, 0.0776, 0.0787, 0.0847, 0.0817, 0.0892, 0.0779, 0.0861, 0.095, 0.0891, 0.0844, 0.0848, 0.0745, 0.0829, 0.0768, 0.0625, 0.0713, 0.069, 0.0681, 0.0518, 0.0455, 0.0561, 0.0587, 0.0443, 0.0414, 0.0257, 0.0374, 0.0335, 0.0391, 0.021, 0.004, 0.0, 0.0291, 0.0365, 0.0377, 0.0377, 0.0423, 0.0431, 0.0692, 0.0758, 0.0746, 0.0855, 0.0983, 0.1071, 0.11, 0.1233, 0.1207, 0.1135, 0.1252, 0.1205, 0.1295, 0.1309, 0.1253, 0.1249, 0.1364, 0.1397, 0.1351, 0.1443, 0.161, 0.1566, 0.1663, 0.1685, 0.1667, 0.1735, 0.1825, 0.1678, 0.167, 0.1592, 0.1717, 0.1737, 0.1781, 0.1781, 0.1853, 0.1855, 0.1923, 0.1949, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1986583085174169679", "ticker_idx": 0, "ts": "2025-11-06T23:54:51+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "even the moon says to be long natural gas", "tweet_type": "prediction", "timeline": "months", "summary": "Humorously bullish natural gas into winter.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "according to the farmer’s almanac and various witches i consult during the normal course of doing business, if the november full moon has a hazy halo it means a snowy winter.\n\neven the moon says to be long natural gas.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03810867741323687, "ret_signed_m1d": -0.03810867741323687, "alpha_spy_m1d": -0.04895437775883549, "alpha_c_m1d": -0.04895437775883549, "bench_spy_m1d": 0.010845700345598619, "bench_c_m1d": 0.010845700345598619, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015525777406089292, "ret_signed_p1d": -0.015525777406089292, "alpha_spy_p1d": -0.016510284987466095, "alpha_c_p1d": -0.016510284987466095, "bench_spy_p1d": 0.0009845075813768034, "bench_c_p1d": 0.0009845075813768034, "ret_p1w": 0.04516586731664596, "ret_signed_p1w": 0.04516586731664596, "alpha_spy_p1w": 0.04258495747816338, "alpha_c_p1w": 0.04258495747816338, "bench_spy_p1w": 0.0025809098384825813, "bench_c_p1w": 0.0025809098384825813, "ret_p1m": 0.15525763945619153, "ret_signed_p1m": 0.15525763945619153, "alpha_spy_p1m": 0.1323130542936759, "alpha_c_p1m": 0.1323130542936759, "bench_spy_p1m": 0.02294458516251563, "bench_c_p1m": 0.02294458516251563, "ret_p3m": -0.08398027718069379, "ret_signed_p3m": -0.08398027718069379, "alpha_spy_p3m": -0.11569321597840598, "alpha_c_p3m": -0.11569321597840598, "bench_spy_p3m": 0.0317129387977122, "bench_c_p3m": 0.0317129387977122, "ret_p6m": -0.2441778418855104, "ret_signed_p6m": -0.2441778418855104, "alpha_spy_p6m": -0.32539903054723573, "alpha_c_p6m": -0.32539903054723573, "bench_spy_p6m": 0.08122118866172534, "bench_c_p6m": 0.08122118866172534, "price_path": [-0.0776, -0.1334, -0.1249, -0.1171, -0.0946, -0.1023, -0.1418, -0.144, -0.1249, -0.1595, -0.1567, -0.1553, -0.1397, -0.1129, -0.0946, -0.0946, -0.0981, -0.0783, -0.0755, -0.0868, -0.0713, -0.0642, -0.091, -0.1235, -0.1171, -0.0889, -0.067, -0.0755, -0.1059, -0.1129, -0.1426, -0.1277, -0.1277, -0.1115, -0.12, -0.0953, -0.0776, -0.0388, -0.0508, -0.079, -0.0614, -0.0275, -0.0755, -0.1009, -0.1299, -0.1404, -0.1567, -0.1616, -0.1828, -0.1623, -0.0875, -0.072, -0.0783, -0.0875, -0.0847, -0.0903, -0.1291, -0.1383, -0.0953, -0.0649, -0.0289, -0.0169, -0.0381, 0.0, -0.0155, -0.0049, 0.0275, 0.0339, 0.0452, 0.0275, -0.0035, 0.0035, 0.0374, 0.0176, 0.0339, 0.0169, -0.024, 0.0056, 0.0056, 0.0395, 0.0734, 0.0558, 0.0917, 0.1052, 0.1553, 0.0635, -0.0049, 0.0064, -0.0769, -0.1016, -0.1207, -0.1461, -0.108, -0.151, -0.1397, -0.1637, -0.0896, -0.1256, -0.1256, -0.096, -0.079, -0.0741, -0.1348, -0.1348, -0.1489, -0.1793, -0.204, -0.1687, -0.2047, -0.2661, -0.211, -0.2011, -0.2773, -0.2731, -0.271, -0.271, -0.127, -0.0374, -0.0522, -0.0141, 0.0466, 0.0374, 0.0254, 0.0628, 0.1927, -0.1037, -0.084, -0.0501, -0.0459, -0.0635, -0.1411, -0.144, -0.1306, -0.1228, -0.1221, -0.1221, -0.1602, -0.1623, -0.1673, -0.1524, -0.1715, -0.1912, -0.1814, -0.1969, -0.187, -0.1531, -0.1334, -0.1687, -0.1496, -0.1002, -0.1313, -0.1341, -0.091, -0.0797, -0.108, -0.1383, -0.139, -0.1059, -0.1136, -0.1256, -0.1722, -0.1722, -0.163, -0.1644, -0.1334, -0.1757, -0.1722, -0.1941, -0.199, -0.199, -0.1976, -0.1849, -0.2181, -0.2322, -0.2399, -0.2463, -0.2548, -0.2534, -0.2392, -0.235, -0.2343, -0.2272, -0.2272, -0.2576, -0.2724, -0.2597, -0.271, -0.2837, -0.2519, -0.2442]}
{"unit_id": "reply:2053595131610071462", "ticker_idx": 0, "ts": "2026-05-10T21:56:47+00:00", "symbol": "TXN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FWIW I think it's a gen AI play now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TXN; disagrees with parent, views it as a gen AI play now.", "resolved_tickers": ["TXN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@roussos_g @dampedspring FWIW I think it’s a gen AI play now", "reply_text": null, "parent_text": "@Citrini7 @dampedspring Yeah, TXN doesn’t look like a Generative AI play anytime soon.  \n\nShow me a Gen AI solution using TI  chips.", "quoted_text": null, "parent_author": "roussos_g", "ret_m1d": -0.03344983089064257, "ret_signed_m1d": -0.03344983089064257, "alpha_spy_m1d": -0.031177420903464648, "alpha_c_m1d": -0.016497115212208313, "bench_spy_m1d": -0.0022724099871779257, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008698267910218327, "ret_signed_p1d": -0.008698267910218327, "alpha_spy_p1d": -0.007183327918766413, "alpha_c_p1d": 0.017433497324450542, "bench_spy_p1d": -0.0015149399914519135, "bench_c_p1d": -0.02613176523466887, "ret_p1w": 0.009537870247002145, "ret_signed_p1w": 0.009537870247002145, "alpha_spy_p1w": 0.010417030790270343, "alpha_c_p1w": 0.06185350686928226, "bench_spy_p1w": -0.0008791605432681981, "bench_c_p1w": -0.052315636622280115, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.243, -0.2549, -0.2443, -0.2443, -0.2459, -0.2538, -0.2714, -0.2658, -0.2654, -0.2871, -0.2853, -0.2895, -0.2912, -0.2989, -0.3228, -0.3237, -0.3385, -0.3543, -0.3444, -0.3402, -0.3362, -0.365, -0.3625, -0.3513, -0.3503, -0.3625, -0.3708, -0.3745, -0.3697, -0.3497, -0.3425, -0.3537, -0.364, -0.3771, -0.3513, -0.3441, -0.3489, -0.3489, -0.3337, -0.3326, -0.302, -0.2817, -0.2825, -0.2759, -0.2687, -0.2773, -0.2545, -0.2321, -0.2191, -0.2209, -0.2104, -0.0569, -0.074, -0.0995, -0.1145, -0.1004, -0.0608, -0.061, -0.0614, -0.0563, -0.0279, -0.042, -0.0334, 0.0, -0.0087, 0.0288, 0.035, 0.0167, 0.0095, 0.0153, 0.0239, 0.0021, 0.0385, 0.0385, 0.0911, 0.0661, 0.0611, 0.0266, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019861283592392789", "ticker_idx": 0, "ts": "2026-02-06T19:50:31+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Nvidia is basically trading at the 12m fwd market multiple…for 60%+ revenue growth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA: trading at market multiple despite 60%+ revenue growth implies significant undervaluation.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Nvidia is basically trading at the 12m fwd market multiple…for 60%+ revenue growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07297340361266302, "ret_signed_m1d": -0.07297340361266302, "alpha_spy_m1d": -0.05414981685938636, "alpha_c_m1d": -0.021734795657972983, "bench_spy_m1d": -0.018823586753276667, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024971663419029566, "ret_signed_p1d": 0.024971663419029566, "alpha_spy_p1d": 0.020149831316019107, "alpha_c_p1d": 0.012523013908309899, "bench_spy_p1d": 0.004821832103010459, "bench_c_p1d": 0.012448649510719667, "ret_p1w": -0.014022945141103471, "ret_signed_p1w": -0.014022945141103471, "alpha_spy_p1w": -0.0011794369039952457, "alpha_c_p1w": -0.029135623882443507, "bench_spy_p1w": -0.012843508237108225, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.014885963985300177, "ret_signed_p1m": -0.014885963985300177, "alpha_spy_p1m": 0.002996403551897564, "alpha_c_p1m": 0.003239266663086493, "bench_spy_p1m": -0.01788236753719774, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 0.12098189257086123, "ret_signed_p3m": 0.12098189257086123, "alpha_spy_p3m": 0.055512966718127776, "alpha_c_p3m": -0.24777204274554876, "bench_spy_p3m": 0.06546892585273345, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0417, 0.0452, 0.0078, 0.0256, 0.0064, -0.0219, 0.0059, -0.0258, -0.0353, -0.0155, -0.041, -0.0278, -0.0278, -0.0454, -0.0297, -0.0214, -0.0314, -0.0109, -0.0162, 0.0008, -0.0024, -0.0088, -0.0242, -0.056, -0.0492, -0.0415, -0.078, -0.0608, -0.0238, -0.0093, 0.0205, 0.0173, 0.0173, 0.0276, 0.0152, 0.0115, 0.0059, 0.0059, 0.0186, 0.0146, 0.0099, 0.02, -0.002, -0.003, -0.0025, 0.0022, -0.0122, 0.0088, 0.0044, 0.0044, -0.0396, -0.0113, -0.0031, 0.0122, 0.0057, 0.0168, 0.033, 0.0383, 0.0309, 0.0011, -0.0273, -0.0605, -0.073, 0.0, 0.025, 0.0169, 0.025, 0.0083, -0.014, -0.014, -0.0024, 0.0139, 0.0134, 0.0238, 0.0331, 0.0401, 0.0547, -0.0028, -0.0443, -0.0158, -0.0289, -0.0128, -0.0112, -0.0409, -0.0149, -0.0035, 0.0034, -0.0122, -0.0278, -0.0118, -0.0187, -0.027, -0.0369, -0.0685, -0.0526, -0.055, -0.0362, -0.0764, -0.0964, -0.1091, -0.0593, -0.052, -0.0432, -0.0432, -0.0419, -0.0394, -0.0179, -0.008, 0.0174, 0.0211, 0.0599, 0.0727, 0.0698, 0.0878, 0.0899, 0.0781, 0.0922, 0.0768, 0.1234, 0.1683, 0.1498, 0.1286, 0.0764, 0.0704, 0.0706, 0.0599, 0.121, 0.1408, 0.1607, 0.1836, 0.1908, 0.2181, 0.2715, 0.2153, 0.1991, 0.1899, 0.2053, 0.184, 0.1614, 0.1614, 0.1589, 0.1467, 0.1556, 0.1388, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1986340581895782742", "ticker_idx": 0, "ts": "2025-11-06T07:51:13+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "a decent timeframe to make some money supplying it", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish natural gas over the next decade as the real fuel behind AI/data-center electricity demand.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "“make more electrons” is just VC-speak for “more natural gas”\n\nat least in the short term (next decade, probably) - a decent timeframe to make some money supplying it https://t.co/DPMxQCkikE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03810867741323687, "ret_signed_m1d": -0.03810867741323687, "alpha_spy_m1d": -0.04895437775883549, "alpha_c_m1d": -0.04895437775883549, "bench_spy_m1d": 0.010845700345598619, "bench_c_m1d": 0.010845700345598619, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015525777406089292, "ret_signed_p1d": -0.015525777406089292, "alpha_spy_p1d": -0.016510284987466095, "alpha_c_p1d": -0.016510284987466095, "bench_spy_p1d": 0.0009845075813768034, "bench_c_p1d": 0.0009845075813768034, "ret_p1w": 0.04516586731664596, "ret_signed_p1w": 0.04516586731664596, "alpha_spy_p1w": 0.04258495747816338, "alpha_c_p1w": 0.04258495747816338, "bench_spy_p1w": 0.0025809098384825813, "bench_c_p1w": 0.0025809098384825813, "ret_p1m": 0.15525763945619153, "ret_signed_p1m": 0.15525763945619153, "alpha_spy_p1m": 0.1323130542936759, "alpha_c_p1m": 0.1323130542936759, "bench_spy_p1m": 0.02294458516251563, "bench_c_p1m": 0.02294458516251563, "ret_p3m": -0.08398027718069379, "ret_signed_p3m": -0.08398027718069379, "alpha_spy_p3m": -0.11569321597840598, "alpha_c_p3m": -0.11569321597840598, "bench_spy_p3m": 0.0317129387977122, "bench_c_p3m": 0.0317129387977122, "ret_p6m": -0.2441778418855104, "ret_signed_p6m": -0.2441778418855104, "alpha_spy_p6m": -0.32539903054723573, "alpha_c_p6m": -0.32539903054723573, "bench_spy_p6m": 0.08122118866172534, "bench_c_p6m": 0.08122118866172534, "price_path": [-0.0776, -0.1334, -0.1249, -0.1171, -0.0946, -0.1023, -0.1418, -0.144, -0.1249, -0.1595, -0.1567, -0.1553, -0.1397, -0.1129, -0.0946, -0.0946, -0.0981, -0.0783, -0.0755, -0.0868, -0.0713, -0.0642, -0.091, -0.1235, -0.1171, -0.0889, -0.067, -0.0755, -0.1059, -0.1129, -0.1426, -0.1277, -0.1277, -0.1115, -0.12, -0.0953, -0.0776, -0.0388, -0.0508, -0.079, -0.0614, -0.0275, -0.0755, -0.1009, -0.1299, -0.1404, -0.1567, -0.1616, -0.1828, -0.1623, -0.0875, -0.072, -0.0783, -0.0875, -0.0847, -0.0903, -0.1291, -0.1383, -0.0953, -0.0649, -0.0289, -0.0169, -0.0381, 0.0, -0.0155, -0.0049, 0.0275, 0.0339, 0.0452, 0.0275, -0.0035, 0.0035, 0.0374, 0.0176, 0.0339, 0.0169, -0.024, 0.0056, 0.0056, 0.0395, 0.0734, 0.0558, 0.0917, 0.1052, 0.1553, 0.0635, -0.0049, 0.0064, -0.0769, -0.1016, -0.1207, -0.1461, -0.108, -0.151, -0.1397, -0.1637, -0.0896, -0.1256, -0.1256, -0.096, -0.079, -0.0741, -0.1348, -0.1348, -0.1489, -0.1793, -0.204, -0.1687, -0.2047, -0.2661, -0.211, -0.2011, -0.2773, -0.2731, -0.271, -0.271, -0.127, -0.0374, -0.0522, -0.0141, 0.0466, 0.0374, 0.0254, 0.0628, 0.1927, -0.1037, -0.084, -0.0501, -0.0459, -0.0635, -0.1411, -0.144, -0.1306, -0.1228, -0.1221, -0.1221, -0.1602, -0.1623, -0.1673, -0.1524, -0.1715, -0.1912, -0.1814, -0.1969, -0.187, -0.1531, -0.1334, -0.1687, -0.1496, -0.1002, -0.1313, -0.1341, -0.091, -0.0797, -0.108, -0.1383, -0.139, -0.1059, -0.1136, -0.1256, -0.1722, -0.1722, -0.163, -0.1644, -0.1334, -0.1757, -0.1722, -0.1941, -0.199, -0.199, -0.1976, -0.1849, -0.2181, -0.2322, -0.2399, -0.2463, -0.2548, -0.2534, -0.2392, -0.235, -0.2343, -0.2272, -0.2272, -0.2576, -0.2724, -0.2597, -0.271, -0.2837, -0.2519, -0.2442]}
{"unit_id": "thread:2019808902251204681", "ticker_idx": 0, "ts": "2026-02-06T16:22:23+00:00", "symbol": "RSP", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Equal-weighted S&P500 (RSP) is at all time highs. Market price action is actually quite healthy. Speculative nonsense has gotten destroyed, breadth has returned, dispersion good and market participants aggressively pricing in walls of worry.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish US equities (RSP at ATH): healthy breadth, dispersion, and worry-wall pricing dismiss bear case.", "resolved_tickers": ["RSP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Equal-weighted S&P500 (RSP) is at all time highs.\n\nMarket price action is actually quite healthy. Speculative nonsense has gotten destroyed, breadth has returned, dispersion good and market participants aggressively pricing in walls of worry.\n\n---\n\nThe weird thing is all the people who were bearish because of narrow breadth are now bearish for other reasons? Curious.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018293322766720133, "ret_signed_m1d": -0.018293322766720133, "alpha_spy_m1d": 0.000530263986556534, "alpha_c_m1d": 0.000530263986556534, "bench_spy_m1d": -0.018823586753276667, "bench_c_m1d": -0.018823586753276667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.000593311288408227, "ret_signed_p1d": 0.000593311288408227, "alpha_spy_p1d": -0.004228520814602232, "alpha_c_p1d": -0.004228520814602232, "bench_spy_p1d": 0.004821832103010459, "bench_c_p1d": 0.004821832103010459, "ret_p1w": 0.0030158790890539855, "ret_signed_p1w": 0.0030158790890539855, "alpha_spy_p1w": 0.01585938732616221, "alpha_c_p1w": 0.01585938732616221, "bench_spy_p1w": -0.012843508237108225, "bench_c_p1w": -0.012843508237108225, "ret_p1m": -0.017551664715101056, "ret_signed_p1m": -0.017551664715101056, "alpha_spy_p1m": 0.00033070282209668456, "alpha_c_p1m": 0.00033070282209668456, "bench_spy_p1m": -0.01788236753719774, "bench_c_p1m": -0.01788236753719774, "ret_p3m": 0.017141324536577462, "ret_signed_p3m": 0.017141324536577462, "alpha_spy_p3m": -0.04832760131615599, "alpha_c_p3m": -0.04832760131615599, "bench_spy_p3m": 0.06546892585273345, "bench_c_p3m": 0.06546892585273345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0657, -0.0634, -0.074, -0.0774, -0.0895, -0.089, -0.0918, -0.1028, -0.0852, -0.0814, -0.0684, -0.0619, -0.0619, -0.0568, -0.0633, -0.0641, -0.057, -0.0567, -0.0545, -0.0602, -0.0619, -0.0487, -0.041, -0.0475, -0.0464, -0.0531, -0.0556, -0.0536, -0.0502, -0.0431, -0.0453, -0.0419, -0.0419, -0.0416, -0.0432, -0.0447, -0.0529, -0.0529, -0.0465, -0.0376, -0.026, -0.0369, -0.0287, -0.023, -0.0221, -0.0221, -0.0177, -0.0133, -0.0159, -0.0159, -0.0306, -0.0141, -0.0129, -0.0173, -0.0149, -0.0165, -0.0198, -0.0185, -0.0207, -0.0156, -0.0182, -0.0097, -0.0183, 0.0, 0.0006, 0.0042, 0.0059, -0.0073, 0.003, 0.003, 0.0013, 0.0065, 0.0044, 0.009, -0.002, 0.0059, 0.0065, 0.0122, 0.0134, 0.0115, -0.0009, 0.0031, -0.0085, -0.0203, -0.0176, -0.0249, -0.0281, -0.0432, -0.0432, -0.0361, -0.0307, -0.0435, -0.0442, -0.0582, -0.0482, -0.0471, -0.0424, -0.0512, -0.0642, -0.0662, -0.0471, -0.044, -0.0413, -0.0413, -0.0371, -0.0393, -0.0171, -0.0165, -0.0236, -0.0127, -0.0086, -0.0083, -0.0038, 0.0087, 0.0119, 0.0057, 0.0053, 0.0052, 0.0031, 0.0019, -0.0032, -0.0049, 0.0101, 0.0071, 0.0012, 0.0091, 0.0171, 0.0106, 0.0134, 0.0129, 0.012, 0.0076, 0.0112, 0.0008, 0.007, 0.0011, 0.0121, 0.0164, 0.0257, 0.0257, 0.031, 0.0302, 0.034, 0.0369, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2029751844889620485", "ticker_idx": 0, "ts": "2026-03-06T02:52:05+00:00", "symbol": "SaaS", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My thesis is that that SaaS will experience a short squeeze from now until the point when you get earnings reports that reflect new budgets at the Fortune 500 companies incorporating their new understanding of what agentic coding models can do.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish SaaS near-term: expects a short squeeze until Fortune 500 budget-refresh earnings reflect agentic coding model adoption.", "resolved_tickers": ["WCLD", "IGV"], "resolution_method": "basket", "resolution_reason": "SaaS/cloud software via WCLD and IGV ETFs", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "@sharkbiotech the article literally laid out a case for a short squeeze in software until the mid-year budget refresh for the Fortune 500, and I reiterated that point on odd lots…don’t know why people would be following the scenario as some sort of playbook but…\n\n---\n\nMy thesis is that that SaaS will experience a short squeeze from now until the point when you get earnings reports that reflect new budgets at the Fortune 500 companies incorporating their new understanding of what agentic coding models can do. \n\nMaybe that’s right, maybe it’s wrong, but anyone that went short software because of our article…probably didn’t read the article very closely.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006107659046332703, "ret_signed_m1d": -0.006107659046332703, "alpha_spy_m1d": -0.01938887277947421, "alpha_c_m1d": -0.01938887277947421, "bench_spy_m1d": 0.013281213733141506, "bench_c_m1d": 0.013281213733141506, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037470813755278165, "ret_signed_p1d": -0.0037470813755278165, "alpha_spy_p1d": -0.012507106388566891, "alpha_c_p1d": -0.012507106388566891, "bench_spy_p1d": 0.008760025013039074, "bench_c_p1d": 0.008760025013039074, "ret_p1w": -0.04611057921646944, "ret_signed_p1w": -0.04611057921646944, "alpha_spy_p1w": -0.03110421217833914, "alpha_c_p1w": -0.03110421217833914, "bench_spy_p1w": -0.015006367038130297, "bench_c_p1w": -0.015006367038130297, "ret_p1m": -0.07615284555378715, "ret_signed_p1m": -0.07615284555378715, "alpha_spy_p1m": -0.05882567263704658, "alpha_c_p1m": -0.05882567263704658, "bench_spy_p1m": -0.017327172916740574, "bench_c_p1m": -0.017327172916740574, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2276, 0.2337, 0.231, 0.2129, 0.1818, 0.1921, 0.1809, 0.1967, 0.2091, 0.2242, 0.2105, 0.2121, 0.2121, 0.2138, 0.2078, 0.2029, 0.1892, 0.1892, 0.1522, 0.1649, 0.1859, 0.2036, 0.1799, 0.1792, 0.181, 0.1566, 0.132, 0.1175, 0.0979, 0.0979, 0.0726, 0.0704, 0.0961, 0.0995, 0.1167, 0.1013, 0.0937, 0.0378, 0.0194, 0.0148, -0.0415, -0.0503, -0.0939, -0.0627, -0.0439, -0.0338, -0.0631, -0.0779, -0.0557, -0.0557, -0.0752, -0.0638, -0.0672, -0.0823, -0.1374, -0.1151, -0.0903, -0.0625, -0.0778, -0.0633, -0.0465, -0.0345, -0.0061, 0.0, -0.0037, -0.0293, -0.028, -0.0417, -0.0461, -0.0423, -0.033, -0.0419, -0.0417, -0.0583, -0.0407, -0.0851, -0.0871, -0.0861, -0.1226, -0.1124, -0.0858, -0.0849, -0.0762, -0.0762, -0.0762, -0.0796, -0.0949, -0.1381, -0.1707, -0.1257, -0.1258, -0.0812, -0.0662, -0.0604, -0.0431, -0.0392, -0.0218, -0.0814, -0.0597, -0.0567, -0.059, -0.0601, -0.0675, -0.023, -0.0013, 0.0025, -0.0158, 0.0161, 0.0183, 0.0026, -0.0176, -0.0343, -0.0157, 0.0028, 0.0236, 0.0214, 0.0354, 0.023, 0.0421, 0.0421, 0.0414, 0.0237, 0.0568, 0.1317, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2030883789702901833", "ticker_idx": 0, "ts": "2026-03-09T05:50:02+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Put on a cheeky little oil short with a tight stop before going to sleep", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Live short oil position with stop moved to entry after partial take-profit.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Crude oil via USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Put on a cheeky little oil short with a tight stop before going to sleep let’s see what the morning has in store for me.\n\n---\n\nTook enough of it off to mean something and moved my stop to entry, gn boys time to monitor the situation even harder tomorrow", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04255721972670501, "ret_signed_m1d": -0.04255721972670501, "alpha_spy_m1d": -0.051241173091060244, "alpha_c_m1d": -0.051241173091060244, "bench_spy_m1d": -0.008683953364355235, "bench_c_m1d": -0.008683953364355235, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014664993313950658, "ret_signed_p1d": -0.014664993313950658, "alpha_spy_p1d": -0.016272120219317787, "alpha_c_p1d": -0.016272120219317787, "bench_spy_p1d": -0.0016071269053671289, "bench_c_p1d": -0.0016071269053671289, "ret_p1w": 0.10255915614349442, "ret_signed_p1w": -0.10255915614349442, "alpha_spy_p1w": -0.11618206286769317, "alpha_c_p1w": -0.11618206286769317, "bench_spy_p1w": -0.013622906724198747, "bench_c_p1w": -0.013622906724198747, "ret_p1m": 0.3234927576695781, "ret_signed_p1m": -0.3234927576695781, "alpha_spy_p1m": -0.34892472208919056, "alpha_c_p1m": -0.34892472208919056, "bench_spy_p1m": -0.025431964419612485, "bench_c_p1m": -0.025431964419612485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3239, -0.3362, -0.3405, -0.3493, -0.3658, -0.3484, -0.356, -0.3479, -0.3316, -0.3262, -0.3271, -0.3271, -0.3436, -0.3328, -0.3315, -0.3371, -0.3371, -0.339, -0.3269, -0.3433, -0.3502, -0.3239, -0.3216, -0.3132, -0.2957, -0.304, -0.3182, -0.3132, -0.3132, -0.3112, -0.297, -0.3116, -0.2912, -0.2957, -0.2748, -0.2656, -0.2414, -0.2378, -0.278, -0.2575, -0.2535, -0.2649, -0.2621, -0.2522, -0.2521, -0.2438, -0.2679, -0.2694, -0.2694, -0.2741, -0.239, -0.2218, -0.2251, -0.2246, -0.2259, -0.2358, -0.2354, -0.2145, -0.1643, -0.1354, -0.1224, -0.0769, 0.0426, 0.0, 0.0147, 0.0357, 0.1348, 0.1491, 0.1026, 0.1391, 0.1662, 0.1249, 0.1639, 0.0597, 0.0979, 0.0868, 0.1239, 0.1905, 0.2444, 0.2197, 0.1894, 0.322, 0.322, 0.3317, 0.3235, 0.1941, 0.2169, 0.1964, 0.2314, 0.1871, 0.175, 0.2062, 0.1122, 0.1628, 0.2293, 0.2403, 0.2913, 0.2691, 0.2913, 0.3381, 0.4438, 0.4099, 0.3687, 0.4148, 0.3819, 0.2839, 0.2937, 0.2805, 0.3291, 0.3831, 0.3614, 0.3707, 0.4208, 0.4309, 0.4661, 0.3828, 0.3662, 0.3507, 0.3507, 0.3131, 0.2559, 0.2535, 0.2373, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022155663204569317", "ticker_idx": 0, "ts": "2026-02-13T03:47:34+00:00", "symbol": "cell tower REITs", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long cell tower REITs", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long cell tower REITs / short commercial/office REITs.", "resolved_tickers": ["AMT", "CCI", "SBAC"], "resolution_method": "basket", "resolution_reason": "Cell tower REIT basket: AMT, CCI, SBAC", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "REIT - Specialty", "unit_kind": "original", "lang": "en", "tweet_text": "Long cell tower REITs short commercial/office REITs does kind of seem like a banger.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018720400580143015, "ret_signed_m1d": -0.018720400580143015, "alpha_spy_m1d": -0.01801641103674878, "alpha_c_m1d": -0.01801641103674878, "bench_spy_m1d": -0.0007039895433942345, "bench_c_m1d": -0.0007039895433942345, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.019094687798878945, "ret_signed_p1w": -0.019094687798878945, "alpha_spy_p1w": -0.030359867068442663, "alpha_c_p1w": -0.030359867068442663, "bench_spy_p1w": 0.011265179269563719, "bench_c_p1w": 0.011265179269563719, "ret_p1m": -0.039063923832629945, "ret_signed_p1m": -0.039063923832629945, "alpha_spy_p1m": -0.020406136183956848, "alpha_c_p1m": -0.020406136183956848, "bench_spy_p1m": -0.018657787648673096, "bench_c_p1m": -0.018657787648673096, "ret_p3m": -0.013501931041587922, "ret_signed_p3m": -0.013501931041587922, "alpha_spy_p3m": -0.10530577632188665, "alpha_c_p3m": -0.10530577632188665, "bench_spy_p3m": 0.09180384528029872, "bench_c_p3m": 0.09180384528029872, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0279, -0.0324, -0.0395, -0.0396, -0.0463, -0.0443, -0.0351, -0.0351, -0.0332, -0.0614, -0.0657, -0.0642, -0.0542, -0.0524, -0.0371, -0.0484, -0.0457, -0.0328, -0.0397, -0.0395, -0.0526, -0.0508, -0.0639, -0.0707, -0.0682, -0.0591, -0.0558, -0.0558, -0.0515, -0.0463, -0.0414, -0.0464, -0.0464, -0.05, -0.0525, -0.0612, -0.091, -0.0916, -0.0982, -0.0818, -0.0658, -0.0461, -0.0328, -0.0241, -0.0241, -0.0628, -0.0603, -0.0674, -0.0597, -0.0552, -0.0575, -0.0731, -0.053, -0.0631, -0.0845, -0.09, -0.0691, -0.1137, -0.1044, -0.0856, -0.0645, -0.0523, -0.0187, 0.0, 0.0, 0.0111, -0.0259, -0.0312, -0.0191, -0.0153, -0.0084, -0.0387, -0.0413, -0.0029, -0.0095, -0.0093, -0.0066, -0.0172, -0.0129, -0.0199, -0.029, -0.0467, -0.0636, -0.0391, -0.0391, -0.0377, -0.0634, -0.0605, -0.0946, -0.1026, -0.1322, -0.1463, -0.138, -0.1331, -0.123, -0.1092, -0.1146, -0.0409, -0.0409, -0.016, -0.0367, -0.0093, 0.0007, 0.0073, 0.0073, -0.0041, -0.012, 0.0081, 0.0239, 0.0138, -0.0204, -0.0157, 0.0076, 0.0016, -0.0218, -0.0018, -0.006, 0.0215, 0.017, 0.018, 0.0083, 0.0179, 0.0206, 0.0123, 0.0128, 0.0121, -0.0135, -0.0388, -0.0437, -0.0136, 0.0124, 0.0157, 0.0136, 0.0094, 0.0094, 0.0019, 0.0002, 0.0114, 0.011, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "quote:2011941169203179938", "ticker_idx": 0, "ts": "2026-01-15T23:18:49+00:00", "symbol": "IWM", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "small cap outperformance really taking off now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Small caps outperforming in both risk-off and risk-on scenarios; long IWM as the trade takes off.", "resolved_tickers": ["IWM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Maybe was a little early to this but small cap outperformance really taking off now https://t.co/lHRCsd7yoA", "reply_text": null, "parent_text": null, "quoted_text": "if momentum unwinds and large cap tech gets hit, small caps will outperform (see IWM v SPY performance in 2001-2003).\n\nif the economy goes pedal to the metal, small caps will outperform (see IWM v SPY in 2020-21).\n\nseems asymmetric.", "parent_author": null, "ret_m1d": -0.008737927015562752, "ret_signed_m1d": -0.008737927015562752, "alpha_spy_m1d": -0.006022108375452473, "alpha_c_m1d": -0.006022108375452473, "bench_spy_m1d": -0.002715818640110279, "bench_c_m1d": -0.002715818640110279, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009416470163963186, "ret_signed_p1d": 0.0009416470163963186, "alpha_spy_p1d": 0.001779521007291729, "alpha_c_p1d": 0.001779521007291729, "bench_spy_p1d": -0.0008378739908954103, "bench_c_p1d": -0.0008378739908954103, "ret_p1w": 0.016119919173570585, "ret_signed_p1w": 0.016119919173570585, "alpha_spy_p1w": 0.020829236045896704, "alpha_c_p1w": 0.020829236045896704, "bench_spy_p1w": -0.004709316872326119, "bench_c_p1w": -0.004709316872326119, "ret_p1m": -0.009604154761264638, "ret_signed_p1m": -0.009604154761264638, "alpha_spy_p1m": 0.0055495438817101395, "alpha_c_p1m": 0.0055495438817101395, "bench_spy_p1m": -0.015153698642974778, "bench_c_p1m": -0.015153698642974778, "ret_p3m": 0.013890272215206778, "ret_signed_p3m": 0.013890272215206778, "alpha_spy_p3m": 0.007943462227911535, "alpha_c_p3m": 0.007943462227911535, "bench_spy_p3m": 0.005946809987295243, "bench_c_p3m": 0.005946809987295243, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0685, -0.0729, -0.0866, -0.075, -0.0637, -0.0604, -0.0655, -0.0734, -0.0809, -0.0757, -0.0787, -0.0946, -0.0815, -0.0978, -0.0931, -0.084, -0.0832, -0.0854, -0.1111, -0.1086, -0.1263, -0.1236, -0.1238, -0.14, -0.1156, -0.0995, -0.0798, -0.0717, -0.0717, -0.0663, -0.078, -0.0797, -0.063, -0.0547, -0.0587, -0.0583, -0.0563, -0.0435, -0.0323, -0.0471, -0.0543, -0.0588, -0.0688, -0.0633, -0.0554, -0.0449, -0.0506, -0.0482, -0.0482, -0.0531, -0.0589, -0.0658, -0.0729, -0.0729, -0.063, -0.0481, -0.0355, -0.0378, -0.0273, -0.0199, -0.0151, -0.0157, -0.0087, 0.0, 0.0009, 0.0009, -0.011, 0.0086, 0.0161, -0.0026, -0.0058, -0.0029, -0.0083, -0.0081, -0.0221, -0.0125, -0.0103, -0.0188, -0.0365, -0.0018, 0.0052, 0.0024, -0.0021, -0.0225, -0.0096, -0.0096, -0.0093, -0.0057, -0.0034, -0.0034, -0.0189, -0.0082, -0.0035, 0.0018, -0.0154, -0.0064, -0.0236, -0.0141, -0.033, -0.0551, -0.0448, -0.0458, -0.0477, -0.0682, -0.0713, -0.0625, -0.0566, -0.0718, -0.0657, -0.0861, -0.0664, -0.0613, -0.0499, -0.0664, -0.0828, -0.0959, -0.0643, -0.0584, -0.0519, -0.0519, -0.0478, -0.0458, -0.0172, -0.0116, -0.0141, 0.0001, 0.0139, 0.0164, 0.0185, 0.0405, 0.0465, 0.0357, 0.0432, 0.0395, 0.0438, 0.0457, 0.0335, 0.0266, 0.0488, 0.0537, 0.0485, 0.0661, 0.0821, 0.065, 0.0722, 0.0766, 0.0661, 0.0665, 0.0732, 0.0474, 0.0412, 0.03, 0.056, 0.0658, 0.0758, 0.0758, 0.0961, 0.0956, 0.1018, 0.0958, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049627338950803621", "ticker_idx": 0, "ts": "2026-04-29T23:10:12+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "be long Qualcomm", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long QCOM, short laptop/PC consumer electronics as a pair trade on edge AI/memory exposure.", "resolved_tickers": ["QCOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jukan05 My own approach to this has been to be long Qualcomm and short consumer electronics like laptops and PCs. Same negative memory exposure, much less of a right tail to potential edge AI breakthroughs or memory wall climbing (which may be the same thing).", "reply_text": null, "parent_text": "I’m skeptical that Qualcomm can stage a meaningful rebound within this year.\n\nWhy did Apple choose to adopt WMCM packaging for the iPhone 18? It was precisely to enable the use of more DRAM for on-device AI.\n\nHowever, according to recent industry checks, even Apple appears to", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": -0.038461538461538436, "ret_signed_m1d": -0.038461538461538436, "alpha_spy_m1d": -0.038616103442174476, "alpha_c_m1d": -0.021707474363382717, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15115385789137625, "ret_signed_p1d": 0.15115385789137625, "alpha_spy_p1d": 0.14120423046417208, "alpha_c_p1d": 0.13686182290129034, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.23442312387319708, "ret_signed_p1w": 0.23442312387319708, "alpha_spy_p1w": 0.20315467975499923, "alpha_c_p1w": 0.13397870147418112, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.5595512390136719, "ret_signed_p1m": 0.5595512390136719, "alpha_spy_p1m": 0.4990942876337934, "alpha_c_p1m": 0.3588826109418852, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0345, -0.0279, -0.0626, -0.0517, -0.1319, -0.1252, -0.1151, -0.1077, -0.1017, -0.118, -0.1038, -0.1038, -0.0915, -0.0877, -0.1002, -0.0899, -0.1057, -0.0778, -0.0712, -0.0727, -0.0933, -0.1017, -0.1202, -0.1114, -0.1218, -0.1302, -0.1147, -0.1333, -0.1403, -0.1593, -0.1678, -0.1706, -0.1565, -0.1637, -0.1585, -0.1673, -0.1772, -0.1752, -0.1644, -0.1632, -0.1852, -0.1854, -0.1745, -0.1841, -0.1872, -0.1872, -0.194, -0.2047, -0.1826, -0.1811, -0.1791, -0.1587, -0.1485, -0.1471, -0.138, -0.1269, -0.1185, -0.131, -0.1278, -0.1413, -0.0458, -0.0368, -0.0385, 0.0, 0.1512, 0.1347, 0.0794, 0.1958, 0.2344, 0.2984, 0.4044, 0.5226, 0.3481, 0.3665, 0.2826, 0.2916, 0.3054, 0.2539, 0.2981, 0.368, 0.5267, 0.5267, 0.595, 0.4962, 0.5596, 0.6091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049627338950803621", "ticker_idx": 1, "ts": "2026-04-29T23:10:12+00:00", "symbol": "consumer electronics", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short consumer electronics like laptops and PCs", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long QCOM, short laptop/PC consumer electronics as a pair trade on edge AI/memory exposure.", "resolved_tickers": ["AAPL", "SONY", "HPQ", "DELL"], "resolution_method": "basket", "resolution_reason": "Consumer electronics basket: Apple, Sony, HP, Dell", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jukan05 My own approach to this has been to be long Qualcomm and short consumer electronics like laptops and PCs. Same negative memory exposure, much less of a right tail to potential edge AI breakthroughs or memory wall climbing (which may be the same thing).", "reply_text": null, "parent_text": "I’m skeptical that Qualcomm can stage a meaningful rebound within this year.\n\nWhy did Apple choose to adopt WMCM packaging for the iPhone 18? It was precisely to enable the use of more DRAM for on-device AI.\n\nHowever, according to recent industry checks, even Apple appears to", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": -0.0018601031174297344, "ret_signed_m1d": 0.0018601031174297344, "alpha_spy_m1d": 0.002014668098065775, "alpha_c_m1d": -0.006058912041910058, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.007919015159339793, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017946771578714327, "ret_signed_p1d": -0.017946771578714327, "alpha_spy_p1d": -0.00799714415151015, "alpha_c_p1d": -0.015495640988855863, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.0024511305898584634, "ret_p1w": 0.08410210061640716, "ret_signed_p1w": -0.08410210061640716, "alpha_spy_p1w": -0.052833656498209314, "alpha_c_p1w": -0.01547034819948917, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.06863175241691799, "ret_p1m": 0.2598225106569655, "ret_signed_p1m": -0.2598225106569655, "alpha_spy_p1m": -0.199365559277087, "alpha_c_p1m": -0.08547768389087651, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.17434482676608898, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1047, -0.0844, -0.0996, -0.0775, -0.1027, -0.0748, -0.0798, -0.0635, -0.0632, -0.1015, -0.0926, -0.0926, -0.1009, -0.1053, -0.1094, -0.1028, -0.1113, -0.1077, -0.1036, -0.085, -0.0527, -0.0538, -0.075, -0.0666, -0.0752, -0.0751, -0.0775, -0.0808, -0.0793, -0.0752, -0.0782, -0.0708, -0.0822, -0.1041, -0.0896, -0.0971, -0.0764, -0.0583, -0.0421, -0.0599, -0.0686, -0.084, -0.0662, -0.056, -0.0425, -0.0425, -0.0529, -0.0552, -0.031, -0.0402, -0.0508, -0.0254, -0.0364, -0.0315, -0.0062, 0.0093, 0.0143, 0.0289, 0.0308, 0.0199, 0.0155, 0.01, -0.0019, 0.0, 0.0179, 0.0233, 0.0199, 0.0428, 0.0841, 0.0578, 0.1242, 0.1095, 0.1052, 0.1252, 0.1149, 0.1125, 0.1119, 0.1109, 0.1252, 0.1468, 0.238, 0.238, 0.2398, 0.2518, 0.2598, 0.409, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1990527888458985545", "ticker_idx": 0, "ts": "2025-11-17T21:10:05+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "almost enough to make me want to buy the dip in HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implied bullish lean on HOOD; timing of short-selling launch seen as a contrarian dip-buy signal.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "the perfection of the timing here is almost enough to make me want to buy the dip in HOOD", "reply_text": null, "parent_text": null, "quoted_text": "Bearish on a stock? Short selling is rolling out today on mobile, web classic and Robinhood Legend. https://t.co/J9tltSO6wf", "parent_author": null, "ret_m1d": 0.05630765465691079, "ret_signed_m1d": 0.05630765465691079, "alpha_spy_m1d": 0.046903609062924234, "alpha_c_m1d": 0.03687138674581569, "bench_spy_m1d": 0.009404045593986554, "bench_c_m1d": 0.019436267911095095, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014400259992816022, "ret_signed_p1d": -0.014400259992816022, "alpha_spy_p1d": -0.006002707222715342, "alpha_c_p1d": -0.012845247877586785, "bench_spy_p1d": -0.00839755277010068, "bench_c_p1d": -0.0015550121152292373, "ret_p1w": -0.008622919629852288, "ret_signed_p1w": -0.008622919629852288, "alpha_spy_p1w": -0.01321977476164704, "alpha_c_p1w": -0.01717485058800239, "bench_spy_p1w": 0.004596855131794753, "bench_c_p1w": 0.0085519309581501, "ret_p1m": 0.029576616961899838, "ret_signed_p1m": 0.029576616961899838, "alpha_spy_p1m": 0.00974691019941143, "alpha_c_p1m": -0.032425237715177024, "bench_spy_p1m": 0.019829706762488408, "bench_c_p1m": 0.06200185467707686, "ret_p3m": -0.386737932241346, "ret_signed_p3m": -0.386737932241346, "alpha_spy_p3m": -0.41319721312873425, "alpha_c_p3m": -0.3949139171646163, "bench_spy_p3m": 0.026459280887388248, "bench_c_p3m": 0.008175984923270319, "ret_p6m": -0.32508410951802647, "ret_signed_p6m": -0.32508410951802647, "alpha_spy_p6m": -0.440326200780507, "alpha_c_p6m": -0.33628605992037175, "bench_spy_p6m": 0.11524209126248053, "bench_c_p6m": 0.011201950402345284, "price_path": [-0.0917, -0.0834, -0.0573, -0.0692, -0.0618, -0.1125, -0.1059, -0.103, -0.103, -0.1305, -0.1306, -0.1126, -0.1269, 0.0113, 0.0218, 0.0128, 0.0153, -0.0081, -0.0098, 0.0122, 0.023, 0.0426, 0.076, 0.0769, 0.0882, 0.0934, 0.0576, 0.0501, 0.1789, 0.2346, 0.1998, 0.2564, 0.282, 0.2439, 0.2503, 0.3009, 0.3147, 0.1982, 0.2131, 0.1637, 0.1568, 0.1334, 0.1202, 0.171, 0.1368, 0.097, 0.1583, 0.2054, 0.2577, 0.2611, 0.2486, 0.1906, 0.2657, 0.2683, 0.1796, 0.2286, 0.0958, 0.1241, 0.1717, 0.1376, 0.1467, 0.0479, 0.0563, 0.0, -0.0144, 0.0189, -0.0842, -0.0748, -0.0086, -0.0034, 0.1055, 0.1055, 0.108, 0.0627, 0.0861, 0.1524, 0.182, 0.1378, 0.1764, 0.1702, 0.1698, 0.0639, 0.0304, -0.0061, 0.0296, -0.0015, 0.0103, 0.0464, 0.0552, 0.0368, 0.0385, 0.0385, 0.0186, 0.0126, -0.0045, -0.0247, -0.0247, -0.0066, 0.0627, 0.0494, 0.0086, -0.005, -0.006, 0.0134, 0.0368, 0.0319, -0.0485, -0.0623, -0.0623, -0.0879, -0.0867, -0.0838, -0.0774, -0.0773, -0.0925, -0.1084, -0.127, -0.1422, -0.2247, -0.2492, -0.3048, -0.3733, -0.2858, -0.2536, -0.2619, -0.3277, -0.3867, -0.3449, -0.3449, -0.3495, -0.3515, -0.3477, -0.3437, -0.381, -0.3672, -0.3315, -0.3149, -0.346, -0.3207, -0.3441, -0.2911, -0.3053, -0.3353, -0.3158, -0.3228, -0.3215, -0.3436, -0.3672, -0.3506, -0.333, -0.3541, -0.3605, -0.3887, -0.3749, -0.4043, -0.3745, -0.3934, -0.4307, -0.4381, -0.4024, -0.3954, -0.4059, -0.4059, -0.3983, -0.3994, -0.3806, -0.3954, -0.4034, -0.382, -0.318, -0.247, -0.2511, -0.2175, -0.2129, -0.2547, -0.2375, -0.2796, -0.2696, -0.2761, -0.2923, -0.386, -0.3715, -0.3648, -0.3399, -0.3358, -0.3184, -0.3422, -0.3358, -0.3034, -0.3251]}
{"unit_id": "reply:2004377593353850912", "ticker_idx": 0, "ts": "2025-12-26T02:23:52+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still long qqq v btc tho", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds long QQQ vs short BTC as a pair trade.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TurkeyMcNugget2 nah stopped out. still long qqq v btc tho", "reply_text": null, "parent_text": "@Citrini7 Short spy long xlu still in the port?", "quoted_text": null, "parent_author": "TurkeyMcNugget2", "ret_m1d": 6.415944611681823e-05, "ret_signed_m1d": 6.415944611681823e-05, "alpha_spy_m1d": -3.72658721783381e-05, "alpha_c_m1d": -3.72658721783381e-05, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": 0.00010142531829515633, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004840560837798935, "ret_signed_p1d": -0.004840560837798935, "alpha_spy_p1d": -0.001276932630744132, "alpha_c_p1d": -0.001276932630744132, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.003563628207054803, "ret_p1w": -0.017262613232851498, "ret_signed_p1w": -0.017262613232851498, "alpha_spy_p1w": -0.006919447229128739, "alpha_c_p1w": -0.006919447229128739, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": -0.010343166003722759, "ret_p1m": 0.0025165195880747504, "ret_signed_p1m": 0.0025165195880747504, "alpha_spy_p1m": -0.0009891259632415217, "alpha_c_p1m": -0.0009891259632415217, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.003505645551316272, "ret_p3m": -0.05662663737600204, "ret_signed_p3m": -0.05662663737600204, "alpha_spy_p3m": -0.010710757442655483, "alpha_c_p3m": -0.010710757442655483, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": -0.04591587993334656, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0389, -0.0343, -0.0304, -0.0344, -0.0272, -0.0323, -0.0212, -0.0224, -0.0563, -0.0363, -0.0427, -0.036, -0.0395, -0.0332, -0.0211, -0.0213, -0.0307, -0.0226, -0.0122, 0.0054, 0.0132, 0.0177, 0.0022, 0.007, 0.0118, -0.0087, -0.0023, -0.0208, -0.0239, -0.0023, -0.005, -0.0058, -0.0261, -0.0253, -0.0337, -0.0454, -0.0397, -0.0625, -0.0554, -0.0313, -0.0253, -0.0167, -0.0167, -0.0087, -0.012, -0.0043, -0.0019, -0.0028, 0.0013, -0.0007, 0.0006, 0.0047, 0.0014, -0.0177, -0.0227, -0.0207, -0.0389, -0.0249, -0.0122, -0.0075, -0.0029, 0.0001, 0.0001, 0.0, -0.0048, -0.0071, -0.0154, -0.0154, -0.0173, -0.0095, -0.0008, 0.0002, -0.0055, 0.0044, 0.0053, 0.0038, -0.007, -0.0034, -0.0042, -0.0042, -0.0254, -0.0122, -0.005, -0.0019, 0.0025, 0.0116, 0.015, 0.0089, -0.0032, 0.0036, -0.0118, -0.0291, -0.0431, -0.0228, -0.0153, -0.0199, -0.0173, -0.0373, -0.0352, -0.0352, -0.0362, -0.029, -0.0327, -0.0242, -0.036, -0.0257, -0.0116, -0.0235, -0.0266, -0.0253, -0.0358, -0.0211, -0.024, -0.0387, -0.0259, -0.0258, -0.026, -0.0427, -0.0484, -0.0377, -0.033, -0.0465, -0.0495, -0.067, -0.0563, -0.0628, -0.0566, -0.0791, -0.0971, -0.104, -0.0737, -0.0623, -0.0612, -0.0612, -0.0555, -0.0554, -0.0273, -0.0207, -0.0193, -0.0092, 0.0088, 0.0229, 0.0279, 0.0413, 0.038, 0.0341, 0.0514, 0.0454, 0.0654, 0.066, 0.0553, 0.0617, 0.0716, 0.0819, 0.0799, 0.0939, 0.1166, 0.1153, 0.1414, 0.1447, 0.135, 0.147, 0.1552, 0.1377, 0.1328, 0.1259, 0.1445, 0.1467, 0.1516, 0.1516, 0.172, 0.1707, 0.1805, 0.1849, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004377593353850912", "ticker_idx": 1, "ts": "2025-12-26T02:23:52+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "still long qqq v btc tho", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds long QQQ vs short BTC as a pair trade.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TurkeyMcNugget2 nah stopped out. still long qqq v btc tho", "reply_text": null, "parent_text": "@Citrini7 Short spy long xlu still in the port?", "quoted_text": null, "parent_author": "TurkeyMcNugget2", "ret_m1d": -0.000763876379100692, "ret_signed_m1d": 0.000763876379100692, "alpha_spy_m1d": 0.0008653016973958483, "alpha_c_m1d": null, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.0018704053654620134, "ret_signed_p1d": 0.0018704053654620134, "alpha_spy_p1d": -0.0016932228415927897, "alpha_c_p1d": null, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": null, "ret_p1w": 0.0302774609128591, "ret_signed_p1w": -0.0302774609128591, "alpha_spy_p1w": -0.04062062691658186, "alpha_c_p1w": null, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": null, "ret_p1m": 0.011061799800493599, "ret_signed_p1m": -0.011061799800493599, "alpha_spy_p1m": -0.007556154249177327, "alpha_c_p1m": null, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": null, "ret_p3m": -0.1831762312741334, "ret_signed_p3m": 0.1831762312741334, "alpha_spy_p3m": 0.13726035134078685, "alpha_c_p3m": null, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.3065, 0.3591, 0.3824, 0.4005, 0.429, 0.3912, 0.413, 0.3941, 0.2968, 0.3204, 0.2957, 0.269, 0.2392, 0.2195, 0.2667, 0.2426, 0.2335, 0.2608, 0.2718, 0.3072, 0.2939, 0.2606, 0.2406, 0.2549, 0.2205, 0.1637, 0.19, 0.1604, 0.1841, 0.2141, 0.1798, 0.1645, 0.142, 0.0813, 0.0549, 0.0647, 0.0477, -0.0077, -0.0253, 0.0111, 0.0005, 0.0368, 0.0456, 0.0414, -0.0112, 0.0464, 0.0713, 0.0554, 0.0239, 0.0382, 0.0617, 0.0541, 0.0597, 0.034, -0.0101, 0.0062, -0.0133, -0.0211, 0.0092, 0.0136, 0.0013, 0.0036, -0.0008, 0.0, -0.0019, 0.0129, 0.0024, 0.0164, 0.0303, 0.0754, 0.0736, 0.0459, 0.0427, 0.0368, 0.0446, 0.0919, 0.1103, 0.0945, 0.0942, 0.0602, 0.0116, 0.0238, 0.0248, 0.0252, 0.0111, 0.0206, 0.0216, -0.0314, -0.0363, -0.0987, -0.1337, -0.1636, -0.2818, -0.1918, -0.1968, -0.212, -0.2326, -0.2415, -0.2113, -0.2114, -0.2269, -0.2391, -0.233, -0.221, -0.2598, -0.266, -0.2215, -0.2273, -0.2454, -0.2122, -0.2177, -0.1671, -0.1885, -0.2195, -0.2165, -0.199, -0.1958, -0.1925, -0.1871, -0.1425, -0.1533, -0.1839, -0.1992, -0.1922, -0.1877, -0.1922, -0.1832, -0.212, -0.2401, -0.2361, -0.2184, -0.2202, -0.2338, -0.2333, -0.2112, -0.176, -0.1853, -0.1779, -0.1641, -0.1468, -0.1503, -0.1431, -0.1392, -0.1165, -0.1309, -0.1254, -0.1042, -0.1035, -0.1128, -0.1138, -0.1254, -0.132, -0.126, -0.1045, -0.0856, -0.073, -0.0673, -0.0835, -0.0815, -0.0638, -0.0782, -0.0919, -0.0716, -0.0943, -0.1185, -0.1209, -0.1128, -0.1118, -0.1353, -0.1148, -0.1314, -0.1484, -0.1577, -0.1595, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049624694874063325", "ticker_idx": 0, "ts": "2026-04-29T22:59:42+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes, that's the consensus and why QCOM was at 12x earnings. But if consensus was accurate about what the future held all the time, the market would be a very boring place. Technological breakthroughs are unpredictable!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly bullish QCOM: consensus on delayed on-device AI is already priced at 12x earnings; breakthroughs can surprise upside.", "resolved_tickers": ["QCOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jukan05 Yes, that’s the consensus and why QCOM was at 12x earnings. But if consensus was accurate about what the future held all the time, the market would be a very boring place. Technological breakthroughs are unpredictable!", "reply_text": null, "parent_text": "@citrini Boss, isn’t the consensus that on-device AI will be delayed until memory prices come down?", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": -0.038461538461538436, "ret_signed_m1d": -0.038461538461538436, "alpha_spy_m1d": -0.038616103442174476, "alpha_c_m1d": -0.021707474363382717, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15115385789137625, "ret_signed_p1d": 0.15115385789137625, "alpha_spy_p1d": 0.14120423046417208, "alpha_c_p1d": 0.13686182290129034, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.23442312387319708, "ret_signed_p1w": 0.23442312387319708, "alpha_spy_p1w": 0.20315467975499923, "alpha_c_p1w": 0.13397870147418112, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.5595512390136719, "ret_signed_p1m": 0.5595512390136719, "alpha_spy_p1m": 0.4990942876337934, "alpha_c_p1m": 0.3588826109418852, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0345, -0.0279, -0.0626, -0.0517, -0.1319, -0.1252, -0.1151, -0.1077, -0.1017, -0.118, -0.1038, -0.1038, -0.0915, -0.0877, -0.1002, -0.0899, -0.1057, -0.0778, -0.0712, -0.0727, -0.0933, -0.1017, -0.1202, -0.1114, -0.1218, -0.1302, -0.1147, -0.1333, -0.1403, -0.1593, -0.1678, -0.1706, -0.1565, -0.1637, -0.1585, -0.1673, -0.1772, -0.1752, -0.1644, -0.1632, -0.1852, -0.1854, -0.1745, -0.1841, -0.1872, -0.1872, -0.194, -0.2047, -0.1826, -0.1811, -0.1791, -0.1587, -0.1485, -0.1471, -0.138, -0.1269, -0.1185, -0.131, -0.1278, -0.1413, -0.0458, -0.0368, -0.0385, 0.0, 0.1512, 0.1347, 0.0794, 0.1958, 0.2344, 0.2984, 0.4044, 0.5226, 0.3481, 0.3665, 0.2826, 0.2916, 0.3054, 0.2539, 0.2981, 0.368, 0.5267, 0.5267, 0.595, 0.4962, 0.5596, 0.6091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047705621726724277", "ticker_idx": 0, "ts": "2026-04-24T15:53:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As NVDA starts to outperform, there will be a lot of people who are benchmarked to SPX who remember that it's very overweighted in the index", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NVDA outperformance ahead will force SPX-benchmarked managers to reduce underweight, creating buying pressure.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "As NVDA starts to outperform, there will be a lot of people who are benchmarked to SPX who remember that it’s very overweighted in the index and being underweight the largest component makes it easy to underperform.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04143661931999887, "ret_signed_m1d": -0.04143661931999887, "alpha_spy_m1d": -0.03374691119942674, "alpha_c_m1d": 0.00711798975382838, "bench_spy_m1d": -0.007689708120572125, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04004415502378422, "ret_signed_p1d": 0.04004415502378422, "alpha_spy_p1d": 0.03832134853508218, "alpha_c_p1d": 0.04039956272245249, "bench_spy_p1d": 0.0017228064887020444, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": -0.04715036790114102, "ret_signed_p1w": -0.04715036790114102, "alpha_spy_p1w": -0.056548947543282435, "alpha_c_p1w": -0.05382441589600406, "bench_spy_p1w": 0.009398579642141414, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.03389829266704103, "ret_signed_p1m": 0.03389829266704103, "alpha_spy_p1m": -0.010503214600557254, "alpha_c_p1m": -0.10408449808001774, "bench_spy_p1m": 0.044401507267598284, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0949, -0.0805, -0.0757, -0.0823, -0.1088, -0.1342, -0.1637, -0.1748, -0.1098, -0.0876, -0.0948, -0.0875, -0.1025, -0.1223, -0.1223, -0.1119, -0.0975, -0.0979, -0.0886, -0.0803, -0.0741, -0.0611, -0.1123, -0.1493, -0.1239, -0.1355, -0.1212, -0.1197, -0.1463, -0.1231, -0.1129, -0.1068, -0.1207, -0.1345, -0.1203, -0.1265, -0.1338, -0.1427, -0.1708, -0.1567, -0.1588, -0.1421, -0.1778, -0.1957, -0.2069, -0.1626, -0.1561, -0.1483, -0.1483, -0.1471, -0.1449, -0.1258, -0.117, -0.0943, -0.091, -0.0565, -0.0451, -0.0476, -0.0316, -0.0298, -0.0403, -0.0277, -0.0414, 0.0, 0.04, 0.0235, 0.0047, -0.0418, -0.0472, -0.047, -0.0565, -0.0021, 0.0155, 0.0333, 0.0536, 0.0601, 0.0843, 0.1319, 0.0819, 0.0675, 0.0592, 0.073, 0.054, 0.0339, 0.0339, 0.0316, 0.0208, 0.0287, 0.0138, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046653333373342159", "ticker_idx": 0, "ts": "2026-04-21T18:12:34+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bull case target in sight.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bull case price target on TER now in sight after base case was hit; continued upside expected.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Bull case target in sight.", "reply_text": null, "parent_text": null, "quoted_text": "We hit our base case price target on TER from back in July a couple of weeks ago. Bull case target coming up. https://t.co/0emr47GuOk", "parent_author": null, "ret_m1d": -0.012423375909995205, "ret_signed_m1d": -0.012423375909995205, "alpha_spy_m1d": -0.01901347007636489, "alpha_c_m1d": -0.01091687179620393, "bench_spy_m1d": 0.006590094166369687, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013818330897786835, "ret_signed_p1d": 0.013818330897786835, "alpha_spy_p1d": 0.0036916340597161756, "alpha_c_p1d": -0.012372825677432475, "bench_spy_p1d": 0.010126696838070659, "bench_c_p1d": 0.02619115657521931, "ret_p1w": 0.0005264026569713476, "ret_signed_p1w": 0.0005264026569713476, "alpha_spy_p1w": -0.010282007135734794, "alpha_c_p1w": -0.056612123542230774, "bench_spy_p1w": 0.010808409792706142, "bench_c_p1w": 0.05713852619920212, "ret_p1m": -0.09367516480316429, "ret_signed_p1m": -0.09367516480316429, "alpha_spy_p1m": -0.14646743557913366, "alpha_c_p1m": -0.3088862195405969, "bench_spy_p1m": 0.052792270775969374, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3971, -0.397, -0.3903, -0.3714, -0.341, -0.3373, -0.3658, -0.3435, -0.2555, -0.2921, -0.2867, -0.2104, -0.1844, -0.1978, -0.1543, -0.1817, -0.1718, -0.1718, -0.1958, -0.1714, -0.1685, -0.145, -0.1617, -0.1338, -0.0977, -0.1243, -0.1577, -0.1424, -0.1993, -0.1967, -0.1957, -0.2813, -0.2198, -0.2084, -0.2051, -0.2456, -0.2461, -0.2149, -0.212, -0.2102, -0.2041, -0.2345, -0.2001, -0.1574, -0.1489, -0.2174, -0.2219, -0.2726, -0.2197, -0.1783, -0.1851, -0.1851, -0.1698, -0.1565, -0.057, -0.0414, -0.0314, -0.0258, -0.038, -0.0394, -0.0369, 0.0012, -0.0124, 0.0, 0.0138, 0.0554, 0.1004, 0.0581, 0.0005, -0.1937, -0.096, -0.0908, -0.1118, -0.0601, 0.0067, -0.068, -0.0531, -0.035, -0.0565, -0.0436, -0.0615, -0.1107, -0.155, -0.1537, -0.0937, -0.0694, -0.0562, -0.0562, 0.0246, -0.0104, 0.0075, -0.0144, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054710012103045449", "ticker_idx": 0, "ts": "2026-05-13T23:46:56+00:00", "symbol": "WIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "WIX could have a Chegg moment by next year, imo", "tweet_type": "prediction", "timeline": "quarters", "summary": "Short WIX; expects a Chegg-style AI disruption collapse within next couple quarters as website-builder competition heats up.", "resolved_tickers": ["WIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "It turns out WIX was in fact an AI loser, despite confusion at times (mainly my own).", "reply_text": null, "parent_text": null, "quoted_text": "Plenty of AI loser names down 3-4% today. \n\nDirectly after I published this piece I got aggressive fading $WIX \n\nWithin the next couple quarters, competition in the space will heat up significantly. \n\nWIX could have a Chegg moment by next year, imo. https://t.co/vN8be9DdJs", "parent_author": null, "ret_m1d": 0.3716557785975072, "ret_signed_m1d": -0.3716557785975072, "alpha_spy_m1d": -0.3772194984670978, "alpha_c_m1d": -0.3772194984670978, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.005563719869590589, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.047180054677327776, "ret_signed_p1d": 0.047180054677327776, "alpha_spy_p1d": 0.05507431094605053, "alpha_c_p1d": 0.05507431094605053, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.007894256268722755, "ret_p1w": -0.009580599823222014, "ret_signed_p1w": 0.009580599823222014, "alpha_spy_p1w": 0.008152628272144913, "alpha_c_p1w": 0.008152628272144913, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.0014279715510771007, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2514, 0.2514, 0.2305, 0.2431, 0.2061, 0.2093, 0.1352, 0.1838, 0.186, 0.289, 0.2737, 0.3116, 0.3442, 0.5145, 0.68, 0.6972, 0.6631, 0.6285, 0.6253, 0.571, 0.5924, 0.59, 0.6182, 0.6347, 0.6215, 0.5985, 0.6171, 0.5926, 0.611, 0.6181, 0.5752, 0.5868, 0.6282, 0.6359, 0.4814, 0.4814, 0.523, 0.464, 0.3445, 0.2232, 0.1773, 0.1739, 0.154, 0.2683, 0.2419, 0.2336, 0.3657, 0.3939, 0.3897, 0.301, 0.3679, 0.3834, 0.4017, 0.3686, 0.3501, 0.457, 0.4414, 0.3924, 0.3521, 0.4523, 0.4483, 0.4337, 0.3717, 0.0, -0.0472, -0.0117, 0.0078, -0.0343, -0.0096, -0.0014, -0.0385, -0.0385, 0.0002, -0.0336, -0.0483, 0.0134, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1986097033397064040", "ticker_idx": 0, "ts": "2025-11-05T15:43:27+00:00", "symbol": "AIRS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AIRS is still down from the momentum unwind going into a print that I think will be better than ESTA's and has >40% short interest", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long AIRS into earnings: expects a better print than ESTA's, with >40% short interest as a squeeze catalyst.", "resolved_tickers": ["AIRS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Care Facilities'", "bench_c_industry": "Medical Care Facilities", "unit_kind": "original", "lang": "en", "tweet_text": "A lot of the cosmetic/aesthetics winners of the GLP-1 trend have had serious volatility and are heavily shorted on stale consumer theses. ESTA had 20% short interest going into the print and is up 15% on okay earnings. AIRS is still down from the momentum unwind going into a print that I think will be better than ESTA’s and has >40% short interest…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06347551284805764, "ret_signed_m1d": -0.06347551284805764, "alpha_spy_m1d": -0.06002209110147472, "alpha_c_m1d": -0.0596309353977007, "bench_spy_m1d": -0.0034534217465829187, "bench_c_m1d": -0.003844577450356934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09157129509671469, "ret_signed_p1d": 0.09157129509671469, "alpha_spy_p1d": 0.10230062830938069, "alpha_c_p1d": 0.08964916482369101, "bench_spy_p1d": -0.010729333212666003, "bench_c_p1d": 0.0019221302730236811, "ret_p1w": -0.3652445241874541, "ret_signed_p1w": -0.3652445241874541, "alpha_spy_p1w": -0.37380447331876276, "alpha_c_p1w": -0.41439997420213726, "bench_spy_p1w": 0.008559949131308642, "bench_c_p1w": 0.04915545001468313, "ret_p1m": -0.6503642023794225, "ret_signed_p1m": -0.6503642023794225, "alpha_spy_p1m": -0.6604146461986073, "alpha_c_p1m": -0.7069341568930905, "bench_spy_p1m": 0.010050443819184851, "bench_c_p1m": 0.056569954513667975, "ret_p3m": -0.7315296549554596, "ret_signed_p3m": -0.7315296549554596, "alpha_spy_p3m": -0.7608765378122523, "alpha_c_p3m": -0.8049401157554529, "bench_spy_p3m": 0.029346882856792655, "bench_c_p3m": 0.07341046079999325, "ret_p6m": -0.7211238124347823, "ret_signed_p6m": -0.7211238124347823, "alpha_spy_p6m": -0.7877904972196608, "alpha_c_p6m": -0.731795142524424, "bench_spy_p6m": 0.06666668478487847, "bench_c_p6m": 0.010671330089641717, "price_path": [-0.3507, -0.3184, -0.3018, -0.2404, -0.3507, -0.3491, -0.3424, -0.3507, -0.3247, -0.3871, -0.3236, -0.334, -0.3382, -0.3371, -0.307, -0.3288, -0.3288, -0.3465, -0.3444, -0.3861, -0.3881, -0.3548, -0.3548, -0.3652, -0.3434, -0.3548, -0.3829, -0.4058, -0.3559, -0.36, -0.3184, -0.2903, -0.2477, -0.2425, -0.2393, -0.2279, -0.2154, -0.1655, -0.155, -0.1717, -0.1946, -0.1488, -0.1644, -0.1103, -0.1051, -0.0937, 0.0094, 0.0229, 0.1061, -0.0125, -0.051, 0.0749, 0.0208, 0.0656, 0.1051, 0.1852, 0.2123, 0.204, 0.1342, 0.1009, 0.0832, 0.0812, -0.0635, 0.0, 0.0916, -0.3632, -0.3403, -0.3996, -0.3652, -0.4048, -0.4308, -0.5661, -0.5765, -0.5806, -0.6119, -0.6191, -0.6306, -0.5963, -0.6285, -0.6285, -0.6327, -0.6504, -0.642, -0.6493, -0.6504, -0.6837, -0.7118, -0.6909, -0.6857, -0.6837, -0.7294, -0.7263, -0.7326, -0.7685, -0.7752, -0.7721, -0.7763, -0.7794, -0.7742, -0.7742, -0.7888, -0.7929, -0.795, -0.794, -0.794, -0.8075, -0.7929, -0.7763, -0.7763, -0.769, -0.7648, -0.7399, -0.7503, -0.7617, -0.769, -0.7471, -0.7471, -0.7107, -0.693, -0.6972, -0.7107, -0.6847, -0.6753, -0.6977, -0.6982, -0.6909, -0.7315, -0.744, -0.77, -0.7992, -0.7638, -0.769, -0.7742, -0.7794, -0.7981, -0.8033, -0.8033, -0.8127, -0.8033, -0.8054, -0.8044, -0.8283, -0.8205, -0.8127, -0.8189, -0.8356, -0.8221, -0.8195, -0.8091, -0.8075, -0.7825, -0.7856, -0.8002, -0.7648, -0.7732, -0.8075, -0.7081, -0.7201, -0.7097, -0.717, -0.7242, -0.7107, -0.7066, -0.6826, -0.6618, -0.7014, -0.7159, -0.7055, -0.7159, -0.6701, -0.6701, -0.6774, -0.6941, -0.717, -0.718, -0.7253, -0.7201, -0.7274, -0.7097, -0.7294, -0.7336, -0.7253, -0.7451, -0.7211, -0.7409, -0.7461, -0.7451, -0.743, -0.7357, -0.7211]}
{"unit_id": "reply:2014831531399774413", "ticker_idx": 0, "ts": "2026-01-23T22:44:05+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Maybe should overweight that a little, you're right", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Considering overweighting existing Samsung position; softly bullish lean.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@686Prism Maybe should overweight that a little, you’re right", "reply_text": null, "parent_text": "@Citrini7 Cool 25% Samsung position u got there", "quoted_text": null, "parent_author": "686Prism", "ret_m1d": 0.0013149696020080537, "ret_signed_m1d": 0.0013149696020080537, "alpha_spy_m1d": 0.0016776182799742578, "alpha_c_m1d": 0.002762297704813066, "bench_spy_m1d": -0.00036264867796620415, "bench_c_m1d": -0.0014473281028050122, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.005078147060609828, "alpha_c_p1d": -0.006823449137131288, "bench_spy_p1d": 0.005078147060609828, "bench_c_p1d": 0.006823449137131288, "ret_p1w": 0.05522687034455309, "ret_signed_p1w": 0.05522687034455309, "alpha_spy_p1w": 0.05125140969015862, "alpha_c_p1w": 0.06356640751545573, "bench_spy_p1w": 0.003975460654394469, "bench_c_p1w": -0.008339537170902633, "ret_p1m": 0.26890201891172105, "ret_signed_p1m": 0.26890201891172105, "alpha_spy_p1m": 0.27882601897281367, "alpha_c_p1m": 0.31418417155034395, "bench_spy_p1m": -0.00992400006109262, "bench_c_p1m": -0.0452821526386229, "ret_p3m": 0.4329401017655119, "ret_signed_p3m": 0.4329401017655119, "alpha_spy_p3m": 0.3982312312225653, "alpha_c_p3m": 0.34198577078489834, "bench_spy_p3m": 0.03470887054294658, "bench_c_p3m": 0.09095433098061356, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.349, -0.3424, -0.3189, -0.2966, -0.2731, -0.3137, -0.3418, -0.351, -0.3595, -0.3418, -0.3228, -0.3254, -0.3274, -0.364, -0.3418, -0.3601, -0.3686, -0.3418, -0.3797, -0.3673, -0.3503, -0.3274, -0.3228, -0.3424, -0.3405, -0.3235, -0.3163, -0.3123, -0.2908, -0.2836, -0.2908, -0.2934, -0.298, -0.2875, -0.3143, -0.3274, -0.294, -0.296, -0.3045, -0.277, -0.2705, -0.2731, -0.2731, -0.2345, -0.2143, -0.2117, -0.2117, -0.2117, -0.1552, -0.092, -0.0868, -0.073, -0.0874, -0.0861, -0.0874, -0.0953, -0.0776, -0.0539, -0.021, -0.0184, -0.0454, -0.0171, 0.0013, 0.0, 0.0, 0.0487, 0.0677, 0.0565, 0.0552, -0.0112, 0.1012, 0.1118, 0.0473, 0.0427, 0.094, 0.0901, 0.1032, 0.1742, 0.1913, 0.1913, 0.1913, 0.1913, 0.2492, 0.2498, 0.2689, 0.3149, 0.3379, 0.4333, 0.4234, 0.4234, 0.2827, 0.1321, 0.2597, 0.2373, 0.1407, 0.2354, 0.2492, 0.2354, 0.2064, 0.2406, 0.2748, 0.3708, 0.3182, 0.311, 0.2249, 0.2472, 0.2426, 0.1841, 0.1841, 0.1615, 0.1016, 0.2495, 0.1753, 0.2267, 0.2722, 0.2946, 0.3868, 0.344, 0.3572, 0.3242, 0.3605, 0.3901, 0.4329, 0.4231, 0.4132, 0.4428, 0.4329, 0.4791, 0.4461, 0.4791, 0.4626, 0.4889, 0.4527, 0.4527, 0.5318, 0.5318, 0.7525, 0.7887, 0.7689, 0.8809, 0.8381, 0.8711, 0.9501, 0.7821, 0.8513, 0.8151, 0.8184, 0.9732, 0.9271, 0.9271, 0.9699, 1.0226, 0.9732, 1.0885, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2014830927487115588", "ticker_idx": 0, "ts": "2026-01-23T22:41:41+00:00", "symbol": "copper miners", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "50% Copper Miners", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Going all-in: 50% copper miners, 50% Korean equities; abandoning diversification.", "resolved_tickers": ["COPX"], "resolution_method": "etf", "resolution_reason": "Copper miners via Global X COPX ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I have decided diversification is a fools errand and now will be allocated as follows:\n\n50% Copper Miners\n50% Korea\n\nThank you for your attention to this matter.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.043948362811452646, "ret_signed_m1d": -0.043948362811452646, "alpha_spy_m1d": -0.04358571413348644, "alpha_c_m1d": -0.04358571413348644, "bench_spy_m1d": -0.00036264867796620415, "bench_c_m1d": -0.00036264867796620415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02406696481120374, "ret_signed_p1d": 0.02406696481120374, "alpha_spy_p1d": 0.01898881775059391, "alpha_c_p1d": 0.01898881775059391, "bench_spy_p1d": 0.005078147060609828, "bench_c_p1d": 0.005078147060609828, "ret_p1w": -0.013951918937707308, "ret_signed_p1w": -0.013951918937707308, "alpha_spy_p1w": -0.017927379592101778, "alpha_c_p1w": -0.017927379592101778, "bench_spy_p1w": 0.003975460654394469, "bench_c_p1w": 0.003975460654394469, "ret_p1m": 0.05627248247505667, "ret_signed_p1m": 0.05627248247505667, "alpha_spy_p1m": 0.06619648253614929, "alpha_c_p1m": 0.06619648253614929, "bench_spy_p1m": -0.00992400006109262, "bench_c_p1m": -0.00992400006109262, "ret_p3m": -0.01290548288318194, "ret_signed_p3m": -0.01290548288318194, "alpha_spy_p3m": -0.04761435342612852, "alpha_c_p3m": -0.04761435342612852, "bench_spy_p3m": 0.03470887054294658, "bench_c_p3m": 0.03470887054294658, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2975, -0.2861, -0.2944, -0.2984, -0.316, -0.3419, -0.3263, -0.3179, -0.3085, -0.2896, -0.2957, -0.2807, -0.2986, -0.3053, -0.3188, -0.3327, -0.3201, -0.3476, -0.3367, -0.3183, -0.3112, -0.2927, -0.2927, -0.2695, -0.2632, -0.2656, -0.2335, -0.2366, -0.2274, -0.2339, -0.24, -0.2223, -0.2144, -0.2259, -0.2189, -0.2238, -0.219, -0.2144, -0.2014, -0.1758, -0.16, -0.1622, -0.1622, -0.1399, -0.1709, -0.1571, -0.1653, -0.1653, -0.1506, -0.1088, -0.0923, -0.1175, -0.1208, -0.0985, -0.0691, -0.0717, -0.0421, -0.0462, -0.0609, -0.0609, -0.0437, -0.0237, -0.0439, 0.0, 0.0241, 0.0513, 0.0694, 0.0956, -0.014, -0.0094, 0.0552, 0.007, -0.0546, -0.0155, 0.0351, 0.0258, 0.0478, 0.0133, 0.0224, 0.0224, -0.0143, 0.0076, 0.0013, 0.0358, 0.0563, 0.0856, 0.1052, 0.0981, 0.1127, 0.0882, 0.0117, 0.025, -0.0431, -0.0705, -0.0438, -0.0343, -0.0433, -0.0729, -0.1118, -0.0855, -0.0942, -0.1288, -0.1585, -0.1968, -0.1449, -0.1513, -0.1206, -0.1758, -0.1674, -0.1774, -0.1123, -0.0914, -0.1064, -0.1064, -0.108, -0.1078, -0.0463, -0.0517, -0.029, -0.0133, 0.0049, 0.0008, 0.0023, 0.0137, 0.0028, -0.0528, -0.0129, -0.0413, -0.0423, -0.0501, -0.0851, -0.0963, -0.0744, -0.0809, -0.1088, -0.0907, -0.0284, -0.0395, -0.0005, 0.0184, 0.0553, 0.0686, 0.0392, -0.0344, -0.0484, -0.0772, -0.043, -0.0348, -0.0309, -0.0309, 0.0174, 0.0009, 0.0283, 0.0248, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052400392680415301", "ticker_idx": 0, "ts": "2026-05-07T14:49:20+00:00", "symbol": "FLEX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FLEX is so good at spinning off sick companies it's actually insane", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLEX on its track record of high-quality spin-offs.", "resolved_tickers": ["FLEX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "FLEX is so good at spinning off sick companies it’s actually insane.", "reply_text": null, "parent_text": null, "quoted_text": "I can’t stress enough how amazing this spin-off is going to be. FLEX management showing very solid discipline in timing. Company is solidly valued & has decent tailwinds. Reminds me of EXC/CEG vaguely.", "parent_author": null, "ret_m1d": 0.012931368256050346, "ret_signed_m1d": 0.012931368256050346, "alpha_spy_m1d": 0.00985583318478045, "alpha_c_m1d": 0.01092773614455922, "bench_spy_m1d": 0.003075535071269897, "bench_c_m1d": 0.002003632111491127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06886703285773454, "ret_signed_p1d": 0.06886703285773454, "alpha_spy_p1d": 0.06061095985649234, "alpha_c_p1d": 0.0345102543370448, "bench_spy_p1d": 0.008256073001242203, "bench_c_p1d": 0.034356778520689746, "ret_p1w": 0.0796181643037015, "ret_signed_p1w": 0.0796181643037015, "alpha_spy_p1w": 0.056941265765239724, "alpha_c_p1w": 0.021806876558678745, "bench_spy_p1w": 0.022676898538461776, "bench_c_p1w": 0.057811287745022755, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.5033, -0.5167, -0.5125, -0.5294, -0.517, -0.517, -0.5157, -0.5051, -0.5105, -0.5062, -0.5241, -0.5119, -0.5063, -0.5248, -0.5262, -0.5076, -0.5257, -0.5193, -0.5225, -0.5496, -0.5389, -0.5421, -0.5234, -0.5241, -0.523, -0.5154, -0.5084, -0.523, -0.5054, -0.5366, -0.511, -0.4805, -0.4736, -0.5131, -0.5128, -0.5446, -0.5079, -0.487, -0.4843, -0.4843, -0.491, -0.4872, -0.4497, -0.4361, -0.4231, -0.4112, -0.3975, -0.4103, -0.3991, -0.3848, -0.3664, -0.3599, -0.3578, -0.3467, -0.3128, -0.3228, -0.3447, -0.3188, -0.3117, -0.3106, -0.3095, -0.2749, 0.0129, 0.0, 0.0689, 0.0907, 0.0502, 0.0811, 0.0796, 0.0365, -0.0247, -0.0505, -0.0112, -0.0146, -0.0041, -0.0041, 0.0769, 0.0961, 0.089, 0.1336, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1978574295849644061", "ticker_idx": 0, "ts": "2025-10-15T21:30:46+00:00", "symbol": "ICVT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "convertible bond etfs can do better than equity indices with less volatility. it's a good right tail allocation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ICVT: in a rates-down/risk-on environment, convertible bond ETFs can outperform equity indices with lower vol; ICVT up 23.5% YTD, beating SPY and QQQ.", "resolved_tickers": ["ICVT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "in a “rates down kinda trashy stocks to the moon” environment, convertible bond etfs can do better than equity indices with less volatility. it’s a good right tail allocation. \n\nyear to date, ICVT has a total return of 23.5%, beating both SPY and QQQ. https://t.co/Ujcrqd6V5R", "reply_text": null, "parent_text": null, "quoted_text": "Lots of the issues in ICVT are converts for growth names issued at bubble valuations that are super far OTM.\n\nBut…if we’re going into another bubble…\n\nLook at how ICVT performed the 12 months post Covid bottom vs. SPY.", "parent_author": null, "ret_m1d": -0.006284509621768852, "ret_signed_m1d": -0.006284509621768852, "alpha_spy_m1d": -0.0018646086985691923, "alpha_c_m1d": -0.0018646086985691923, "bench_spy_m1d": -0.00441990092319966, "bench_c_m1d": -0.00441990092319966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01126358023942331, "ret_signed_p1d": -0.01126358023942331, "alpha_spy_p1d": -0.004453319085439333, "alpha_c_p1d": -0.004453319085439333, "bench_spy_p1d": -0.006810261153983976, "bench_c_p1d": -0.006810261153983976, "ret_p1w": -0.029295179813875194, "ret_signed_p1w": -0.029295179813875194, "alpha_spy_p1w": -0.03324915289839869, "alpha_c_p1w": -0.03324915289839869, "bench_spy_p1w": 0.003953973084523499, "bench_c_p1w": 0.003953973084523499, "ret_p1m": -0.04525792358521674, "ret_signed_p1m": -0.04525792358521674, "alpha_spy_p1m": -0.05558622137890212, "alpha_c_p1m": -0.05558622137890212, "bench_spy_p1m": 0.010328297793685381, "bench_c_p1m": 0.010328297793685381, "ret_p3m": -0.003265309707884967, "ret_signed_p3m": -0.003265309707884967, "alpha_spy_p3m": -0.05143970126555675, "alpha_c_p3m": -0.05143970126555675, "bench_spy_p3m": 0.04817439155767178, "bench_c_p3m": 0.04817439155767178, "ret_p6m": 0.04837442098874356, "ret_signed_p6m": 0.04837442098874356, "alpha_spy_p6m": 0.02039448070945271, "alpha_c_p6m": 0.02039448070945271, "bench_spy_p6m": 0.02797994027929085, "bench_c_p6m": 0.02797994027929085, "price_path": [-0.1078, -0.1076, -0.1061, -0.1045, -0.106, -0.1055, -0.1067, -0.1113, -0.1095, -0.1082, -0.1191, -0.1095, -0.1126, -0.1145, -0.1122, -0.1142, -0.1131, -0.1058, -0.1017, -0.1057, -0.1035, -0.1016, -0.1087, -0.109, -0.1094, -0.0952, -0.0979, -0.0945, -0.0957, -0.0886, -0.0893, -0.0893, -0.0897, -0.0911, -0.0893, -0.0824, -0.0787, -0.0725, -0.0701, -0.0598, -0.0607, -0.0535, -0.0536, -0.0499, -0.0414, -0.0381, -0.0328, -0.0388, -0.0404, -0.0456, -0.0463, -0.0349, -0.0339, -0.0252, -0.0172, -0.0159, -0.0102, -0.016, -0.0113, -0.0114, -0.0295, -0.0099, -0.0063, 0.0, -0.0113, -0.0157, -0.0082, -0.0148, -0.0293, -0.0213, -0.0068, 0.0008, -0.0023, 0.0029, -0.0073, -0.0013, 0.003, -0.0179, -0.0044, -0.0189, -0.0157, -0.0073, -0.0131, -0.0187, -0.0453, -0.0505, -0.0548, -0.0553, -0.0541, -0.0726, -0.0721, -0.0525, -0.0461, -0.0363, -0.0363, -0.0287, -0.0361, -0.0407, -0.0359, -0.0281, -0.031, -0.0293, -0.0287, -0.0284, -0.0233, -0.0355, -0.046, -0.0483, -0.0581, -0.0488, -0.0343, -0.0267, -0.03, -0.0301, -0.0301, -0.0322, -0.0368, -0.0399, -0.0434, -0.0434, -0.0285, -0.0198, -0.0076, -0.0131, -0.0172, -0.0128, -0.0033, -0.0008, -0.0023, 0.0015, 0.0054, 0.0054, -0.0015, 0.0057, 0.0094, 0.0079, 0.0065, 0.0198, 0.0286, 0.0205, 0.0054, 0.0109, 0.0141, -0.0006, -0.0153, 0.0151, 0.0225, 0.0177, 0.015, 0.0095, 0.0182, 0.0182, 0.019, 0.0218, 0.0233, 0.0213, 0.0147, 0.0198, 0.0275, 0.0246, 0.0187, 0.028, 0.0056, 0.0164, 0.0056, -0.0141, 0.0044, 0.0075, 0.0133, -0.0068, -0.0032, 0.01, 0.0164, 0.0146, 0.02, -0.0026, 0.0042, 0.009, 0.0155, -0.0071, -0.0184, -0.0349, -0.0092, 0.0022, 0.0126, 0.0126, 0.0131, 0.0188, 0.0467, 0.0484]}
{"unit_id": "reply:2051846782146007313", "ticker_idx": 0, "ts": "2026-05-06T02:09:28+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2017 doesn't have shit on 2026 lmao", "tweet_type": "prediction", "timeline": "months", "summary": "Implies AAOI's upcoming move in 2026 will surpass the 2017 pump; bullish forward lean.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FOMOErotica @citrini7 2017 doesn’t have shit on 2026 lmao", "reply_text": null, "parent_text": "@Citrini7 Ahh $AAOI. I remember buying calls when they were hot back in 2017. Then the fall happened. It would be cool to see them pump.", "quoted_text": null, "parent_author": "FOMOErotica", "ret_m1d": 0.011370080174880393, "ret_signed_m1d": 0.011370080174880393, "alpha_spy_m1d": 0.025078973684700023, "alpha_c_m1d": 0.025078973684700023, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.01370889350981963, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11756464110949028, "ret_signed_p1d": -0.11756464110949028, "alpha_spy_p1d": -0.11449853595216397, "alpha_c_p1d": -0.11449853595216397, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.0030661051573263043, "ret_p1w": 0.2495800072422416, "ret_signed_p1w": 0.2495800072422416, "alpha_spy_p1w": 0.23802422419812586, "alpha_c_p1w": 0.23802422419812586, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.011555783044115753, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.7519, -0.7317, -0.7284, -0.7289, -0.7536, -0.751, -0.751, -0.7541, -0.7567, -0.7369, -0.7105, -0.6978, -0.6848, -0.6745, -0.6993, -0.5282, -0.4258, -0.466, -0.4415, -0.4335, -0.4647, -0.3804, -0.3251, -0.2886, -0.4052, -0.4578, -0.4731, -0.5165, -0.4812, -0.4291, -0.5097, -0.4636, -0.362, -0.3592, -0.4544, -0.4499, -0.5229, -0.5262, -0.5164, -0.418, -0.418, -0.3982, -0.3411, -0.2567, -0.2534, -0.1565, -0.142, -0.1801, -0.2016, -0.1189, -0.1071, -0.0844, -0.1567, -0.1631, -0.2286, -0.0917, -0.1835, -0.2312, -0.144, -0.0794, 0.0278, -0.0311, 0.0114, 0.0, -0.1176, -0.1658, 0.0356, 0.0546, 0.2496, 0.1402, 0.0662, -0.0296, -0.0404, -0.0744, -0.0097, 0.0165, 0.0165, -0.0052, 0.0072, -0.0533, -0.1127, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034510641243787391", "ticker_idx": 0, "ts": "2026-03-19T06:01:50+00:00", "symbol": "SPX", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I can't really see the scenario where stocks don't go lower in the near term", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish US equities near-term: Fed cut cycle being priced out, no trade war resolution, AI replacing laid-off workers, and SPX only 5% off ATH with multiple risks unpriced.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxy via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I can’t really see the scenario where stocks don’t go lower in the near term. Maybe that’s s bull case? \n\nMarket has been so desperate for a taco people have been making their own and forgot that in an actual war both sides have to agree to end it (or one has to surrender). They’re going to figure that out eventually.\n\nThe Fed’s cutting cycle is on its way to being completely priced out. 2 weeks ago, SOFR Z7 was 75bps lower than March 2026. Now it’s down to 25bps and IOR is comfortably above 2yr (meaning reserve managers are not buying the dip on the expectation the cutting cycle continues). If NFP is strong, it’ll wreck rates (at a time when financing has become increasingly important for the largest companies in the world) while if it’s weak I don’t think equities respond positively either. \n\nAnd this all is coming at a time when AI is maybe not good enough to convince companies to replace workers with machines while business goes along as usual, but certainly is good enough to have companies attempt to use it for roles they had to cut because of economic pressure and potentially find out they don’t need to hire that role back. \n\nIt’s one thing to see some bearish scenarios and brush them off as priced in, that’s been a good strategy (most years have drawdowns of 10-15% routinely). But SPX is ~5% off all time highs…", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002470428462066687, "ret_signed_m1d": -0.002470428462066687, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.002470428462066687, "bench_c_m1d": 0.002470428462066687, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01433577587250423, "ret_signed_p1d": 0.01433577587250423, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.01433577587250423, "bench_c_p1d": -0.01433577587250423, "ret_p1w": -0.019624475951098286, "ret_signed_p1w": 0.019624475951098286, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.019624475951098286, "bench_c_p1w": -0.019624475951098286, "ret_p1m": 0.07923523853367498, "ret_signed_p1m": -0.07923523853367498, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.07923523853367498, "bench_c_p1m": 0.07923523853367498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0379, 0.0427, 0.0463, 0.0463, 0.0462, 0.0425, 0.0412, 0.0335, 0.0335, 0.0354, 0.0423, 0.0485, 0.0451, 0.045, 0.0519, 0.0536, 0.0515, 0.0463, 0.0492, 0.0483, 0.0483, 0.0269, 0.0388, 0.0442, 0.0446, 0.0499, 0.0541, 0.054, 0.0519, 0.0488, 0.054, 0.0451, 0.04, 0.027, 0.0467, 0.0518, 0.049, 0.0487, 0.0325, 0.0333, 0.0333, 0.0349, 0.0401, 0.0374, 0.0449, 0.0342, 0.0418, 0.0505, 0.0447, 0.0397, 0.0403, 0.0311, 0.0384, 0.0326, 0.0191, 0.028, 0.0263, 0.0251, 0.0095, 0.0038, 0.014, 0.0167, 0.0025, 0.0, -0.0143, -0.004, -0.0073, -0.0018, -0.0196, -0.0363, -0.0396, -0.0116, -0.0042, -0.0033, -0.0033, 0.0014, 0.0018, 0.0274, 0.0333, 0.0326, 0.0427, 0.0554, 0.0637, 0.0663, 0.0792, 0.0771, 0.07, 0.0809, 0.0767, 0.085, 0.0869, 0.0816, 0.0814, 0.0922, 0.0952, 0.0912, 0.0999, 0.1152, 0.1118, 0.121, 0.1236, 0.1218, 0.1281, 0.137, 0.1234, 0.1226, 0.1151, 0.1265, 0.1287, 0.1332, 0.1332, 0.1407, 0.1405, 0.1468, 0.1497, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047440450592571616", "ticker_idx": 0, "ts": "2026-04-23T22:20:17+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We hit our base case price target on TER from back in July a couple of weeks ago. Bull case target coming up.", "tweet_type": "analysis", "timeline": "months", "summary": "TER has hit base-case PT; bull-case target still ahead, with consensus underestimating margin expansion from AI-related demand 2-3 years out.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Something to look at when you’re evaluating consensus in these “bottleneck” (I hate how overused that word has become) names is what is the expectation not just of top line but for margins. \n\nHave seen this play out a few times where even when consensus gives credit for growth from AI-related tech, it fails to incorporate the full extent of the impact to margins 2-3 years out.", "reply_text": null, "parent_text": null, "quoted_text": "We hit our base case price target on TER from back in July a couple of weeks ago. Bull case target coming up. https://t.co/0emr47GuOk", "parent_author": null, "ret_m1d": -0.039427381514234194, "ret_signed_m1d": -0.039427381514234194, "alpha_spy_m1d": -0.04332322415389578, "alpha_c_m1d": -0.02900916118080632, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042619541748983636, "ret_signed_p1d": 0.042619541748983636, "alpha_spy_p1d": 0.03487024378895942, "alpha_c_p1d": -0.008412928991730517, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.05103247074071415, "ret_p1w": -0.14344492164597245, "ret_signed_p1w": -0.14344492164597245, "alpha_spy_p1w": -0.15785661020772845, "alpha_c_p1w": -0.19505848354731803, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.051613561901345584, "ret_p1m": -0.10577472049374026, "ret_signed_p1m": -0.10577472049374026, "alpha_spy_p1m": -0.15826960623105357, "alpha_c_p1m": -0.3018315847130346, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4223, -0.4044, -0.3756, -0.3721, -0.3991, -0.378, -0.2946, -0.3293, -0.3241, -0.2519, -0.2272, -0.24, -0.1987, -0.2247, -0.2153, -0.2153, -0.2381, -0.2149, -0.2122, -0.1899, -0.2057, -0.1793, -0.1451, -0.1703, -0.2019, -0.1874, -0.2413, -0.2389, -0.2379, -0.3191, -0.2607, -0.2499, -0.2469, -0.2852, -0.2857, -0.2562, -0.2533, -0.2517, -0.2459, -0.2747, -0.2421, -0.2016, -0.1936, -0.2585, -0.2628, -0.3108, -0.2607, -0.2214, -0.2279, -0.2279, -0.2134, -0.2008, -0.1065, -0.0917, -0.0823, -0.077, -0.0885, -0.0899, -0.0875, -0.0514, -0.0643, -0.0525, -0.0394, 0.0, 0.0426, 0.0025, -0.052, -0.2361, -0.1434, -0.1386, -0.1585, -0.1095, -0.0462, -0.1169, -0.1028, -0.0857, -0.1061, -0.0938, -0.1108, -0.1574, -0.1994, -0.1982, -0.1413, -0.1182, -0.1058, -0.1058, -0.0292, -0.0624, -0.0454, -0.0662, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2039542604455449088", "ticker_idx": 0, "ts": "2026-04-02T03:17:04+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I did buy some more NVDA but because I think over the next year it'll be higher, it's not a trade", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Bought more NVDA; expects it to be higher over the next year, held as investment not a trade.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@_mag3_ Nah I did buy some more NVDA but because I think over the next year it’ll be higher, it’s not a trade.", "reply_text": null, "parent_text": "@citrini The nvda buy was an april fools joke right..", "quoted_text": null, "parent_author": "_mag3_", "ret_m1d": -0.009245162609455071, "ret_signed_m1d": -0.009245162609455071, "alpha_spy_m1d": -0.008345498306063015, "alpha_c_m1d": -0.00835301819422929, "bench_spy_m1d": -0.0008996643033920559, "bench_c_m1d": -0.0008921444152257818, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.036755196430996895, "ret_signed_p1w": 0.036755196430996895, "alpha_spy_p1w": 3.8432289064083136e-05, "alpha_c_p1w": -0.06007899383495996, "bench_spy_p1w": 0.03671676414193281, "bench_c_p1w": 0.09683419026595685, "ret_p1m": 0.11872144783277272, "ret_signed_p1m": 0.11872144783277272, "alpha_spy_p1m": 0.019884850490295536, "alpha_c_p1m": -0.1807789544061993, "bench_spy_p1m": 0.09883659734247718, "bench_c_p1m": 0.299500402238972, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0604, 0.0555, 0.066, 0.0431, 0.0421, 0.0425, 0.0474, 0.0324, 0.0544, 0.0498, 0.0498, 0.0038, 0.0334, 0.0419, 0.0579, 0.0511, 0.0627, 0.0796, 0.0852, 0.0774, 0.0463, 0.0166, -0.0181, -0.0311, 0.0452, 0.0713, 0.0628, 0.0713, 0.0538, 0.0305, 0.0305, 0.0427, 0.0596, 0.0592, 0.07, 0.0798, 0.0871, 0.1024, 0.0422, -0.0012, 0.0286, 0.0149, 0.0318, 0.0335, 0.0024, 0.0296, 0.0415, 0.0487, 0.0324, 0.0161, 0.0329, 0.0256, 0.017, 0.0066, -0.0264, -0.0099, -0.0123, 0.0073, -0.0347, -0.0556, -0.0689, -0.0169, -0.0092, 0.0, 0.0, 0.0014, 0.004, 0.0264, 0.0368, 0.0634, 0.0672, 0.1078, 0.1211, 0.1182, 0.1369, 0.1391, 0.1268, 0.1416, 0.1254, 0.1741, 0.2211, 0.2017, 0.1796, 0.125, 0.1187, 0.1189, 0.1077, 0.1716, 0.1923, 0.2131, 0.237, 0.2446, 0.2731, 0.3289, 0.2702, 0.2533, 0.2436, 0.2598, 0.2374, 0.2139, 0.2139, 0.2112, 0.1985, 0.2078, 0.1903, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983479629609668642", "ticker_idx": 0, "ts": "2025-10-29T10:22:49+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this was the last chance you had to buy nvidia at a market cap that had a B instead of a T", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish NVDA: last chance to buy at sub-trillion market cap; implies sustained upward trajectory.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "this was the last chance you had to buy nvidia at a market cap that had a B instead of a T", "reply_text": null, "parent_text": null, "quoted_text": "We’ll never see below $400 on NVDA again", "parent_author": null, "ret_m1d": -0.029028197953222645, "ret_signed_m1d": -0.029028197953222645, "alpha_spy_m1d": -0.028548041574228633, "alpha_c_m1d": -0.014107274735372544, "bench_spy_m1d": -0.0004801563789940122, "bench_c_m1d": -0.014920923217850102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020044469393717956, "ret_signed_p1d": -0.020044469393717956, "alpha_spy_p1d": -0.00904632545664108, "alpha_c_p1d": -0.006805612125576066, "bench_spy_p1d": -0.010998143937076876, "bench_c_p1d": -0.01323885726814189, "ret_p1w": -0.05713866000977075, "ret_signed_p1w": -0.05713866000977075, "alpha_spy_p1w": -0.042867201542583167, "alpha_c_p1w": -0.0324242329349369, "bench_spy_p1w": -0.014271458467187581, "bench_c_p1w": -0.024714427074833845, "ret_p1m": -0.12934702844030443, "ret_signed_p1m": -0.12934702844030443, "alpha_spy_p1m": -0.11813063972170224, "alpha_c_p1m": -0.07264752021247389, "bench_spy_p1m": -0.0112163887186022, "bench_c_p1m": -0.05669950822783054, "ret_p3m": -0.09930262096114395, "ret_signed_p3m": -0.09930262096114395, "alpha_spy_p3m": -0.11004885469826886, "alpha_c_p3m": -0.1846258190457114, "bench_spy_p3m": 0.01074623373712491, "bench_c_p3m": 0.08532319808456745, "ret_p6m": -0.03563602908333141, "ret_signed_p6m": -0.03563602908333141, "alpha_spy_p6m": -0.07214202300123163, "alpha_c_p6m": -0.3469117424810192, "bench_spy_p6m": 0.036505993917900215, "bench_c_p6m": 0.3112757133976878, "price_path": [-0.161, -0.1307, -0.1391, -0.1335, -0.1269, -0.1176, -0.1207, -0.1154, -0.123, -0.1209, -0.1285, -0.1209, -0.1517, -0.1529, -0.1549, -0.1404, -0.1316, -0.1221, -0.1229, -0.1298, -0.1588, -0.1588, -0.1752, -0.176, -0.1709, -0.1933, -0.1871, -0.1753, -0.1435, -0.1443, -0.1411, -0.1415, -0.1553, -0.1775, -0.1488, -0.1467, -0.1132, -0.1382, -0.1452, -0.1418, -0.1393, -0.1217, -0.0988, -0.0956, -0.0877, -0.0938, -0.1038, -0.1063, -0.0866, -0.0699, -0.1153, -0.0904, -0.1305, -0.1314, -0.1219, -0.1151, -0.1179, -0.125, -0.1293, -0.1202, -0.1004, -0.0751, -0.029, 0.0, -0.02, -0.022, -0.0008, -0.0403, -0.0571, -0.0916, -0.0912, -0.0386, -0.067, -0.0639, -0.0975, -0.0815, -0.0987, -0.124, -0.0991, -0.1275, -0.136, -0.1183, -0.1411, -0.1293, -0.1293, -0.1451, -0.131, -0.1236, -0.1326, -0.1142, -0.1189, -0.1037, -0.1065, -0.1123, -0.1261, -0.1546, -0.1485, -0.1416, -0.1743, -0.1589, -0.1258, -0.1127, -0.0861, -0.089, -0.089, -0.0797, -0.0908, -0.0941, -0.0992, -0.0992, -0.0878, -0.0913, -0.0956, -0.0866, -0.1062, -0.1071, -0.1067, -0.1025, -0.1154, -0.0965, -0.1005, -0.1005, -0.1399, -0.1145, -0.1072, -0.0935, -0.0993, -0.0894, -0.0749, -0.0701, -0.0768, -0.1035, -0.1289, -0.1586, -0.1698, -0.1044, -0.0821, -0.0893, -0.082, -0.097, -0.117, -0.117, -0.1065, -0.092, -0.0924, -0.0831, -0.0748, -0.0685, -0.0554, -0.1069, -0.1441, -0.1186, -0.1303, -0.1159, -0.1144, -0.1411, -0.1178, -0.1075, -0.1014, -0.1153, -0.1293, -0.115, -0.1212, -0.1286, -0.1375, -0.1658, -0.1516, -0.1537, -0.1369, -0.1728, -0.1908, -0.2021, -0.1576, -0.151, -0.1431, -0.1431, -0.1419, -0.1397, -0.1205, -0.1116, -0.0888, -0.0855, -0.0508, -0.0394, -0.0419, -0.0258, -0.0239, -0.0345, -0.0218, -0.0356]}
{"unit_id": "orig:2017287873888657629", "ticker_idx": 0, "ts": "2026-01-30T17:24:43+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Seems bad for precious metals", "tweet_type": "prediction", "timeline": "days", "summary": "Warsh as Fed chair is bearish precious metals and bullish USD; straightforward first-order trade.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity via SPDR GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Sometimes you can really just read the headline and do the most first order thing and still make money.\n\nFind out that Warsh is the new fed chair last night. Seems bad for precious metals and good for USD. Send it. No thought pretzel required. https://t.co/vxlwAdfElG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11450720371201273, "ret_signed_m1d": -0.11450720371201273, "alpha_spy_m1d": -0.11151570105483533, "alpha_c_m1d": -0.11151570105483533, "bench_spy_m1d": 0.002991502657177403, "bench_c_m1d": 0.002991502657177403, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04004945911975222, "ret_signed_p1d": 0.04004945911975222, "alpha_spy_p1d": 0.04502082125068774, "alpha_c_p1d": 0.04502082125068774, "bench_spy_p1d": 0.004971362130935519, "bench_c_p1d": 0.004971362130935519, "ret_p1w": 0.023620584244768317, "ret_signed_p1w": -0.023620584244768317, "alpha_spy_p1w": -0.02557152193840939, "alpha_c_p1w": -0.02557152193840939, "bench_spy_p1w": -0.001950937693641075, "bench_c_p1w": -0.001950937693641075, "ret_p1m": 0.10124730094851064, "ret_signed_p1m": -0.10124730094851064, "alpha_spy_p1m": -0.10932558751965937, "alpha_c_p1m": -0.10932558751965937, "bench_spy_p1m": -0.00807828657114873, "bench_c_p1m": -0.00807828657114873, "ret_p3m": -0.0618946124044778, "ret_signed_p3m": 0.0618946124044778, "alpha_spy_p3m": 0.09304248513237134, "alpha_c_p3m": 0.09304248513237134, "bench_spy_p3m": 0.031147872727893544, "bench_c_p3m": 0.031147872727893544, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1857, -0.1763, -0.1773, -0.1722, -0.1496, -0.1463, -0.1325, -0.1395, -0.1551, -0.1647, -0.1587, -0.1573, -0.1575, -0.1588, -0.1455, -0.1458, -0.139, -0.139, -0.1283, -0.1241, -0.1297, -0.1305, -0.1299, -0.1315, -0.1338, -0.1293, -0.1256, -0.1162, -0.1113, -0.1105, -0.1103, -0.1026, -0.1042, -0.1032, -0.0825, -0.0704, -0.0742, -0.0742, -0.0634, -0.1042, -0.1035, -0.1093, -0.1093, -0.1049, -0.0813, -0.0714, -0.0803, -0.0752, -0.0685, -0.0511, -0.0524, -0.0427, -0.0486, -0.0532, -0.0532, -0.0174, -0.003, 0.0154, 0.0293, 0.0444, 0.07, 0.1115, 0.1145, 0.0, -0.04, 0.021, 0.0203, -0.0069, 0.0236, 0.0496, 0.0392, 0.051, 0.0145, 0.0397, 0.0397, 0.0073, 0.03, 0.0328, 0.0532, 0.0816, 0.0667, 0.064, 0.0731, 0.0872, 0.1012, 0.0521, 0.0603, 0.0476, 0.0642, 0.062, 0.074, 0.0703, 0.0493, 0.0357, 0.0348, 0.0322, -0.0005, -0.0417, -0.071, -0.0919, -0.0917, -0.0644, -0.0996, -0.068, -0.0683, -0.0329, -0.016, -0.0349, -0.0349, -0.0389, -0.0295, -0.0234, -0.0158, -0.0176, -0.0216, 0.0003, -0.0101, -0.0109, 0.0022, -0.0064, -0.0346, -0.0218, -0.0313, -0.0263, -0.0338, -0.0518, -0.0619, -0.0478, -0.0489, -0.068, -0.06, -0.0314, -0.0298, -0.0251, -0.0231, -0.027, -0.0325, -0.0399, -0.0622, -0.0596, -0.0752, -0.0619, -0.0628, -0.07, -0.07, -0.0696, -0.0819, -0.0723, -0.0625, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2017287873888657629", "ticker_idx": 1, "ts": "2026-01-30T17:24:43+00:00", "symbol": "DXY", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "good for USD", "tweet_type": "prediction", "timeline": "days", "summary": "Warsh as Fed chair is bearish precious metals and bullish USD; straightforward first-order trade.", "resolved_tickers": ["UUP"], "resolution_method": "etf", "resolution_reason": "DXY dollar index proxy via UUP ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Sometimes you can really just read the headline and do the most first order thing and still make money.\n\nFind out that Warsh is the new fed chair last night. Seems bad for precious metals and good for USD. Send it. No thought pretzel required. https://t.co/vxlwAdfElG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009683434830089377, "ret_signed_m1d": -0.009683434830089377, "alpha_spy_m1d": -0.01267493748726678, "alpha_c_m1d": -0.01267493748726678, "bench_spy_m1d": 0.002991502657177403, "bench_c_m1d": 0.002991502657177403, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005214129894205, "ret_signed_p1d": 0.005214129894205, "alpha_spy_p1d": 0.00024276776326948024, "alpha_c_p1d": 0.00024276776326948024, "bench_spy_p1d": 0.004971362130935519, "bench_c_p1d": 0.004971362130935519, "ret_p1w": 0.005959025889717751, "ret_signed_p1w": 0.005959025889717751, "alpha_spy_p1w": 0.007909963583358826, "alpha_c_p1w": 0.007909963583358826, "bench_spy_p1w": -0.001950937693641075, "bench_c_p1w": -0.001950937693641075, "ret_p1m": 0.017877077669153252, "ret_signed_p1m": 0.017877077669153252, "alpha_spy_p1m": 0.02595536424030198, "alpha_c_p1m": 0.02595536424030198, "bench_spy_p1m": -0.00807828657114873, "bench_c_p1m": -0.00807828657114873, "ret_p3m": 0.02830540849475538, "ret_signed_p3m": 0.02830540849475538, "alpha_spy_p3m": -0.0028424642331381644, "alpha_c_p3m": -0.0028424642331381644, "bench_spy_p3m": 0.031147872727893544, "bench_c_p3m": 0.031147872727893544, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0199, 0.0203, 0.0149, 0.0142, 0.0149, 0.0134, 0.0138, 0.0109, 0.0124, 0.0149, 0.016, 0.0224, 0.0232, 0.0224, 0.0224, 0.0196, 0.0167, 0.0167, 0.016, 0.0156, 0.0152, 0.0102, 0.0124, 0.0113, 0.0127, 0.0142, 0.0088, 0.0052, 0.0066, 0.0059, 0.0048, 0.007, 0.0077, 0.0109, 0.0067, 0.0034, 0.0037, 0.0037, 0.0045, 0.0048, 0.0074, 0.0067, 0.0067, 0.0097, 0.0082, 0.0115, 0.013, 0.0156, 0.0179, 0.016, 0.0186, 0.0179, 0.0216, 0.0216, 0.0216, 0.0134, 0.0156, 0.0112, 0.0022, -0.0026, -0.0142, -0.0082, -0.0097, 0.0, 0.0052, 0.0026, 0.006, 0.0089, 0.006, -0.0022, -0.0019, -0.0007, -0.0011, -0.0011, -0.0011, 0.0022, 0.0086, 0.0101, 0.0089, 0.0089, 0.0097, 0.0086, 0.0093, 0.0086, 0.0179, 0.0227, 0.0209, 0.0235, 0.0231, 0.0227, 0.0223, 0.0261, 0.0309, 0.0387, 0.0328, 0.0309, 0.0372, 0.0272, 0.0309, 0.0264, 0.0298, 0.0317, 0.0358, 0.0369, 0.0421, 0.0346, 0.0328, 0.0376, 0.0376, 0.0365, 0.0335, 0.0253, 0.0235, 0.022, 0.0197, 0.0175, 0.0164, 0.0194, 0.019, 0.0175, 0.0231, 0.0235, 0.0253, 0.0235, 0.0223, 0.0253, 0.0283, 0.019, 0.0209, 0.0235, 0.0242, 0.0186, 0.0209, 0.0182, 0.0186, 0.0223, 0.0246, 0.0287, 0.0343, 0.0317, 0.035, 0.0328, 0.0328, 0.0343, 0.0343, 0.0335, 0.0335, 0.0317, 0.0302, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2037695094074089577", "ticker_idx": 1, "ts": "2026-03-28T00:55:43+00:00", "symbol": "ES", "kind": "index", "geography": "US", "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short ES @ 6660", "tweet_type": "prediction", "timeline": "weeks", "summary": "High-conviction pair trade: long SFRH7 (SOFR Mar-2027 futures) / short ES at 6660; Fed cut odds rise if equities fall, MAG7 debt-funded capex limits 2023-24 repeat.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "ES is S&P 500 futures; SPY is liquid ETF proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Early Wednesday morning we shared a high conviction macro pair trade in our subscriber chat that probably still has upside from here, long SFRH7 @ 96.20, which we averaged down on Thursday, paired with short ES @ 6660.\n\nHere’s the reasoning: https://t.co/5a15s5Vy0P\n\n---\n\nThe summary of why I like this trade so much is that it’s very difficult to see, from here, an environment where pricing in an honest-to-god hiking cycle doesn’t send equities lower, but if equities do go lower they begin to bump up against the second order effect of the K shaped economy (that consumer discretionary spending is widely done by upper income now, people who have significant asset exposure and will slow down due to wealth effect if stocks go down) and ensure that the Fed has the cover to cut and that the oil shock demand destruction comes quickly enough to not require more restrictive policy.\n\n---\n\nAnd last point: the fact that the MAG7 is not funding capex out of operating cash flow any more but rather funding with debt means it’s unlikely we can see a repeat of 2023-24 when rates were being hiked but equity indices also went up", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0033546786249747385, "ret_signed_m1d": -0.0033546786249747385, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.0033546786249747385, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02906792569891481, "ret_signed_p1d": -0.02906792569891481, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.02906792569891481, "ret_p1w": 0.042660289606262, "ret_signed_p1w": -0.042660289606262, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.042660289606262, "ret_p1m": 0.12614528448176943, "ret_signed_p1m": -0.12614528448176943, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.12614528448176943, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0761, 0.0761, 0.0781, 0.0853, 0.0917, 0.0882, 0.0881, 0.0953, 0.097, 0.0948, 0.0894, 0.0924, 0.0915, 0.0915, 0.0693, 0.0816, 0.0872, 0.0876, 0.0932, 0.0975, 0.0974, 0.0952, 0.092, 0.0974, 0.0881, 0.0828, 0.0693, 0.0898, 0.0951, 0.0922, 0.0919, 0.0751, 0.0758, 0.0758, 0.0776, 0.083, 0.0801, 0.088, 0.0768, 0.0847, 0.0938, 0.0877, 0.0825, 0.0831, 0.0736, 0.0812, 0.0751, 0.061, 0.0703, 0.0686, 0.0673, 0.0511, 0.0451, 0.0558, 0.0585, 0.0438, 0.0412, 0.0263, 0.037, 0.0336, 0.0393, 0.0208, 0.0034, 0.0, 0.0291, 0.0368, 0.0378, 0.0378, 0.0427, 0.0431, 0.0697, 0.0759, 0.0751, 0.0857, 0.0989, 0.1076, 0.1103, 0.1237, 0.1214, 0.1141, 0.1254, 0.121, 0.1297, 0.1317, 0.1261, 0.126, 0.1372, 0.1403, 0.1361, 0.1453, 0.1612, 0.1576, 0.1672, 0.1698, 0.1681, 0.1746, 0.1839, 0.1696, 0.1688, 0.161, 0.1729, 0.1752, 0.1799, 0.1799, 0.1877, 0.1875, 0.194, 0.197, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009105005706354925", "ticker_idx": 0, "ts": "2026-01-08T03:28:55+00:00", "symbol": "EIDO", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EIDO has lagged pretty much every Asian country could be a solid catch up if nickel does climb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish EIDO (Indonesia ETF) as a catch-up trade if nickel prices rise.", "resolved_tickers": ["EIDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PauloMacro EIDO has lagged pretty much every Asian country could be a solid catch up if nickel does climb", "reply_text": null, "parent_text": "The replies though", "quoted_text": null, "parent_author": "PauloMacro", "ret_m1d": 0.002106420011030341, "ret_signed_m1d": 0.002106420011030341, "alpha_spy_m1d": 0.002004877019112339, "alpha_c_m1d": 0.002004877019112339, "bench_spy_m1d": 0.0001015429919180022, "bench_c_m1d": 0.0001015429919180022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010532100055151705, "ret_signed_p1d": 0.0010532100055151705, "alpha_spy_p1d": -0.005560132388577443, "alpha_c_p1d": -0.005560132388577443, "bench_spy_p1d": 0.006613342394092614, "bench_c_p1d": 0.006613342394092614, "ret_p1w": 0.012111613744521188, "ret_signed_p1w": 0.012111613744521188, "alpha_spy_p1w": 0.008152324673280864, "alpha_c_p1w": 0.008152324673280864, "bench_spy_p1w": 0.003959289071240324, "bench_c_p1w": 0.003959289071240324, "ret_p1m": -0.07319638790951877, "ret_signed_p1m": -0.07319638790951877, "alpha_spy_p1m": -0.07480616387230432, "alpha_c_p1m": -0.07480616387230432, "bench_spy_p1m": 0.0016097759627855535, "bench_c_p1m": 0.0016097759627855535, "ret_p3m": -0.19747235625054427, "ret_signed_p3m": -0.19747235625054427, "alpha_spy_p3m": -0.1561535897209606, "alpha_c_p3m": -0.1561535897209606, "bench_spy_p3m": -0.04131876652958366, "bench_c_p3m": -0.04131876652958366, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0837, -0.1019, -0.1024, -0.0946, -0.0977, -0.0706, -0.0524, -0.067, -0.0456, -0.0456, -0.0565, -0.0586, -0.0445, -0.0471, -0.0466, -0.0378, -0.0425, -0.0331, -0.0383, -0.0336, -0.0325, -0.0378, -0.0383, -0.0466, -0.0414, -0.0414, -0.0477, -0.0362, -0.044, -0.0419, -0.0206, -0.0232, -0.0159, -0.0159, -0.0263, -0.02, -0.0132, -0.0179, -0.02, -0.0185, -0.0159, -0.0258, -0.0164, -0.0258, -0.0216, -0.0164, -0.0179, -0.0215, -0.02, -0.0226, -0.0173, -0.0236, -0.0294, -0.0294, -0.0284, -0.0179, -0.0169, -0.0153, -0.0153, -0.0095, 0.0026, 0.0047, 0.0021, 0.0, 0.0011, 0.0, 0.0021, 0.0079, 0.0121, 0.0079, 0.0079, 0.0074, -0.0026, 0.0032, 0.0011, 0.0111, 0.01, -0.0911, -0.0742, -0.0706, -0.0832, -0.0737, -0.0632, -0.0779, -0.0732, -0.0732, -0.0653, -0.0474, -0.0579, -0.0642, -0.0642, -0.0616, -0.059, -0.0611, -0.049, -0.0463, -0.0548, -0.0405, -0.0579, -0.0616, -0.0774, -0.0969, -0.1116, -0.1227, -0.1464, -0.1364, -0.1406, -0.1485, -0.1648, -0.1827, -0.1885, -0.1801, -0.1896, -0.1927, -0.2038, -0.1875, -0.1959, -0.158, -0.178, -0.1896, -0.1859, -0.1685, -0.169, -0.1817, -0.1817, -0.1901, -0.1975, -0.1632, -0.1643, -0.1575, -0.1485, -0.1348, -0.1432, -0.1459, -0.129, -0.1411, -0.1517, -0.1506, -0.1711, -0.1912, -0.198, -0.2054, -0.2091, -0.2138, -0.2122, -0.2249, -0.2127, -0.2038, -0.2043, -0.2159, -0.2296, -0.2343, -0.247, -0.2464, -0.2554, -0.2654, -0.2917, -0.2896, -0.3112, -0.3107, -0.3107, -0.3207, -0.3191, -0.3196, -0.3302, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004374616316448906", "ticker_idx": 0, "ts": "2025-12-26T02:12:02+00:00", "symbol": "MOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm pretty bullish on MOS and NTR rn", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on MOS and NTR near-term but uncertain if the thesis holds through all of 2026.", "resolved_tickers": ["MOS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Agricultural Inputs'", "bench_c_industry": "Agricultural Inputs", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DamasceneMoment i’m pretty bullish on MOS and NTR rn but idk if it lasts the entire year", "reply_text": null, "parent_text": "@Citrini7 How do you feel about potash / fertilizer companies for 2026?", "quoted_text": null, "parent_author": "DamasceneMoment", "ret_m1d": -0.002879552110877648, "ret_signed_m1d": -0.002879552110877648, "alpha_spy_m1d": -0.002980977429172804, "alpha_c_m1d": 0.00297605100643783, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": -0.005855603117315478, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010283840651782006, "ret_signed_p1d": -0.010283840651782006, "alpha_spy_p1d": -0.006720212444727203, "alpha_c_p1d": -0.002259538727159449, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.008024301924622557, "ret_p1w": 0.02920609786001349, "ret_signed_p1w": 0.02920609786001349, "alpha_spy_p1w": 0.03954926386373625, "alpha_c_p1w": 0.028989294457903547, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": 0.0002168034021099441, "ret_p1m": 0.16536404258808668, "ret_signed_p1m": 0.16536404258808668, "alpha_spy_p1m": 0.1618583970367704, "alpha_c_p1m": 0.08035001892302729, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.08501402366505939, "ret_p3m": 0.08641885318568243, "ret_signed_p3m": 0.08641885318568243, "alpha_spy_p3m": 0.132334733119029, "alpha_c_p3m": 0.010085524727448059, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": 0.07633332845823437, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.4136, 0.3786, 0.4169, 0.4075, 0.4405, 0.4434, 0.4181, 0.3631, 0.2371, 0.2632, 0.2208, 0.2143, 0.1996, 0.1951, 0.2057, 0.1898, 0.2086, 0.2086, 0.222, 0.2049, 0.1976, 0.1678, 0.1295, 0.1189, 0.1112, 0.0822, 0.0688, 0.0158, 0.0427, 0.0553, 0.048, 0.0378, 0.0415, 0.0618, -0.0005, 0.006, -0.0013, -0.0246, -0.0148, -0.038, -0.0152, -0.0111, -0.0111, -0.0018, 0.0174, -0.0062, -0.0132, -0.0086, -0.0288, -0.0276, -0.0206, -0.023, 0.0362, 0.0782, 0.0226, -0.035, -0.0115, -0.0144, -0.021, 0.0004, -0.0008, -0.0029, -0.0029, 0.0, -0.0103, -0.0066, -0.009, -0.009, 0.0292, 0.023, 0.035, 0.0407, 0.0893, 0.0687, 0.058, 0.0782, 0.137, 0.1345, 0.0839, 0.0839, 0.1119, 0.1374, 0.1584, 0.1843, 0.1654, 0.1699, 0.1575, 0.1534, 0.1312, 0.1218, 0.1645, 0.1855, 0.1419, 0.1765, 0.216, 0.239, 0.281, 0.2246, 0.2197, 0.2197, 0.1962, 0.211, 0.2406, 0.2106, 0.1818, 0.1719, 0.1098, 0.1172, 0.1452, 0.1316, 0.1016, 0.0699, 0.081, 0.0823, 0.1167, 0.0984, 0.2092, 0.3009, 0.2158, 0.1478, 0.1959, 0.1524, 0.0868, -0.0214, -0.0011, 0.0454, 0.0864, 0.0371, 0.0371, 0.0371, 0.0578, 0.1009, 0.0856, 0.0856, 0.0997, 0.0939, 0.1043, 0.0483, 0.0271, 0.018, -0.0069, -0.0156, 0.0259, 0.0192, 0.0001, 0.0039, 0.0171, 0.0072, -0.0044, -0.0368, -0.038, -0.0447, -0.0347, -0.0397, -0.0472, -0.0351, -0.0227, -0.0496, -0.0795, -0.0961, -0.0712, -0.055, -0.0592, -0.0973, -0.1119, -0.1123, -0.0932, -0.0806, -0.0567, -0.0567, -0.0521, -0.006, 0.0082, 0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004374616316448906", "ticker_idx": 1, "ts": "2025-12-26T02:12:02+00:00", "symbol": "NTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm pretty bullish on MOS and NTR rn", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on MOS and NTR near-term but uncertain if the thesis holds through all of 2026.", "resolved_tickers": ["NTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Agricultural Inputs'", "bench_c_industry": "Agricultural Inputs", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DamasceneMoment i’m pretty bullish on MOS and NTR rn but idk if it lasts the entire year", "reply_text": null, "parent_text": "@Citrini7 How do you feel about potash / fertilizer companies for 2026?", "quoted_text": null, "parent_author": "DamasceneMoment", "ret_m1d": 0.012266968909110165, "ret_signed_m1d": 0.012266968909110165, "alpha_spy_m1d": 0.012165543590815009, "alpha_c_m1d": 0.018122572026425643, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": -0.005855603117315478, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0012745650031211753, "ret_signed_p1d": -0.0012745650031211753, "alpha_spy_p1d": 0.002289063203933628, "alpha_c_p1d": 0.006749736921501381, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.008024301924622557, "ret_p1w": 0.0062131218125927035, "ret_signed_p1w": 0.0062131218125927035, "alpha_spy_p1w": 0.016556287816315463, "alpha_c_p1w": 0.005996318410482759, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": 0.0002168034021099441, "ret_p1m": 0.11884660620593546, "ret_signed_p1m": 0.11884660620593546, "alpha_spy_p1m": 0.11534096065461918, "alpha_c_p1m": 0.033832582540876066, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.08501402366505939, "ret_p3m": 0.2206467777721055, "ret_signed_p3m": 0.2206467777721055, "alpha_spy_p3m": 0.26656265770545207, "alpha_c_p3m": 0.14431344931387113, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": 0.07633332845823437, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0647, -0.0978, -0.0481, -0.0545, -0.0382, -0.0339, -0.0371, -0.0264, -0.0467, -0.0435, -0.0757, -0.0739, -0.1012, -0.0852, -0.0828, -0.1077, -0.0946, -0.0787, -0.0734, -0.0838, -0.0918, -0.1008, -0.1346, -0.1325, -0.1313, -0.1455, -0.1397, -0.1144, -0.0938, -0.061, -0.0548, -0.0421, -0.0621, -0.0542, -0.0921, -0.0868, -0.1088, -0.1228, -0.1048, -0.1042, -0.0946, -0.0856, -0.0856, -0.0733, -0.0414, -0.0554, -0.043, -0.0433, -0.0387, -0.0581, -0.0655, -0.0601, -0.0282, 0.0011, -0.0147, -0.0147, 0.0084, -0.0182, -0.0078, -0.0016, 0.0134, 0.0123, 0.0123, 0.0, -0.0013, -0.0046, -0.0167, -0.0167, 0.0062, -0.0105, -0.0346, -0.0602, -0.0473, -0.047, -0.0546, -0.0229, 0.0546, 0.0806, 0.0575, 0.0575, 0.0709, 0.0942, 0.0849, 0.1292, 0.1188, 0.1203, 0.1407, 0.1332, 0.0975, 0.0943, 0.1217, 0.1391, 0.083, 0.093, 0.1165, 0.1333, 0.1641, 0.122, 0.1281, 0.1281, 0.113, 0.1196, 0.1435, 0.1343, 0.1456, 0.1592, 0.1555, 0.165, 0.196, 0.2066, 0.1856, 0.1724, 0.1851, 0.2141, 0.2077, 0.2122, 0.2635, 0.3373, 0.3199, 0.2393, 0.2673, 0.2407, 0.2116, 0.1905, 0.1607, 0.2238, 0.2206, 0.174, 0.2052, 0.2195, 0.2109, 0.1964, 0.211, 0.211, 0.2165, 0.2337, 0.2016, 0.1679, 0.1834, 0.1935, 0.1813, 0.177, 0.1959, 0.1332, 0.142, 0.1661, 0.1481, 0.1584, 0.1484, 0.1613, 0.1699, 0.1895, 0.2195, 0.207, 0.2166, 0.2394, 0.1844, 0.0973, 0.0965, 0.144, 0.155, 0.144, 0.1383, 0.1483, 0.1492, 0.1488, 0.125, 0.1271, 0.1253, 0.1253, 0.1223, 0.1029, 0.1176, 0.1, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057565824727351747", "ticker_idx": 0, "ts": "2026-05-21T20:54:54+00:00", "symbol": "HLIT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HLIT looking pretty interesting now too on cOS platform", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HLIT on cOS platform as AI-driven traffic growth demands better broadband infrastructure.", "resolved_tickers": ["HLIT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "Close to a 4x on $BAND now since we highlighted it in our agentic utilities primer\n\nI have been trying to stick with bigger companies but sometimes the small ones are just too compelling. $HLIT looking pretty interesting now too on cOS platform (as AI usage moves from occasional chatbot queries to persistent agents, multimodal streaming, home/work inference traffic, edge devices, automated enterprise workflows, etc etc…broadband networks need more upstream capacity, lower latency, better quality-of-service and cheaper network operations).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030708613819341757, "ret_signed_m1d": -0.030708613819341757, "alpha_spy_m1d": -0.02872944163990865, "alpha_c_m1d": -0.02872944163990865, "bench_spy_m1d": -0.0019791721794331085, "bench_c_m1d": -0.0019791721794331085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.19685039665718373, "ret_signed_p1d": 0.19685039665718373, "alpha_spy_p1d": 0.1929188422887882, "alpha_c_p1d": 0.1929188422887882, "bench_spy_p1d": 0.00393155436839554, "bench_c_p1d": 0.00393155436839554, "ret_p1w": 0.3385826972688495, "ret_signed_p1w": 0.3385826972688495, "alpha_spy_p1w": 0.32258742940017227, "alpha_c_p1w": 0.32258742940017227, "bench_spy_p1w": 0.01599526786867722, "bench_c_p1w": 0.01599526786867722, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1898, -0.178, -0.1858, -0.1709, -0.163, -0.1386, -0.1961, -0.1953, -0.2181, -0.2614, -0.2512, -0.2535, -0.2646, -0.2622, -0.2669, -0.2535, -0.2488, -0.2646, -0.2709, -0.2913, -0.2709, -0.2661, -0.2512, -0.2598, -0.2614, -0.3031, -0.2929, -0.285, -0.2756, -0.2756, -0.2685, -0.2614, -0.2433, -0.237, -0.2323, -0.2165, -0.2299, -0.222, -0.1953, -0.1732, -0.1472, -0.148, -0.1622, -0.1787, -0.1685, -0.174, -0.1961, -0.1874, -0.1, -0.074, -0.0709, -0.0638, -0.0409, -0.0331, 0.0087, 0.0102, 0.0197, 0.0512, 0.0504, -0.0126, -0.0173, -0.0315, -0.0307, 0.0, 0.1969, 0.1969, 0.3307, 0.3472, 0.3386, 0.1898, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1980657319487963488", "ticker_idx": 0, "ts": "2025-10-21T15:27:58+00:00", "symbol": "GLD", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "now safely have a low-stress free roll until then on gold going down", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holds remaining GLD Dec puts (free roll after selling half at 2x); bearish on gold into December.", "resolved_tickers": ["GLD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "bought some dec GLD puts last thursday, just sold half of em for a double and now safely have a low-stress free roll until then on gold going down. feels good. https://t.co/Lx5XyAseCh", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0686830779685148, "ret_signed_m1d": -0.0686830779685148, "alpha_spy_m1d": -0.06866817326489216, "alpha_c_m1d": -0.06866817326489216, "bench_spy_m1d": 1.4904703622642401e-05, "bench_c_m1d": 1.4904703622642401e-05, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00010605594835544352, "ret_signed_p1d": -0.00010605594835544352, "alpha_spy_p1d": -0.005304962875796515, "alpha_c_p1d": -0.005304962875796515, "bench_spy_p1d": -0.0051989069274410715, "bench_c_p1d": -0.0051989069274410715, "ret_p1w": -0.03408966621903664, "ret_signed_p1w": 0.03408966621903664, "alpha_spy_p1w": 0.05758176512591828, "alpha_c_p1w": 0.05758176512591828, "bench_spy_p1w": 0.023492098906881642, "bench_c_p1w": 0.023492098906881642, "ret_p1m": -0.006043894704483299, "ret_signed_p1m": 0.006043894704483299, "alpha_spy_p1m": -0.006856629200421072, "alpha_c_p1m": -0.006856629200421072, "bench_spy_p1m": -0.01290052390490437, "bench_c_p1m": -0.01290052390490437, "ret_p3m": 0.11676921707897159, "ret_signed_p3m": -0.11676921707897159, "alpha_spy_p3m": -0.0833801206469107, "alpha_c_p3m": -0.0833801206469107, "bench_spy_p3m": 0.033389096432060894, "bench_c_p3m": 0.033389096432060894, "ret_p6m": 0.16758562945944644, "ret_signed_p6m": -0.16758562945944644, "alpha_spy_p6m": -0.11896959519874484, "alpha_c_p6m": -0.11896959519874484, "bench_spy_p6m": 0.0486160342607016, "bench_c_p6m": 0.0486160342607016, "price_path": [-0.1775, -0.1851, -0.1904, -0.1882, -0.2022, -0.1969, -0.1806, -0.1758, -0.1752, -0.1769, -0.17, -0.1702, -0.1821, -0.1828, -0.1803, -0.1855, -0.1851, -0.1863, -0.1908, -0.1826, -0.1854, -0.1767, -0.1787, -0.1727, -0.1711, -0.1649, -0.1568, -0.1568, -0.1369, -0.1302, -0.134, -0.1224, -0.1124, -0.1145, -0.1113, -0.1126, -0.1109, -0.1016, -0.0998, -0.1067, -0.1103, -0.1009, -0.0853, -0.0816, -0.0899, -0.0861, -0.0809, -0.0657, -0.0577, -0.0562, -0.0595, -0.052, -0.0341, -0.0291, -0.0131, -0.0313, -0.0215, 0.0023, 0.0094, 0.0269, 0.0509, 0.0311, 0.0687, 0.0, 0.0001, 0.0041, 0.0007, -0.0271, -0.0341, -0.0377, -0.0188, -0.0242, -0.0224, -0.0396, -0.0284, -0.0296, -0.0237, 0.003, 0.007, 0.0232, 0.0149, -0.0034, -0.0148, -0.0077, -0.006, -0.0063, -0.0079, 0.0078, 0.0075, 0.0156, 0.0156, 0.0282, 0.0332, 0.0265, 0.0256, 0.0262, 0.0244, 0.0217, 0.0269, 0.0313, 0.0424, 0.0482, 0.0492, 0.0494, 0.0585, 0.0565, 0.0577, 0.0821, 0.0965, 0.092, 0.092, 0.1047, 0.0566, 0.0574, 0.0506, 0.0506, 0.0558, 0.0836, 0.0953, 0.0848, 0.0908, 0.0987, 0.1193, 0.1177, 0.1291, 0.1222, 0.1168, 0.1168, 0.159, 0.1759, 0.1976, 0.2141, 0.2318, 0.2621, 0.311, 0.3145, 0.1795, 0.1323, 0.2042, 0.2034, 0.1713, 0.2073, 0.238, 0.2257, 0.2396, 0.1966, 0.2263, 0.2263, 0.1881, 0.2148, 0.2182, 0.2422, 0.2758, 0.2581, 0.255, 0.2657, 0.2823, 0.2989, 0.241, 0.2507, 0.2356, 0.2552, 0.2526, 0.2667, 0.2624, 0.2376, 0.2216, 0.2205, 0.2174, 0.1789, 0.1303, 0.0958, 0.071, 0.0713, 0.1035, 0.062, 0.0993, 0.099, 0.1406, 0.1606, 0.1383, 0.1383, 0.1336, 0.1447, 0.1519, 0.1608, 0.1588, 0.1541, 0.1799, 0.1676]}
{"unit_id": "orig:2019207706301624472", "ticker_idx": 0, "ts": "2026-02-05T00:33:26+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you should buy it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Terse buy instruction on NVDA for AI exposure.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "There’s this cool little stock called Nvidia idk if you remember it but it’s kind of good for AI and you should buy it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013439612035741622, "ret_signed_m1d": 0.013439612035741622, "alpha_spy_m1d": 0.0007924476720093665, "alpha_c_m1d": 0.010946679841671303, "bench_spy_m1d": 0.012647164363732255, "bench_c_m1d": 0.0024929321940703186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07871770227202068, "ret_signed_p1d": 0.07871770227202068, "alpha_spy_p1d": 0.0595329904310693, "alpha_c_p1d": 0.024711912845628126, "bench_spy_p1d": 0.019184711840951385, "bench_c_p1d": 0.05400578942639256, "ret_p1w": 0.08761929231537935, "ret_signed_p1w": 0.08761929231537935, "alpha_spy_p1w": 0.08223276793819312, "alpha_c_p1w": 0.021909639112367207, "bench_spy_p1w": 0.00538652437718623, "bench_c_p1w": 0.06570965320301214, "ret_p1m": 0.0345590150605688, "ret_signed_p1m": 0.0345590150605688, "alpha_spy_p1m": 0.04229202249949815, "alpha_c_p1m": 0.03589737745021515, "bench_spy_p1m": -0.007733007438929351, "bench_c_p1m": -0.0013383623896463526, "ret_p3m": 0.14330135040667735, "ret_signed_p3m": 0.14330135040667735, "alpha_spy_p3m": 0.07227832985435789, "alpha_c_p3m": -0.22833638647954158, "bench_spy_p3m": 0.07102302055231946, "bench_c_p3m": 0.37163773688621893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.158, 0.1237, 0.1275, 0.0871, 0.1063, 0.0856, 0.0551, 0.0851, 0.0509, 0.0407, 0.062, 0.0345, 0.0487, 0.0487, 0.0297, 0.0467, 0.0557, 0.0448, 0.0669, 0.0613, 0.0795, 0.0762, 0.0692, 0.0527, 0.0183, 0.0257, 0.034, -0.0055, 0.0131, 0.053, 0.0687, 0.1008, 0.0973, 0.0973, 0.1085, 0.0951, 0.0911, 0.0851, 0.0851, 0.0987, 0.0945, 0.0894, 0.1002, 0.0766, 0.0755, 0.076, 0.081, 0.0655, 0.0883, 0.0835, 0.0835, 0.036, 0.0666, 0.0754, 0.0919, 0.0849, 0.0968, 0.1143, 0.12, 0.112, 0.0799, 0.0492, 0.0134, 0.0, 0.0787, 0.1057, 0.0969, 0.1057, 0.0876, 0.0636, 0.0636, 0.0762, 0.0937, 0.0932, 0.1044, 0.1144, 0.122, 0.1378, 0.0757, 0.0309, 0.0617, 0.0475, 0.0649, 0.0667, 0.0346, 0.0627, 0.075, 0.0824, 0.0656, 0.0488, 0.066, 0.0585, 0.0496, 0.0389, 0.0048, 0.0219, 0.0194, 0.0396, -0.0037, -0.0253, -0.039, 0.0147, 0.0226, 0.0321, 0.0321, 0.0336, 0.0362, 0.0594, 0.07, 0.0975, 0.1015, 0.1434, 0.1571, 0.1541, 0.1734, 0.1757, 0.163, 0.1782, 0.1616, 0.2118, 0.2603, 0.2403, 0.2175, 0.1612, 0.1546, 0.1548, 0.1433, 0.2092, 0.2306, 0.2521, 0.2768, 0.2846, 0.314, 0.3716, 0.311, 0.2935, 0.2836, 0.3002, 0.2772, 0.2529, 0.2529, 0.2501, 0.237, 0.2466, 0.2285, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2040188578785800328", "ticker_idx": 0, "ts": "2026-04-03T22:03:56+00:00", "symbol": "crude oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "all of this is quite bullish further out the curve on crude, since it's unlikely to resolve as a single 'okay it's over' announcement but will likely be more gradual and complex", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish crude oil further out on the curve; expects a slow, complex resolution rather than a clean 'all clear'.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Crude oil via USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@acemoney21 @BlackScholesMan I feel you. I think all of this is quite bullish further out the curve on crude, since it’s unlikely to resolve as a single “okay it’s over” announcement but will likely be more gradual and complex.", "reply_text": null, "parent_text": "@citrini @BlackScholesMan yeah fair, but you know what i mean dawg. its a step in the right direction, no doubt. but im also just tryna play devils advocate\n\nlike does a shipping company feel a little better now that they have 2x'd what they're willing to insure? yeah\n\nnot sure it's worth the risk, still", "quoted_text": null, "parent_author": "acemoney21", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0, "bench_c_m1d": 0.0, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007395622723337603, "ret_signed_p1d": 0.007395622723337603, "alpha_spy_p1d": 0.0026688253746995905, "alpha_c_p1d": 0.0026688253746995905, "bench_spy_p1d": 0.004726797348638012, "bench_c_p1d": 0.004726797348638012, "ret_p1w": -0.09498258880539012, "ret_signed_p1w": -0.09498258880539012, "alpha_spy_p1w": -0.13101327399370688, "alpha_c_p1w": -0.13101327399370688, "bench_spy_p1w": 0.03603068518831676, "bench_c_p1w": 0.03603068518831676, "ret_p1m": 0.07025813928402513, "ret_signed_p1m": 0.07025813928402513, "alpha_spy_p1m": -0.024553002407379232, "alpha_c_p1m": -0.024553002407379232, "bench_spy_p1m": 0.09481114169140437, "bench_c_p1m": 0.09481114169140437, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.5033, -0.5085, -0.4885, -0.4868, -0.4805, -0.4672, -0.4735, -0.4843, -0.4805, -0.4805, -0.479, -0.4682, -0.4793, -0.4638, -0.4672, -0.4514, -0.4445, -0.4262, -0.4234, -0.4538, -0.4383, -0.4353, -0.444, -0.4418, -0.4343, -0.4342, -0.428, -0.4462, -0.4474, -0.4474, -0.4509, -0.4243, -0.4113, -0.4138, -0.4134, -0.4144, -0.4219, -0.4216, -0.4058, -0.3678, -0.346, -0.3361, -0.3017, -0.2114, -0.2435, -0.2325, -0.2166, -0.1416, -0.1307, -0.166, -0.1383, -0.1178, -0.1491, -0.1196, -0.1984, -0.1695, -0.1779, -0.1498, -0.0995, -0.0587, -0.0774, -0.1003, 0.0, 0.0, 0.0074, 0.0012, -0.0967, -0.0795, -0.095, -0.0685, -0.102, -0.1112, -0.0876, -0.1586, -0.1204, -0.0701, -0.0618, -0.0232, -0.04, -0.0232, 0.0122, 0.0922, 0.0665, 0.0354, 0.0703, 0.0453, -0.0288, -0.0214, -0.0314, 0.0054, 0.0463, 0.0299, 0.0368, 0.0748, 0.0824, 0.109, 0.046, 0.0335, 0.0218, 0.0218, -0.0067, -0.05, -0.0518, -0.064, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2031092811211133137", "ticker_idx": 0, "ts": "2026-03-09T19:40:36+00:00", "symbol": "CL=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Flipped long oil, time to tempt fate", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Flipped to long oil position.", "resolved_tickers": ["CL=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "zxx", "tweet_text": "https://t.co/W8tH1yRkVE\n\n---\n\nFlipped long oil, time to tempt fate", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04083565742608519, "ret_signed_m1d": -0.04083565742608519, "alpha_spy_m1d": -0.03215170406172996, "alpha_c_m1d": -0.03215170406172996, "bench_spy_m1d": -0.008683953364355235, "bench_c_m1d": -0.008683953364355235, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11944708342091537, "ret_signed_p1d": -0.11944708342091537, "alpha_spy_p1d": -0.11783995651554824, "alpha_c_p1d": -0.11783995651554824, "bench_spy_p1d": -0.0016071269053671289, "bench_c_p1d": -0.0016071269053671289, "ret_p1w": -0.013400830305498657, "ret_signed_p1w": -0.013400830305498657, "alpha_spy_p1w": 0.0002220764187000901, "alpha_c_p1w": 0.0002220764187000901, "bench_spy_p1w": -0.013622906724198747, "bench_c_p1w": -0.013622906724198747, "ret_p1m": 0.19183286851478298, "ret_signed_p1m": 0.19183286851478298, "alpha_spy_p1m": 0.21726483293439547, "alpha_c_p1m": 0.21726483293439547, "bench_spy_p1m": -0.025431964419612485, "bench_c_p1m": -0.025431964419612485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3831, -0.3922, -0.3939, -0.4004, -0.4168, -0.4097, -0.4075, -0.4021, -0.3879, -0.384, -0.3843, -0.3843, -0.4013, -0.3871, -0.3885, -0.3941, -0.3941, -0.3952, -0.3846, -0.3972, -0.4092, -0.3905, -0.3762, -0.3722, -0.3548, -0.3456, -0.3754, -0.3728, -0.3728, -0.3633, -0.3603, -0.3736, -0.3556, -0.3602, -0.3417, -0.333, -0.3097, -0.3119, -0.3443, -0.333, -0.3127, -0.3322, -0.3294, -0.3209, -0.3251, -0.318, -0.3369, -0.3364, -0.3364, -0.3423, -0.3121, -0.299, -0.2995, -0.3003, -0.3075, -0.3097, -0.3119, -0.2928, -0.2484, -0.2133, -0.2122, -0.1452, -0.0408, 0.0, -0.1194, -0.0793, 0.0101, 0.0416, -0.0134, 0.0152, 0.0164, 0.0145, 0.0375, -0.0701, -0.0255, -0.047, -0.0031, 0.0514, 0.0856, 0.0697, 0.0565, 0.177, 0.177, 0.1861, 0.1918, -0.0038, 0.0327, 0.019, 0.0455, -0.0368, -0.0367, -0.0008, -0.1152, -0.0544, -0.0279, -0.0191, 0.0114, -0.0039, 0.0169, 0.0544, 0.1278, 0.1087, 0.0757, 0.1229, 0.0791, 0.0033, 0.0004, 0.0069, 0.0348, 0.0782, 0.0659, 0.0675, 0.1124, 0.1466, 0.1372, 0.0368, 0.0167, 0.0193, 0.0193, -0.0093, -0.0643, -0.0619, -0.0782, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1988102972715528432", "ticker_idx": 0, "ts": "2025-11-11T04:34:20+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Luckily, its now $268", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly bullish SNDK on data center buildout thesis; stock already at $268 from $127, suggesting continued upside.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "On 10/2, I recorded this episode of Odd Lots on the Data Center Buildout. \n\nGiven our Stargate-recon, @TheStalwart insisted I share some companies with upside, but he seemed a bit discouraged upon finding out $SNDK had already rallied from $40 to $127. Luckily, its now $268.", "reply_text": null, "parent_text": null, "quoted_text": "NEW ODD LOTS:\n\nThe new winners from the AI buildout\n\n@tracyalloway and I talk to @Citrini7, who recently visited the big Stargate datacenter complex in Texas, about which companies are making money and supplying the gear for all this spending https://t.co/QpYEXZtSd1", "parent_author": null, "ret_m1d": -0.013366133532333957, "ret_signed_m1d": -0.013366133532333957, "alpha_spy_m1d": -0.011082122195858357, "alpha_c_m1d": -0.021966426840696385, "bench_spy_m1d": -0.0022840113364756, "bench_c_m1d": 0.008600293308362428, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04241851425301779, "ret_signed_p1d": 0.04241851425301779, "alpha_spy_p1d": 0.04186202577440534, "alpha_c_p1d": 0.0393127918574141, "bench_spy_p1d": 0.0005564884786124491, "bench_c_p1d": 0.003105722395603694, "ret_p1w": -0.09812944699219572, "ret_signed_p1w": -0.09812944699219572, "alpha_spy_p1w": -0.06457162795610172, "alpha_c_p1w": -0.050417751441346415, "bench_spy_p1w": -0.033557819036094005, "bench_c_p1w": -0.04771169555084931, "ret_p1m": -0.14257304616078892, "ret_signed_p1m": -0.14257304616078892, "alpha_spy_p1m": -0.14926420898534543, "alpha_c_p1m": -0.15776014042573527, "bench_spy_p1m": 0.006691162824556507, "bench_c_p1m": 0.015187094264946355, "ret_p3m": 1.2017454958814526, "ret_signed_p3m": 1.2017454958814526, "alpha_spy_p3m": 1.187600964355868, "alpha_c_p3m": 1.2369725780063319, "bench_spy_p3m": 0.014144531525584592, "bench_c_p3m": -0.03522708212487935, "ret_p6m": 4.191766883358188, "ret_signed_p6m": 4.191766883358188, "alpha_spy_p6m": 4.1112273986942, "alpha_c_p6m": 4.027986685411597, "bench_spy_p6m": 0.08053948466398819, "bench_c_p6m": 0.1637801979465907, "price_path": [-0.8281, -0.836, -0.8324, -0.8358, -0.8365, -0.8325, -0.8293, -0.8277, -0.8256, -0.8216, -0.8127, -0.8068, -0.8068, -0.812, -0.8048, -0.7699, -0.7476, -0.7404, -0.7404, -0.7278, -0.6896, -0.6829, -0.6683, -0.6629, -0.654, -0.6359, -0.6236, -0.621, -0.6082, -0.6324, -0.6528, -0.6424, -0.5821, -0.5869, -0.554, -0.5429, -0.5272, -0.5538, -0.5546, -0.5144, -0.5225, -0.5695, -0.5043, -0.5313, -0.4687, -0.4688, -0.4839, -0.4549, -0.4503, -0.4589, -0.3849, -0.3145, -0.3501, -0.3537, -0.2475, -0.279, -0.266, -0.2378, -0.2836, -0.2028, -0.2353, -0.1182, -0.0134, 0.0, 0.0424, -0.1031, -0.0641, -0.021, -0.0981, -0.0943, -0.2784, -0.2626, -0.1643, -0.1881, -0.2082, -0.2082, -0.1778, -0.2261, -0.2439, -0.2843, -0.2146, -0.1587, -0.1698, -0.1919, -0.1426, -0.1104, -0.2408, -0.2567, -0.2293, -0.2384, -0.1919, -0.1251, -0.1124, -0.0982, -0.0792, -0.0792, -0.0793, -0.1006, -0.1155, -0.1259, -0.1259, 0.0135, 0.0092, 0.2874, 0.3019, 0.2318, 0.3897, 0.4334, 0.4353, 0.428, 0.5069, 0.523, 0.523, 0.6685, 0.8458, 0.8537, 0.7447, 0.7336, 0.7727, 0.9428, 0.9858, 1.1218, 1.4495, 1.561, 1.1524, 1.1217, 1.2017, 1.1482, 0.9944, 1.2069, 1.3208, 1.3071, 1.3071, 1.1746, 1.2108, 1.287, 1.3933, 1.4541, 1.3511, 1.3285, 1.4004, 1.3395, 1.2795, 1.0819, 1.2058, 1.0826, 0.9417, 1.1678, 1.2788, 1.4134, 1.2786, 1.4362, 1.5909, 1.6518, 1.7752, 1.843, 1.6133, 1.5867, 1.5866, 1.496, 1.221, 1.2676, 1.108, 1.3394, 1.5507, 1.5834, 1.5834, 1.6682, 1.6173, 1.8754, 2.1356, 2.1364, 2.5073, 2.4776, 2.2835, 2.3856, 2.3912, 2.3619, 2.3268, 2.6051, 2.4334, 2.645, 2.9406, 2.6908, 2.9186, 3.0375, 3.3707, 3.6243, 4.1783, 4.1918]}
{"unit_id": "reply:2032206380585636093", "ticker_idx": 0, "ts": "2026-03-12T21:25:32+00:00", "symbol": "SM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SM & NOG pretty torquey", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Own SM, NOG as high-torque plays and PBR as high-beta geopolitical disruption name.", "resolved_tickers": ["SM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas E&P'", "bench_c_industry": "Oil & Gas E&P", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marketplunger1 SM & NOG pretty torquey, PBR always high beta to geopolitical disruptions, don’t know of any small levered refiners but those probably", "reply_text": null, "parent_text": "Suppose my friend here is right. \n\nWhat names should I own?", "quoted_text": null, "parent_author": "marketplunger1", "ret_m1d": 0.005886955307107922, "ret_signed_m1d": 0.005886955307107922, "alpha_spy_m1d": -0.009532131608684269, "alpha_c_m1d": 0.015102714459557687, "bench_spy_m1d": 0.01541908691579219, "bench_c_m1d": -0.009215759152449765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0514129276619304, "ret_signed_p1d": 0.0514129276619304, "alpha_spy_p1d": 0.05707303716293677, "alpha_c_p1d": 0.04810915738866561, "bench_spy_p1d": -0.005660109501006372, "bench_c_p1d": 0.0033037702732647833, "ret_p1w": 0.08908950151277906, "ret_signed_p1w": 0.08908950151277906, "alpha_spy_p1w": 0.09848800863466312, "alpha_c_p1w": 0.05692113821769085, "bench_spy_p1w": -0.009398507121884059, "bench_c_p1w": 0.03216836329508821, "ret_p1m": 0.1138147437453112, "ret_signed_p1m": 0.1138147437453112, "alpha_spy_p1m": 0.0909104080402372, "alpha_c_p1m": 0.11725711694249674, "bench_spy_p1m": 0.022904335705073997, "bench_c_p1m": -0.0034423731971855442, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2634, -0.2966, -0.2527, -0.2796, -0.2808, -0.2688, -0.2731, -0.2715, -0.2715, -0.2797, -0.2708, -0.2692, -0.2723, -0.2723, -0.2556, -0.2766, -0.2879, -0.3163, -0.2918, -0.3081, -0.3046, -0.2929, -0.2774, -0.2863, -0.2914, -0.2914, -0.2906, -0.2684, -0.2704, -0.2731, -0.2536, -0.2497, -0.2536, -0.2657, -0.2423, -0.2634, -0.2595, -0.2202, -0.2396, -0.1797, -0.1735, -0.1777, -0.1478, -0.1824, -0.1649, -0.1649, -0.1563, -0.0894, -0.0863, -0.0793, -0.1147, -0.126, -0.1419, -0.1777, -0.0999, -0.0587, -0.0626, -0.0451, -0.0046, 0.0106, 0.0212, -0.0235, 0.0059, 0.0, 0.0514, 0.0502, 0.0522, 0.0703, 0.0891, 0.179, 0.1401, 0.1911, 0.2363, 0.2826, 0.2841, 0.261, 0.2237, 0.1578, 0.2017, 0.2017, 0.1954, 0.2304, 0.1307, 0.1119, 0.1138, 0.1323, 0.0852, 0.0726, 0.102, 0.0192, 0.0569, 0.102, 0.1405, 0.1495, 0.1295, 0.1421, 0.1491, 0.2257, 0.2178, 0.1958, 0.2316, 0.2249, 0.1205, 0.1421, 0.1554, 0.2037, 0.2304, 0.2233, 0.2312, 0.279, 0.3018, 0.3469, 0.3662, 0.3049, 0.3254, 0.3254, 0.2476, 0.2021, 0.2229, 0.2053, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2032206380585636093", "ticker_idx": 1, "ts": "2026-03-12T21:25:32+00:00", "symbol": "NOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SM & NOG pretty torquey", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Own SM, NOG as high-torque plays and PBR as high-beta geopolitical disruption name.", "resolved_tickers": ["NOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas E&P'", "bench_c_industry": "Oil & Gas E&P", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marketplunger1 SM & NOG pretty torquey, PBR always high beta to geopolitical disruptions, don’t know of any small levered refiners but those probably", "reply_text": null, "parent_text": "Suppose my friend here is right. \n\nWhat names should I own?", "quoted_text": null, "parent_author": "marketplunger1", "ret_m1d": 0.03549436755633928, "ret_signed_m1d": 0.03549436755633928, "alpha_spy_m1d": 0.02007528064054709, "alpha_c_m1d": 0.044710126708789044, "bench_spy_m1d": 0.01541908691579219, "bench_c_m1d": -0.009215759152449765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003621925746456034, "ret_signed_p1d": -0.003621925746456034, "alpha_spy_p1d": 0.002038183754550338, "alpha_c_p1d": -0.006925696019720817, "bench_spy_p1d": -0.005660109501006372, "bench_c_p1d": 0.0033037702732647833, "ret_p1w": 0.02969938450957943, "ret_signed_p1w": 0.02969938450957943, "alpha_spy_p1w": 0.03909789163146349, "alpha_c_p1w": -0.0024689787855087797, "bench_spy_p1w": -0.009398507121884059, "bench_c_p1w": 0.03216836329508821, "ret_p1m": -0.009808868123667325, "ret_signed_p1m": -0.009808868123667325, "alpha_spy_p1m": -0.03271320382874132, "alpha_c_p1m": -0.0063664949264817805, "bench_spy_p1m": 0.022904335705073997, "bench_c_p1m": -0.0034423731971855442, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1983, -0.2306, -0.1976, -0.2267, -0.2359, -0.2199, -0.232, -0.2391, -0.2391, -0.2408, -0.2231, -0.2166, -0.2224, -0.2224, -0.2028, -0.2394, -0.2383, -0.2615, -0.2148, -0.2079, -0.2137, -0.1869, -0.1695, -0.1829, -0.1945, -0.1945, -0.1981, -0.1485, -0.1547, -0.1507, -0.1561, -0.1297, -0.1177, -0.1011, -0.0945, -0.1333, -0.1126, -0.0833, -0.1148, -0.0714, -0.0627, -0.071, -0.0373, -0.0909, -0.0598, -0.0598, -0.0757, -0.0091, 0.0091, 0.0196, -0.0112, -0.0156, -0.0409, -0.0493, -0.0007, 0.0116, 0.0174, 0.0279, 0.0264, 0.0453, 0.0275, -0.0029, 0.0355, 0.0, -0.0036, -0.0076, -0.0065, 0.0029, 0.0297, 0.0445, 0.0359, 0.0547, 0.0724, 0.1014, 0.1163, 0.0994, 0.0744, 0.0144, 0.0398, 0.0398, 0.0464, 0.0861, 0.0314, -0.0036, -0.0098, 0.002, -0.0561, -0.0491, -0.0517, -0.0977, -0.0914, -0.0602, -0.0286, -0.0113, -0.0183, -0.0124, 0.013, 0.0273, -0.0017, -0.0252, -0.015, -0.0205, -0.091, -0.1204, -0.1399, -0.1315, -0.1226, -0.1421, -0.1414, -0.1021, -0.0903, -0.0852, -0.1153, -0.1318, -0.1271, -0.1271, -0.1789, -0.2153, -0.2009, -0.1998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2032206380585636093", "ticker_idx": 2, "ts": "2026-03-12T21:25:32+00:00", "symbol": "PBR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PBR always high beta to geopolitical disruptions", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Own SM, NOG as high-torque plays and PBR as high-beta geopolitical disruption name.", "resolved_tickers": ["PBR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Integrated'", "bench_c_industry": "Oil & Gas Integrated", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@marketplunger1 SM & NOG pretty torquey, PBR always high beta to geopolitical disruptions, don’t know of any small levered refiners but those probably", "reply_text": null, "parent_text": "Suppose my friend here is right. \n\nWhat names should I own?", "quoted_text": null, "parent_author": "marketplunger1", "ret_m1d": 0.0010543337364241623, "ret_signed_m1d": 0.0010543337364241623, "alpha_spy_m1d": -0.014364753179368028, "alpha_c_m1d": 0.010270092888873927, "bench_spy_m1d": 0.01541908691579219, "bench_c_m1d": -0.009215759152449765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021085865647440305, "ret_signed_p1d": -0.021085865647440305, "alpha_spy_p1d": -0.015425756146433933, "alpha_c_p1d": -0.02438963592070509, "bench_spy_p1d": -0.005660109501006372, "bench_c_p1d": 0.0033037702732647833, "ret_p1w": 0.04269904986578865, "ret_signed_p1w": 0.04269904986578865, "alpha_spy_p1w": 0.05209755698767271, "alpha_c_p1w": 0.010530686570700443, "bench_spy_p1w": -0.009398507121884059, "bench_c_p1w": 0.03216836329508821, "ret_p1m": 0.13389573230987284, "ret_signed_p1m": 0.13389573230987284, "alpha_spy_p1m": 0.11099139660479884, "alpha_c_p1m": 0.13733810550705838, "bench_spy_p1m": 0.022904335705073997, "bench_c_p1m": -0.0034423731971855442, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3579, -0.3785, -0.3795, -0.3822, -0.3806, -0.3822, -0.3764, -0.3764, -0.3764, -0.3911, -0.389, -0.3748, -0.3753, -0.3753, -0.3716, -0.3811, -0.3901, -0.3917, -0.378, -0.3737, -0.3743, -0.3516, -0.3326, -0.3353, -0.331, -0.331, -0.3237, -0.2878, -0.2741, -0.2472, -0.2441, -0.2082, -0.1892, -0.1819, -0.1914, -0.2077, -0.1945, -0.2019, -0.2145, -0.2161, -0.195, -0.1919, -0.1655, -0.1961, -0.1993, -0.1993, -0.2082, -0.194, -0.1692, -0.1676, -0.1492, -0.1281, -0.1191, -0.1244, -0.1234, -0.087, -0.106, -0.116, -0.1181, -0.0722, -0.0427, -0.0517, 0.0011, 0.0, -0.0211, 0.0105, 0.0285, 0.0422, 0.0427, -0.009, 0.0158, 0.0411, 0.0448, 0.0717, 0.0949, 0.097, 0.0938, 0.0585, 0.0838, 0.0838, 0.0996, 0.0917, 0.0532, 0.0907, 0.1339, 0.1581, 0.1075, 0.0828, 0.1334, 0.078, 0.0944, 0.1149, 0.1165, 0.1212, 0.1066, 0.1114, 0.1257, 0.1586, 0.1681, 0.1612, 0.1671, 0.1543, 0.1087, 0.0801, 0.078, 0.1002, 0.087, 0.0387, 0.0488, 0.0568, 0.0976, 0.0822, 0.0515, 0.0621, 0.0552, 0.0552, 0.0287, 0.0053, -0.0016, -0.0047, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983352071505228209", "ticker_idx": 0, "ts": "2025-10-29T01:55:57+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TER was a sleeper in both AI and Robotics that was being obscured by a down cycle in auto, about to see its semi test business accelerate growth while scaling their robotics division. Soon to be a double since we published.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TER: semi test acceleration + robotics scaling; targets a double from original publication price.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Check out this clip from July.\n\nOur thesis: $TER was a sleeper in both AI and Robotics that was being obscured by a down cycle in auto, about to see its semi test business accelerate growth while scaling their robotics division.\n\nSoon to be a double since we published.", "reply_text": null, "parent_text": null, "quoted_text": "What @Citrini7 likes about Teradyne:\n\n- underappreciated robotics tailwind\n\n- Amazon is buying $TER's robot claw for their factories \n\n- analysts' earnings expectations = \"cynical cyclicality\"\n\n1/3\n\nFull interview: https://t.co/iJqUPopkqn https://t.co/omAEM5CRwA", "parent_author": null, "ret_m1d": -0.16994367695763313, "ret_signed_m1d": -0.16994367695763313, "alpha_spy_m1d": -0.16946352057863912, "alpha_c_m1d": -0.15502275373978303, "bench_spy_m1d": -0.0004801563789940122, "bench_c_m1d": -0.014920923217850102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016902360067705402, "ret_signed_p1d": 0.016902360067705402, "alpha_spy_p1d": 0.02790050400478228, "alpha_c_p1d": 0.030141217335847292, "bench_spy_p1d": -0.010998143937076876, "bench_c_p1d": -0.01323885726814189, "ret_p1w": 0.07847524944724693, "ret_signed_p1w": 0.07847524944724693, "alpha_spy_p1w": 0.09274670791443451, "alpha_c_p1w": 0.10318967652208078, "bench_spy_p1w": -0.014271458467187581, "bench_c_p1w": -0.024714427074833845, "ret_p1m": 0.03205453683621862, "ret_signed_p1m": 0.03205453683621862, "alpha_spy_p1m": 0.043270925554820816, "alpha_c_p1m": 0.08875404506404916, "bench_spy_p1m": -0.0112163887186022, "bench_c_p1m": -0.05669950822783054, "ret_p3m": 0.3333627373499395, "ret_signed_p3m": 0.3333627373499395, "alpha_spy_p3m": 0.3226165036128146, "alpha_c_p3m": 0.24803953926537203, "bench_spy_p3m": 0.01074623373712491, "bench_c_p3m": 0.08532319808456745, "ret_p6m": 1.3080417496034191, "ret_signed_p6m": 1.3080417496034191, "alpha_spy_p6m": 1.271535755685519, "alpha_c_p6m": 0.9967660362057313, "bench_spy_p6m": 0.036505993917900215, "bench_c_p6m": 0.3112757133976878, "price_path": [-0.4018, -0.3928, -0.3859, -0.3976, -0.3886, -0.3828, -0.3988, -0.3589, -0.3452, -0.3578, -0.3716, -0.3659, -0.3647, -0.371, -0.3723, -0.3378, -0.3276, -0.3188, -0.3281, -0.3229, -0.3209, -0.3209, -0.3073, -0.3129, -0.3143, -0.309, -0.3164, -0.3385, -0.3226, -0.3356, -0.3547, -0.3442, -0.345, -0.3428, -0.3169, -0.311, -0.2228, -0.2257, -0.2342, -0.2361, -0.2221, -0.2277, -0.2087, -0.1887, -0.1691, -0.1627, -0.1499, -0.1943, -0.1687, -0.1653, -0.2407, -0.2001, -0.2125, -0.1892, -0.1991, -0.2057, -0.1998, -0.176, -0.2018, -0.1661, -0.1705, -0.152, -0.1699, 0.0, 0.0169, 0.045, 0.0525, 0.0098, 0.0785, 0.0637, 0.0479, 0.0583, 0.0189, 0.0306, -0.025, -0.0228, -0.0374, -0.0588, -0.0328, -0.1037, -0.0864, -0.0451, -0.0353, 0.0321, 0.0321, 0.0465, 0.0335, 0.0928, 0.1224, 0.1428, 0.1551, 0.1679, 0.1505, 0.1738, 0.1735, 0.1125, 0.1202, 0.1063, 0.0656, 0.0957, 0.123, 0.1347, 0.1421, 0.1422, 0.1422, 0.1444, 0.1355, 0.1315, 0.1136, 0.1136, 0.1942, 0.2629, 0.3166, 0.28, 0.2445, 0.25, 0.2908, 0.3191, 0.3244, 0.3101, 0.3127, 0.3127, 0.2887, 0.3342, 0.3183, 0.3186, 0.3334, 0.3747, 0.4411, 0.4491, 0.3869, 0.4357, 0.6281, 0.5481, 0.5599, 0.7267, 0.7836, 0.7542, 0.8494, 0.7895, 0.8111, 0.8111, 0.7586, 0.8121, 0.8183, 0.8698, 0.8332, 0.8942, 0.9732, 0.915, 0.842, 0.8754, 0.751, 0.7567, 0.7589, 0.5716, 0.7063, 0.7312, 0.7382, 0.6497, 0.6486, 0.7168, 0.7233, 0.7272, 0.7406, 0.674, 0.7493, 0.8427, 0.8612, 0.7114, 0.7015, 0.5906, 0.7064, 0.797, 0.7821, 0.7821, 0.8156, 0.8446, 1.0623, 1.0963, 1.1181, 1.1304, 1.1038, 1.1007, 1.1062, 1.1894, 1.1597, 1.1868, 1.217, 1.308]}
{"unit_id": "quote:1993122756519706824", "ticker_idx": 0, "ts": "2025-11-25T01:01:10+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GOOG +56%", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long GOOG as the most asymmetric AI bet in MAG7; author vouches the outperformance thesis is durable, now up 56% vs QQQ +5%.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "updated:\n\nQQQ +5% \nGOOG +56% https://t.co/zGNqMxvfre", "reply_text": null, "parent_text": null, "quoted_text": "Our August State of the Themes dedicated an entire section to laying out why we believe Google is the most asymmetric AI bet of all the MAG7.\n\nSince, $GOOG is up 10% despite QQQ down 1.5%.", "parent_author": null, "ret_m1d": -0.015974547384204563, "ret_signed_m1d": -0.015974547384204563, "alpha_spy_m1d": -0.0066562041984084, "alpha_c_m1d": -0.0046884680017535985, "bench_spy_m1d": -0.009318343185796163, "bench_c_m1d": -0.011286079382450964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01038188365975301, "ret_signed_p1d": -0.01038188365975301, "alpha_spy_p1d": -0.01728536711037998, "alpha_c_p1d": -0.01178168506624544, "bench_spy_p1d": 0.006903483450626968, "bench_c_p1d": 0.0013998014064924291, "ret_p1w": -0.0235447082618081, "ret_signed_p1w": -0.0235447082618081, "alpha_spy_p1w": -0.03318887018653749, "alpha_c_p1w": -0.03168118409566811, "bench_spy_p1w": 0.009644161924729389, "bench_c_p1w": 0.008136475833860013, "ret_p1m": -0.023989723020095055, "ret_signed_p1m": -0.023989723020095055, "alpha_spy_p1m": -0.04976668658950445, "alpha_c_p1m": -0.06049278438449457, "bench_spy_p1m": 0.025776963569409395, "bench_c_p1m": 0.036503061364399514, "ret_p3m": -0.026370500044378686, "ret_signed_p3m": -0.026370500044378686, "alpha_spy_p3m": -0.050735976461758425, "alpha_c_p3m": -0.05155100402259716, "bench_spy_p3m": 0.02436547641737974, "bench_c_p3m": 0.02518050397821847, "ret_p6m": 0.19089867864703436, "ret_signed_p6m": 0.19089867864703436, "alpha_spy_p6m": 0.08653047055370777, "alpha_c_p6m": 0.16861041683197353, "bench_spy_p6m": 0.10436820809332659, "bench_c_p6m": 0.022288261815060828, "price_path": [-0.3444, -0.3408, -0.3408, -0.3456, -0.2866, -0.2818, -0.274, -0.2765, -0.2586, -0.2598, -0.256, -0.2542, -0.2221, -0.2231, -0.228, -0.2203, -0.2113, -0.2186, -0.2203, -0.2342, -0.2381, -0.2363, -0.245, -0.2475, -0.2413, -0.2386, -0.2385, -0.2229, -0.2364, -0.2416, -0.2516, -0.2662, -0.2441, -0.2393, -0.2223, -0.2217, -0.2158, -0.2058, -0.2234, -0.2197, -0.216, -0.1951, -0.166, -0.1706, -0.1498, -0.129, -0.1292, -0.1221, -0.1408, -0.1202, -0.1183, -0.1358, -0.1021, -0.0986, -0.1119, -0.1376, -0.1442, -0.1175, -0.1195, -0.0947, -0.104, -0.0741, -0.016, 0.0, -0.0104, -0.0104, -0.0109, -0.0263, -0.0235, -0.0093, -0.0162, -0.0048, -0.0278, -0.0176, -0.0075, -0.0301, -0.0399, -0.0436, -0.0485, -0.0784, -0.0608, -0.0458, -0.0374, -0.024, -0.024, -0.024, -0.0262, -0.0279, -0.0275, -0.0298, -0.0298, -0.0251, -0.0189, -0.0275, -0.0031, 0.008, 0.0177, 0.0288, 0.0402, 0.0398, 0.0301, 0.0214, 0.0214, -0.0039, 0.0153, 0.0229, 0.0155, 0.0314, 0.0358, 0.0397, 0.0471, 0.0467, 0.0664, 0.0534, 0.0306, 0.0244, -0.001, 0.003, -0.0148, -0.0374, -0.0435, -0.0538, -0.0538, -0.0637, -0.0603, -0.0614, -0.0264, -0.0363, -0.0387, -0.0322, -0.0503, -0.0371, -0.0528, -0.0614, -0.0618, -0.0696, -0.0777, -0.0532, -0.0503, -0.0457, -0.0619, -0.0673, -0.0581, -0.0427, -0.0523, -0.0541, -0.0755, -0.0748, -0.1052, -0.104, -0.1314, -0.153, -0.1549, -0.1124, -0.0876, -0.0889, -0.0889, -0.079, -0.0596, -0.0262, -0.0211, -0.0231, -0.0123, 0.0228, 0.0349, 0.0296, 0.0501, 0.0377, 0.0225, 0.045, 0.045, 0.0592, 0.0783, 0.0752, 0.0746, 0.1817, 0.1857, 0.1746, 0.1889, 0.2226, 0.2231, 0.2285, 0.1967, 0.1876, 0.2346, 0.2289, 0.217, 0.2163, 0.1909, 0.1909]}
{"unit_id": "reply:2051071852177510461", "ticker_idx": 0, "ts": "2026-05-03T22:50:11+00:00", "symbol": "POWL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It was our top pick from our Stargate field trip. It's an amazing company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish POWL; calls it top pick and an amazing company after Stargate field trip.", "resolved_tickers": ["POWL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChickenMon3000 It was our top pick from our Stargate field trip. It’s an amazing company.\n\nhttps://t.co/KtdBrGePyy", "reply_text": null, "parent_text": "@citrini Thoughts on $POWL?", "quoted_text": null, "parent_author": "ChickenMon3000", "ret_m1d": 0.019929480647211006, "ret_signed_m1d": 0.019929480647211006, "alpha_spy_m1d": 0.016252631282256846, "alpha_c_m1d": 0.008349114313108918, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.011580366334102088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09164654738682709, "ret_signed_p1d": 0.09164654738682709, "alpha_spy_p1d": 0.08362436150183483, "alpha_c_p1d": 0.0832829494788645, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.008363597907962594, "ret_p1w": 0.19299852454216637, "ret_signed_p1w": 0.19299852454216637, "alpha_spy_p1w": 0.16334715793476584, "alpha_c_p1w": 0.16925307092159514, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.023745453620571233, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3492, -0.335, -0.279, -0.3065, -0.2962, -0.2689, -0.2682, -0.2779, -0.2779, -0.3068, -0.3295, -0.3377, -0.3248, -0.3281, -0.3096, -0.3221, -0.3445, -0.3535, -0.3425, -0.3689, -0.3667, -0.3789, -0.4028, -0.3578, -0.3461, -0.3638, -0.3659, -0.3793, -0.368, -0.3553, -0.3798, -0.3512, -0.3628, -0.33, -0.3079, -0.2782, -0.3525, -0.3356, -0.3794, -0.3319, -0.3159, -0.3236, -0.3236, -0.3083, -0.2528, -0.1922, -0.145, -0.1445, -0.1517, -0.1316, -0.149, -0.1376, -0.1072, -0.1048, -0.1074, -0.1007, -0.0658, -0.0637, -0.0349, -0.0533, -0.061, 0.0271, 0.0199, 0.0, 0.0916, 0.1865, 0.1333, 0.1461, 0.193, 0.1411, 0.1144, 0.1001, 0.0841, -0.0117, -0.031, 0.0044, 0.0033, 0.0347, 0.0347, 0.0819, 0.0967, 0.0706, 0.054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2051547786533798058", "ticker_idx": 0, "ts": "2026-05-05T06:21:22+00:00", "symbol": "IBIT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought some IBIT calls today basically on this thesis", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IBIT calls on thesis that crypto Twitter migration to Korean stocks/AI is bullish for Bitcoin.", "resolved_tickers": ["IBIT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@apexpredator_36 I bought some IBIT calls today basically on this thesis", "reply_text": null, "parent_text": "The funniest part is now with mass migration of crypto twitter to Korean stocks and pumping AI bottlenecks, bitcoin is finally starting to show strength", "quoted_text": null, "parent_author": "apexpredator_36", "ret_m1d": -0.019014634326473434, "ret_signed_m1d": -0.019014634326473434, "alpha_spy_m1d": -0.011056291745006108, "alpha_c_m1d": -0.011056291745006108, "bench_spy_m1d": -0.007958342581467326, "bench_c_m1d": -0.007958342581467326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0019446878773071719, "ret_signed_p1d": -0.0019446878773071719, "alpha_spy_p1d": -0.015844127322324764, "alpha_c_p1d": -0.015844127322324764, "bench_spy_p1d": 0.013899439445017592, "bench_c_p1d": 0.013899439445017592, "ret_p1w": -0.010371641203479331, "ret_signed_p1w": -0.010371641203479331, "alpha_spy_p1w": -0.030281243363933452, "alpha_c_p1w": -0.030281243363933452, "bench_spy_p1w": 0.01990960216045412, "bench_c_p1w": 0.01990960216045412, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.22, -0.1426, -0.1333, -0.158, -0.1726, -0.1994, -0.158, -0.158, -0.1705, -0.1889, -0.1774, -0.1698, -0.2102, -0.2107, -0.1523, -0.1733, -0.1964, -0.1531, -0.1638, -0.1046, -0.1273, -0.1659, -0.1545, -0.142, -0.1342, -0.1368, -0.1277, -0.0938, -0.0866, -0.1301, -0.1396, -0.1407, -0.1346, -0.1513, -0.132, -0.1612, -0.1919, -0.1858, -0.1698, -0.1651, -0.1796, -0.1796, -0.1461, -0.1551, -0.1266, -0.116, -0.102, -0.1013, -0.0897, -0.0804, -0.0767, -0.0506, -0.0655, -0.0815, -0.0331, -0.0482, -0.0488, -0.0588, -0.065, -0.0763, -0.064, -0.0391, -0.019, 0.0, -0.0019, -0.019, -0.0179, 0.0041, -0.0104, -0.0251, -0.0024, -0.0315, -0.0594, -0.0601, -0.0495, -0.0493, -0.0717, -0.0717, -0.0711, -0.0828, -0.102, -0.1005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1983360078523650496", "ticker_idx": 0, "ts": "2025-10-29T02:27:46+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we've been crystal clear since day one: robotics is a long term right tail for $TER that we underwrite due to valuation & strength in semi test", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long TER; defends ongoing thesis — robotics as long-term upside, underpinned by valuation and semi test strength.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "can’t have a win without someone trying to knock it.\n\nwe’ve been crystal clear since day one: robotics is a long term right tail for $TER that we underwrite due to valuation & strength in semi test.\n\nmaybe read the thesis instead of the headline & you might make some money. https://t.co/UHyNmXObrA", "reply_text": null, "parent_text": null, "quoted_text": "@Evan_ss6 @Citrini7 Yeah but it was meant to be a robotics play... so far it's a chip test company (it moved more or less the same as Advantest, the incumbent, since the shill)", "parent_author": null, "ret_m1d": -0.16994367695763313, "ret_signed_m1d": -0.16994367695763313, "alpha_spy_m1d": -0.16946352057863912, "alpha_c_m1d": -0.15502275373978303, "bench_spy_m1d": -0.0004801563789940122, "bench_c_m1d": -0.014920923217850102, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016902360067705402, "ret_signed_p1d": 0.016902360067705402, "alpha_spy_p1d": 0.02790050400478228, "alpha_c_p1d": 0.030141217335847292, "bench_spy_p1d": -0.010998143937076876, "bench_c_p1d": -0.01323885726814189, "ret_p1w": 0.07847524944724693, "ret_signed_p1w": 0.07847524944724693, "alpha_spy_p1w": 0.09274670791443451, "alpha_c_p1w": 0.10318967652208078, "bench_spy_p1w": -0.014271458467187581, "bench_c_p1w": -0.024714427074833845, "ret_p1m": 0.03205453683621862, "ret_signed_p1m": 0.03205453683621862, "alpha_spy_p1m": 0.043270925554820816, "alpha_c_p1m": 0.08875404506404916, "bench_spy_p1m": -0.0112163887186022, "bench_c_p1m": -0.05669950822783054, "ret_p3m": 0.3333627373499395, "ret_signed_p3m": 0.3333627373499395, "alpha_spy_p3m": 0.3226165036128146, "alpha_c_p3m": 0.24803953926537203, "bench_spy_p3m": 0.01074623373712491, "bench_c_p3m": 0.08532319808456745, "ret_p6m": 1.3080417496034191, "ret_signed_p6m": 1.3080417496034191, "alpha_spy_p6m": 1.271535755685519, "alpha_c_p6m": 0.9967660362057313, "bench_spy_p6m": 0.036505993917900215, "bench_c_p6m": 0.3112757133976878, "price_path": [-0.4018, -0.3928, -0.3859, -0.3976, -0.3886, -0.3828, -0.3988, -0.3589, -0.3452, -0.3578, -0.3716, -0.3659, -0.3647, -0.371, -0.3723, -0.3378, -0.3276, -0.3188, -0.3281, -0.3229, -0.3209, -0.3209, -0.3073, -0.3129, -0.3143, -0.309, -0.3164, -0.3385, -0.3226, -0.3356, -0.3547, -0.3442, -0.345, -0.3428, -0.3169, -0.311, -0.2228, -0.2257, -0.2342, -0.2361, -0.2221, -0.2277, -0.2087, -0.1887, -0.1691, -0.1627, -0.1499, -0.1943, -0.1687, -0.1653, -0.2407, -0.2001, -0.2125, -0.1892, -0.1991, -0.2057, -0.1998, -0.176, -0.2018, -0.1661, -0.1705, -0.152, -0.1699, 0.0, 0.0169, 0.045, 0.0525, 0.0098, 0.0785, 0.0637, 0.0479, 0.0583, 0.0189, 0.0306, -0.025, -0.0228, -0.0374, -0.0588, -0.0328, -0.1037, -0.0864, -0.0451, -0.0353, 0.0321, 0.0321, 0.0465, 0.0335, 0.0928, 0.1224, 0.1428, 0.1551, 0.1679, 0.1505, 0.1738, 0.1735, 0.1125, 0.1202, 0.1063, 0.0656, 0.0957, 0.123, 0.1347, 0.1421, 0.1422, 0.1422, 0.1444, 0.1355, 0.1315, 0.1136, 0.1136, 0.1942, 0.2629, 0.3166, 0.28, 0.2445, 0.25, 0.2908, 0.3191, 0.3244, 0.3101, 0.3127, 0.3127, 0.2887, 0.3342, 0.3183, 0.3186, 0.3334, 0.3747, 0.4411, 0.4491, 0.3869, 0.4357, 0.6281, 0.5481, 0.5599, 0.7267, 0.7836, 0.7542, 0.8494, 0.7895, 0.8111, 0.8111, 0.7586, 0.8121, 0.8183, 0.8698, 0.8332, 0.8942, 0.9732, 0.915, 0.842, 0.8754, 0.751, 0.7567, 0.7589, 0.5716, 0.7063, 0.7312, 0.7382, 0.6497, 0.6486, 0.7168, 0.7233, 0.7272, 0.7406, 0.674, 0.7493, 0.8427, 0.8612, 0.7114, 0.7015, 0.5906, 0.7064, 0.797, 0.7821, 0.7821, 0.8156, 0.8446, 1.0623, 1.0963, 1.1181, 1.1304, 1.1038, 1.1007, 1.1062, 1.1894, 1.1597, 1.1868, 1.217, 1.308]}
{"unit_id": "reply:2004382954743873601", "ticker_idx": 0, "ts": "2025-12-26T02:45:10+00:00", "symbol": "SPX", "kind": "index", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ah prob 7500 but i was hedging for an eoy selloff we didn't get so take that w a grain of salt", "tweet_type": "prediction", "timeline": "unspecified", "summary": "SPX likely hits 7500 before 6000; soft bullish lean despite prior hedge.", "resolved_tickers": ["SPY"], "resolution_method": "etf", "resolution_reason": "S&P 500 index proxy via SPY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@XpiredPineappl3 ah prob 7500 but i was hedging for an eoy selloff we didn’t get so take that w a grain of salt", "reply_text": null, "parent_text": "@Citrini7 What comes first spx 7500 or 6000?", "quoted_text": null, "parent_author": "XpiredPineappl3", "ret_m1d": 0.00010142531829515633, "ret_signed_m1d": 0.00010142531829515633, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": 0.00010142531829515633, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003563628207054803, "ret_signed_p1d": -0.003563628207054803, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.003563628207054803, "ret_p1w": -0.010343166003722759, "ret_signed_p1w": -0.010343166003722759, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": -0.010343166003722759, "ret_p1m": 0.003505645551316272, "ret_signed_p1m": 0.003505645551316272, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.003505645551316272, "ret_p3m": -0.04591587993334656, "ret_signed_p3m": -0.04591587993334656, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": -0.04591587993334656, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0378, -0.0345, -0.0334, -0.0334, -0.03, -0.0336, -0.0278, -0.0306, -0.0568, -0.0423, -0.0435, -0.0393, -0.0458, -0.0404, -0.0304, -0.0304, -0.0355, -0.0297, -0.0218, -0.0103, -0.0076, -0.0072, -0.0181, -0.0149, -0.013, -0.0247, -0.0213, -0.0318, -0.0309, -0.0158, -0.0135, -0.013, -0.0293, -0.0295, -0.0385, -0.0466, -0.0429, -0.0575, -0.0481, -0.0341, -0.025, -0.0183, -0.0183, -0.0129, -0.0174, -0.0156, -0.0122, -0.0115, -0.0096, -0.0126, -0.0134, -0.0069, -0.0046, -0.0153, -0.0168, -0.0195, -0.0303, -0.0229, -0.0141, -0.0079, -0.0034, 0.0001, 0.0001, 0.0, -0.0036, -0.0048, -0.0122, -0.0122, -0.0103, -0.0038, 0.0022, -0.0011, -0.0012, 0.0054, 0.007, 0.005, 0.0001, 0.0028, 0.002, 0.002, -0.0184, -0.0071, -0.0019, -0.0016, 0.0035, 0.0075, 0.0074, 0.0054, 0.0024, 0.0074, -0.0011, -0.006, -0.0184, 0.0004, 0.0053, 0.0026, 0.0024, -0.0131, -0.0124, -0.0124, -0.0108, -0.0058, -0.0084, -0.0013, -0.0115, -0.0043, 0.0041, -0.0015, -0.0063, -0.0057, -0.0145, -0.0075, -0.013, -0.026, -0.0174, -0.019, -0.0203, -0.0351, -0.0406, -0.0308, -0.0283, -0.0418, -0.0442, -0.0579, -0.048, -0.0512, -0.0459, -0.063, -0.0789, -0.082, -0.0553, -0.0482, -0.0474, -0.0474, -0.0429, -0.0424, -0.018, -0.0124, -0.013, -0.0034, 0.0088, 0.0167, 0.0192, 0.0315, 0.0295, 0.0227, 0.0331, 0.0291, 0.0371, 0.0388, 0.0338, 0.0336, 0.0439, 0.0468, 0.043, 0.0513, 0.0659, 0.0627, 0.0715, 0.0739, 0.0723, 0.0783, 0.0868, 0.0737, 0.0729, 0.0658, 0.0767, 0.0789, 0.0831, 0.0831, 0.0903, 0.0901, 0.0961, 0.0988, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1990435206130536520", "ticker_idx": 0, "ts": "2025-11-17T15:01:48+00:00", "symbol": "XLU", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My favorite new trade from this piece is long XLU/short SPY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long XLU / short SPY, cited as compelling with more ways to win than lose.", "resolved_tickers": ["XLU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "My favorite new trade from this piece is long XLU/short SPY. We spend about 3 pages discussing why it’s so compelling, and why it strikes us as having more ways to win than ways to lose from here.", "reply_text": null, "parent_text": null, "quoted_text": "new macro memo\n\nhttps://t.co/ioKIIGSEuT", "parent_author": null, "ret_m1d": -0.008932536211104347, "ret_signed_m1d": -0.008932536211104347, "alpha_spy_m1d": -0.0183365818050909, "alpha_c_m1d": -0.0183365818050909, "bench_spy_m1d": 0.009404045593986554, "bench_c_m1d": 0.009404045593986554, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003796338692941492, "ret_signed_p1d": -0.003796338692941492, "alpha_spy_p1d": 0.004601214077159188, "alpha_c_p1d": 0.004601214077159188, "bench_spy_p1d": -0.00839755277010068, "bench_c_p1d": -0.00839755277010068, "ret_p1w": -0.004577886996913416, "ret_signed_p1w": -0.004577886996913416, "alpha_spy_p1w": -0.009174742128708169, "alpha_c_p1w": -0.009174742128708169, "bench_spy_p1w": 0.004596855131794753, "bench_c_p1w": 0.004596855131794753, "ret_p1m": -0.03885659733763669, "ret_signed_p1m": -0.03885659733763669, "alpha_spy_p1m": -0.0586863041001251, "alpha_c_p1m": -0.0586863041001251, "bench_spy_p1m": 0.019829706762488408, "bench_c_p1m": 0.019829706762488408, "ret_p3m": 0.018066271631723918, "ret_signed_p3m": 0.018066271631723918, "alpha_spy_p3m": -0.00839300925566433, "alpha_c_p3m": -0.00839300925566433, "bench_spy_p3m": 0.026459280887388248, "bench_c_p3m": 0.026459280887388248, "ret_p6m": 0.023824561894771, "ret_signed_p6m": 0.023824561894771, "alpha_spy_p6m": -0.09141752936770953, "alpha_c_p6m": -0.09141752936770953, "bench_spy_p6m": 0.11524209126248053, "bench_c_p6m": 0.11524209126248053, "price_path": [-0.0443, -0.0508, -0.0457, -0.0565, -0.0544, -0.0542, -0.0614, -0.0648, -0.0648, -0.0679, -0.0702, -0.0713, -0.0742, -0.0837, -0.0773, -0.0615, -0.0565, -0.0517, -0.0495, -0.0668, -0.0645, -0.0638, -0.0578, -0.0487, -0.0438, -0.037, -0.0462, -0.0307, -0.0279, -0.0262, -0.0169, -0.0186, -0.0073, 0.0023, 0.0069, 0.0138, 0.0113, 0.0071, 0.0149, 0.0239, 0.0373, 0.026, 0.0224, 0.0221, 0.0117, 0.0094, 0.0086, 0.0204, 0.0232, 0.0064, 0.006, 0.0018, -0.0051, -0.0046, -0.0082, -0.0079, -0.0123, 0.0015, 0.0011, 0.0017, 0.004, -0.0098, -0.0089, 0.0, -0.0038, -0.0122, -0.0172, -0.0157, -0.0046, -0.0084, 0.0048, 0.0048, 0.0119, -0.0117, -0.0188, -0.0219, -0.0239, -0.0331, -0.046, -0.0453, -0.0458, -0.0389, -0.0435, -0.0348, -0.0389, -0.0451, -0.0357, -0.048, -0.0445, -0.0411, -0.0368, -0.0368, -0.0375, -0.0357, -0.0335, -0.0395, -0.0395, -0.0285, -0.0393, -0.0346, -0.058, -0.0553, -0.0436, -0.042, -0.0359, -0.0287, -0.0188, -0.0238, -0.0238, -0.0335, -0.0321, -0.0391, -0.0425, -0.0355, -0.0229, -0.0251, -0.0251, -0.0269, -0.0411, -0.0272, -0.0308, -0.0303, -0.0247, -0.0218, -0.0056, 0.0032, 0.0181, 0.0462, 0.0462, 0.0435, 0.0262, 0.0374, 0.0424, 0.0502, 0.0619, 0.0655, 0.0615, 0.0739, 0.0658, 0.059, 0.0635, 0.0552, 0.0516, 0.0541, 0.0475, 0.0388, 0.0462, 0.0565, 0.0633, 0.0604, 0.0514, 0.0471, 0.0046, 0.0145, 0.0216, 0.0252, 0.027, 0.0329, 0.0404, 0.0397, 0.0447, 0.0499, 0.0499, 0.046, 0.0483, 0.0598, 0.0682, 0.0639, 0.051, 0.0528, 0.0426, 0.0501, 0.0458, 0.0365, 0.0184, 0.0166, 0.0442, 0.0463, 0.0465, 0.0478, 0.0349, 0.0614, 0.0546, 0.0506, 0.0506, 0.0356, 0.0222, 0.0132, 0.0227, 0.0238]}
{"unit_id": "quote:1990435206130536520", "ticker_idx": 1, "ts": "2025-11-17T15:01:48+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long XLU/short SPY", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: long XLU / short SPY, cited as compelling with more ways to win than lose.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "My favorite new trade from this piece is long XLU/short SPY. We spend about 3 pages discussing why it’s so compelling, and why it strikes us as having more ways to win than ways to lose from here.", "reply_text": null, "parent_text": null, "quoted_text": "new macro memo\n\nhttps://t.co/ioKIIGSEuT", "parent_author": null, "ret_m1d": 0.009404045593986554, "ret_signed_m1d": -0.009404045593986554, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.009404045593986554, "bench_c_m1d": 0.009404045593986554, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00839755277010068, "ret_signed_p1d": 0.00839755277010068, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.00839755277010068, "bench_c_p1d": -0.00839755277010068, "ret_p1w": 0.004596855131794753, "ret_signed_p1w": -0.004596855131794753, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.004596855131794753, "bench_c_p1w": 0.004596855131794753, "ret_p1m": 0.019829706762488408, "ret_signed_p1m": -0.019829706762488408, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.019829706762488408, "bench_c_p1m": 0.019829706762488408, "ret_p3m": 0.026459280887388248, "ret_signed_p3m": -0.026459280887388248, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.026459280887388248, "bench_c_p3m": 0.026459280887388248, "ret_p6m": 0.11524209126248053, "ret_signed_p6m": -0.11524209126248053, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.11524209126248053, "bench_c_p6m": 0.11524209126248053, "price_path": [-0.0441, -0.0479, -0.0333, -0.0375, -0.0335, -0.0313, -0.0279, -0.0337, -0.0337, -0.0408, -0.0356, -0.0276, -0.0304, -0.028, -0.0257, -0.0229, -0.0148, -0.0151, -0.0099, -0.0113, -0.0125, -0.0079, -0.003, 0.0018, -0.0037, -0.0069, -0.0114, -0.0058, -0.003, 0.0008, 0.0042, 0.0053, 0.0053, 0.0089, 0.0052, 0.0112, 0.0082, -0.019, -0.004, -0.0052, -0.0008, -0.0076, -0.0019, 0.0085, 0.0084, 0.0032, 0.0091, 0.0174, 0.0294, 0.0321, 0.0326, 0.0213, 0.0246, 0.0265, 0.0144, 0.0179, 0.007, 0.008, 0.0237, 0.026, 0.0266, 0.0096, 0.0094, 0.0, -0.0084, -0.0046, -0.0197, -0.01, 0.0046, 0.014, 0.021, 0.021, 0.0266, 0.0219, 0.0238, 0.0274, 0.0281, 0.0301, 0.027, 0.0261, 0.0329, 0.0353, 0.0242, 0.0226, 0.0198, 0.0086, 0.0162, 0.0254, 0.0318, 0.0365, 0.0402, 0.0402, 0.0401, 0.0364, 0.0351, 0.0274, 0.0274, 0.0293, 0.0362, 0.0423, 0.039, 0.0389, 0.0457, 0.0474, 0.0453, 0.0402, 0.043, 0.0421, 0.0421, 0.0209, 0.0327, 0.0381, 0.0385, 0.0437, 0.0479, 0.0478, 0.0457, 0.0426, 0.0478, 0.0389, 0.0339, 0.021, 0.0405, 0.0456, 0.0428, 0.0426, 0.0265, 0.0272, 0.0272, 0.0288, 0.034, 0.0313, 0.0388, 0.0281, 0.0356, 0.0444, 0.0386, 0.0336, 0.0342, 0.025, 0.0323, 0.0265, 0.0131, 0.0219, 0.0203, 0.019, 0.0035, -0.0021, 0.008, 0.0107, -0.0034, -0.0059, -0.0201, -0.0099, -0.0132, -0.0077, -0.0254, -0.042, -0.0452, -0.0175, -0.0101, -0.0092, -0.0092, -0.0045, -0.0041, 0.0213, 0.0272, 0.0265, 0.0366, 0.0492, 0.0575, 0.0601, 0.0729, 0.0707, 0.0637, 0.0745, 0.0703, 0.0786, 0.0805, 0.0752, 0.0751, 0.0858, 0.0888, 0.0848, 0.0935, 0.1087, 0.1053, 0.1144, 0.1169, 0.1152]}
{"unit_id": "orig:1978108703325732900", "ticker_idx": 0, "ts": "2025-10-14T14:40:41+00:00", "symbol": "TLT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bullish TLT i think", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TLT; long end remains bid after TACO trade.", "resolved_tickers": ["TLT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "we had a TACO trade and the long end is still bid! bullish TLT i think", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003191697175494501, "ret_signed_m1d": -0.003191697175494501, "alpha_spy_m1d": -0.004414846244887083, "alpha_c_m1d": -0.004414846244887083, "bench_spy_m1d": 0.0012231490693925817, "bench_c_m1d": 0.0012231490693925817, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0022011853225704092, "ret_signed_p1d": -0.0022011853225704092, "alpha_spy_p1d": -0.006640708498353409, "alpha_c_p1d": -0.006640708498353409, "bench_spy_p1d": 0.004439523175783, "bench_c_p1d": 0.004439523175783, "ret_p1w": 0.012546799423116317, "ret_signed_p1w": 0.012546799423116317, "alpha_spy_p1w": -0.0011342842002004527, "alpha_c_p1w": -0.0011342842002004527, "bench_spy_p1w": 0.01368108362331677, "bench_c_p1w": 0.01368108362331677, "ret_p1m": -0.004561266152473653, "ret_signed_p1m": -0.004561266152473653, "alpha_spy_p1m": -0.03649893411996441, "alpha_c_p1m": -0.03649893411996441, "bench_spy_p1m": 0.03193766796749076, "bench_c_p1m": 0.03193766796749076, "ret_p3m": -0.021489755677476907, "ret_signed_p3m": -0.021489755677476907, "alpha_spy_p3m": -0.07266671687317472, "alpha_c_p3m": -0.07266671687317472, "bench_spy_p3m": 0.05117696119569781, "bench_c_p3m": 0.05117696119569781, "ret_p6m": -0.021908192002644378, "ret_signed_p6m": -0.021908192002644378, "alpha_spy_p6m": -0.04852920284136164, "alpha_c_p6m": -0.04852920284136164, "bench_spy_p6m": 0.026621010838717263, "bench_c_p6m": 0.026621010838717263, "price_path": [-0.0736, -0.0722, -0.0639, -0.0583, -0.0635, -0.0651, -0.0592, -0.0653, -0.0496, -0.0545, -0.0539, -0.0405, -0.0378, -0.0349, -0.0405, -0.0421, -0.0462, -0.0452, -0.05, -0.0421, -0.0492, -0.056, -0.0587, -0.0532, -0.0512, -0.0559, -0.0489, -0.0516, -0.0521, -0.0532, -0.047, -0.0538, -0.0538, -0.0608, -0.0505, -0.0433, -0.0287, -0.0158, -0.0213, -0.0158, -0.0092, -0.0134, -0.0111, -0.0091, -0.0116, -0.0218, -0.0236, -0.0272, -0.0204, -0.0241, -0.0241, -0.025, -0.017, -0.0198, -0.0173, -0.0144, -0.0163, -0.0241, -0.0185, -0.0177, -0.0185, -0.0026, -0.0032, 0.0, -0.0022, 0.0053, 0.0037, 0.0076, 0.0125, 0.0132, 0.0063, 0.0067, 0.0101, 0.0128, 0.0025, -0.0033, -0.0063, -0.0088, -0.0065, -0.0174, -0.0085, -0.0106, -0.0109, -0.0063, -0.0046, -0.0127, -0.0184, -0.0159, -0.0163, -0.0183, -0.0144, -0.0114, -0.0058, -0.0032, 0.0012, 0.0012, -0.0036, -0.016, -0.0155, -0.0128, -0.0181, -0.0226, -0.0258, -0.0248, -0.0211, -0.0224, -0.0318, -0.0312, -0.0258, -0.0267, -0.0221, -0.0257, -0.0278, -0.0263, -0.0204, -0.0204, -0.0236, -0.0199, -0.0223, -0.0301, -0.0301, -0.0315, -0.0267, -0.0287, -0.023, -0.0279, -0.0215, -0.0244, -0.0227, -0.017, -0.0173, -0.0229, -0.0229, -0.0357, -0.0284, -0.0242, -0.0215, -0.0168, -0.0229, -0.0252, -0.0249, -0.0304, -0.0332, -0.0308, -0.0333, -0.0228, -0.0221, -0.0223, -0.011, -0.0163, -0.0032, 0.0022, 0.0022, 0.0039, 0.0001, 0.0011, -0.0012, 0.0025, 0.0043, 0.0044, 0.0084, 0.0145, 0.0043, 0.0023, -0.0008, -0.0048, -0.0085, 0.0001, -0.0106, -0.0233, -0.0252, -0.0301, -0.0226, -0.0199, -0.0254, -0.0194, -0.038, -0.0317, -0.036, -0.0267, -0.0349, -0.0401, -0.0274, -0.0284, -0.0293, -0.0234, -0.0234, -0.0249, -0.0251, -0.0219]}
{"unit_id": "thread:2021993094804087213", "ticker_idx": 0, "ts": "2026-02-12T17:01:35+00:00", "symbol": "SOLS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at just 21x '28 EV/EBITDA the AES segment is worth more than $15 billion... SOLS should be worth $150/share", "tweet_type": "analysis", "timeline": "years", "summary": "Long SOLS: only US uranium conversion plant repricing legacy contracts to spot, consensus wildly wrong, $150/share base case with upside triple on nuclear renaissance.", "resolved_tickers": ["SOLS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Specialty Chemicals'", "bench_c_industry": "Specialty Chemicals", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Thread(1/2) 🧵\n\nWe put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X.\n\nThe story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers rerating violently. LEU trades at 33x EV/EBITDA. CCJ is >40x. \n\nHow would you like to buy a regional monopoly on a mandatory intermediate step in nuclear fuel production at 7.5x instead?\n\nEnter Solstice Advanced Materials.\n\nSOLS is a recent HON spin-off - fertile hunting ground for names that fly under the radar. Additionally, its nuclear fuel segment is hidden behind the materials segments the name is better known for.\n\nSOLS AES segment is the ONLY domestic US uranium conversion plant - Metropolis Works. The rest of the market is narrow and non-US based (Canada, Russia, France). Metropolis is responsible for about 20% of the global supply of UF6. Since the invasion of Ukraine, the west has been woefully short conversion capacity - which is a much better business than mining uranium and has “toll collector” economics rather than commodity producer.\n\nHere’s the actually insane part - the plant was shut down for the majority of the bull run in uranium conversion spot prices. It still has legacy contracts at $20/kgU. The current spot price for UF6 is $64/kgU.\n\nThese contracts are beginning to roll off, and will be completely off by 2028. 100% of that incremental pricing drops down to EBIT. And they’re planning on growing volume another 50% by 2030.\n\n---\n\n2/2\n\nManagement so much as told you this on the call - forecasting double digit EBIT growth out to 2030 supported by a 2B backlog. Combine that visibility with the pure margin explosion to >60% over the next few years…\n\nThis has already begun playing out - SOLS reported earnings yesterday and saw EBIT grow 39% YoY despite volumes only rising 15-20%. Pricing made up more than half the beat. \n\nIt’s only going to get crazier from here, and consensus estimates are wildly wrong. We can bridge just the AES segment to >650M in 2028 EBIT, and that’s assuming ZERO increase in uranium conversion spot prices from here (despite 12GW of reactor capacity being added in 2026 ALONE, and more than 30GW set by the end of 2028). \n\nIf you estimate even a modest increase in spot prices, you can see the AES segment doing in excess of $1B EBITDA by 2029. That is roughly what the entire company did last year and would mean the nuclear fuel segment would represent a larger portion of the business’ revenue than the HVAC/electronic materials. \n\nI have had a soft spot for spin-offs ever since I read Greenblatt, but this is the crème de la creme of undervalued, poorly understood spins.\n\nConsensus has the segment doing less than 400M in REVENUE in 2028 at consistent EBIT margins. That would require UF6 spot prices to drop more 60% and stay there for the next 3 years (despite massive increases to reactor capacity already under construction globally) and volume to stay pretty much the same (despite the company already contracting an EPC about a 50%+ capacity increase).\n\nNeedless to say, consensus is wrong. The beauty of a hidden segment with crazy tailwinds and a built in margin unlock in a poorly understood recent spin…\n\nOnce you strip out the rest of the SOLS business with a conservative 11x multiple (commodity industrial chemicals multiple), you’re left with the AES segment at 3.8B EV.\n\nThis segment has a mechanical repricing that means even conservative estimates (properly done) places that at 7.5x ‘28 EV/EBIT. \n\nThe only other publicly listed uranium conversion operation is found in the fuel services segment of CCJ. CCJ trades above 40x 2028 EV/EBITDA. A more apt comparison would be the only pure-play US uranium enrichment play, LEU - around 33x.  \n\nPutting a significant discount on those, at just 21x ‘28 EV/EBITDA the AES segment is worth more than $15 billion. If the rest of the business is consistent with consensus estimates (also pessimistic), that means SOLS should be worth $150/share. A bullish outlook for the nuclear renaissance driving uranium spot conversion price is all gravy, with UF6 prices back to ATH (~$90), it’s more like a triple. \n\nYou can see our work and read the entire SOLS thesis, as well as the rest of our picks on the “Atoms vs. Bits” theme, on our website https://t.co/2WEMVcT7lj", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03947210274658086, "ret_signed_m1d": -0.03947210274658086, "alpha_spy_m1d": -0.05516338969299117, "alpha_c_m1d": -0.05442566442944263, "bench_spy_m1d": 0.01569128694641031, "bench_c_m1d": 0.014953561682861771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002434975010111362, "ret_signed_p1d": 0.002434975010111362, "alpha_spy_p1d": 0.0017304895162959522, "alpha_c_p1d": -0.006650770077267554, "bench_spy_p1d": 0.0007044854938154099, "bench_c_p1d": 0.009085745087378916, "ret_p1w": -0.0021786257623255256, "ret_signed_p1w": -0.0021786257623255256, "alpha_spy_p1w": -0.0068902879887511315, "alpha_c_p1w": -0.0021786257623255256, "bench_spy_p1w": 0.004711662226425606, "bench_c_p1w": 0.0, "ret_p1m": -0.060746151651199676, "ret_signed_p1m": -0.060746151651199676, "alpha_spy_p1m": -0.03288636456716232, "alpha_c_p1m": 0.00815413028018408, "bench_spy_p1m": -0.027859787084037357, "bench_c_p1m": -0.06890028193138376, "ret_p3m": 0.12012631543064756, "ret_signed_p3m": 0.12012631543064756, "alpha_spy_p3m": 0.03363208031755249, "alpha_c_p3m": 0.12879806989794573, "bench_spy_p3m": 0.08649423511309506, "bench_c_p3m": -0.008671754467298176, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4671, -0.4691, -0.4525, -0.4457, -0.4305, -0.4173, -0.3991, -0.4075, -0.4075, -0.389, -0.3884, -0.4022, -0.3904, -0.3982, -0.396, -0.4016, -0.3927, -0.3711, -0.3556, -0.3593, -0.375, -0.3852, -0.3738, -0.3774, -0.3547, -0.3574, -0.3752, -0.3642, -0.3642, -0.3622, -0.3683, -0.3738, -0.3774, -0.3774, -0.3684, -0.3678, -0.3627, -0.3338, -0.3322, -0.3204, -0.3335, -0.295, -0.2648, -0.2245, -0.2197, -0.2197, -0.2111, -0.1871, -0.1936, -0.1947, -0.212, -0.2008, -0.1597, -0.1851, -0.2084, -0.1748, -0.1508, -0.1642, -0.1872, -0.1697, -0.1713, -0.1824, -0.0395, 0.0, 0.0024, 0.0024, 0.0368, 0.037, -0.0022, 0.0259, 0.0067, 0.0146, 0.0246, 0.0047, 0.0071, 0.0119, -0.052, -0.0365, -0.0158, -0.0742, -0.0524, -0.0386, -0.0356, -0.0754, -0.0607, -0.0601, -0.036, -0.0455, -0.0625, -0.1399, -0.0899, -0.075, -0.0206, -0.0452, -0.0375, -0.0713, -0.023, -0.0056, -0.0197, -0.0197, 0.001, -0.0052, 0.0692, 0.0623, 0.0514, 0.052, 0.029, 0.0165, 0.0257, 0.0416, 0.0442, 0.0305, 0.0434, 0.0397, 0.0429, 0.0438, 0.0225, -0.0128, 0.0512, 0.0338, 0.04, 0.0719, 0.052, -0.0025, 0.0038, 0.0958, 0.1201, 0.1362, 0.1136, 0.0918, 0.0528, 0.0246, 0.0837, 0.0183, 0.0488, 0.0488, 0.0857, 0.1055, 0.0858, 0.0814, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035454976319787025", "ticker_idx": 0, "ts": "2026-03-21T20:34:17+00:00", "symbol": "DIA", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Am currently short some DIA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding live short positions in DIA (equities), IGV (software), and a larger short in USHY (high-yield credit).", "resolved_tickers": ["DIA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@loffyhl Am currently short some DIA, IGV and a much bigger short position in USHY.", "reply_text": null, "parent_text": "@Citrini7 shorting neow?", "quoted_text": null, "parent_author": "loffyhl", "ret_m1d": -0.013160950367755997, "ret_signed_m1d": 0.013160950367755997, "alpha_spy_m1d": 0.0027700359244454686, "alpha_c_m1d": 0.0027700359244454686, "bench_spy_m1d": -0.010390914443310528, "bench_c_m1d": -0.010390914443310528, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001731658752930576, "ret_signed_p1d": 0.001731658752930576, "alpha_spy_p1d": -0.0016251909993358904, "alpha_c_p1d": -0.0016251909993358904, "bench_spy_p1d": -0.0033568497522664664, "bench_c_p1d": -0.0033568497522664664, "ret_p1w": -0.021451593961861692, "ret_signed_p1w": 0.021451593961861692, "alpha_spy_p1w": -0.014268193039991384, "alpha_c_p1w": -0.014268193039991384, "bench_spy_p1w": -0.035719787001853076, "bench_c_p1w": -0.035719787001853076, "ret_p1m": 0.0640702497481993, "ret_signed_p1m": -0.0640702497481993, "alpha_spy_p1m": 0.010237803357173059, "alpha_c_p1m": 0.010237803357173059, "bench_spy_p1m": 0.07430805310537236, "bench_c_p1m": 0.07430805310537236, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0502, 0.0502, 0.0503, 0.045, 0.0429, 0.0364, 0.0364, 0.043, 0.0562, 0.0666, 0.0566, 0.0621, 0.0675, 0.0694, 0.0609, 0.0601, 0.0664, 0.0645, 0.0645, 0.046, 0.0588, 0.065, 0.0591, 0.0658, 0.0572, 0.0574, 0.0575, 0.055, 0.0658, 0.0621, 0.0673, 0.0547, 0.0809, 0.0813, 0.0827, 0.0815, 0.0672, 0.0685, 0.0685, 0.0697, 0.0722, 0.0665, 0.0715, 0.0541, 0.0623, 0.0688, 0.0689, 0.0577, 0.0566, 0.0487, 0.0535, 0.0364, 0.0265, 0.0322, 0.0318, 0.0256, 0.0097, 0.0074, 0.0158, 0.0171, 0.0001, -0.0041, -0.0132, 0.0, -0.0017, 0.0047, -0.0058, -0.0229, -0.0215, 0.0026, 0.0076, 0.0067, 0.0067, 0.0104, 0.0085, 0.0372, 0.0431, 0.0374, 0.0436, 0.0509, 0.0492, 0.0512, 0.0703, 0.0705, 0.0641, 0.0714, 0.0676, 0.0659, 0.0651, 0.0642, 0.0582, 0.0755, 0.072, 0.0602, 0.0675, 0.0807, 0.0739, 0.0744, 0.0765, 0.0782, 0.0766, 0.0845, 0.0733, 0.0769, 0.0703, 0.0839, 0.0901, 0.0966, 0.0966, 0.0948, 0.0983, 0.0987, 0.1067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035454976319787025", "ticker_idx": 1, "ts": "2026-03-21T20:34:17+00:00", "symbol": "IGV", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short some DIA, IGV", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding live short positions in DIA (equities), IGV (software), and a larger short in USHY (high-yield credit).", "resolved_tickers": ["IGV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@loffyhl Am currently short some DIA, IGV and a much bigger short position in USHY.", "reply_text": null, "parent_text": "@Citrini7 shorting neow?", "quoted_text": null, "parent_author": "loffyhl", "ret_m1d": -0.01717201013397518, "ret_signed_m1d": 0.01717201013397518, "alpha_spy_m1d": 0.006781095690664651, "alpha_c_m1d": 0.006781095690664651, "bench_spy_m1d": -0.010390914443310528, "bench_c_m1d": -0.010390914443310528, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04287070869158238, "ret_signed_p1d": 0.04287070869158238, "alpha_spy_p1d": 0.039513858939315916, "alpha_c_p1d": 0.039513858939315916, "bench_spy_p1d": -0.0033568497522664664, "bench_c_p1d": -0.0033568497522664664, "ret_p1w": -0.08076740286165529, "ret_signed_p1w": 0.08076740286165529, "alpha_spy_p1w": 0.045047615859802215, "alpha_c_p1w": 0.045047615859802215, "bench_spy_p1w": -0.035719787001853076, "bench_c_p1w": -0.035719787001853076, "ret_p1m": 0.02652768591905108, "ret_signed_p1m": -0.02652768591905108, "alpha_spy_p1m": 0.04778036718632128, "alpha_c_p1m": 0.04778036718632128, "bench_spy_p1m": 0.07430805310537236, "bench_c_p1m": 0.07430805310537236, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.2817, 0.2817, 0.2802, 0.2718, 0.2671, 0.2517, 0.2517, 0.2153, 0.2273, 0.2425, 0.2582, 0.2369, 0.2435, 0.2476, 0.2239, 0.1969, 0.1817, 0.1643, 0.1643, 0.1361, 0.1298, 0.148, 0.1572, 0.1702, 0.1577, 0.1495, 0.0927, 0.0695, 0.0602, 0.0113, -0.0071, -0.0565, -0.0234, 0.0073, 0.0115, -0.0143, -0.0412, -0.0198, -0.0198, -0.0412, -0.0289, -0.0315, -0.0433, -0.0888, -0.0714, -0.0425, -0.0218, -0.034, -0.0198, -0.0038, 0.0143, 0.0377, 0.0418, 0.0387, 0.0143, 0.0154, 0.0065, -0.003, 0.006, 0.0129, -0.0012, 0.0002, -0.0172, 0.0, -0.0429, -0.0478, -0.0555, -0.0894, -0.0808, -0.052, -0.0553, -0.0486, -0.0486, -0.0471, -0.0467, -0.0555, -0.0924, -0.1157, -0.068, -0.0587, -0.0173, -0.0009, 0.0076, 0.022, 0.0265, 0.0509, -0.0103, 0.009, 0.0117, 0.0066, 0.0007, -0.0063, 0.0259, 0.0474, 0.0454, 0.04, 0.0759, 0.0795, 0.074, 0.0592, 0.0493, 0.0734, 0.0869, 0.0998, 0.0889, 0.1052, 0.0952, 0.1133, 0.1133, 0.1138, 0.102, 0.1331, 0.2039, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2035454976319787025", "ticker_idx": 2, "ts": "2026-03-21T20:34:17+00:00", "symbol": "USHY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a much bigger short position in USHY", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding live short positions in DIA (equities), IGV (software), and a larger short in USHY (high-yield credit).", "resolved_tickers": ["USHY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@loffyhl Am currently short some DIA, IGV and a much bigger short position in USHY.", "reply_text": null, "parent_text": "@Citrini7 shorting neow?", "quoted_text": null, "parent_author": "loffyhl", "ret_m1d": -0.005714210097544581, "ret_signed_m1d": 0.005714210097544581, "alpha_spy_m1d": -0.004676704345765947, "alpha_c_m1d": -0.004676704345765947, "bench_spy_m1d": -0.010390914443310528, "bench_c_m1d": -0.010390914443310528, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002176816936385606, "ret_signed_p1d": 0.002176816936385606, "alpha_spy_p1d": -0.0011800328158808604, "alpha_c_p1d": -0.0011800328158808604, "bench_spy_p1d": -0.0033568497522664664, "bench_c_p1d": -0.0033568497522664664, "ret_p1w": -0.007346901567272468, "ret_signed_p1w": 0.007346901567272468, "alpha_spy_p1w": -0.028372885434580608, "alpha_c_p1w": -0.028372885434580608, "bench_spy_p1w": -0.035719787001853076, "bench_c_p1w": -0.035719787001853076, "ret_p1m": 0.01833054829173908, "ret_signed_p1m": -0.01833054829173908, "alpha_spy_p1m": 0.05597750481363328, "alpha_c_p1m": 0.05597750481363328, "bench_spy_p1m": 0.07430805310537236, "bench_c_p1m": 0.07430805310537236, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0067, 0.0067, 0.0059, 0.0067, 0.0072, 0.0063, 0.0063, 0.0069, 0.0094, 0.0102, 0.0096, 0.0102, 0.0114, 0.0115, 0.0118, 0.0118, 0.0118, 0.0121, 0.0121, 0.0102, 0.0129, 0.0129, 0.0126, 0.0137, 0.0139, 0.0123, 0.0121, 0.0129, 0.0138, 0.0127, 0.0116, 0.0108, 0.0141, 0.0152, 0.0146, 0.0144, 0.0135, 0.0146, 0.0146, 0.0133, 0.0154, 0.0154, 0.0162, 0.0149, 0.0135, 0.0153, 0.0146, 0.0119, 0.0125, 0.0101, 0.0136, 0.009, 0.0046, 0.0095, 0.0087, 0.0063, 0.0, -0.0024, 0.0008, 0.0054, 0.0011, 0.0035, -0.0057, 0.0, -0.0022, 0.0005, -0.0054, -0.0084, -0.0073, 0.0024, 0.0057, 0.0077, 0.0077, 0.0098, 0.0107, 0.0161, 0.0164, 0.0126, 0.0164, 0.02, 0.0192, 0.0175, 0.0211, 0.0211, 0.0183, 0.0197, 0.0186, 0.02, 0.0202, 0.0186, 0.0159, 0.0194, 0.0198, 0.0165, 0.0181, 0.0214, 0.0181, 0.0206, 0.0184, 0.0176, 0.0178, 0.017, 0.0129, 0.0129, 0.0104, 0.017, 0.0181, 0.0184, 0.0184, 0.0214, 0.0211, 0.0217, 0.0233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029668065286254708", "ticker_idx": 0, "ts": "2026-03-05T21:19:10+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oracle at $155 is almost as obvious a buy as it was a sell at $350", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish Oracle at $155, calling it an obvious buy at current levels.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Oracle at $155 is almost as obvious a buy as it was a sell at $350.", "reply_text": null, "parent_text": null, "quoted_text": "Oracle dip finally seems buyable.", "parent_author": null, "ret_m1d": -0.015634072970548085, "ret_signed_m1d": -0.015634072970548085, "alpha_spy_m1d": -0.021240880836859266, "alpha_c_m1d": -0.021240880836859266, "bench_spy_m1d": 0.005606807866311181, "bench_c_m1d": 0.005606807866311181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011822324836952336, "ret_signed_p1d": -0.011822324836952336, "alpha_spy_p1d": 0.0012848102338841594, "alpha_c_p1d": 0.0012848102338841594, "bench_spy_p1d": -0.013107135070836495, "bench_c_p1d": -0.013107135070836495, "ret_p1w": 0.02823194358300163, "ret_signed_p1w": 0.02823194358300163, "alpha_spy_p1w": 0.050615338175669544, "alpha_c_p1w": 0.050615338175669544, "bench_spy_p1w": -0.022383394592667916, "bench_c_p1w": -0.022383394592667916, "ret_p1m": -0.05433153196999507, "ret_signed_p1m": -0.05433153196999507, "alpha_spy_p1m": -0.01956188530327274, "alpha_c_p1m": -0.01956188530327274, "bench_spy_p1m": -0.03476964666672233, "bench_c_p1m": -0.03476964666672233, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.421, 0.4274, 0.4369, 0.2813, 0.224, 0.1915, 0.2155, 0.1499, 0.16, 0.2369, 0.2782, 0.2586, 0.2725, 0.2725, 0.2757, 0.2589, 0.2707, 0.2559, 0.2559, 0.261, 0.2409, 0.2484, 0.2425, 0.222, 0.2825, 0.3223, 0.3069, 0.2508, 0.2265, 0.2345, 0.2345, 0.1623, 0.1233, 0.1511, 0.1445, 0.1786, 0.1299, 0.1164, 0.0919, 0.0632, 0.034, -0.0008, -0.0525, -0.1183, -0.0773, 0.0116, 0.0329, 0.0153, 0.0109, 0.0346, 0.0346, -0.0053, 0.0089, 0.0113, -0.0433, -0.0871, -0.0559, -0.0446, -0.0289, -0.0607, -0.0358, -0.0373, -0.0156, 0.0, -0.0118, -0.0209, -0.0348, 0.0538, 0.0282, 0.0021, 0.0076, -0.0006, -0.0122, 0.0047, -0.033, -0.0029, -0.0497, -0.0567, -0.0774, -0.0977, -0.1033, -0.0496, -0.0618, -0.0543, -0.0543, -0.0598, -0.0751, -0.0719, -0.1063, -0.1048, 0.0089, 0.0567, 0.1009, 0.1562, 0.1349, 0.1512, 0.1745, 0.2155, 0.1428, 0.1234, 0.1213, 0.0759, 0.0621, 0.0463, 0.114, 0.1688, 0.2016, 0.2579, 0.2615, 0.2703, 0.2567, 0.2112, 0.2302, 0.2681, 0.2509, 0.2098, 0.1764, 0.2198, 0.2303, 0.2452, 0.2452, 0.2516, 0.238, 0.3206, 0.4637, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039366763213623312", "ticker_idx": 0, "ts": "2026-04-01T15:38:20+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Orfglipron approved. See you all at $1200.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LLY to $1200 on orfglipron FDA approval catalyst.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Orfglipron approved.\n\nSee you all at $1200.", "reply_text": null, "parent_text": null, "quoted_text": "Maybe LLY will be charitable and say it loud for the people in the back how hard orfglipron is going to kill it after it gets FDA approval in April.", "parent_author": null, "ret_m1d": -0.03640569380657077, "ret_signed_m1d": -0.03640569380657077, "alpha_spy_m1d": -0.028927573649170757, "alpha_c_m1d": -0.028927573649170757, "bench_spy_m1d": -0.0074781201574000145, "bench_c_m1d": -0.0074781201574000145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019842453049359943, "ret_signed_p1d": -0.019842453049359943, "alpha_spy_p1d": -0.0207429274774511, "alpha_c_p1d": -0.0207429274774511, "bench_spy_p1d": 0.0009004744280911581, "bench_c_p1d": 0.0009004744280911581, "ret_p1w": -0.0012781209508261338, "ret_signed_p1w": -0.0012781209508261338, "alpha_spy_p1w": -0.03297646024757861, "alpha_c_p1w": -0.03297646024757861, "bench_spy_p1w": 0.031698339296752476, "bench_c_p1w": 0.031698339296752476, "ret_p1m": -0.02086916452178622, "ret_signed_p1m": -0.02086916452178622, "alpha_spy_p1m": -0.11765810270529253, "alpha_c_p1m": -0.11765810270529253, "bench_spy_p1m": 0.09678893818350631, "bench_c_p1m": 0.09678893818350631, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.13, 0.0893, 0.1129, 0.159, 0.135, 0.1124, 0.1306, 0.1266, 0.1226, 0.0804, 0.0861, 0.0861, 0.0891, 0.128, 0.1373, 0.1131, 0.1115, 0.0872, 0.0708, 0.0711, 0.0848, 0.0921, 0.0495, 0.1579, 0.0677, 0.1068, 0.0926, 0.072, 0.0618, 0.0859, 0.0896, 0.0896, 0.0854, 0.0692, 0.072, 0.0576, 0.109, 0.0918, 0.0779, 0.0707, 0.1021, 0.0665, 0.0557, 0.0514, 0.0301, 0.0375, 0.0564, 0.0491, 0.0475, 0.0238, 0.032, 0.0362, -0.0253, -0.0382, -0.0388, -0.0501, -0.0461, -0.054, -0.04, -0.0603, -0.0799, -0.0711, -0.0364, 0.0, -0.0198, -0.0198, -0.0288, -0.0245, -0.0013, 0.0007, -0.0158, -0.0262, -0.0335, -0.0518, -0.0529, -0.0288, -0.0363, -0.054, -0.0346, -0.0386, -0.0739, -0.0904, -0.0844, -0.1082, -0.0209, 0.0092, 0.014, 0.036, 0.0341, 0.0214, -0.0064, 0.0131, 0.037, 0.0641, 0.0547, 0.0546, 0.037, 0.0719, 0.0693, 0.0932, 0.1177, 0.1177, 0.1174, 0.1365, 0.1825, 0.1596, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2049622244020646043", "ticker_idx": 0, "ts": "2026-04-29T22:49:57+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been bullish QCOM and he's been bearish. Of course, he has been hugely right and I have not been - but I really think that's going to change over the next 12 months", "tweet_type": "prediction", "timeline": "months", "summary": "Long QCOM over next 12 months: cheap, popular funding short, potential squeeze on edge AI / on-device inference progress.", "resolved_tickers": ["QCOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "My hottest and most wrong (year to date) take is also probably the only semi stock that Zephyr and I currently disagree on. Since December I’ve been bullish QCOM and he’s been bearish. Of course, he has been hugely right and I have not been - but I really think that’s going to change over the next 12 months. \n\nI also like owning it because it’s a pretty popular funding short that sims a potential beneficiary of any breakthrough in edge (or breakthrough in memory efficiency like if someone can get PIM to work). So you could imagine a scenario where any significant progress for on-device inference leads to moderating expectations* for data center growth, the popular longs take a hit and QCOM squeezes hard both on improving outlook and a squeeze.\n\nIt’s also just cheap af and eventually the circumstances causing its underperformance will abate and people will still buy phones and eventually it’ll have its day. In the meantime, I see it kind of like a positive expected value hedge against a shock to estimates that could end up being too optimistic if just, like, 20% of inference is done on device.\n\n(*I really do mean moderating, I don’t think edge AI / on-device inference means we don’t use data centers anymore obviously. We’re not going to use the AI on our mobile phones to design drugs or run complex systems obviously, but I could see some revisions when some of the demand of “hey ChatGPT, <insert thing you could otherwise google>” isn’t running through the cloud)\n\n---\n\nAgain, so far the market has proven this take stupid and @zephyr_z9 correct, and he’s very good at seeing a situation and going “well this is what’s happening and it’s going to happen for longer and it’s going to keep being good for x stocks and bad for y stocks so be long z and short y”. So take it with a grain of salt.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.038461538461538436, "ret_signed_m1d": -0.038461538461538436, "alpha_spy_m1d": -0.038616103442174476, "alpha_c_m1d": -0.021707474363382717, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15115385789137625, "ret_signed_p1d": 0.15115385789137625, "alpha_spy_p1d": 0.14120423046417208, "alpha_c_p1d": 0.13686182290129034, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.23442312387319708, "ret_signed_p1w": 0.23442312387319708, "alpha_spy_p1w": 0.20315467975499923, "alpha_c_p1w": 0.13397870147418112, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.5595512390136719, "ret_signed_p1m": 0.5595512390136719, "alpha_spy_p1m": 0.4990942876337934, "alpha_c_p1m": 0.3588826109418852, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0345, -0.0279, -0.0626, -0.0517, -0.1319, -0.1252, -0.1151, -0.1077, -0.1017, -0.118, -0.1038, -0.1038, -0.0915, -0.0877, -0.1002, -0.0899, -0.1057, -0.0778, -0.0712, -0.0727, -0.0933, -0.1017, -0.1202, -0.1114, -0.1218, -0.1302, -0.1147, -0.1333, -0.1403, -0.1593, -0.1678, -0.1706, -0.1565, -0.1637, -0.1585, -0.1673, -0.1772, -0.1752, -0.1644, -0.1632, -0.1852, -0.1854, -0.1745, -0.1841, -0.1872, -0.1872, -0.194, -0.2047, -0.1826, -0.1811, -0.1791, -0.1587, -0.1485, -0.1471, -0.138, -0.1269, -0.1185, -0.131, -0.1278, -0.1413, -0.0458, -0.0368, -0.0385, 0.0, 0.1512, 0.1347, 0.0794, 0.1958, 0.2344, 0.2984, 0.4044, 0.5226, 0.3481, 0.3665, 0.2826, 0.2916, 0.3054, 0.2539, 0.2981, 0.368, 0.5267, 0.5267, 0.595, 0.4962, 0.5596, 0.6091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051124024814522810", "ticker_idx": 1, "ts": "2026-05-04T02:17:30+00:00", "symbol": "Park Systems", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Park Systems - Metrology leader, solid pure play on AFM.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long basket of Korean small-caps: APR Corp (cosmetics, highest conviction), Park Systems, Wonik IPS, ISC Co, Mico Ltd, Hyundai Rotem.", "resolved_tickers": ["140860.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "Park Systems Corp KOSDAQ, AFM metrology", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "original", "lang": "en", "tweet_text": "Some interesting Korean names I’ve been looking into:\n\n1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. \n\n2) Park Systems - Metrology leader, solid pure play on AFM. \n\n3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. \n\n4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. \n\n5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. \n\n6) Hyundai Rotem - TANKS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07667731629392971, "ret_signed_m1d": -0.07667731629392971, "alpha_spy_m1d": -0.08035416565888387, "alpha_c_m1d": -0.07556649906973734, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": -0.001110817224192373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022185884992261, "alpha_c_p1d": -0.022091957813239027, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.022091957813239027, "ret_p1w": 0.009584664536741228, "ret_signed_p1w": 0.009584664536741228, "alpha_spy_p1w": -0.020066702070659304, "alpha_c_p1w": -0.08810124433669886, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.09768590887344009, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1182, -0.1741, -0.2204, -0.1741, -0.1709, -0.1757, -0.1613, -0.1789, -0.1789, -0.1789, -0.1789, -0.131, -0.1054, -0.1358, -0.1486, -0.139, -0.0911, -0.0783, -0.0783, -0.107, -0.2396, -0.147, -0.1054, -0.1518, -0.0847, -0.1262, -0.1342, -0.1502, -0.1949, -0.1565, -0.155, -0.1134, -0.1278, -0.1789, -0.1661, -0.1198, -0.1709, -0.1837, -0.23, -0.2508, -0.1677, -0.2141, -0.2476, -0.2668, -0.2556, -0.2428, -0.2684, -0.2141, -0.1837, -0.1805, -0.1438, -0.1805, -0.1613, -0.147, -0.123, -0.0911, -0.0879, -0.0911, -0.0831, -0.0942, -0.0831, -0.0767, -0.0767, 0.0, 0.0, 0.016, -0.0096, -0.024, 0.0096, -0.0463, -0.0735, -0.0783, -0.155, -0.1326, -0.1661, -0.2061, -0.1502, -0.0719, -0.0719, -0.0847, -0.107, -0.0958, -0.1198, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051124024814522810", "ticker_idx": 2, "ts": "2026-05-04T02:17:30+00:00", "symbol": "Wonik IPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long basket of Korean small-caps: APR Corp (cosmetics, highest conviction), Park Systems, Wonik IPS, ISC Co, Mico Ltd, Hyundai Rotem.", "resolved_tickers": ["240810.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "Wonik IPS Co KOSDAQ, ALD/CVD equipment maker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "Some interesting Korean names I’ve been looking into:\n\n1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. \n\n2) Park Systems - Metrology leader, solid pure play on AFM. \n\n3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. \n\n4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. \n\n5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. \n\n6) Hyundai Rotem - TANKS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0440816326530612, "ret_signed_m1d": -0.0440816326530612, "alpha_spy_m1d": -0.04775848201801536, "alpha_c_m1d": -0.05006043793376602, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022185884992261, "alpha_c_p1d": -0.03137392929694083, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.15591836734693887, "ret_signed_p1w": 0.15591836734693887, "alpha_spy_p1w": 0.12626700073953834, "alpha_c_p1w": 0.018741256824820862, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.137177110522118, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1004, -0.1682, -0.1118, -0.0441, -0.1486, -0.1608, 0.089, -0.1086, -0.1086, -0.1086, -0.1086, -0.0457, -0.0261, -0.0702, -0.049, -0.0629, 0.0327, 0.0253, 0.0253, 0.0082, -0.1224, 0.0841, 0.1249, 0.0147, 0.0278, -0.0204, 0.0082, -0.0286, -0.0114, -0.0318, 0.0163, -0.0131, 0.0204, -0.0514, 0.0996, 0.0645, -0.0082, -0.0082, -0.0759, -0.1176, -0.0449, -0.1078, -0.0735, -0.0841, -0.0686, -0.009, -0.0359, -0.0033, -0.0147, -0.0041, 0.0008, -0.0131, -0.0106, -0.0008, 0.0114, -0.0278, -0.0759, -0.0522, -0.0082, -0.0114, -0.0139, -0.0441, -0.0441, 0.0, 0.0, 0.0531, 0.0849, 0.0849, 0.1559, 0.0204, 0.071, 0.04, -0.0637, -0.0522, -0.0776, -0.0865, 0.0229, -0.0065, -0.0065, -0.0041, -0.0833, -0.1159, -0.1347, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051124024814522810", "ticker_idx": 3, "ts": "2026-05-04T02:17:30+00:00", "symbol": "ISC Co", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long basket of Korean small-caps: APR Corp (cosmetics, highest conviction), Park Systems, Wonik IPS, ISC Co, Mico Ltd, Hyundai Rotem.", "resolved_tickers": ["095340.KQ"], "resolution_method": "exchange_ticker", "resolution_reason": "ISC Co. KOSDAQ, Korean test socket maker", "bench_c": "EWY", "bench_c_reason": "country_fallback (suffix='KQ')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Some interesting Korean names I’ve been looking into:\n\n1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. \n\n2) Park Systems - Metrology leader, solid pure play on AFM. \n\n3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. \n\n4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. \n\n5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. \n\n6) Hyundai Rotem - TANKS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02020202020202022, "ret_signed_m1d": -0.02020202020202022, "alpha_spy_m1d": -0.02387886956697438, "alpha_c_m1d": -0.01048262186786697, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": -0.00971939833415325, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022185884992261, "alpha_c_p1d": -0.060394920863043655, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.060394920863043655, "ret_p1w": -0.016161616161616155, "ret_signed_p1w": -0.016161616161616155, "alpha_spy_p1w": -0.045812982769016686, "alpha_c_p1w": -0.19502346847921903, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.17886185231760288, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4218, -0.3988, -0.3394, -0.2897, -0.3176, -0.3147, -0.2905, -0.3103, -0.3103, -0.3103, -0.3103, -0.2364, -0.2444, -0.2776, -0.2626, -0.263, -0.2214, -0.221, -0.221, -0.2707, -0.3378, -0.1838, -0.1455, -0.2263, -0.2501, -0.2954, -0.2804, -0.2509, -0.1111, -0.1475, -0.0707, -0.0121, -0.002, -0.0384, -0.0364, 0.0101, -0.0303, 0.0101, 0.0, -0.0586, 0.0667, -0.0465, -0.0424, -0.0303, -0.0343, 0.0384, 0.0949, 0.0404, -0.1253, -0.099, -0.0929, -0.103, -0.0747, -0.0707, -0.0384, -0.0323, -0.0747, -0.0505, -0.0283, -0.0404, -0.0141, -0.0202, -0.0202, 0.0, 0.0, 0.0343, -0.002, 0.0242, -0.0162, 0.004, -0.0141, 0.0, -0.0929, -0.1556, -0.2028, -0.2145, -0.1131, -0.1515, -0.1515, -0.0303, -0.0626, -0.1394, -0.1818, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051124024814522810", "ticker_idx": 5, "ts": "2026-05-04T02:17:30+00:00", "symbol": "Hyundai Rotem", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hyundai Rotem - TANKS.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long basket of Korean small-caps: APR Corp (cosmetics, highest conviction), Park Systems, Wonik IPS, ISC Co, Mico Ltd, Hyundai Rotem.", "resolved_tickers": ["064350.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "Hyundai Rotem KOSPI, defense/tank manufacturer", "bench_c": "XLI", "bench_c_reason": "industry='Railroads'", "bench_c_industry": "Railroads", "unit_kind": "original", "lang": "en", "tweet_text": "Some interesting Korean names I’ve been looking into:\n\n1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. \n\n2) Park Systems - Metrology leader, solid pure play on AFM. \n\n3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. \n\n4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. \n\n5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. \n\n6) Hyundai Rotem - TANKS.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0018587360594795044, "ret_signed_m1d": -0.0018587360594795044, "alpha_spy_m1d": -0.005535585424433664, "alpha_c_m1d": -0.013439102393581592, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.011580366334102088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.008022185884992261, "alpha_c_p1d": -0.008363597907962594, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.008363597907962594, "ret_p1w": -0.18401486988847582, "ret_signed_p1w": -0.18401486988847582, "alpha_spy_p1w": -0.21366623649587635, "alpha_c_p1w": -0.20776032350904705, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.023745453620571233, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1533, -0.233, -0.2497, -0.2126, -0.2589, -0.2497, -0.2367, -0.2534, -0.2534, -0.2534, -0.2534, -0.2219, -0.1848, -0.1793, -0.1793, -0.1756, -0.1848, -0.1459, -0.1459, -0.0774, -0.2515, -0.1644, -0.1367, -0.2033, -0.2311, -0.2478, -0.2367, -0.2645, -0.2841, -0.2852, -0.2849, -0.3097, -0.3327, -0.3742, -0.3408, -0.2934, -0.2967, -0.3175, -0.3309, -0.3699, -0.2978, -0.2509, -0.2193, -0.2156, -0.2156, -0.2323, -0.2454, -0.2193, -0.2305, -0.2138, -0.2193, -0.2007, -0.197, -0.1877, -0.1766, -0.1171, -0.1245, -0.1338, -0.1413, -0.0911, -0.0186, -0.0019, -0.0019, 0.0, 0.0, -0.026, -0.1264, -0.171, -0.184, -0.2007, -0.2007, -0.21, -0.2509, -0.2528, -0.2729, -0.2918, -0.2732, -0.2342, -0.2342, -0.2045, -0.2305, -0.2342, -0.2546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "thread:1995382531647295808", "ticker_idx": 0, "ts": "2025-12-01T06:40:42+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short bitcoin since 11/17 vs long nasdaq", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Live pair trade: short BTC / long Nasdaq since 11/17 on a normal (non-JGB) thesis.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "gonna lose my mind if i see another tweet about how the reason bitcoin is down having anything to do with japanese government bonds.\n\nget a grip people.\n\n---\n\njust as a disclosure or whatever: short bitcoin since 11/17 vs long nasdaq (on a normal thesis, not a silly jgb one)\n\nhttps://t.co/vuPRWsjFzE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.053262415128171314, "ret_signed_m1d": -0.053262415128171314, "alpha_spy_m1d": -0.04867597026584858, "alpha_c_m1d": null, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": -0.05825464938016567, "alpha_spy_p1d": -0.056402349706086596, "alpha_c_p1d": null, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": null, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": -0.050029590482028485, "alpha_spy_p1w": -0.045090335227770506, "alpha_c_p1w": null, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": null, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": -0.024426832046342772, "alpha_spy_p1m": -0.011534725253975697, "alpha_c_p1m": null, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": null, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": 0.21857569095065232, "alpha_spy_p3m": 0.23484394956518118, "alpha_c_p3m": null, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": null, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": 0.12158995601566491, "alpha_spy_p6m": 0.23124333559633492, "alpha_c_p6m": null, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": null, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "thread:1995382531647295808", "ticker_idx": 1, "ts": "2025-12-01T06:40:42+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "short bitcoin since 11/17 vs long nasdaq", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Live pair trade: short BTC / long Nasdaq since 11/17 on a normal (non-JGB) thesis.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "gonna lose my mind if i see another tweet about how the reason bitcoin is down having anything to do with japanese government bonds.\n\nget a grip people.\n\n---\n\njust as a disclosure or whatever: short bitcoin since 11/17 vs long nasdaq (on a normal thesis, not a silly jgb one)\n\nhttps://t.co/vuPRWsjFzE", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0033703206350514936, "ret_signed_m1d": 0.0033703206350514936, "alpha_spy_m1d": -0.0012161242272712425, "alpha_c_m1d": -0.0012161242272712425, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007826107993032627, "ret_signed_p1d": 0.007826107993032627, "alpha_spy_p1d": 0.005973808318953555, "alpha_c_p1d": 0.005973808318953555, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": 0.011520442626123506, "ret_signed_p1w": 0.011520442626123506, "alpha_spy_p1w": 0.006581187371865527, "alpha_c_p1w": 0.006581187371865527, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": 0.0049549949712393015, "ret_signed_p1m": 0.0049549949712393015, "alpha_spy_p1m": -0.007937111821127774, "alpha_c_p1m": -0.007937111821127774, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": -0.011577055843039252, "ret_signed_p3m": -0.011577055843039252, "alpha_spy_p3m": -0.027845314457568104, "alpha_c_p3m": -0.027845314457568104, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.18629059891429534, "ret_signed_p6m": 0.18629059891429534, "alpha_spy_p6m": 0.07663721933362533, "alpha_c_p6m": 0.07663721933362533, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.0774, -0.069, -0.0677, -0.0631, -0.0605, -0.0602, -0.0547, -0.0505, -0.0424, -0.0432, -0.0451, -0.0365, -0.03, -0.0243, -0.0307, -0.0341, -0.0383, -0.0344, -0.0299, -0.0272, -0.0226, -0.0185, -0.0227, -0.0153, -0.0205, -0.0093, -0.0105, -0.0448, -0.0246, -0.0311, -0.0242, -0.0278, -0.0215, -0.0091, -0.0094, -0.0189, -0.0107, -0.0001, 0.0177, 0.0255, 0.0301, 0.0144, 0.0193, 0.0242, 0.0034, 0.0099, -0.0089, -0.012, 0.0098, 0.0071, 0.0063, -0.0142, -0.0135, -0.0219, -0.0338, -0.028, -0.051, -0.0439, -0.0195, -0.0134, -0.0047, -0.0047, 0.0034, 0.0, 0.0078, 0.0103, 0.0093, 0.0135, 0.0115, 0.0128, 0.0169, 0.0136, -0.0058, -0.0107, -0.0088, -0.0272, -0.0131, -0.0002, 0.0046, 0.0093, 0.0123, 0.0123, 0.0122, 0.0073, 0.005, -0.0034, -0.0034, -0.0053, 0.0026, 0.0114, 0.0124, 0.0066, 0.0167, 0.0175, 0.016, 0.0051, 0.0088, 0.0079, 0.0079, -0.0135, -0.0002, 0.0071, 0.0103, 0.0147, 0.0239, 0.0273, 0.0212, 0.0089, 0.0158, 0.0002, -0.0172, -0.0314, -0.0109, -0.0033, -0.008, -0.0053, -0.0255, -0.0235, -0.0235, -0.0245, -0.0172, -0.0209, -0.0123, -0.0243, -0.0138, 0.0005, -0.0116, -0.0147, -0.0134, -0.024, -0.0091, -0.0121, -0.027, -0.014, -0.014, -0.0141, -0.031, -0.0368, -0.026, -0.0212, -0.0348, -0.0379, -0.0557, -0.0448, -0.0514, -0.0451, -0.0679, -0.0861, -0.0931, -0.0624, -0.0508, -0.0497, -0.0497, -0.044, -0.0439, -0.0154, -0.0088, -0.0074, 0.0029, 0.0211, 0.0354, 0.0404, 0.054, 0.0507, 0.0467, 0.0642, 0.0582, 0.0784, 0.079, 0.0681, 0.0747, 0.0847, 0.0951, 0.093, 0.1072, 0.1302, 0.1289, 0.1553, 0.1587, 0.1489, 0.161, 0.1693, 0.1516, 0.1467, 0.1396, 0.1585, 0.1607, 0.1656, 0.1656, 0.1863]}
{"unit_id": "thread:2051535072843513939", "ticker_idx": 0, "ts": "2026-05-05T05:30:51+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "find the last names that haven't tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em", "tweet_type": "prediction", "timeline": "months", "summary": "Buy laggard semiconductor names still at low valuations; late-cycle sector rotation trade.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductors via VanEck SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "This is going to really upset some people but this is the part of the cycle where you can pretty much do a screen by sector = semiconductor, find the last names that haven’t tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em\n\n---\n\nAfter the fact it will look much more sophisticated and there will be reasons why they went up that are super technical and you can pretend that wasn’t your thesis.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03041954853205131, "ret_signed_m1d": -0.03041954853205131, "alpha_spy_m1d": -0.022461205950583985, "alpha_c_m1d": -0.022461205950583985, "bench_spy_m1d": -0.007958342581467326, "bench_c_m1d": -0.007958342581467326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051789793563639774, "ret_signed_p1d": 0.051789793563639774, "alpha_spy_p1d": 0.03789035411862218, "alpha_c_p1d": 0.03789035411862218, "bench_spy_p1d": 0.013899439445017592, "bench_c_p1d": 0.013899439445017592, "ret_p1w": 0.0737722117861177, "ret_signed_p1w": 0.0737722117861177, "alpha_spy_p1w": 0.05386260962566358, "alpha_c_p1w": 0.05386260962566358, "bench_spy_p1w": 0.01990960216045412, "bench_c_p1w": 0.01990960216045412, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2709, -0.2316, -0.222, -0.2256, -0.2065, -0.223, -0.22, -0.22, -0.2204, -0.2107, -0.2152, -0.206, -0.2101, -0.1981, -0.1847, -0.2118, -0.2225, -0.2225, -0.2518, -0.2364, -0.2436, -0.2719, -0.2455, -0.2398, -0.2328, -0.2574, -0.259, -0.2464, -0.2407, -0.2468, -0.2444, -0.2639, -0.2513, -0.2451, -0.2366, -0.2714, -0.284, -0.3064, -0.2665, -0.2501, -0.2494, -0.2494, -0.2424, -0.2349, -0.1909, -0.1767, -0.1642, -0.1518, -0.1352, -0.1333, -0.1299, -0.112, -0.1124, -0.111, -0.0877, -0.0781, -0.0311, -0.0314, -0.0602, -0.0442, -0.0306, -0.0246, -0.0304, 0.0, 0.0518, 0.0333, 0.0839, 0.1026, 0.0738, 0.0952, 0.1065, 0.0644, 0.0449, 0.0407, 0.0803, 0.0865, 0.1026, 0.1026, 0.152, 0.1393, 0.1476, 0.1459, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004356527847776320", "ticker_idx": 0, "ts": "2025-12-26T01:00:10+00:00", "symbol": "EVLV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i really like EVLV on that", "tweet_type": "prediction", "timeline": "months", "summary": "Long EVLV as top small-cap World Cup theme play; also bullish JMIA for 2026.", "resolved_tickers": ["EVLV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Security & Protection Services'", "bench_c_industry": "Security & Protection Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Oldtimertrades tough one. top small cap related theme is probably the world cup and i really like EVLV on that. otherwise im pretty bullish on JMIA but it fits less neatly into a singular theme", "reply_text": null, "parent_text": "@Citrini7 What's your top theme and small cap for 2026", "quoted_text": null, "parent_author": "Oldtimertrades", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.00010142531829515633, "alpha_c_m1d": -0.0018446481551668281, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": 0.0018446481551668281, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013513536734218068, "ret_signed_p1d": 0.013513536734218068, "alpha_spy_p1d": 0.01707716494127287, "alpha_c_p1d": 0.015676267950332945, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.002162731216114877, "ret_p1w": 0.006006000415836432, "ret_signed_p1w": 0.006006000415836432, "alpha_spy_p1w": 0.01634916641955919, "alpha_c_p1w": 0.0011081247395936522, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": 0.00489787567624278, "ret_p1m": -0.03453453818964547, "ret_signed_p1m": -0.03453453818964547, "alpha_spy_p1m": -0.03804018374096174, "alpha_c_p1m": -0.0801422763679639, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.045607738178318424, "ret_p3m": -0.10960961498477273, "ret_signed_p3m": -0.10960961498477273, "alpha_spy_p3m": -0.06369373505142617, "alpha_c_p3m": -0.16274817402957353, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": 0.053138559044800804, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1336, 0.1141, 0.1276, 0.1201, 0.1254, 0.1141, 0.2057, 0.1877, 0.2177, 0.2147, 0.2462, 0.2402, 0.2132, 0.2132, 0.2387, 0.2012, 0.1607, 0.1937, 0.2357, 0.2117, 0.2237, 0.1502, 0.1381, 0.1622, 0.1411, 0.0871, 0.0886, 0.0315, 0.0856, 0.0781, 0.0571, 0.009, -0.012, -0.0991, -0.1351, -0.1096, -0.1111, -0.1502, -0.1081, -0.0691, -0.0691, -0.0616, -0.0616, -0.0405, -0.0766, -0.0511, -0.018, 0.0075, 0.0015, -0.0105, -0.006, 0.0165, 0.027, 0.0526, 0.015, 0.03, 0.045, 0.1051, 0.0826, 0.0586, 0.015, 0.0, 0.0, 0.0, 0.0135, 0.0601, 0.0751, 0.0751, 0.006, 0.0976, 0.0961, 0.0631, 0.0706, 0.0796, 0.0661, 0.0015, -0.012, -0.042, -0.0631, -0.0631, -0.0871, -0.0751, -0.033, -0.0225, -0.0345, -0.021, -0.027, -0.045, -0.0706, -0.0961, -0.1381, -0.1832, -0.2072, -0.1757, -0.1832, -0.1637, -0.1396, -0.1216, -0.1471, -0.1471, -0.1562, -0.1802, -0.1847, -0.2447, -0.2643, -0.2417, -0.2027, -0.1952, -0.2042, -0.1967, -0.2057, -0.2072, -0.2207, -0.2372, -0.2192, -0.2117, -0.1366, -0.2387, -0.2327, -0.2207, -0.2027, -0.1997, -0.1749, -0.1607, -0.1201, -0.1441, -0.1096, -0.1051, -0.1366, -0.1471, -0.0916, -0.0961, -0.0946, -0.0946, -0.0856, -0.0856, -0.0826, -0.0841, -0.1051, -0.048, -0.0541, -0.045, -0.03, -0.027, -0.021, -0.0045, 0.018, -0.0285, -0.0045, -0.0045, 0.0195, 0.0556, 0.0811, 0.0946, 0.0721, 0.0856, 0.0676, 0.0706, 0.0586, 0.039, 0.045, -0.0961, -0.1396, -0.1441, -0.1562, -0.1426, -0.1156, -0.0991, -0.0631, -0.0631, -0.0465, -0.0526, -0.0225, -0.0315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004356527847776320", "ticker_idx": 1, "ts": "2025-12-26T01:00:10+00:00", "symbol": "JMIA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "im pretty bullish on JMIA", "tweet_type": "prediction", "timeline": "months", "summary": "Long EVLV as top small-cap World Cup theme play; also bullish JMIA for 2026.", "resolved_tickers": ["JMIA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Oldtimertrades tough one. top small cap related theme is probably the world cup and i really like EVLV on that. otherwise im pretty bullish on JMIA but it fits less neatly into a singular theme", "reply_text": null, "parent_text": "@Citrini7 What's your top theme and small cap for 2026", "quoted_text": null, "parent_author": "Oldtimertrades", "ret_m1d": 0.06359834652822238, "ret_signed_m1d": 0.06359834652822238, "alpha_spy_m1d": 0.06349692120992723, "alpha_c_m1d": 0.05917399208429108, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": 0.0044243544439313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02761505681784171, "ret_signed_p1d": -0.02761505681784171, "alpha_spy_p1d": -0.024051428610786907, "alpha_c_p1d": -0.017782963186084744, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.009832093631756966, "ret_p1w": 0.07364017811603918, "ret_signed_p1w": 0.07364017811603918, "alpha_spy_p1w": 0.08398334411976194, "alpha_c_p1w": 0.10395567487534796, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": -0.03031549675930878, "ret_p1m": 0.06861930222482249, "ret_signed_p1m": 0.06861930222482249, "alpha_spy_p1m": 0.06511365667350622, "alpha_c_p1m": 0.06640712500285684, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.00221217722196565, "ret_p3m": -0.40585773908316225, "ret_signed_p3m": -0.40585773908316225, "alpha_spy_p3m": -0.3599418591498157, "alpha_c_p3m": -0.3149313549519104, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": -0.09092638413125187, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0285, -0.0126, 0.0017, -0.0326, -0.0075, -0.005, 0.0569, 0.0778, -0.0293, 0.0285, 0.041, 0.0268, -0.0059, -0.1004, -0.077, -0.1063, -0.1423, -0.1054, -0.0895, -0.0519, -0.0335, -0.0176, -0.0937, -0.087, -0.0812, -0.1004, -0.077, -0.1322, -0.0887, -0.0444, -0.1163, -0.1515, -0.1573, -0.1121, -0.1506, -0.1297, -0.159, -0.205, -0.1757, -0.1289, -0.0385, -0.0017, -0.0017, 0.0611, 0.0259, 0.0042, -0.0326, 0.0209, 0.0184, 0.0176, 0.0209, 0.0544, 0.0669, 0.0243, -0.0318, 0.0117, -0.0084, 0.0854, 0.0803, 0.0979, 0.087, 0.0636, 0.0636, 0.0, -0.0276, 0.0226, 0.0452, 0.0452, 0.0736, 0.1632, 0.1858, 0.1925, 0.2218, 0.1933, 0.1615, 0.1305, 0.1021, 0.0695, 0.0418, 0.0418, 0.0418, 0.0477, 0.0594, 0.0787, 0.0686, 0.0619, 0.0787, 0.1531, 0.1188, 0.0343, 0.0192, -0.0452, -0.1255, -0.0033, 0.0268, -0.1356, -0.1808, -0.2167, -0.2201, -0.2201, -0.2293, -0.2117, -0.2209, -0.2251, -0.2979, -0.2929, -0.2979, -0.2787, -0.3113, -0.3397, -0.3665, -0.3347, -0.3381, -0.364, -0.3582, -0.3364, -0.3456, -0.3816, -0.3958, -0.4025, -0.3841, -0.4218, -0.4092, -0.4285, -0.4075, -0.4201, -0.4059, -0.4318, -0.4418, -0.4628, -0.4226, -0.4184, -0.4243, -0.4243, -0.4276, -0.4418, -0.4176, -0.4184, -0.4209, -0.4042, -0.39, -0.39, -0.3548, -0.3172, -0.3289, -0.3682, -0.3766, -0.4033, -0.4025, -0.4117, -0.4276, -0.4234, -0.4067, -0.4117, -0.4385, -0.4377, -0.3757, -0.2711, -0.3498, -0.3715, -0.3322, -0.3565, -0.3866, -0.4142, -0.4209, -0.4234, -0.4218, -0.4059, -0.4167, -0.4167, -0.4025, -0.3782, -0.3808, -0.3925, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049628531919888542", "ticker_idx": 0, "ts": "2026-04-29T23:14:56+00:00", "symbol": "QCOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you even get some added right tail on data center upside like from QCOM's announcement today", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long chip companies (esp. QCOM and MediaTek) as implementation of a trade expected to continue performing well, with data center upside as added right tail.", "resolved_tickers": ["QCOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jukan05 Yeah this implementation of the trade has performed quite well and I think will continue to (and you even get some added right tail on data center upside like from QCOM’s announcement today or Mediatek with TPUs). https://t.co/zlpczK93R4", "reply_text": null, "parent_text": "@citrini I agree with that.\n\nMargins generally compress as you move from software → chips → finished products.\n\nSo even if the memory wall is overcome, most of the upside will likely be captured by the chip companies.", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": -0.038461538461538436, "ret_signed_m1d": -0.038461538461538436, "alpha_spy_m1d": -0.038616103442174476, "alpha_c_m1d": -0.021707474363382717, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15115385789137625, "ret_signed_p1d": 0.15115385789137625, "alpha_spy_p1d": 0.14120423046417208, "alpha_c_p1d": 0.13686182290129034, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.23442312387319708, "ret_signed_p1w": 0.23442312387319708, "alpha_spy_p1w": 0.20315467975499923, "alpha_c_p1w": 0.13397870147418112, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.5595512390136719, "ret_signed_p1m": 0.5595512390136719, "alpha_spy_p1m": 0.4990942876337934, "alpha_c_p1m": 0.3588826109418852, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0345, -0.0279, -0.0626, -0.0517, -0.1319, -0.1252, -0.1151, -0.1077, -0.1017, -0.118, -0.1038, -0.1038, -0.0915, -0.0877, -0.1002, -0.0899, -0.1057, -0.0778, -0.0712, -0.0727, -0.0933, -0.1017, -0.1202, -0.1114, -0.1218, -0.1302, -0.1147, -0.1333, -0.1403, -0.1593, -0.1678, -0.1706, -0.1565, -0.1637, -0.1585, -0.1673, -0.1772, -0.1752, -0.1644, -0.1632, -0.1852, -0.1854, -0.1745, -0.1841, -0.1872, -0.1872, -0.194, -0.2047, -0.1826, -0.1811, -0.1791, -0.1587, -0.1485, -0.1471, -0.138, -0.1269, -0.1185, -0.131, -0.1278, -0.1413, -0.0458, -0.0368, -0.0385, 0.0, 0.1512, 0.1347, 0.0794, 0.1958, 0.2344, 0.2984, 0.4044, 0.5226, 0.3481, 0.3665, 0.2826, 0.2916, 0.3054, 0.2539, 0.2981, 0.368, 0.5267, 0.5267, 0.595, 0.4962, 0.5596, 0.6091, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049628531919888542", "ticker_idx": 1, "ts": "2026-04-29T23:14:56+00:00", "symbol": "MediaTek", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mediatek with TPUs", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long chip companies (esp. QCOM and MediaTek) as implementation of a trade expected to continue performing well, with data center upside as added right tail.", "resolved_tickers": ["2454.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "MediaTek listed on Taiwan Stock Exchange", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jukan05 Yeah this implementation of the trade has performed quite well and I think will continue to (and you even get some added right tail on data center upside like from QCOM’s announcement today or Mediatek with TPUs). https://t.co/zlpczK93R4", "reply_text": null, "parent_text": "@citrini I agree with that.\n\nMargins generally compress as you move from software → chips → finished products.\n\nSo even if the memory wall is overcome, most of the upside will likely be captured by the chip companies.", "quoted_text": null, "parent_author": "jukan05", "ret_m1d": 0.01553398058252431, "ret_signed_m1d": 0.01553398058252431, "alpha_spy_m1d": 0.015379415601888269, "alpha_c_m1d": 0.03228804468068003, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013592233009708687, "ret_signed_p1d": 0.013592233009708687, "alpha_spy_p1d": 0.00364260558250451, "alpha_c_p1d": -0.0006998019803772237, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.33203883495145625, "ret_signed_p1w": 0.33203883495145625, "alpha_spy_p1w": 0.3007703908332584, "alpha_c_p1w": 0.2315944125524403, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.712621359223301, "ret_signed_p1m": 0.712621359223301, "alpha_spy_p1m": 0.6521644078434226, "alpha_c_p1m": 0.5119527311515144, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3165, -0.3379, -0.3029, -0.301, -0.3126, -0.3359, -0.2893, -0.2835, -0.2796, -0.2796, -0.2796, -0.2796, -0.2796, -0.2796, -0.2796, -0.2796, -0.3029, -0.2913, -0.2738, -0.2447, -0.2447, -0.2621, -0.2951, -0.332, -0.3107, -0.3146, -0.3534, -0.3379, -0.3146, -0.3068, -0.332, -0.3359, -0.3282, -0.3282, -0.3476, -0.3398, -0.3689, -0.3709, -0.3709, -0.3825, -0.3845, -0.4136, -0.4214, -0.4311, -0.4311, -0.4311, -0.4311, -0.4291, -0.3864, -0.3883, -0.3883, -0.3709, -0.332, -0.3049, -0.2641, -0.2524, -0.2621, -0.1883, -0.1087, -0.1398, -0.0544, -0.0544, 0.0155, 0.0, 0.0136, 0.0136, 0.1146, 0.2252, 0.332, 0.3282, 0.4097, 0.5068, 0.4369, 0.3573, 0.3223, 0.266, 0.3204, 0.2252, 0.2544, 0.3786, 0.499, 0.6485, 0.6563, 0.8019, 0.7126, 0.6738, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033700700262166950", "ticker_idx": 0, "ts": "2026-03-17T00:23:25+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't own much beyond just MSFT, ORCL and NET", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds MSFT, ORCL, NET as only software positions; unenthusiastic on software broadly.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RedDevi52539977 Hard to get too enthusiastic about it tbh. I don’t own much beyond just MSFT, ORCL and NET.", "reply_text": null, "parent_text": "@Citrini7 What do you think about software here @Citrini7?", "quoted_text": null, "parent_author": "RedDevi52539977", "ret_m1d": 0.0013520341885393528, "ret_signed_m1d": 0.0013520341885393528, "alpha_spy_m1d": 0.003975687394795702, "alpha_c_m1d": 0.003975687394795702, "bench_spy_m1d": -0.002623653206256349, "bench_c_m1d": -0.002623653206256349, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019078100591435554, "ret_signed_p1d": -0.019078100591435554, "alpha_spy_p1d": -0.00512445520431537, "alpha_c_p1d": -0.00512445520431537, "bench_spy_p1d": -0.013953645387120184, "bench_c_p1d": -0.013953645387120184, "ret_p1w": -0.06677350521429437, "ret_signed_p1w": -0.06677350521429437, "alpha_spy_p1w": -0.043180242627264276, "alpha_c_p1w": -0.043180242627264276, "bench_spy_p1w": -0.023593262587030095, "bench_c_p1w": -0.023593262587030095, "ret_p1m": 0.029568636237257584, "ret_signed_p1m": 0.029568636237257584, "alpha_spy_p1m": -0.016737346542395226, "alpha_c_p1m": -0.016737346542395226, "bench_spy_p1m": 0.04630598277965281, "bench_c_p1m": 0.04630598277965281, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.209, 0.2138, 0.2113, 0.2161, 0.2191, 0.2191, 0.2183, 0.2168, 0.2177, 0.2081, 0.2081, 0.1814, 0.1812, 0.1953, 0.2077, 0.1943, 0.1972, 0.192, 0.1757, 0.1475, 0.1407, 0.1487, 0.1487, 0.1354, 0.1094, 0.1269, 0.1639, 0.1748, 0.2005, 0.2031, 0.0829, 0.0749, 0.0576, 0.0272, 0.0346, -0.0166, 0.002, 0.0332, 0.0323, 0.0101, 0.0038, 0.0025, 0.0025, -0.0086, -0.0018, -0.0024, -0.0055, -0.0374, -0.0261, 0.003, 0.0058, -0.0167, -0.0022, 0.0113, 0.0145, 0.0282, 0.0239, 0.025, 0.0159, 0.0137, 0.0061, -0.0097, 0.0014, 0.0, -0.0191, -0.026, -0.0439, -0.0411, -0.0668, -0.071, -0.0837, -0.1068, -0.1013, -0.0732, -0.0752, -0.065, -0.065, -0.0664, -0.0679, -0.0628, -0.0659, -0.0715, -0.0377, -0.0158, 0.0296, 0.0522, 0.0585, 0.0467, 0.062, 0.0839, 0.0409, 0.0631, 0.0636, 0.0747, 0.0627, 0.021, 0.0376, 0.0356, 0.03, 0.0364, 0.0535, 0.0393, 0.0332, 0.0209, 0.0145, 0.0251, 0.0564, 0.0604, 0.0451, 0.0542, 0.0515, 0.0502, 0.0502, 0.0439, 0.0354, 0.0714, 0.1297, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033700700262166950", "ticker_idx": 1, "ts": "2026-03-17T00:23:25+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't own much beyond just MSFT, ORCL and NET", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds MSFT, ORCL, NET as only software positions; unenthusiastic on software broadly.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RedDevi52539977 Hard to get too enthusiastic about it tbh. I don’t own much beyond just MSFT, ORCL and NET.", "reply_text": null, "parent_text": "@Citrini7 What do you think about software here @Citrini7?", "quoted_text": null, "parent_author": "RedDevi52539977", "ret_m1d": 0.008274601879934451, "ret_signed_m1d": 0.008274601879934451, "alpha_spy_m1d": 0.0108982550861908, "alpha_c_m1d": 0.0108982550861908, "bench_spy_m1d": -0.002623653206256349, "bench_c_m1d": -0.002623653206256349, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01157161409871632, "ret_signed_p1d": -0.01157161409871632, "alpha_spy_p1d": 0.002382031288403863, "alpha_c_p1d": 0.002382031288403863, "bench_spy_p1d": -0.013953645387120184, "bench_c_p1d": -0.013953645387120184, "ret_p1w": -0.04913051052810791, "ret_signed_p1w": -0.04913051052810791, "alpha_spy_p1w": -0.025537247941077812, "alpha_c_p1w": -0.025537247941077812, "bench_spy_p1w": -0.023593262587030095, "bench_c_p1w": -0.023593262587030095, "ret_p1m": 0.10157783039412105, "ret_signed_p1m": 0.10157783039412105, "alpha_spy_p1m": 0.05527184761446824, "alpha_c_p1m": 0.05527184761446824, "bench_spy_p1m": 0.04630598277965281, "bench_c_p1m": 0.04630598277965281, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1607, 0.2377, 0.2791, 0.2595, 0.2733, 0.2733, 0.2765, 0.2597, 0.2715, 0.2567, 0.2567, 0.2618, 0.2417, 0.2492, 0.2433, 0.2228, 0.2833, 0.3232, 0.3077, 0.2516, 0.2273, 0.2353, 0.2353, 0.1631, 0.1241, 0.1519, 0.1453, 0.1794, 0.1306, 0.1171, 0.0926, 0.0639, 0.0347, -0.0001, -0.0518, -0.1177, -0.0767, 0.0123, 0.0336, 0.016, 0.0116, 0.0352, 0.0352, -0.0047, 0.0096, 0.012, -0.0427, -0.0865, -0.0553, -0.044, -0.0283, -0.0601, -0.0352, -0.0367, -0.015, 0.0006, -0.0112, -0.0202, -0.0342, 0.0545, 0.0289, 0.0027, 0.0083, 0.0, -0.0116, 0.0054, -0.0324, -0.0023, -0.0491, -0.056, -0.0768, -0.0972, -0.1027, -0.049, -0.0612, -0.0537, -0.0537, -0.0592, -0.0745, -0.0713, -0.1057, -0.1042, 0.0095, 0.0574, 0.1016, 0.1569, 0.1356, 0.152, 0.1753, 0.2163, 0.1435, 0.1241, 0.122, 0.0766, 0.0628, 0.047, 0.1147, 0.1696, 0.2024, 0.2587, 0.2623, 0.2712, 0.2575, 0.212, 0.231, 0.2689, 0.2517, 0.2106, 0.1772, 0.2206, 0.2311, 0.246, 0.246, 0.2524, 0.2388, 0.3214, 0.4647, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2033700700262166950", "ticker_idx": 2, "ts": "2026-03-17T00:23:25+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't own much beyond just MSFT, ORCL and NET", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds MSFT, ORCL, NET as only software positions; unenthusiastic on software broadly.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RedDevi52539977 Hard to get too enthusiastic about it tbh. I don’t own much beyond just MSFT, ORCL and NET.", "reply_text": null, "parent_text": "@Citrini7 What do you think about software here @Citrini7?", "quoted_text": null, "parent_author": "RedDevi52539977", "ret_m1d": -0.019809012654940505, "ret_signed_m1d": -0.019809012654940505, "alpha_spy_m1d": -0.017185359448684157, "alpha_c_m1d": -0.017185359448684157, "bench_spy_m1d": -0.002623653206256349, "bench_c_m1d": -0.002623653206256349, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06599844540990141, "ret_signed_p1d": 0.06599844540990141, "alpha_spy_p1d": 0.07995209079702159, "alpha_c_p1d": 0.07995209079702159, "bench_spy_p1d": -0.013953645387120184, "bench_c_p1d": -0.013953645387120184, "ret_p1w": 0.00770607787017541, "ret_signed_p1w": 0.00770607787017541, "alpha_spy_p1w": 0.031299340457205505, "alpha_c_p1w": 0.031299340457205505, "bench_spy_p1w": -0.023593262587030095, "bench_c_p1w": -0.023593262587030095, "ret_p1m": -0.10112518417925032, "ret_signed_p1m": -0.10112518417925032, "alpha_spy_p1m": -0.14743116695890313, "alpha_c_p1m": -0.14743116695890313, "bench_spy_p1m": 0.04630598277965281, "bench_c_p1m": 0.04630598277965281, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0836, -0.0749, -0.0447, -0.0446, -0.0419, -0.0419, -0.0432, -0.0512, -0.0563, -0.0679, -0.0679, -0.0733, -0.0655, -0.0639, -0.0412, -0.1161, -0.1359, -0.1188, -0.1078, -0.1094, -0.1294, -0.1293, -0.1293, -0.1612, -0.1964, -0.1807, -0.18, -0.1048, -0.0263, -0.1259, -0.1472, -0.1615, -0.1376, -0.1948, -0.211, -0.2292, -0.1811, -0.1786, -0.1491, -0.1045, -0.1246, -0.0741, -0.0741, -0.0843, -0.0949, -0.0893, -0.1625, -0.2427, -0.2256, -0.1878, -0.1743, -0.1859, -0.1442, -0.1542, -0.1212, -0.0908, -0.0772, -0.0475, -0.0191, 0.007, 0.0028, 0.0044, -0.0198, 0.0, 0.066, 0.0465, 0.0184, 0.0432, 0.0077, 0.0306, -0.0066, -0.0402, -0.0799, -0.0245, -0.0288, 0.0008, 0.0008, 0.0012, 0.0226, -0.0013, -0.0873, -0.2105, -0.13, -0.1554, -0.1011, -0.0668, -0.0498, -0.0317, -0.0182, -0.0187, -0.0308, -0.021, 0.004, -0.0143, 0.0021, -0.031, 0.0283, 0.0598, 0.1556, 0.1753, 0.214, -0.0728, -0.0851, -0.1169, -0.0894, -0.0554, -0.066, -0.0462, -0.0226, -0.0066, 0.0053, 0.022, 0.022, 0.0285, -0.0109, 0.0784, 0.1432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2009388753773539413", "ticker_idx": 0, "ts": "2026-01-08T22:16:26+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This was part of our reasoning for getting long $RKT. I still think that's where we're headed", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long RKT; thesis intact that Trump will direct GSEs to buy MBS (quasi-QE), with $200B as a potential first step.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "original", "lang": "en", "tweet_text": "Four months ago, we outlined our take that Trump would direct “quasi-QE” by directing the GSEs to buy MBS (and, ultimately, remove the post-GFC cap entirely). This was part of our reasoning for getting long $RKT. I still think that’s where we’re headed, the $200B could very well be a first step towards that.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0018832822955929807, "ret_signed_m1d": 0.0018832822955929807, "alpha_spy_m1d": 0.0017817393036749785, "alpha_c_m1d": 0.0017817393036749785, "bench_spy_m1d": 0.0001015429919180022, "bench_c_m1d": 0.0001015429919180022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09651606245291688, "ret_signed_p1d": 0.09651606245291688, "alpha_spy_p1d": 0.08990272005882427, "alpha_c_p1d": 0.08990272005882427, "bench_spy_p1d": 0.006613342394092614, "bench_c_p1d": 0.006613342394092614, "ret_p1w": 0.10357819146170533, "ret_signed_p1w": 0.10357819146170533, "alpha_spy_p1w": 0.099618902390465, "alpha_c_p1w": 0.099618902390465, "bench_spy_p1w": 0.003959289071240324, "bench_c_p1w": 0.003959289071240324, "ret_p1m": -0.1111111410443919, "ret_signed_p1m": -0.1111111410443919, "alpha_spy_p1m": -0.11272091700717746, "alpha_c_p1m": -0.11272091700717746, "bench_spy_p1m": 0.0016097759627855535, "bench_c_p1m": 0.0016097759627855535, "ret_p3m": -0.31685497244626537, "ret_signed_p3m": -0.31685497244626537, "alpha_spy_p3m": -0.2755362059166817, "alpha_c_p3m": -0.2755362059166817, "bench_spy_p3m": -0.04131876652958366, "bench_c_p3m": -0.04131876652958366, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.225, -0.2034, -0.2123, -0.2208, -0.2156, -0.1935, -0.1977, -0.1836, -0.1709, -0.1587, -0.145, -0.1756, -0.2354, -0.2495, -0.2156, -0.2048, -0.2109, -0.2326, -0.2651, -0.2392, -0.1959, -0.1596, -0.1558, -0.1926, -0.1973, -0.2269, -0.201, -0.21, -0.2387, -0.1789, -0.1469, -0.0744, -0.0706, -0.0706, -0.0593, -0.0438, -0.0702, -0.072, -0.0871, -0.104, -0.1144, -0.1059, -0.0942, -0.0885, -0.1191, -0.1431, -0.1422, -0.145, -0.1219, -0.1017, -0.0946, -0.1017, -0.0843, -0.0843, -0.0862, -0.088, -0.0556, -0.0885, -0.0885, -0.064, -0.0066, -0.0014, 0.0019, 0.0, 0.0965, 0.0913, 0.0716, 0.0673, 0.1036, 0.0942, 0.0942, 0.0381, -0.0009, 0.0122, -0.008, -0.0014, -0.0099, -0.0226, -0.0221, -0.1558, -0.1163, -0.0419, -0.0584, -0.096, -0.1111, -0.0767, -0.0466, -0.1248, -0.1643, -0.1205, -0.1205, -0.1351, -0.1314, -0.1361, -0.1535, -0.1954, -0.1662, -0.1841, -0.1634, -0.1436, -0.2095, -0.2265, -0.217, -0.2627, -0.2961, -0.266, -0.2702, -0.2867, -0.3136, -0.3343, -0.3051, -0.3013, -0.33, -0.3103, -0.3573, -0.3286, -0.3329, -0.3272, -0.3432, -0.3564, -0.3649, -0.3291, -0.3206, -0.2957, -0.2957, -0.2924, -0.3169, -0.2844, -0.2928, -0.3008, -0.2787, -0.275, -0.2702, -0.258, -0.217, -0.194, -0.2509, -0.2792, -0.2806, -0.2655, -0.2726, -0.2792, -0.322, -0.3117, -0.3107, -0.3404, -0.3366, -0.3103, -0.3338, -0.2613, -0.3018, -0.3032, -0.3484, -0.3277, -0.3715, -0.3861, -0.4035, -0.3583, -0.347, -0.3508, -0.3508, -0.339, -0.3282, -0.322, -0.3169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1988273240611971199", "ticker_idx": 0, "ts": "2025-11-11T15:50:55+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long natural gas", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long natural gas, reinforcing bullish call as snow arrives in Manhattan.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "it’s snowing in manhattan. \n\nlong natural gas.", "reply_text": null, "parent_text": null, "quoted_text": "according to the farmer’s almanac and various witches i consult during the normal course of doing business, if the november full moon has a hazy halo it means a snowy winter.\n\neven the moon says to be long natural gas.", "parent_author": null, "ret_m1d": -0.03159340830287438, "ret_signed_m1d": -0.03159340830287438, "alpha_spy_m1d": -0.029309396966398782, "alpha_c_m1d": -0.029309396966398782, "bench_spy_m1d": -0.0022840113364756, "bench_c_m1d": -0.0022840113364756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006181263483503674, "ret_signed_p1d": 0.006181263483503674, "alpha_spy_p1d": 0.005624775004891225, "alpha_c_p1d": 0.005624775004891225, "bench_spy_p1d": 0.0005564884786124491, "bench_c_p1d": 0.0005564884786124491, "ret_p1w": -0.02335165815859508, "ret_signed_p1w": -0.02335165815859508, "alpha_spy_p1w": 0.010206160877498927, "alpha_c_p1w": 0.010206160877498927, "bench_spy_p1w": -0.033557819036094005, "bench_c_p1w": -0.033557819036094005, "ret_p1m": -0.020604408110502015, "ret_signed_p1m": -0.020604408110502015, "alpha_spy_p1m": -0.027295570935058522, "alpha_c_p1m": -0.027295570935058522, "bench_spy_p1m": 0.006691162824556507, "bench_c_p1m": 0.006691162824556507, "ret_p3m": -0.08859889592551173, "ret_signed_p3m": -0.08859889592551173, "alpha_spy_p3m": -0.10274342745109633, "alpha_c_p3m": -0.10274342745109633, "bench_spy_p3m": 0.014144531525584592, "bench_c_p3m": 0.014144531525584592, "ret_p6m": -0.28228025356470154, "ret_signed_p6m": -0.28228025356470154, "alpha_spy_p6m": -0.36281973822868974, "alpha_c_p6m": -0.36281973822868974, "bench_spy_p6m": 0.08053948466398819, "bench_c_p6m": 0.08053948466398819, "price_path": [-0.1408, -0.1188, -0.1264, -0.1648, -0.1669, -0.1484, -0.182, -0.1793, -0.1779, -0.1628, -0.1367, -0.1188, -0.1188, -0.1223, -0.103, -0.1003, -0.1113, -0.0962, -0.0893, -0.1154, -0.147, -0.1408, -0.1133, -0.092, -0.1003, -0.1298, -0.1367, -0.1655, -0.1511, -0.1511, -0.1353, -0.1435, -0.1195, -0.1023, -0.0646, -0.0762, -0.1037, -0.0865, -0.0536, -0.1003, -0.125, -0.1532, -0.1635, -0.1793, -0.1841, -0.2047, -0.1848, -0.112, -0.0968, -0.103, -0.112, -0.1092, -0.1147, -0.1525, -0.1614, -0.1195, -0.09, -0.0549, -0.0433, -0.0639, -0.0268, -0.0419, -0.0316, 0.0, 0.0062, 0.0172, 0.0, -0.0302, -0.0234, 0.0096, -0.0096, 0.0062, -0.0103, -0.0501, -0.0213, -0.0213, 0.0117, 0.0446, 0.0275, 0.0625, 0.0755, 0.1243, 0.035, -0.0316, -0.0206, -0.1016, -0.1257, -0.1442, -0.169, -0.1319, -0.1738, -0.1628, -0.1861, -0.114, -0.149, -0.149, -0.1202, -0.1037, -0.0989, -0.158, -0.158, -0.1717, -0.2012, -0.2253, -0.1909, -0.226, -0.2857, -0.2321, -0.2225, -0.2967, -0.2926, -0.2905, -0.2905, -0.1504, -0.0632, -0.0776, -0.0405, 0.0185, 0.0096, -0.0021, 0.0343, 0.1607, -0.1277, -0.1085, -0.0755, -0.0714, -0.0886, -0.1641, -0.1669, -0.1538, -0.1463, -0.1456, -0.1456, -0.1827, -0.1848, -0.1896, -0.1751, -0.1937, -0.2129, -0.2033, -0.2184, -0.2088, -0.1758, -0.1566, -0.1909, -0.1724, -0.1243, -0.1545, -0.1573, -0.1154, -0.1044, -0.1319, -0.1614, -0.1621, -0.1298, -0.1374, -0.149, -0.1944, -0.1944, -0.1854, -0.1868, -0.1566, -0.1978, -0.1944, -0.2157, -0.2205, -0.2205, -0.2191, -0.2067, -0.239, -0.2527, -0.2603, -0.2665, -0.2747, -0.2734, -0.2596, -0.2555, -0.2548, -0.2479, -0.2479, -0.2775, -0.2919, -0.2795, -0.2905, -0.3029, -0.272, -0.2644, -0.2479, -0.2692, -0.2823]}
{"unit_id": "thread:2018688773387669631", "ticker_idx": 0, "ts": "2026-02-03T14:11:23+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Next quarter they'll also be up 20% after beating earnings by 30% and everyone will say \"but how\"", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long TER; expects next quarter beat of ~30% on earnings with stock up ~20%, citing persistent sandbagging culture.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "self_thread", "lang": "en", "tweet_text": "TER is always insanely conservative on their call (for evidence, every single quarter they've beat their quarterly earnings estimate...for a decade). To be honest, I was wondering how they'd manage to talk this down after those numbers but they did it. \n\nThey are simply not the company that's going to tell you directly how hard they're killing it lmao.\n\n---\n\nGood test for who understands what's going on and who's chasing momentum. Next quarter they'll also be up 20% after beating earnings by 30% and everyone will say \"but how\".", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11820634268775532, "ret_signed_m1d": -0.11820634268775532, "alpha_spy_m1d": -0.12673384251001596, "alpha_c_m1d": -0.1440814400887731, "bench_spy_m1d": 0.008527499822260642, "bench_c_m1d": 0.025875097401017788, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04915547933340636, "ret_signed_p1d": -0.04915547933340636, "alpha_spy_p1d": -0.044311557654509226, "alpha_c_p1d": -0.009777074710278666, "bench_spy_p1d": -0.004843921678897134, "bench_c_p1d": -0.039378404623127694, "ret_p1w": 0.07742586193777545, "ret_signed_p1w": 0.07742586193777545, "alpha_spy_p1w": 0.0736697678708651, "alpha_c_p1w": 0.05962255973439823, "bench_spy_p1w": 0.0037560940669103537, "bench_c_p1w": 0.017803302203377225, "ret_p1m": 0.07897227455299682, "ret_signed_p1m": 0.07897227455299682, "alpha_spy_p1m": 0.08535349830758021, "alpha_c_p1m": 0.07540153060337085, "bench_spy_p1m": -0.006381223754583387, "bench_c_p1m": 0.0035707439496259763, "ret_p3m": 0.22116193567083253, "ret_signed_p3m": 0.22116193567083253, "alpha_spy_p3m": 0.17317547742043327, "alpha_c_p3m": -0.06082362235009242, "bench_spy_p3m": 0.047986458250399266, "bench_c_p3m": 0.28198555802092495, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3467, -0.3563, -0.35, -0.3742, -0.367, -0.4012, -0.3998, -0.4087, -0.4219, -0.406, -0.4495, -0.4389, -0.4135, -0.4075, -0.3661, -0.3661, -0.3572, -0.3652, -0.3288, -0.3106, -0.2981, -0.2905, -0.2827, -0.2933, -0.2791, -0.2792, -0.3167, -0.312, -0.3205, -0.3455, -0.327, -0.3103, -0.3031, -0.2985, -0.2984, -0.2984, -0.2971, -0.3026, -0.305, -0.316, -0.316, -0.2665, -0.2243, -0.1913, -0.2138, -0.2356, -0.2322, -0.2072, -0.1898, -0.1866, -0.1953, -0.1938, -0.1938, -0.2085, -0.1805, -0.1903, -0.1901, -0.181, -0.1556, -0.1148, -0.1099, -0.1482, -0.1182, 0.0, -0.0492, -0.0419, 0.0605, 0.0955, 0.0774, 0.1359, 0.0991, 0.1124, 0.1124, 0.0801, 0.113, 0.1168, 0.1484, 0.126, 0.1634, 0.212, 0.1762, 0.1314, 0.1519, 0.0755, 0.079, 0.0803, -0.0347, 0.048, 0.0633, 0.0676, 0.0133, 0.0126, 0.0545, 0.0585, 0.0608, 0.0691, 0.0282, 0.0744, 0.1318, 0.1432, 0.0512, 0.0451, -0.023, 0.0481, 0.1037, 0.0946, 0.0946, 0.1151, 0.133, 0.2667, 0.2876, 0.301, 0.3085, 0.2922, 0.2902, 0.2936, 0.3448, 0.3265, 0.3432, 0.3617, 0.4176, 0.478, 0.4212, 0.3439, 0.083, 0.2143, 0.2212, 0.193, 0.2625, 0.3522, 0.2519, 0.2719, 0.2962, 0.2672, 0.2847, 0.2605, 0.1945, 0.135, 0.1367, 0.2173, 0.25, 0.2677, 0.2677, 0.3762, 0.3292, 0.3533, 0.3238, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1994977447063032280", "ticker_idx": 0, "ts": "2025-11-30T03:51:02+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "but i didn't want to buy nat gas futures because citrini consulted the witches", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses being long natural gas futures, poking fun at the folksy rationale while affirming the trade.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "“but i didn’t want to buy nat gas futures because citrini consulted the witches”\n\nok https://t.co/AU3yv8Pt3F", "reply_text": null, "parent_text": null, "quoted_text": "according to the farmer’s almanac and various witches i consult during the normal course of doing business, if the november full moon has a hazy halo it means a snowy winter.\n\neven the moon says to be long natural gas.", "parent_author": null, "ret_m1d": -0.0315582179294408, "ret_signed_m1d": -0.0315582179294408, "alpha_spy_m1d": -0.03614466279176354, "alpha_c_m1d": -0.03614466279176354, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016436554856870123, "ret_signed_p1d": -0.016436554856870123, "alpha_spy_p1d": -0.018288854530949195, "alpha_c_p1d": -0.018288854530949195, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.009204493292020444, "ret_signed_p1w": -0.009204493292020444, "alpha_spy_p1w": -0.014143748546278423, "alpha_c_p1w": -0.014143748546278423, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": -0.13740960863551155, "ret_signed_p1m": -0.13740960863551155, "alpha_spy_p1m": -0.15030171542787862, "alpha_c_p1m": -0.15030171542787862, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": -0.25180801539121245, "ret_signed_p3m": -0.25180801539121245, "alpha_spy_p3m": -0.2680762740057413, "alpha_c_p3m": -0.2680762740057413, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": -0.28270875607826296, "ret_signed_p6m": -0.28270875607826296, "alpha_spy_p6m": -0.39236213565893296, "alpha_c_p6m": -0.39236213565893296, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.1414, -0.1387, -0.1492, -0.1348, -0.1282, -0.1532, -0.1834, -0.1775, -0.1512, -0.1308, -0.1387, -0.167, -0.1736, -0.2012, -0.1874, -0.1874, -0.1723, -0.1801, -0.1571, -0.1407, -0.1045, -0.1157, -0.142, -0.1256, -0.094, -0.1387, -0.1624, -0.1893, -0.1992, -0.2143, -0.2189, -0.2387, -0.2196, -0.1499, -0.1354, -0.1414, -0.1499, -0.1473, -0.1525, -0.1887, -0.1972, -0.1571, -0.1289, -0.0953, -0.0842, -0.1039, -0.0684, -0.0828, -0.073, -0.0427, -0.0368, -0.0263, -0.0427, -0.0717, -0.0651, -0.0335, -0.0519, -0.0368, -0.0526, -0.0907, -0.0631, -0.0631, -0.0316, 0.0, -0.0164, 0.0171, 0.0296, 0.0763, -0.0092, -0.073, -0.0625, -0.14, -0.1631, -0.1808, -0.2045, -0.169, -0.2091, -0.1986, -0.2209, -0.1519, -0.1854, -0.1854, -0.1578, -0.142, -0.1374, -0.194, -0.194, -0.2071, -0.2354, -0.2584, -0.2255, -0.259, -0.3162, -0.265, -0.2558, -0.3268, -0.3228, -0.3208, -0.3208, -0.1867, -0.1032, -0.117, -0.0815, -0.025, -0.0335, -0.0447, -0.0099, 0.1111, -0.165, -0.1466, -0.1151, -0.1111, -0.1275, -0.1999, -0.2025, -0.19, -0.1828, -0.1821, -0.1821, -0.2176, -0.2196, -0.2242, -0.2104, -0.2281, -0.2465, -0.2373, -0.2518, -0.2426, -0.211, -0.1926, -0.2255, -0.2078, -0.1617, -0.1907, -0.1933, -0.1532, -0.1427, -0.169, -0.1972, -0.1979, -0.167, -0.1742, -0.1854, -0.2288, -0.2288, -0.2202, -0.2216, -0.1926, -0.2321, -0.2288, -0.2492, -0.2538, -0.2538, -0.2525, -0.2406, -0.2715, -0.2847, -0.2919, -0.2978, -0.3057, -0.3044, -0.2913, -0.2873, -0.2867, -0.2801, -0.2801, -0.3083, -0.3222, -0.3103, -0.3208, -0.3327, -0.3031, -0.2959, -0.2801, -0.3005, -0.313, -0.2978, -0.3051, -0.2623, -0.2827, -0.2781, -0.2663, -0.2551, -0.2413, -0.2176, -0.2446, -0.2551, -0.2807, -0.2807, -0.2827]}
{"unit_id": "reply:1995312907131785281", "ticker_idx": 0, "ts": "2025-12-01T02:04:02+00:00", "symbol": "XEL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I really really like $XEL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive bullish stance on Xcel Energy in the context of utility datacenter pipeline growth.", "resolved_tickers": ["XEL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Regulated Electric", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ShanuMathew93 @AlphaSenseInc I really really like $XEL", "reply_text": null, "parent_text": "Latest utility datacenter pipeline updates per Think Longer query on @AlphaSenseInc https://t.co/wnr9kce4hf", "quoted_text": null, "parent_author": "ShanuMathew93", "ret_m1d": 0.029850676674594512, "ret_signed_m1d": 0.029850676674594512, "alpha_spy_m1d": 0.025264231812271776, "alpha_c_m1d": 0.025264231812271776, "bench_spy_m1d": 0.004586444862322736, "bench_c_m1d": 0.004586444862322736, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008654257978661706, "ret_signed_p1d": -0.008654257978661706, "alpha_spy_p1d": -0.010506557652740778, "alpha_c_p1d": -0.010506557652740778, "bench_spy_p1d": 0.001852299674079072, "bench_c_p1d": 0.001852299674079072, "ret_p1w": -0.05016932286106823, "ret_signed_p1w": -0.05016932286106823, "alpha_spy_p1w": -0.05510857811532621, "alpha_c_p1w": -0.05510857811532621, "bench_spy_p1w": 0.004939255254257979, "bench_c_p1w": 0.004939255254257979, "ret_p1m": -0.06230241982918794, "ret_signed_p1m": -0.06230241982918794, "alpha_spy_p1m": -0.07519452662155501, "alpha_c_p1m": -0.07519452662155501, "bench_spy_p1m": 0.012892106792367075, "bench_c_p1m": 0.012892106792367075, "ret_p3m": 0.05498871747586209, "ret_signed_p3m": 0.05498871747586209, "alpha_spy_p3m": 0.03872045886133324, "alpha_c_p3m": 0.03872045886133324, "bench_spy_p3m": 0.016268258614528852, "bench_c_p3m": 0.016268258614528852, "ret_p6m": 0.028536057886357602, "ret_signed_p6m": 0.028536057886357602, "alpha_spy_p6m": -0.0811173216943124, "alpha_c_p6m": -0.0811173216943124, "bench_spy_p6m": 0.10965337958067001, "bench_c_p6m": 0.10965337958067001, "price_path": [-0.0986, -0.101, -0.0955, -0.1071, -0.1037, -0.1001, -0.0934, -0.0872, -0.0838, -0.0956, -0.0963, -0.0948, -0.0956, -0.0926, -0.0839, -0.0226, -0.0311, -0.0056, 0.004, 0.0115, 0.0073, -0.0016, 0.0066, 0.0159, 0.0266, 0.0266, 0.0192, 0.0151, 0.0054, 0.014, 0.026, 0.0172, 0.0179, 0.0194, 0.0114, 0.012, 0.0085, 0.0083, 0.012, 0.0011, -0.0005, 0.0233, 0.0181, 0.0192, 0.0233, 0.0183, 0.0102, 0.0148, 0.0084, 0.0179, 0.0124, 0.0051, 0.0107, 0.0198, 0.0159, -0.0008, -0.003, -0.0008, 0.0066, 0.0083, 0.0191, 0.0191, 0.0299, 0.0, -0.0087, -0.0168, -0.0246, -0.032, -0.0502, -0.0503, -0.0641, -0.0633, -0.0574, -0.0503, -0.0753, -0.0827, -0.0768, -0.0885, -0.0737, -0.0717, -0.0707, -0.0707, -0.0666, -0.0632, -0.0623, -0.0665, -0.0665, -0.0561, -0.0638, -0.0593, -0.0746, -0.0725, -0.0614, -0.0647, -0.0528, -0.0369, -0.0475, -0.0444, -0.0444, -0.0368, -0.033, -0.0412, -0.0519, -0.0428, -0.0353, -0.0393, -0.0398, -0.0387, -0.0584, -0.0401, -0.0369, -0.0379, -0.0407, -0.034, -0.0205, -0.0152, -0.0018, 0.0312, 0.0312, 0.0206, 0.0071, 0.0215, 0.0307, 0.0535, 0.0605, 0.056, 0.055, 0.0536, 0.0592, 0.0512, 0.0496, 0.0412, 0.043, 0.0377, 0.0349, 0.0238, 0.0215, 0.0429, 0.0394, 0.0366, 0.0189, 0.0126, -0.0225, -0.0202, -0.0074, -0.0107, -0.0078, -0.0057, 0.008, 0.0115, 0.0149, 0.028, 0.028, 0.0236, 0.0255, 0.0372, 0.0539, 0.0489, 0.0243, 0.0164, 0.0014, 0.032, 0.0324, 0.0227, 0.0069, -0.0055, 0.012, 0.0078, 0.0111, 0.012, 0.0036, 0.0562, 0.0515, 0.0335, 0.0371, 0.0256, 0.0241, 0.0108, 0.0262, 0.0173, 0.0175, 0.019, -0.0079, -0.0056, 0.0152, 0.0168, 0.0212, 0.0324, 0.0324, 0.0285]}
{"unit_id": "reply:1990126521906807241", "ticker_idx": 0, "ts": "2025-11-16T18:35:12+00:00", "symbol": "consumer staples", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "they will actually be cheap enough to act defensively again if / when the economy deteriorates", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Staples becoming cheap enough to play defensive again after bubble unwind; soft bullish lean on the sector.", "resolved_tickers": ["XLP"], "resolution_method": "etf", "resolution_reason": "US consumer staples via XLP ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AndrewM61370616 the good thing about the staples bubble unwind is this way they will actually be cheap enough to act defensively again if / when the economy deteriorates", "reply_text": null, "parent_text": "@Citrini7 I think this is completely correct.  I think the difference between the staples bubble (hey let's trade at a 50x pe with 3% eps growth lol) and the quantum/bitcoin miners etc. is that there seems to be so much more leverage in the quantum/nuclear/bitcoin miner bubble.  I think", "quoted_text": null, "parent_author": "AndrewM61370616", "ret_m1d": 0.006382752806192826, "ret_signed_m1d": 0.006382752806192826, "alpha_spy_m1d": -0.003021292787793728, "alpha_c_m1d": -0.003021292787793728, "bench_spy_m1d": 0.009404045593986554, "bench_c_m1d": 0.009404045593986554, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004298520778551085, "ret_signed_p1d": 0.004298520778551085, "alpha_spy_p1d": 0.012696073548651765, "alpha_c_p1d": 0.012696073548651765, "bench_spy_p1d": -0.00839755277010068, "bench_c_p1d": -0.00839755277010068, "ret_p1w": 0.002996039465516187, "ret_signed_p1w": 0.002996039465516187, "alpha_spy_p1w": -0.0016008156662785655, "alpha_c_p1w": -0.0016008156662785655, "bench_spy_p1w": 0.004596855131794753, "bench_c_p1w": 0.004596855131794753, "ret_p1m": 0.03269511178128548, "ret_signed_p1m": 0.03269511178128548, "alpha_spy_p1m": 0.012865405018797071, "alpha_c_p1m": 0.012865405018797071, "bench_spy_p1m": 0.019829706762488408, "bench_c_p1m": 0.019829706762488408, "ret_p3m": 0.17136529740073936, "ret_signed_p3m": 0.17136529740073936, "alpha_spy_p3m": 0.1449060165133511, "alpha_c_p3m": 0.1449060165133511, "bench_spy_p3m": 0.026459280887388248, "bench_c_p3m": 0.026459280887388248, "ret_p6m": 0.11497397152936428, "ret_signed_p6m": 0.11497397152936428, "alpha_spy_p6m": -0.0002681197331162455, "alpha_c_p6m": -0.0002681197331162455, "bench_spy_p6m": 0.11524209126248053, "bench_c_p6m": 0.11524209126248053, "price_path": [0.0766, 0.0669, 0.0669, 0.0487, 0.0418, 0.0449, 0.0383, 0.0451, 0.0451, 0.0434, 0.0426, 0.0433, 0.0462, 0.0423, 0.0444, 0.0342, 0.0426, 0.0391, 0.0272, 0.0319, 0.0381, 0.029, 0.027, 0.0155, 0.0206, 0.0228, 0.013, 0.0155, 0.0175, 0.0208, 0.0193, 0.0152, 0.0164, 0.009, 0.0184, 0.0133, 0.0165, 0.0173, 0.0139, 0.0302, 0.032, 0.0249, 0.0386, 0.0376, 0.0328, 0.0387, 0.0336, 0.0302, 0.0319, 0.0216, -0.0025, -0.0035, -0.0064, -0.0142, -0.0102, -0.0108, -0.0152, -0.0008, -0.0044, 0.0086, 0.0072, 0.0072, 0.0064, 0.0, 0.0043, -0.0034, 0.0038, 0.0147, 0.003, 0.0168, 0.0279, 0.0279, 0.0339, 0.0328, 0.0261, 0.0268, 0.0219, 0.022, 0.0135, 0.0159, 0.0189, 0.0264, 0.0345, 0.0374, 0.0327, 0.0375, 0.0315, 0.0262, 0.0226, 0.0177, 0.0257, 0.0257, 0.0272, 0.0278, 0.0261, 0.02, 0.02, 0.0201, 0.0156, 0.0172, 0.0061, 0.03, 0.0406, 0.0528, 0.065, 0.0797, 0.0816, 0.0781, 0.0781, 0.0814, 0.0825, 0.0802, 0.0886, 0.0869, 0.0919, 0.0809, 0.0784, 0.0965, 0.1095, 0.1275, 0.1422, 0.1413, 0.1547, 0.148, 0.1443, 0.1607, 0.1714, 0.1753, 0.1753, 0.1581, 0.156, 0.1511, 0.154, 0.1682, 0.1783, 0.1687, 0.1668, 0.1819, 0.1648, 0.1521, 0.1444, 0.1215, 0.1263, 0.1288, 0.1255, 0.1107, 0.1062, 0.1127, 0.1158, 0.1121, 0.0851, 0.0763, 0.0674, 0.0719, 0.071, 0.0763, 0.0714, 0.0799, 0.0812, 0.0825, 0.0756, 0.0813, 0.0813, 0.0915, 0.073, 0.0931, 0.1019, 0.0876, 0.0768, 0.0758, 0.0703, 0.0752, 0.0888, 0.0879, 0.0806, 0.0842, 0.1023, 0.099, 0.0872, 0.097, 0.0949, 0.1133, 0.1114, 0.1031, 0.11, 0.1123, 0.1089, 0.1115, 0.1008, 0.115]}
{"unit_id": "reply:2030522583150362770", "ticker_idx": 0, "ts": "2026-03-08T05:54:43+00:00", "symbol": "KOSPI", "kind": "index", "geography": "Korea", "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "easy to see this correction bringing it down to at least flat on KOSPI YTD. Been a crazy run not wild for some more air to come out.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects KOSPI correction to at least flat YTD after a big run; near-term bearish.", "resolved_tickers": ["EWY"], "resolution_method": "etf", "resolution_reason": "KOSPI index proxy via iShares EWY ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cryptobyrde Not long term but easy to see this correction bringing it down to at least flat on KOSPI YTD. Been a crazy run not wild for some more air to come out.", "reply_text": null, "parent_text": "@Citrini7 Are u bearish on Korea now", "quoted_text": null, "parent_author": "cryptobyrde", "ret_m1d": -0.053476705245757206, "ret_signed_m1d": 0.053476705245757206, "alpha_spy_m1d": 0.04479275188140197, "alpha_c_m1d": 0.04479275188140197, "bench_spy_m1d": -0.008683953364355235, "bench_c_m1d": -0.008683953364355235, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02681302826391818, "ret_signed_p1d": 0.02681302826391818, "alpha_spy_p1d": 0.025205901358551053, "alpha_c_p1d": 0.025205901358551053, "bench_spy_p1d": -0.0016071269053671289, "bench_c_p1d": -0.0016071269053671289, "ret_p1w": -0.005900315854313831, "ret_signed_p1w": 0.005900315854313831, "alpha_spy_p1w": -0.0077225908698849155, "alpha_c_p1w": -0.0077225908698849155, "bench_spy_p1w": -0.013622906724198747, "bench_c_p1w": -0.013622906724198747, "ret_p1m": -0.05004105593236852, "ret_signed_p1m": 0.05004105593236852, "alpha_spy_p1m": 0.02460909151275603, "alpha_c_p1m": 0.02460909151275603, "bench_spy_p1m": -0.025431964419612485, "bench_c_p1m": -0.025431964419612485, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2933, -0.3063, -0.3231, -0.3226, -0.3314, -0.3384, -0.3273, -0.3178, -0.3147, -0.3076, -0.2934, -0.2934, -0.2842, -0.2627, -0.2634, -0.2739, -0.2739, -0.2365, -0.217, -0.1963, -0.2006, -0.2039, -0.1867, -0.1864, -0.1968, -0.1811, -0.1706, -0.1618, -0.1618, -0.1712, -0.1362, -0.1337, -0.1189, -0.1238, -0.0836, -0.0622, -0.0701, -0.0857, -0.0968, -0.0715, -0.1018, -0.1022, -0.0686, -0.0586, -0.0705, -0.0246, -0.0231, 0.0006, 0.0006, -0.024, -0.0072, 0.0099, 0.0597, 0.0404, 0.0796, 0.112, 0.1234, 0.1306, 0.1019, -0.0116, 0.0036, -0.0609, -0.0535, 0.0, -0.0268, -0.0078, -0.0776, -0.0727, -0.0059, 0.004, -0.015, 0.0069, -0.0606, -0.0006, -0.0384, -0.0459, -0.1038, -0.0964, -0.1304, -0.0813, -0.0573, -0.0823, -0.0823, -0.0594, -0.05, 0.0462, 0.0403, 0.0361, 0.0548, 0.0955, 0.0824, 0.1014, 0.1377, 0.121, 0.0963, 0.1636, 0.1247, 0.1545, 0.1706, 0.153, 0.1499, 0.2007, 0.2099, 0.2218, 0.2956, 0.3592, 0.3201, 0.4206, 0.4404, 0.3332, 0.4088, 0.423, 0.3359, 0.3153, 0.2997, 0.3452, 0.3923, 0.3595, 0.3595, 0.4986, 0.481, 0.5416, 0.5373, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039466374427197632", "ticker_idx": 0, "ts": "2026-04-01T22:14:09+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have bought more Nvidia on the thesis that it is way too cheap and should probably not be that cheap", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to NVDA long; author believes it is materially undervalued at current price.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "In order to prevent myself from going full macro, I have bought more Nvidia on the thesis that it is way too cheap and should probably not be that cheap. \n\nBack to monitoring the situation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007681400304498598, "ret_signed_m1d": -0.007681400304498598, "alpha_spy_m1d": -0.00020328014709858344, "alpha_c_m1d": 0.014182536470074392, "bench_spy_m1d": -0.0074781201574000145, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009331433227018238, "ret_signed_p1d": 0.009331433227018238, "alpha_spy_p1d": 0.00843095879892708, "alpha_c_p1d": 0.008438492179423829, "bench_spy_p1d": 0.0009004744280911581, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.03601708011979898, "ret_signed_p1w": 0.03601708011979898, "alpha_spy_p1w": 0.004318740823046507, "alpha_c_p1w": -0.04294307527639041, "bench_spy_p1w": 0.031698339296752476, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.13553346983908243, "ret_signed_p1m": 0.13553346983908243, "alpha_spy_p1m": 0.03874453165557612, "alpha_c_p1m": -0.15721852557545635, "bench_spy_p1m": 0.09678893818350631, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0745, 0.0703, 0.0653, 0.076, 0.0528, 0.0518, 0.0522, 0.0572, 0.042, 0.0642, 0.0596, 0.0596, 0.0131, 0.043, 0.0517, 0.0678, 0.0609, 0.0726, 0.0897, 0.0953, 0.0875, 0.056, 0.0261, -0.0089, -0.0221, 0.0549, 0.0813, 0.0727, 0.0813, 0.0636, 0.0401, 0.0401, 0.0524, 0.0695, 0.0691, 0.08, 0.0898, 0.0972, 0.1127, 0.0519, 0.0081, 0.0382, 0.0244, 0.0414, 0.0431, 0.0117, 0.0392, 0.0513, 0.0585, 0.042, 0.0256, 0.0425, 0.0352, 0.0265, 0.016, -0.0174, -0.0006, -0.0031, 0.0167, -0.0257, -0.0468, -0.0602, -0.0077, 0.0, 0.0093, 0.0093, 0.0108, 0.0134, 0.036, 0.0464, 0.0733, 0.0772, 0.1181, 0.1316, 0.1286, 0.1475, 0.1497, 0.1373, 0.1522, 0.1359, 0.185, 0.2325, 0.2129, 0.1906, 0.1355, 0.1292, 0.1293, 0.1181, 0.1825, 0.2034, 0.2245, 0.2486, 0.2562, 0.285, 0.3413, 0.282, 0.265, 0.2552, 0.2715, 0.249, 0.2252, 0.2252, 0.2225, 0.2097, 0.2191, 0.2014, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049952016248557660", "ticker_idx": 0, "ts": "2026-04-30T20:40:21+00:00", "symbol": "BAND", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Some really strong results from a pair of our \"Agentic Utility\" names today ($BAND & $TWLO)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Holds BAND and TWLO as 'Agentic Utility' infrastructure plays on AI; strong results confirm durable thesis.", "resolved_tickers": ["BAND"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Some really strong results from a pair of our “Agentic Utility” names today ($BAND &amp; $TWLO)  - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex.\n\nhttps://t.co/bWl8biW5sq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.34256995761758535, "ret_signed_m1d": -0.34256995761758535, "alpha_spy_m1d": -0.33271835001558014, "alpha_c_m1d": -0.33271835001558014, "bench_spy_m1d": -0.009851607602005208, "bench_c_m1d": -0.009851607602005208, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.21869054432857338, "ret_signed_p1d": 0.21869054432857338, "alpha_spy_p1d": 0.2159214305002024, "alpha_c_p1d": 0.2159214305002024, "bench_spy_p1d": 0.0027691138283709726, "bench_c_p1d": 0.0027691138283709726, "ret_p1w": 0.3197500684230854, "ret_signed_p1w": 0.3197500684230854, "alpha_spy_p1w": 0.30177210328224113, "alpha_c_p1w": 0.30177210328224113, "bench_spy_p1w": 0.017977965140844265, "bench_c_p1w": 0.017977965140844265, "ret_p1m": 0.7650094755998769, "ret_signed_p1m": 0.7650094755998769, "alpha_spy_p1m": 0.7123837433516544, "alpha_c_p1m": 0.7123837433516544, "bench_spy_p1m": 0.05262573224822242, "bench_c_p1m": 0.05262573224822242, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.6172, -0.6371, -0.6327, -0.6428, -0.6352, -0.639, -0.6316, -0.6449, -0.6517, -0.6479, -0.6479, -0.6504, -0.6471, -0.605, -0.5892, -0.6208, -0.6254, -0.6246, -0.5977, -0.5974, -0.5895, -0.5773, -0.5531, -0.5613, -0.5504, -0.552, -0.5569, -0.5738, -0.5835, -0.5863, -0.5944, -0.5914, -0.593, -0.5814, -0.58, -0.5509, -0.552, -0.5355, -0.5316, -0.542, -0.5316, -0.5159, -0.5129, -0.5096, -0.5096, -0.5039, -0.5137, -0.5094, -0.5243, -0.5615, -0.5403, -0.5124, -0.4787, -0.4453, -0.3749, -0.3445, -0.3551, -0.3613, -0.3765, -0.3447, -0.345, -0.3499, -0.3426, 0.0, 0.2187, 0.223, 0.2858, 0.2619, 0.3198, 0.3553, 0.357, 0.3431, 0.3858, 0.4154, 0.4662, 0.52, 0.4637, 0.5746, 0.5903, 0.6678, 0.6678, 0.662, 0.5251, 0.5664, 0.765, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049952016248557660", "ticker_idx": 1, "ts": "2026-04-30T20:40:21+00:00", "symbol": "TWLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Some really strong results from a pair of our \"Agentic Utility\" names today ($BAND & $TWLO)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Holds BAND and TWLO as 'Agentic Utility' infrastructure plays on AI; strong results confirm durable thesis.", "resolved_tickers": ["TWLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Some really strong results from a pair of our “Agentic Utility” names today ($BAND &amp; $TWLO)  - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex.\n\nhttps://t.co/bWl8biW5sq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0482911928568337, "ret_signed_m1d": -0.0482911928568337, "alpha_spy_m1d": -0.03843958525482849, "alpha_c_m1d": -0.03843958525482849, "bench_spy_m1d": -0.009851607602005208, "bench_c_m1d": -0.009851607602005208, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.23828177334215517, "ret_signed_p1d": 0.23828177334215517, "alpha_spy_p1d": 0.2355126595137842, "alpha_c_p1d": 0.2355126595137842, "bench_spy_p1d": 0.0027691138283709726, "bench_c_p1d": 0.0027691138283709726, "ret_p1w": 0.33101452501530404, "ret_signed_p1w": 0.33101452501530404, "alpha_spy_p1w": 0.3130365598744598, "alpha_c_p1w": 0.3130365598744598, "bench_spy_p1w": 0.017977965140844265, "bench_c_p1w": 0.017977965140844265, "ret_p1m": 0.28758613084674645, "ret_signed_p1m": 0.28758613084674645, "alpha_spy_p1m": 0.23496039859852402, "alpha_c_p1m": 0.23496039859852402, "bench_spy_p1m": 0.05262573224822242, "bench_c_p1m": 0.05262573224822242, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1895, -0.2604, -0.2446, -0.2635, -0.2232, -0.2099, -0.1979, -0.2541, -0.2543, -0.2368, -0.2368, -0.2673, -0.2529, -0.2506, -0.2359, -0.2672, -0.2311, -0.2009, -0.1922, -0.183, -0.1638, -0.1658, -0.1693, -0.1525, -0.1353, -0.1445, -0.1547, -0.1444, -0.1523, -0.1591, -0.1468, -0.1431, -0.1453, -0.1399, -0.1618, -0.1416, -0.1707, -0.1528, -0.1483, -0.1896, -0.1829, -0.1502, -0.1189, -0.1156, -0.1156, -0.1116, -0.1047, -0.1246, -0.1569, -0.2054, -0.1609, -0.1625, -0.0945, -0.075, -0.0537, -0.0165, -0.0186, 0.0161, -0.0437, -0.0288, -0.0369, -0.0398, -0.0483, 0.0, 0.2383, 0.281, 0.321, 0.2927, 0.331, 0.3623, 0.3413, 0.302, 0.3009, 0.3376, 0.3393, 0.3351, 0.3234, 0.2787, 0.238, 0.2689, 0.2689, 0.2809, 0.2263, 0.2468, 0.2876, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2053167728307863563", "ticker_idx": 0, "ts": "2026-05-09T17:38:27+00:00", "symbol": "TXN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More bullish on TXN though", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on TXN, even more so than on whatever the parent is discussing.", "resolved_tickers": ["TXN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ContrarianCurse Same. More bullish on TXN though", "reply_text": null, "parent_text": "You guys have no idea how fucking bullish I am here.", "quoted_text": null, "parent_author": "ContrarianCurse", "ret_m1d": -0.03344983089064257, "ret_signed_m1d": -0.03344983089064257, "alpha_spy_m1d": -0.031177420903464648, "alpha_c_m1d": -0.016497115212208313, "bench_spy_m1d": -0.0022724099871779257, "bench_c_m1d": -0.01695271567843426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008698267910218327, "ret_signed_p1d": -0.008698267910218327, "alpha_spy_p1d": -0.007183327918766413, "alpha_c_p1d": 0.017433497324450542, "bench_spy_p1d": -0.0015149399914519135, "bench_c_p1d": -0.02613176523466887, "ret_p1w": 0.009537870247002145, "ret_signed_p1w": 0.009537870247002145, "alpha_spy_p1w": 0.010417030790270343, "alpha_c_p1w": 0.06185350686928226, "bench_spy_p1w": -0.0008791605432681981, "bench_c_p1w": -0.052315636622280115, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.243, -0.2549, -0.2443, -0.2443, -0.2459, -0.2538, -0.2714, -0.2658, -0.2654, -0.2871, -0.2853, -0.2895, -0.2912, -0.2989, -0.3228, -0.3237, -0.3385, -0.3543, -0.3444, -0.3402, -0.3362, -0.365, -0.3625, -0.3513, -0.3503, -0.3625, -0.3708, -0.3745, -0.3697, -0.3497, -0.3425, -0.3537, -0.364, -0.3771, -0.3513, -0.3441, -0.3489, -0.3489, -0.3337, -0.3326, -0.302, -0.2817, -0.2825, -0.2759, -0.2687, -0.2773, -0.2545, -0.2321, -0.2191, -0.2209, -0.2104, -0.0569, -0.074, -0.0995, -0.1145, -0.1004, -0.0608, -0.061, -0.0614, -0.0563, -0.0279, -0.042, -0.0334, 0.0, -0.0087, 0.0288, 0.035, 0.0167, 0.0095, 0.0153, 0.0239, 0.0021, 0.0385, 0.0385, 0.0911, 0.0661, 0.0611, 0.0266, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2013835273495286031", "ticker_idx": 0, "ts": "2026-01-21T04:45:19+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVDA is going to skull fuck earnings regardless of how high memory goes and every day it goes down is a better entry for when that happens", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NVDA into earnings; every dip is a better entry, memory cost headwinds irrelevant to the beat.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ContrarianCurse Just a reminder: NVDA is going to skull fuck earnings regardless of how high memory goes and every day it goes down is a better entry for when that happens.", "reply_text": null, "parent_text": "Saw someone post today “somehow we are in a bear market for AI!” Cause nvidia is off 15%\n\nIt’s because of memory. I’ve tweeted it many times. This raises capex budgets across the board. It raises opex via cloud costs for many companies in a material way. It absolutely smokes", "quoted_text": null, "parent_author": "ContrarianCurse", "ret_m1d": -0.02863849648018335, "ret_signed_m1d": -0.02863849648018335, "alpha_spy_m1d": -0.017229094094668662, "alpha_c_m1d": 7.291654604613118e-05, "bench_spy_m1d": -0.011409402385514689, "bench_c_m1d": -0.028711413026229482, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008291401026019996, "ret_signed_p1d": 0.008291401026019996, "alpha_spy_p1d": 0.0030681710062923084, "alpha_c_p1d": 0.006077048614764546, "bench_spy_p1d": 0.005223230019727687, "bench_c_p1d": 0.002214352411255449, "ret_p1w": 0.04473051365099501, "ret_signed_p1w": 0.04473051365099501, "alpha_spy_p1w": 0.030111362974359235, "alpha_c_p1w": 0.008156949908791011, "bench_spy_p1w": 0.014619150676635773, "bench_c_p1w": 0.036573563742203996, "ret_p1m": 0.02498358084840202, "ret_signed_p1m": 0.02498358084840202, "alpha_spy_p1m": 0.026325931765344812, "alpha_c_p1m": 0.004407809739125579, "bench_spy_p1m": -0.0013423509169427916, "bench_c_p1m": 0.02057577110927644, "ret_p3m": 0.10228519629314237, "ret_signed_p3m": 0.10228519629314237, "alpha_spy_p3m": 0.06543738234817642, "alpha_c_p3m": -0.05204515951420263, "bench_spy_p3m": 0.036847813944965946, "bench_c_p3m": 0.154330355807345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.016, 0.0445, 0.0965, 0.1293, 0.1067, 0.1045, 0.1285, 0.0838, 0.0648, 0.0259, 0.0263, 0.0857, 0.0536, 0.0571, 0.0193, 0.0373, 0.0178, -0.0107, 0.0174, -0.0147, -0.0243, -0.0043, -0.0301, -0.0167, -0.0167, -0.0345, -0.0186, -0.0102, -0.0204, 0.0003, -0.005, 0.0122, 0.009, 0.0025, -0.013, -0.0453, -0.0383, -0.0305, -0.0675, -0.0501, -0.0127, 0.002, 0.0321, 0.0289, 0.0289, 0.0393, 0.0267, 0.023, 0.0173, 0.0173, 0.0302, 0.0262, 0.0214, 0.0316, 0.0094, 0.0084, 0.0088, 0.0136, -0.001, 0.0203, 0.0159, 0.0159, -0.0286, 0.0, 0.0083, 0.0237, 0.0172, 0.0284, 0.0447, 0.0501, 0.0426, 0.0125, -0.0163, -0.0498, -0.0624, 0.0114, 0.0367, 0.0285, 0.0367, 0.0197, -0.0028, -0.0028, 0.009, 0.0254, 0.025, 0.0355, 0.0449, 0.052, 0.0668, 0.0086, -0.0334, -0.0046, -0.0178, -0.0015, 0.0001, -0.03, -0.0037, 0.0079, 0.0148, -0.0009, -0.0167, -0.0005, -0.0075, -0.0159, -0.0259, -0.0579, -0.0418, -0.0442, -0.0253, -0.0658, -0.0861, -0.099, -0.0486, -0.0412, -0.0323, -0.0323, -0.0309, -0.0284, -0.0067, 0.0033, 0.029, 0.0327, 0.072, 0.0849, 0.082, 0.1002, 0.1023, 0.0904, 0.1047, 0.0891, 0.1362, 0.1817, 0.1629, 0.1415, 0.0887, 0.0826, 0.0828, 0.072, 0.1338, 0.1538, 0.174, 0.1971, 0.2044, 0.232, 0.286, 0.2292, 0.2128, 0.2035, 0.2191, 0.1975, 0.1747, 0.1747, 0.1721, 0.1598, 0.1688, 0.1518, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2011331074648129860", "ticker_idx": 0, "ts": "2026-01-14T06:54:31+00:00", "symbol": "INTU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "INTU at 9x EV/Sales & projected to grow revenues at 13% a year for the next 5 years is probably…not right", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish INTU: 9x EV/Sales is unjustified given AI makes tax software creation accessible, undermining the moat.", "resolved_tickers": ["INTU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I understand the value of having distribution but I also think if anyone can basically create tax software then INTU at 9x EV/Sales &amp; projected to grow revenues at 13% a year for the next 5 years is probably…not right.\n\n---\n\nSeems kind of telling that the people disagreeing with this are incapable of understanding the concept that no, this does not mean every small business vibe codes their own tax software.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06826688421672533, "ret_signed_m1d": -0.06826688421672533, "alpha_spy_m1d": -0.06332736798045269, "alpha_c_m1d": -0.06332736798045269, "bench_spy_m1d": 0.004939516236272645, "bench_c_m1d": 0.004939516236272645, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02121426429630746, "ret_signed_p1d": 0.02121426429630746, "alpha_spy_p1d": 0.02393747869283691, "alpha_c_p1d": 0.02393747869283691, "bench_spy_p1d": 0.0027232143965294497, "bench_c_p1d": 0.0027232143965294497, "ret_p1w": -0.07356167084928267, "ret_signed_p1w": 0.07356167084928267, "alpha_spy_p1w": 0.06637704084935003, "alpha_c_p1w": 0.06637704084935003, "bench_spy_p1w": -0.007184629999932635, "bench_c_p1w": -0.007184629999932635, "ret_p1m": -0.2976350615776522, "ret_signed_p1m": 0.2976350615776522, "alpha_spy_p1m": 0.2844681009998109, "alpha_c_p1m": 0.2844681009998109, "bench_spy_p1m": -0.01316696057784128, "bench_c_p1m": -0.01316696057784128, "ret_p3m": -0.34595537882614813, "ret_signed_p3m": 0.34595537882614813, "alpha_spy_p3m": 0.34249883447688445, "alpha_c_p3m": 0.34249883447688445, "bench_spy_p3m": -0.0034565443492636794, "bench_c_p3m": -0.0034565443492636794, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.1652, 0.1711, 0.1892, 0.1817, 0.1939, 0.2034, 0.2039, 0.196, 0.1557, 0.156, 0.176, 0.1912, 0.1634, 0.1545, 0.1515, 0.1431, 0.1508, 0.1527, 0.1615, 0.1453, 0.1669, 0.138, 0.1446, 0.1462, 0.123, 0.1683, 0.1508, 0.1417, 0.1083, 0.1083, 0.117, 0.1127, 0.1198, 0.141, 0.1681, 0.1867, 0.1561, 0.1552, 0.167, 0.1909, 0.182, 0.1532, 0.1792, 0.1641, 0.1783, 0.1826, 0.1895, 0.1876, 0.1888, 0.1888, 0.1919, 0.1876, 0.1801, 0.167, 0.167, 0.1089, 0.1166, 0.1402, 0.1471, 0.1499, 0.1417, 0.1215, 0.0683, 0.0, -0.0212, -0.0376, -0.0376, -0.0664, -0.0736, -0.0334, -0.0046, -0.0085, -0.0374, -0.0492, -0.1123, -0.1194, -0.1403, -0.2339, -0.2135, -0.2324, -0.2168, -0.2279, -0.2563, -0.2946, -0.2976, -0.2951, -0.2951, -0.3308, -0.3124, -0.3266, -0.3284, -0.3654, -0.3669, -0.3272, -0.3039, -0.2781, -0.2604, -0.2352, -0.2232, -0.1762, -0.1508, -0.164, -0.1988, -0.2226, -0.232, -0.2235, -0.2017, -0.1894, -0.2115, -0.1965, -0.196, -0.1934, -0.2368, -0.2466, -0.2366, -0.265, -0.2428, -0.2369, -0.2484, -0.2544, -0.2544, -0.2634, -0.276, -0.3125, -0.3597, -0.3787, -0.346, -0.3506, -0.3101, -0.3147, -0.3038, -0.2833, -0.2833, -0.2765, -0.3214, -0.299, -0.3097, -0.2912, -0.3006, -0.3122, -0.2936, -0.2795, -0.2948, -0.3121, -0.2798, -0.2984, -0.3037, -0.3136, -0.3419, -0.3303, -0.3042, -0.2863, -0.2924, -0.3203, -0.4564, -0.4336, -0.4336, -0.4612, -0.4552, -0.4459, -0.4131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1996999919723217062", "ticker_idx": 0, "ts": "2025-12-05T17:47:37+00:00", "symbol": "natural gas", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at least i'm long natural gas", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in natural gas.", "resolved_tickers": ["UNG"], "resolution_method": "etf", "resolution_reason": "Natural gas via United States Natural Gas Fund UNG", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sonecrockett at least i’m long natural gas", "reply_text": null, "parent_text": "@Citrini7 it’s 🥶 out there. don’t read too much into it", "quoted_text": null, "parent_author": "sonecrockett", "ret_m1d": -0.04337208035564999, "ret_signed_m1d": -0.04337208035564999, "alpha_spy_m1d": -0.04147614491216678, "alpha_c_m1d": -0.04147614491216678, "bench_spy_m1d": -0.0018959354434832099, "bench_c_m1d": -0.0018959354434832099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07941362723045886, "ret_signed_p1d": -0.07941362723045886, "alpha_spy_p1d": -0.07640934971578417, "alpha_c_p1d": -0.07640934971578417, "bench_spy_p1d": -0.0030042775146746914, "bench_c_p1d": -0.0030042775146746914, "ret_p1w": -0.2223580397304079, "ret_signed_p1w": -0.2223580397304079, "alpha_spy_p1w": -0.21662663735855048, "alpha_c_p1w": -0.21662663735855048, "bench_spy_p1w": -0.00573140237185743, "bench_c_p1w": -0.00573140237185743, "ret_p1m": -0.28955409174031865, "ret_signed_p1m": -0.28955409174031865, "alpha_spy_p1m": -0.295478229794211, "alpha_c_p1m": -0.295478229794211, "bench_spy_p1m": 0.005924138053892358, "bench_c_p1m": 0.005924138053892358, "ret_p3m": -0.28039101227542484, "ret_signed_p3m": -0.28039101227542484, "alpha_spy_p3m": -0.28252677070644727, "alpha_c_p3m": -0.28252677070644727, "bench_spy_p3m": 0.0021357584310224276, "bench_c_p3m": 0.0021357584310224276, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.19, -0.2132, -0.2413, -0.2358, -0.2114, -0.1924, -0.1998, -0.226, -0.2321, -0.2578, -0.245, -0.245, -0.2309, -0.2382, -0.2169, -0.2016, -0.168, -0.1784, -0.2028, -0.1875, -0.1582, -0.1998, -0.2217, -0.2468, -0.256, -0.27, -0.2743, -0.2926, -0.2749, -0.2101, -0.1967, -0.2022, -0.2101, -0.2077, -0.2126, -0.2462, -0.2541, -0.2169, -0.1906, -0.1594, -0.1491, -0.1674, -0.1344, -0.1478, -0.1387, -0.1106, -0.1051, -0.0953, -0.1106, -0.1374, -0.1313, -0.102, -0.1191, -0.1051, -0.1197, -0.1552, -0.1295, -0.1295, -0.1002, -0.0709, -0.0861, -0.055, -0.0434, 0.0, -0.0794, -0.1387, -0.1289, -0.201, -0.2224, -0.2389, -0.2608, -0.2279, -0.2651, -0.2553, -0.2761, -0.212, -0.2431, -0.2431, -0.2175, -0.2028, -0.1985, -0.2511, -0.2511, -0.2633, -0.2896, -0.3109, -0.2804, -0.3115, -0.3647, -0.317, -0.3085, -0.3745, -0.3708, -0.369, -0.369, -0.2443, -0.1668, -0.1796, -0.1466, -0.0941, -0.102, -0.1124, -0.08, 0.0324, -0.2242, -0.2071, -0.1778, -0.1741, -0.1894, -0.2566, -0.259, -0.2474, -0.2407, -0.2401, -0.2401, -0.2731, -0.2749, -0.2792, -0.2663, -0.2828, -0.2999, -0.2914, -0.3048, -0.2963, -0.267, -0.2498, -0.2804, -0.2639, -0.2211, -0.248, -0.2505, -0.2132, -0.2034, -0.2279, -0.2541, -0.2547, -0.226, -0.2327, -0.2431, -0.2834, -0.2834, -0.2755, -0.2767, -0.2498, -0.2865, -0.2834, -0.3024, -0.3067, -0.3067, -0.3054, -0.2944, -0.3232, -0.3354, -0.3421, -0.3476, -0.3549, -0.3537, -0.3415, -0.3378, -0.3372, -0.3311, -0.3311, -0.3574, -0.3702, -0.3592, -0.369, -0.38, -0.3525, -0.3458, -0.3311, -0.35, -0.3616, -0.3476, -0.3543, -0.3146, -0.3335, -0.3293, -0.3183, -0.3079, -0.2951, -0.2731, -0.2981, -0.3079, -0.3317, -0.3317, -0.3335, -0.317, -0.2737, -0.2712, null]}
{"unit_id": "reply:2042036365794148425", "ticker_idx": 0, "ts": "2026-04-09T00:26:23+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am super bullish on NET and have been since mid-2023", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is super bullish on Cloudflare (NET), a position held since mid-2023.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@traced_thoughts Nah no begging, I am super bullish on NET and have been since mid-2023 and it was really awesome to meet Matthew.", "reply_text": null, "parent_text": "@citrini has officially reached the point where public ceos are begging to meet and get in their good graces", "quoted_text": null, "parent_author": "traced_thoughts", "ret_m1d": 0.0942760769776454, "ret_signed_m1d": 0.0942760769776454, "alpha_spy_m1d": 0.10001207664370293, "alpha_c_m1d": 0.10001207664370293, "bench_spy_m1d": -0.005735999666057534, "bench_c_m1d": -0.005735999666057534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1349909202104851, "ret_signed_p1d": -0.1349909202104851, "alpha_spy_p1d": -0.13432913969593552, "alpha_c_p1d": -0.13432913969593552, "bench_spy_p1d": -0.0006617805145495703, "bench_c_p1d": -0.0006617805145495703, "ret_p1w": 0.022429431559727986, "ret_signed_p1w": 0.022429431559727986, "alpha_spy_p1w": -0.009560097729580663, "alpha_c_p1w": -0.009560097729580663, "bench_spy_p1w": 0.03198952928930865, "bench_c_p1w": 0.03198952928930865, "ret_p1m": 0.015954425187079124, "ret_signed_p1m": 0.015954425187079124, "alpha_spy_p1m": -0.06892449151089464, "alpha_c_p1m": -0.06892449151089464, "bench_spy_p1m": 0.08487891669797376, "bench_c_p1m": 0.08487891669797376, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0345, -0.0225, -0.0241, -0.0462, -0.046, -0.046, -0.081, -0.1196, -0.1023, -0.1016, -0.0192, 0.0668, -0.0423, -0.0656, -0.0813, -0.0551, -0.1178, -0.1356, -0.1554, -0.1028, -0.1, -0.0677, -0.0189, -0.0408, 0.0145, 0.0145, 0.0033, -0.0083, -0.0021, -0.0824, -0.1702, -0.1515, -0.1101, -0.0953, -0.1081, -0.0623, -0.0732, -0.0371, -0.0038, 0.0111, 0.0437, 0.0748, 0.1033, 0.0987, 0.1005, 0.074, 0.0957, 0.168, 0.1466, 0.1159, 0.143, 0.1041, 0.1292, 0.0885, 0.0516, 0.0082, 0.0688, 0.0641, 0.0966, 0.0966, 0.097, 0.1204, 0.0943, 0.0, -0.135, -0.0468, -0.0746, -0.0151, 0.0224, 0.0411, 0.0609, 0.0757, 0.0752, 0.0619, 0.0726, 0.1, 0.08, 0.098, 0.0617, 0.1267, 0.1612, 0.2661, 0.2877, 0.3302, 0.016, 0.0024, -0.0324, -0.0022, 0.035, 0.0234, 0.0451, 0.0709, 0.0885, 0.1015, 0.1198, 0.1198, 0.1269, 0.0838, 0.1816, 0.2526, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2038712605221536112", "ticker_idx": 0, "ts": "2026-03-30T20:18:57+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still long NET", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses still holding a long position in Cloudflare.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JollyWest47 @abcampbell I’m out of CRCL but still long NET", "reply_text": null, "parent_text": "@abcampbell @citrini He's long CRCL and NET (creating their own stable for use by AI agents) for this", "quoted_text": null, "parent_author": "JollyWest47", "ret_m1d": 0.04310743040211129, "ret_signed_m1d": 0.04310743040211129, "alpha_spy_m1d": 0.03975275177713655, "alpha_c_m1d": 0.03975275177713655, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.0033546786249747385, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06016539670812193, "ret_signed_p1d": 0.06016539670812193, "alpha_spy_p1d": 0.031097471009207123, "alpha_c_p1d": 0.031097471009207123, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.02906792569891481, "ret_p1w": 0.08811587867353987, "ret_signed_p1w": 0.08811587867353987, "alpha_spy_p1w": 0.04545558906727787, "alpha_c_p1w": 0.04545558906727787, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.042660289606262, "ret_p1m": 0.0712633960295006, "ret_signed_p1m": 0.0712633960295006, "alpha_spy_p1m": -0.05488188845226882, "alpha_c_p1m": -0.05488188845226882, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.12614528448176943, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.0129, 0.0129, 0.0071, 0.0156, 0.0173, 0.042, -0.0394, -0.0609, -0.0423, -0.0304, -0.0321, -0.0539, -0.0537, -0.0537, -0.0884, -0.1267, -0.1096, -0.1089, -0.0271, 0.0582, -0.0501, -0.0732, -0.0888, -0.0627, -0.125, -0.1426, -0.1623, -0.1101, -0.1073, -0.0753, -0.0268, -0.0486, 0.0063, 0.0063, -0.0049, -0.0164, -0.0102, -0.0899, -0.177, -0.1584, -0.1173, -0.1026, -0.1153, -0.0699, -0.0808, -0.0449, -0.0119, 0.0029, 0.0352, 0.0661, 0.0944, 0.0898, 0.0916, 0.0653, 0.0868, 0.1585, 0.1373, 0.1068, 0.1337, 0.0952, 0.1201, 0.0796, 0.0431, 0.0, 0.0602, 0.0555, 0.0877, 0.0877, 0.0881, 0.1113, 0.0854, -0.0081, -0.142, -0.0545, -0.0821, -0.0231, 0.0141, 0.0327, 0.0523, 0.067, 0.0664, 0.0533, 0.0639, 0.0911, 0.0713, 0.0891, 0.0531, 0.1175, 0.1518, 0.2559, 0.2772, 0.3194, 0.0077, -0.0057, -0.0403, -0.0103, 0.0266, 0.0151, 0.0366, 0.0622, 0.0796, 0.0926, 0.1107, 0.1107, 0.1177, 0.075, 0.172, 0.2425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014473418440126812", "ticker_idx": 0, "ts": "2026-01-22T23:01:04+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bullish on the long term intel story", "tweet_type": "prediction", "timeline": "years", "summary": "Long-term bullish on Intel's foundry build-out story.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I’m bullish on the long term intel story but honestly it’s crazy that this is news to people. What was the expectation here lol", "reply_text": null, "parent_text": null, "quoted_text": "INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME", "parent_author": null, "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.003907435465347997, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196089648291435, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064996823619727, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.0003627802397405677, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154151476249141, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344167943444724, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861338416717743, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531643248806063, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.19510124627714753, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707341876138766, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049566565968810242", "ticker_idx": 0, "ts": "2026-04-29T19:08:43+00:00", "symbol": "data centers", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": true, "quote": "Gonna go out on a limb and say nah they haven't been.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Dismisses claim that half of US data center builds were delayed/canceled; implicitly bullish on continued data center buildout.", "resolved_tickers": ["EQIX", "DLR", "IREN"], "resolution_method": "basket", "resolution_reason": "Data center basket: Equinix, Digital Realty, plus operators", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "REIT - Specialty", "unit_kind": "quote", "lang": "en", "tweet_text": "Gonna go out on a limb and say nah they haven’t been.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Half of planned US data center builds have been delayed or canceled", "parent_author": null, "ret_m1d": 0.008444430637083666, "ret_signed_m1d": -0.008444430637083666, "alpha_spy_m1d": -0.008289865656447626, "alpha_c_m1d": -0.008289865656447626, "bench_spy_m1d": 0.00015456498063604052, "bench_c_m1d": 0.00015456498063604052, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029630506593499268, "ret_signed_p1d": -0.029630506593499268, "alpha_spy_p1d": -0.01968087916629509, "alpha_c_p1d": -0.01968087916629509, "bench_spy_p1d": 0.009949627427204177, "bench_c_p1d": 0.009949627427204177, "ret_p1w": 0.14935612401707096, "ret_signed_p1w": -0.14935612401707096, "alpha_spy_p1w": -0.11808767989887312, "alpha_c_p1w": -0.11808767989887312, "bench_spy_p1w": 0.03126844411819785, "bench_c_p1w": 0.03126844411819785, "ret_p1m": 0.15504835594117558, "ret_signed_p1m": -0.15504835594117558, "alpha_spy_p1m": -0.09459140456129708, "alpha_c_p1m": -0.09459140456129708, "bench_spy_p1m": 0.0604569513798785, "bench_c_p1m": 0.0604569513798785, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0498, -0.0595, -0.0531, -0.1225, -0.1645, -0.1245, -0.0871, -0.1117, -0.107, -0.0903, -0.0726, -0.0726, -0.0855, -0.0919, -0.0828, -0.1076, -0.083, -0.0534, -0.058, -0.0656, -0.0818, -0.0783, -0.0972, -0.0517, -0.0904, -0.1279, -0.103, -0.1031, -0.0683, -0.0739, -0.072, -0.0386, -0.0578, -0.0672, -0.0695, -0.0884, -0.0738, -0.0857, -0.0799, -0.1145, -0.1318, -0.1589, -0.1246, -0.1209, -0.1121, -0.1121, -0.104, -0.1012, -0.0841, -0.0737, -0.0553, -0.0129, 0.0275, 0.0372, 0.0398, 0.0563, 0.0662, 0.0311, 0.0578, 0.0886, 0.0759, 0.0461, 0.0084, 0.0, 0.0296, 0.0311, 0.0565, 0.0928, 0.1494, 0.1024, 0.1387, 0.0976, 0.1052, 0.09, 0.115, 0.059, 0.0406, 0.0113, 0.0642, 0.1161, 0.1031, 0.1031, 0.1282, 0.1852, 0.155, 0.1482, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2050404918524072174", "ticker_idx": 0, "ts": "2026-05-02T02:40:01+00:00", "symbol": "NOK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We still think $NOK has more than 100% upside from here.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NOK with >100% upside on Infinera-driven optical footprint, favored vendor status in Nvidia's AI-RAN push.", "resolved_tickers": ["NOK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "In August 2024, our analyst @rennyzucker wrote this section of our optics piece “Can You Hear Me Now?” on RAN with Nokia at $4.\n\nIn early 2025, Nokia completed its acquisition of Infinera which strengthened its data center optical footprint and is now resulting in favored vendor status for Nvidia’s AI-RAN push. \n\nOne must be pretty locked in to talk about this while telecom is in a brutal drawdown, hated by nearly everyone and Nokia has traded sideways for more than a decade. \n\nWe still think $NOK has more than 100% upside from here.", "reply_text": null, "parent_text": null, "quoted_text": "$NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore?\n\n&gt; Optical Networks running on the 800G ZR coherent pluggables from the Infinera deal, sitting directly in the hyperscaler capex cycle. \n\n&gt; AI-RAN https://t.co/SsRp38q29x", "parent_author": null, "ret_m1d": 0.012176548191143333, "ret_signed_m1d": 0.012176548191143333, "alpha_spy_m1d": 0.008499698826189173, "alpha_c_m1d": 0.008499698826189173, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.00367684936495416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021308959334500832, "ret_signed_p1d": 0.021308959334500832, "alpha_spy_p1d": 0.013286773449508571, "alpha_c_p1d": 0.013286773449508571, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.008022185884992261, "ret_p1w": 0.059360708720799904, "ret_signed_p1w": 0.059360708720799904, "alpha_spy_p1w": 0.029709342113399373, "alpha_c_p1w": 0.029709342113399373, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.02965136660740053, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4825, -0.4779, -0.4619, -0.4536, -0.4612, -0.4414, -0.4696, -0.465, -0.465, -0.4444, -0.4346, -0.4216, -0.4087, -0.4239, -0.43, -0.4239, -0.4292, -0.4125, -0.3714, -0.3858, -0.3798, -0.4026, -0.411, -0.3995, -0.4064, -0.3988, -0.3805, -0.3729, -0.3417, -0.3493, -0.3638, -0.3683, -0.3927, -0.3866, -0.3721, -0.36, -0.3699, -0.3927, -0.3942, -0.3881, -0.3706, -0.3288, -0.3288, -0.3234, -0.3265, -0.2816, -0.2732, -0.2801, -0.2108, -0.2123, -0.2397, -0.2169, -0.2154, -0.1933, -0.2085, -0.2496, -0.2139, -0.204, -0.1811, -0.14, -0.0518, -0.0175, 0.0122, 0.0, 0.0213, 0.0038, -0.0601, -0.0244, 0.0594, 0.0023, 0.1195, 0.1005, 0.0616, 0.0457, 0.0403, 0.0365, 0.0791, 0.1773, 0.1773, 0.2527, 0.1933, 0.1629, 0.1294, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004357062621594080", "ticker_idx": 0, "ts": "2025-12-26T01:02:17+00:00", "symbol": "SI=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "90 this cycle", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Silver reaches $90 this cycle.", "resolved_tickers": ["SI=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BitcoinLifeboat 90 this cycle", "reply_text": null, "parent_text": "@Citrini7 How high does silver go?", "quoted_text": null, "parent_author": "BitcoinLifeboat", "ret_m1d": -0.07132026549566772, "ret_signed_m1d": -0.07132026549566772, "alpha_spy_m1d": -0.07142169081396288, "alpha_c_m1d": -0.07142169081396288, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": 0.00010142531829515633, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08668249415745743, "ret_signed_p1d": -0.08668249415745743, "alpha_spy_p1d": -0.08311886595040263, "alpha_c_p1d": -0.08311886595040263, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.003563628207054803, "ret_p1w": -0.07753053239081265, "ret_signed_p1w": -0.07753053239081265, "alpha_spy_p1w": -0.06718736638708989, "alpha_c_p1w": -0.06718736638708989, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": -0.010343166003722759, "ret_p1m": 0.5045890978639471, "ret_signed_p1m": 0.5045890978639471, "alpha_spy_p1m": 0.5010834523126309, "alpha_c_p1m": 0.5010834523126309, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.003505645551316272, "ret_p3m": -0.053931438390140474, "ret_signed_p3m": -0.053931438390140474, "alpha_spy_p3m": -0.008015558456793914, "alpha_c_p3m": -0.008015558456793914, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": -0.04591587993334656, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3953, -0.3817, -0.3986, -0.3777, -0.3714, -0.3832, -0.3639, -0.3875, -0.3863, -0.3446, -0.3422, -0.3323, -0.3068, -0.3481, -0.3317, -0.3796, -0.3795, -0.3661, -0.3675, -0.3912, -0.3839, -0.3761, -0.3668, -0.3725, -0.3739, -0.3838, -0.3742, -0.3751, -0.3722, -0.344, -0.3382, -0.3027, -0.3061, -0.3386, -0.3381, -0.3404, -0.336, -0.3431, -0.3479, -0.3424, -0.3341, -0.3082, -0.3082, -0.262, -0.2362, -0.2419, -0.2427, -0.2568, -0.2362, -0.2446, -0.2133, -0.2106, -0.1642, -0.1977, -0.1771, -0.1802, -0.134, -0.1555, -0.126, -0.1122, -0.0785, -0.0713, -0.0713, 0.0, -0.0867, 0.0116, -0.083, -0.083, -0.0775, -0.0042, 0.0529, 0.0085, -0.0231, 0.0314, 0.1062, 0.1228, 0.188, 0.2012, 0.1517, 0.1517, 0.2317, 0.2056, 0.2548, 0.3195, 0.5046, 0.3796, 0.4788, 0.491, 0.0236, 0.0038, 0.0857, 0.1004, 0.0006, 0.0033, 0.0729, 0.0488, 0.095, -0.0123, 0.0178, 0.0178, -0.0397, 0.0134, 0.0141, 0.0758, 0.1312, 0.1434, 0.189, 0.1374, 0.2118, 0.1543, 0.0842, 0.0804, 0.068, 0.0958, 0.0987, 0.1647, 0.1122, 0.107, 0.0579, 0.0494, 0.0398, 0.0098, -0.073, -0.0932, -0.0972, -0.0943, -0.0539, -0.1152, -0.0907, -0.0806, -0.0235, -0.0081, -0.049, -0.049, -0.05, -0.0609, -0.0165, -0.0027, -0.0021, -0.0126, 0.038, 0.0393, 0.0277, 0.0687, 0.0453, -0.001, 0.0184, -0.0133, -0.0013, -0.0194, -0.0429, -0.0643, -0.0386, -0.007, -0.0446, -0.0442, 0.0042, 0.042, 0.0511, 0.1177, 0.113, 0.1621, 0.1102, 0.0088, 0.0077, -0.0217, -0.0083, -0.0009, -0.0078, -0.0078, -0.0024, -0.0247, -0.011, -0.008, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 0, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Cambricon", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["688256.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "Cambricon Technologies, Shanghai STAR Market", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": -0.06851500026941215, "ret_signed_m1d": -0.06851500026941215, "alpha_spy_m1d": -0.05480610675959252, "alpha_c_m1d": -0.019275319602643948, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02356168839592021, "ret_signed_p1d": 0.02356168839592021, "alpha_spy_p1d": 0.026627793553246515, "alpha_c_p1d": 0.0411330540974848, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.07643930942683075, "ret_signed_p1w": 0.07643930942683075, "alpha_spy_p1w": 0.064883526382715, "alpha_c_p1w": 0.035148542903618685, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.041290766523212064, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4318, -0.4045, -0.3968, -0.4088, -0.3904, -0.3859, -0.3859, -0.3859, -0.3859, -0.3859, -0.3859, -0.3859, -0.4128, -0.4068, -0.3596, -0.3545, -0.3469, -0.3792, -0.3879, -0.36, -0.3672, -0.383, -0.3715, -0.3978, -0.3978, -0.3994, -0.4028, -0.4082, -0.4159, -0.4318, -0.4384, -0.4678, -0.4364, -0.4307, -0.4384, -0.4389, -0.4469, -0.4614, -0.4239, -0.4526, -0.438, -0.438, -0.3868, -0.3622, -0.3436, -0.3366, -0.3317, -0.3195, -0.3019, -0.2838, -0.269, -0.2448, -0.2712, -0.2674, -0.2751, -0.2589, -0.2566, -0.2468, -0.2238, -0.0685, -0.0685, -0.0685, -0.0685, 0.0, 0.0236, -0.0334, -0.0191, 0.0446, 0.0764, 0.0304, -0.0117, -0.0052, 0.0783, 0.1137, 0.0552, 0.0512, 0.1497, 0.1533, 0.0953, 0.1374, 0.0708, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 1, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Naura", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["002371.SZ"], "resolution_method": "exchange_ticker", "resolution_reason": "NAURA Technology Group, Shenzhen A-share", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": -0.01532957866658069, "ret_signed_m1d": -0.01532957866658069, "alpha_spy_m1d": -0.0016206851567610592, "alpha_c_m1d": 0.033910102000187514, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01245079190698517, "ret_signed_p1d": 0.01245079190698517, "alpha_spy_p1d": 0.015516897064311475, "alpha_c_p1d": 0.03002215760854976, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.06537091044289345, "ret_signed_p1w": 0.06537091044289345, "alpha_spy_p1w": 0.053815127398777696, "alpha_c_p1w": 0.024080143919681385, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.041290766523212064, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1341, -0.1125, -0.1145, -0.129, -0.1289, -0.1086, -0.1086, -0.1086, -0.1086, -0.1086, -0.1086, -0.1086, -0.1064, -0.0905, -0.1035, -0.1347, -0.1459, -0.1819, -0.177, -0.145, -0.1466, -0.17, -0.162, -0.1529, -0.1602, -0.1604, -0.1662, -0.1748, -0.152, -0.1535, -0.1405, -0.1851, -0.1858, -0.1488, -0.182, -0.1694, -0.1403, -0.1803, -0.1739, -0.1968, -0.218, -0.218, -0.2224, -0.1492, -0.133, -0.1255, -0.1336, -0.1169, -0.129, -0.1316, -0.1383, -0.1359, -0.1742, -0.1236, -0.129, -0.1332, -0.0534, -0.0516, -0.0635, -0.0153, -0.0153, -0.0153, -0.0153, 0.0, 0.0125, -0.0084, 0.051, 0.0662, 0.0654, 0.0349, 0.0855, 0.0965, 0.1363, 0.2029, 0.2157, 0.2267, 0.2803, 0.229, 0.2006, 0.2084, 0.155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 2, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Piotech", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["688072.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "Piotech Inc Shanghai STAR Market, Chinese semiconductor equip", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": -0.04127887691947085, "ret_signed_m1d": -0.04127887691947085, "alpha_spy_m1d": -0.027569983409651222, "alpha_c_m1d": 0.007960803747297351, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03317820099746238, "ret_signed_p1d": 0.03317820099746238, "alpha_spy_p1d": 0.036244306154788686, "alpha_c_p1d": 0.05074956669902697, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.10957431805383377, "ret_signed_p1w": 0.10957431805383377, "alpha_spy_p1w": 0.09801853500971802, "alpha_c_p1w": 0.06828355153062171, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.041290766523212064, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2883, -0.2947, -0.2944, -0.306, -0.3173, -0.2998, -0.2998, -0.2998, -0.2998, -0.2998, -0.2998, -0.2998, -0.2948, -0.2244, -0.1883, -0.2042, -0.1711, -0.1813, -0.1813, -0.1712, -0.1873, -0.2231, -0.2086, -0.2255, -0.2642, -0.2696, -0.2516, -0.2803, -0.2563, -0.2815, -0.2505, -0.2459, -0.2289, -0.2067, -0.2084, -0.1878, -0.166, -0.2029, -0.2061, -0.2309, -0.2297, -0.2297, -0.2472, -0.1825, -0.1558, -0.1424, -0.1479, -0.1197, -0.1339, -0.132, -0.159, -0.1416, -0.1631, -0.1491, -0.1812, -0.1714, -0.1108, -0.0876, -0.0872, -0.0413, -0.0413, -0.0413, -0.0413, 0.0, 0.0332, -0.0024, 0.0862, 0.0923, 0.1096, 0.0621, 0.1417, 0.1315, 0.1956, 0.3678, 0.306, 0.3292, 0.5533, 0.6158, 0.437, 0.4491, 0.353, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 3, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Hygon", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["688041.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "Hygon Information Technology, Shanghai STAR Market", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": -0.13983334731867358, "ret_signed_m1d": -0.13983334731867358, "alpha_spy_m1d": -0.12612445380885395, "alpha_c_m1d": -0.11395559675657618, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.0258777505620974, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008158873228753749, "ret_signed_p1d": -0.008158873228753749, "alpha_spy_p1d": -0.005092768071427445, "alpha_c_p1d": -0.006159247631320475, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.0019996255974332744, "ret_p1w": 0.010975287416463475, "ret_signed_p1w": 0.010975287416463475, "alpha_spy_p1w": -0.0005804956276522777, "alpha_c_p1w": -0.029135324670708895, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.04011061208717237, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2954, -0.2738, -0.248, -0.2596, -0.2383, -0.2478, -0.2478, -0.2478, -0.2478, -0.2478, -0.2478, -0.2478, -0.2795, -0.2843, -0.2663, -0.2419, -0.2481, -0.3003, -0.3148, -0.2945, -0.2976, -0.3077, -0.2813, -0.291, -0.2973, -0.3155, -0.321, -0.3406, -0.3281, -0.3536, -0.3716, -0.3989, -0.3808, -0.3688, -0.365, -0.3585, -0.3736, -0.3895, -0.3603, -0.3816, -0.3793, -0.3793, -0.3684, -0.3365, -0.3409, -0.3269, -0.2879, -0.2777, -0.2683, -0.2654, -0.2451, -0.2399, -0.2667, -0.2474, -0.2352, -0.1725, -0.1398, -0.1609, -0.1906, -0.1398, -0.1398, -0.1398, -0.1398, 0.0, -0.0082, -0.0614, 0.0138, 0.0139, 0.011, -0.0558, -0.1202, -0.1184, -0.094, -0.0803, -0.1086, -0.0929, -0.0428, -0.0094, -0.0802, -0.0873, -0.1467, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 4, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Hua Hong", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["1347.HK"], "resolution_method": "exchange_ticker", "resolution_reason": "Hua Hong Semiconductor listed on HKEX", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": -0.08531902830722216, "ret_signed_m1d": -0.08531902830722216, "alpha_spy_m1d": -0.07161013479740252, "alpha_c_m1d": -0.03607934764045395, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08685616650915273, "ret_signed_p1d": 0.08685616650915273, "alpha_spy_p1d": 0.08992227166647904, "alpha_c_p1d": 0.10442753221071732, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.01757136570156459, "ret_p1w": -0.0023059418730473347, "ret_signed_p1w": -0.0023059418730473347, "alpha_spy_p1w": -0.013861724917163087, "alpha_c_p1w": -0.0435967083962594, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.041290766523212064, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2371, -0.2121, -0.2214, -0.2344, -0.2348, -0.241, -0.2298, -0.2298, -0.2298, -0.2298, -0.2763, -0.2437, -0.2206, -0.2098, -0.2479, -0.2563, -0.2855, -0.3251, -0.337, -0.3294, -0.3236, -0.329, -0.3032, -0.2948, -0.2698, -0.3236, -0.2736, -0.2978, -0.2709, -0.3128, -0.3205, -0.3597, -0.3324, -0.3186, -0.3609, -0.3636, -0.3736, -0.4032, -0.357, -0.3901, -0.3901, -0.3901, -0.3901, -0.3005, -0.3021, -0.2929, -0.3151, -0.3063, -0.3051, -0.2959, -0.3044, -0.274, -0.2667, -0.2337, -0.2786, -0.1691, -0.1191, -0.1291, -0.1691, -0.123, -0.123, -0.0699, -0.0853, 0.0, 0.0869, 0.0054, 0.03, -0.0046, -0.0023, -0.0238, -0.1091, -0.1099, -0.1038, 0.0208, -0.0161, 0.0, 0.0, 0.1045, 0.1714, 0.3067, 0.2398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 5, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Verisilicon", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["688521.SS"], "resolution_method": "exchange_ticker", "resolution_reason": "VeriSilicon Holdings, Shanghai STAR Market", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": 0.00818377146212157, "ret_signed_m1d": 0.00818377146212157, "alpha_spy_m1d": 0.0218926649719412, "alpha_c_m1d": 0.057423452128889774, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01292177323994037, "ret_signed_p1d": -0.01292177323994037, "alpha_spy_p1d": -0.009855668082614066, "alpha_c_p1d": 0.004649592461624219, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.01757136570156459, "ret_p1w": -0.003948334814848908, "ret_signed_p1w": -0.003948334814848908, "alpha_spy_p1w": -0.015504117858964661, "alpha_c_p1w": -0.04523910133806097, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.041290766523212064, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3119, -0.2096, -0.1421, -0.1464, -0.0364, -0.0111, -0.0111, -0.0111, -0.0111, -0.0111, -0.0111, -0.0111, -0.0756, -0.1134, -0.0757, -0.0034, -0.0402, -0.1464, -0.178, -0.1347, -0.1355, -0.1724, -0.1385, -0.2072, -0.2247, -0.2515, -0.2534, -0.2638, -0.2509, -0.2838, -0.2839, -0.3162, -0.261, -0.229, -0.2342, -0.2264, -0.238, -0.2739, -0.1996, -0.2139, -0.1931, -0.1931, -0.1725, -0.136, -0.1449, -0.1098, -0.1415, -0.1188, -0.0874, -0.1217, -0.1347, -0.0977, -0.1635, -0.0992, -0.1547, -0.1791, -0.1312, -0.1774, -0.1598, 0.0082, 0.0082, 0.0082, 0.0082, 0.0, -0.0129, -0.0596, -0.0402, -0.0237, -0.0039, -0.0455, -0.0933, -0.0686, 0.0765, 0.0581, -0.0182, -0.0102, 0.0275, -0.0447, -0.0939, -0.049, -0.114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051893587135148321", "ticker_idx": 6, "ts": "2026-05-06T05:15:28+00:00", "symbol": "Eoptolink", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am pretty sure these names are all about to rip even harder than their US counterparts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author strongly bullish on all seven China tech names, expecting them to outperform US counterparts from here.", "resolved_tickers": ["300502.SZ"], "resolution_method": "exchange_ticker", "resolution_reason": "Eoptolink Technology, Shenzhen CHINEXT 300502", "bench_c": "MCHI", "bench_c_reason": "country_fallback (suffix='SZ')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "I am pretty sure these names are all about to rip even harder than their US counterparts.", "reply_text": null, "parent_text": null, "quoted_text": "An excerpt of CitriniResearch’s Thematic Review on 06/01/24:\n\nThe names we went long on based off this thesis (Cambricon, Naura, Piotech, Hygon, Hua Hong, Verisilicon and Eoptolink) have, on average, returned +77.3% since.\n\nWe’re updating our view and picks this weekend. https://t.co/ACRQzgBKXP", "parent_author": null, "ret_m1d": 0.0063351662883315285, "ret_signed_m1d": 0.0063351662883315285, "alpha_spy_m1d": 0.02004405979815116, "alpha_c_m1d": 0.031714111732117134, "bench_spy_m1d": -0.01370889350981963, "bench_c_m1d": -0.025378945443785605, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0785102225245995, "ret_signed_p1d": 0.0785102225245995, "alpha_spy_p1d": 0.0815763276819258, "alpha_c_p1d": 0.08498266775273222, "bench_spy_p1d": -0.0030661051573263043, "bench_c_p1d": -0.006472445228132728, "ret_p1w": 0.20385471931396903, "ret_signed_p1w": 0.20385471931396903, "alpha_spy_p1w": 0.19229893626985328, "alpha_c_p1w": 0.18545918451757482, "bench_spy_p1w": 0.011555783044115753, "bench_c_p1w": 0.01839553479639422, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3032, -0.2533, -0.2476, -0.2887, -0.3, -0.2993, -0.2993, -0.2993, -0.2993, -0.2993, -0.2993, -0.2993, -0.2879, -0.2689, -0.2614, -0.3112, -0.2708, -0.2685, -0.293, -0.232, -0.2306, -0.265, -0.2395, -0.2474, -0.2751, -0.2458, -0.2091, -0.2548, -0.1753, -0.1571, -0.087, -0.1187, -0.1043, -0.0886, -0.1253, -0.1437, -0.1227, -0.1524, -0.1184, -0.1435, -0.1286, -0.1286, -0.1221, -0.0402, -0.0622, 0.0, -0.0187, -0.0047, -0.0488, 0.0287, 0.1273, 0.1158, 0.1072, 0.1918, 0.1642, 0.0283, 0.0297, 0.0248, 0.0278, 0.0063, 0.0063, 0.0063, 0.0063, 0.0, 0.0785, 0.0559, 0.0789, 0.1341, 0.2039, 0.1826, 0.1676, 0.1482, 0.0957, 0.1253, 0.0833, 0.1613, 0.2613, 0.3398, 0.3302, 0.3749, 0.3521, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2019060321898430597", "ticker_idx": 0, "ts": "2026-02-04T14:47:47+00:00", "symbol": "ENPH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we've been long on ENPH for a couple months now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Ongoing long position in ENPH; beat-and-raise into heavy short interest.", "resolved_tickers": ["ENPH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@contraomnibus lol dude they beat and raised into like 40% of the float being sold short. didn’t take a genius to realize what those shorts would do at the open. also we’ve been long on ENPH for a couple months now.", "reply_text": null, "parent_text": "Of course no one inside citrini has taken advantages of this tweet https://t.co/wB9RQFoLgR", "quoted_text": null, "parent_author": "contraomnibus", "ret_m1d": -0.2784981594657209, "ret_signed_m1d": -0.2784981594657209, "alpha_spy_m1d": -0.283365658930799, "alpha_c_m1d": -0.283365658930799, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": 0.00486749946507814, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08515575512108542, "ret_signed_p1d": -0.08515575512108542, "alpha_spy_p1d": -0.07266654386488369, "alpha_c_p1d": -0.07266654386488369, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.012489211256201727, "ret_p1w": -0.06657632569409477, "ret_signed_p1w": -0.06657632569409477, "alpha_spy_p1w": -0.0749851464158322, "alpha_c_p1w": -0.0749851464158322, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": 0.008408820721737431, "ret_p1m": -0.20359971000326316, "ret_signed_p1m": -0.20359971000326316, "alpha_spy_p1m": -0.19648799128468897, "alpha_c_p1m": -0.19648799128468897, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.007111718718574189, "ret_p3m": -0.3702341384040434, "ret_signed_p3m": -0.3702341384040434, "alpha_spy_p3m": -0.41946381072502115, "alpha_c_p3m": -0.41946381072502115, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": 0.049229672320977746, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4151, -0.3644, -0.4031, -0.4057, -0.4405, -0.4449, -0.4672, -0.4658, -0.4796, -0.4945, -0.4788, -0.4817, -0.4637, -0.4616, -0.4616, -0.4416, -0.4469, -0.4364, -0.4312, -0.4047, -0.3952, -0.3954, -0.3894, -0.3654, -0.3611, -0.3772, -0.3929, -0.3834, -0.3882, -0.3621, -0.3565, -0.3517, -0.3764, -0.3642, -0.3642, -0.3613, -0.3588, -0.377, -0.3797, -0.3797, -0.3468, -0.342, -0.3275, -0.3286, -0.3143, -0.3184, -0.2901, -0.2961, -0.3008, -0.3157, -0.323, -0.323, -0.3319, -0.3039, -0.2166, -0.2363, -0.2371, -0.2272, -0.2168, -0.2597, -0.2843, -0.2942, -0.2785, 0.0, -0.0852, -0.0362, -0.0265, -0.0275, -0.0666, -0.1457, -0.1583, -0.1583, -0.1167, -0.109, -0.1436, -0.0989, -0.0826, -0.0374, -0.0615, -0.1142, -0.1819, -0.1347, -0.1639, -0.1744, -0.2036, -0.2214, -0.2092, -0.1564, -0.1612, -0.1755, -0.1471, -0.1119, -0.1349, -0.1624, -0.1361, -0.1463, -0.2111, -0.2071, -0.1769, -0.2224, -0.2677, -0.3102, -0.2682, -0.2591, -0.3242, -0.3242, -0.3489, -0.3799, -0.3698, -0.395, -0.3964, -0.3929, -0.3807, -0.3772, -0.3815, -0.3714, -0.3443, -0.3493, -0.3157, -0.3002, -0.3077, -0.318, -0.3362, -0.3964, -0.3621, -0.3449, -0.3702, -0.3029, -0.3071, -0.3135, -0.2946, -0.2713, -0.2746, -0.1871, -0.0708, 0.0236, -0.0383, -0.095, 0.0286, 0.2065, 0.2392, 0.2392, 0.2948, 0.3602, 0.3451, 0.323, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018651682931130577", "ticker_idx": 0, "ts": "2026-02-03T11:44:00+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Oracle dip finally seems buyable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Oracle dip seen as buyable; bullish on the pullback.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Oracle dip finally seems buyable.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03484832555106965, "ret_signed_m1d": 0.03484832555106965, "alpha_spy_m1d": 0.026320825728809005, "alpha_c_m1d": 0.026320825728809005, "bench_spy_m1d": 0.008527499822260642, "bench_c_m1d": 0.008527499822260642, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05172309674103226, "ret_signed_p1d": -0.05172309674103226, "alpha_spy_p1d": -0.046879175062135126, "alpha_c_p1d": -0.046879175062135126, "bench_spy_p1d": -0.004843921678897134, "bench_c_p1d": -0.004843921678897134, "ret_p1w": 0.03374924538474433, "ret_signed_p1w": 0.03374924538474433, "alpha_spy_p1w": 0.029993151317833977, "alpha_c_p1w": 0.029993151317833977, "bench_spy_p1w": 0.0037560940669103537, "bench_c_p1w": 0.0037560940669103537, "ret_p1m": -0.014870449712082956, "ret_signed_p1m": -0.014870449712082956, "alpha_spy_p1m": -0.008489225957499569, "alpha_c_p1m": -0.008489225957499569, "bench_spy_p1m": -0.006381223754583387, "bench_c_p1m": -0.006381223754583387, "ret_p3m": 0.11482595983397581, "ret_signed_p3m": 0.11482595983397581, "alpha_spy_p3m": 0.06683950158357654, "alpha_c_p3m": 0.06683950158357654, "bench_spy_p3m": 0.047986458250399266, "bench_c_p3m": 0.047986458250399266, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.5721, 0.5428, 0.553, 0.5228, 0.4637, 0.403, 0.437, 0.4177, 0.4218, 0.4543, 0.3586, 0.2817, 0.2915, 0.2705, 0.3217, 0.3217, 0.3022, 0.2957, 0.2968, 0.3395, 0.3821, 0.403, 0.4221, 0.4285, 0.438, 0.2823, 0.225, 0.1924, 0.2165, 0.1508, 0.1609, 0.2379, 0.2792, 0.2596, 0.2735, 0.2735, 0.2767, 0.2599, 0.2717, 0.2568, 0.2568, 0.262, 0.2419, 0.2494, 0.2435, 0.2229, 0.2835, 0.3233, 0.3079, 0.2518, 0.2275, 0.2355, 0.2355, 0.1633, 0.1242, 0.152, 0.1454, 0.1795, 0.1308, 0.1172, 0.0927, 0.0641, 0.0348, 0.0, -0.0517, -0.1176, -0.0766, 0.0124, 0.0337, 0.0161, 0.0117, 0.0354, 0.0354, -0.0045, 0.0097, 0.0121, -0.0426, -0.0864, -0.0551, -0.0438, -0.0282, -0.0599, -0.035, -0.0366, -0.0149, 0.0008, -0.0111, -0.0201, -0.0341, 0.0546, 0.029, 0.0028, 0.0084, 0.0001, -0.0114, 0.0055, -0.0323, -0.0021, -0.049, -0.0559, -0.0767, -0.097, -0.1026, -0.0489, -0.061, -0.0536, -0.0536, -0.059, -0.0744, -0.0712, -0.1056, -0.1041, 0.0097, 0.0575, 0.1017, 0.1571, 0.1358, 0.1521, 0.1754, 0.2165, 0.1437, 0.1242, 0.1222, 0.0767, 0.0629, 0.0471, 0.1148, 0.1697, 0.2025, 0.2589, 0.2625, 0.2713, 0.2576, 0.2121, 0.2312, 0.2691, 0.2519, 0.2107, 0.1773, 0.2208, 0.2312, 0.2462, 0.2462, 0.2526, 0.2389, 0.3216, 0.4649, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2038392902745723222", "ticker_idx": 0, "ts": "2026-03-29T23:08:34+00:00", "symbol": "DOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm already long DOW and WLK", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds live long positions in DOW and WLK as a petrochemicals trade.", "resolved_tickers": ["DOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Chemicals'", "bench_c_industry": "Chemicals", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@0xDeFinci I’m already long DOW and WLK", "reply_text": null, "parent_text": "@citrini He is close to nearing on my petro chemicals trade. Give Citrini time.", "quoted_text": null, "parent_author": "0xDeFinci", "ret_m1d": -0.025077578235592424, "ret_signed_m1d": -0.025077578235592424, "alpha_spy_m1d": -0.028432256860567162, "alpha_c_m1d": -0.02141083746117234, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": -0.0036667407744200853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005254253308389467, "ret_signed_p1d": -0.005254253308389467, "alpha_spy_p1d": -0.034322179007304277, "alpha_c_p1d": -0.023180532904639284, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.017926279596249817, "ret_p1w": -0.0312872423618904, "ret_signed_p1w": -0.0312872423618904, "alpha_spy_p1w": -0.0739475319681524, "alpha_c_p1w": -0.05430620884391968, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.02301896648202928, "ret_p1m": -0.09219010328394972, "ret_signed_p1m": -0.09219010328394972, "alpha_spy_p1m": -0.21833538776571915, "alpha_c_p1m": -0.13924655808351727, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.04705645479956755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4481, -0.4481, -0.4271, -0.4123, -0.3976, -0.4146, -0.3882, -0.3785, -0.3745, -0.3733, -0.333, -0.3405, -0.3492, -0.3492, -0.3726, -0.3294, -0.3313, -0.3332, -0.3348, -0.3436, -0.3443, -0.3589, -0.3497, -0.3183, -0.2803, -0.2352, -0.2777, -0.2499, -0.2428, -0.2069, -0.1975, -0.2293, -0.2331, -0.2331, -0.2584, -0.2546, -0.2591, -0.2796, -0.2848, -0.2671, -0.2914, -0.2942, -0.2661, -0.2692, -0.2658, -0.2276, -0.1947, -0.2052, -0.1806, -0.1906, -0.1791, -0.1025, -0.1254, -0.1402, -0.1185, -0.0998, -0.1046, -0.1247, -0.1392, -0.085, -0.0537, -0.0573, -0.0251, 0.0, -0.0053, -0.0282, -0.0112, -0.0112, -0.0313, -0.011, -0.0619, -0.0915, -0.0683, -0.042, -0.0647, -0.0724, -0.0466, -0.1497, -0.1218, -0.085, -0.0731, -0.0798, -0.0767, -0.09, -0.0922, -0.0554, -0.033, -0.0377, -0.0308, -0.0256, -0.0805, -0.1087, -0.1194, -0.0743, -0.0583, -0.0724, -0.0738, -0.0745, -0.0791, -0.0986, -0.1337, -0.1423, -0.14, -0.14, -0.1574, -0.1763, -0.1696, -0.1857, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2038392902745723222", "ticker_idx": 1, "ts": "2026-03-29T23:08:34+00:00", "symbol": "WLK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm already long DOW and WLK", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds live long positions in DOW and WLK as a petrochemicals trade.", "resolved_tickers": ["WLK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Specialty Chemicals'", "bench_c_industry": "Specialty Chemicals", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@0xDeFinci I’m already long DOW and WLK", "reply_text": null, "parent_text": "@citrini He is close to nearing on my petro chemicals trade. Give Citrini time.", "quoted_text": null, "parent_author": "0xDeFinci", "ret_m1d": -0.023362109891273297, "ret_signed_m1d": -0.023362109891273297, "alpha_spy_m1d": -0.026716788516248036, "alpha_c_m1d": -0.019695369116853212, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": -0.0036667407744200853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0070689429866857, "ret_signed_p1d": 0.0070689429866857, "alpha_spy_p1d": -0.02199898271222911, "alpha_c_p1d": -0.010857336609564117, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.017926279596249817, "ret_p1w": 0.030430986712276953, "ret_signed_p1w": 0.030430986712276953, "alpha_spy_p1w": -0.01222930289398505, "alpha_c_p1w": 0.007412020230247673, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.02301896648202928, "ret_p1m": -0.04870694061464609, "ret_signed_p1m": -0.04870694061464609, "alpha_spy_p1m": -0.17485222509641551, "alpha_c_p1m": -0.09576339541421364, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.04705645479956755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3657, -0.3657, -0.3639, -0.3568, -0.3358, -0.3612, -0.3178, -0.2863, -0.2714, -0.2709, -0.2293, -0.2426, -0.2463, -0.2463, -0.2801, -0.2565, -0.2559, -0.269, -0.2781, -0.2994, -0.2976, -0.3004, -0.3196, -0.2814, -0.2203, -0.1765, -0.2094, -0.1771, -0.1724, -0.1498, -0.1391, -0.1531, -0.1415, -0.1415, -0.1609, -0.1462, -0.1846, -0.1902, -0.2021, -0.1064, -0.1157, -0.1393, -0.0961, -0.084, -0.1128, -0.0851, -0.0904, -0.1104, -0.0833, -0.0945, -0.0773, -0.0153, -0.0341, -0.0449, -0.0393, -0.0293, -0.0411, -0.0852, -0.0647, -0.0165, -0.0153, -0.0219, -0.0234, 0.0, 0.0071, 0.005, 0.0293, 0.0293, 0.0304, 0.0637, 0.0415, 0.0104, 0.0204, 0.0358, 0.0166, -0.0065, 0.0259, -0.0292, -0.0183, -0.003, -0.0148, -0.0323, -0.0462, -0.0415, -0.0487, -0.0396, -0.0062, -0.0087, -0.0097, -0.0967, -0.1386, -0.1605, -0.1909, -0.159, -0.1678, -0.2046, -0.2109, -0.2363, -0.2116, -0.2357, -0.2371, -0.2405, -0.2362, -0.2362, -0.2347, -0.2385, -0.2397, -0.247, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033571212442419505", "ticker_idx": 0, "ts": "2026-03-16T15:48:53+00:00", "symbol": "APO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I was buying the dip in these names, APO would be first on my list", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long APO first among dip-buys; early AI-risk awareness in private credit/software marks shows superior positioning.", "resolved_tickers": ["APO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "quote", "lang": "en", "tweet_text": "Worth pointing out that Apollo saw the writing on the wall much earlier than the market, and moved to reduce software exposure due to potential AI risks more than a year ago now.\n\nIf I was buying the dip in these names, APO would be first on my list.", "reply_text": null, "parent_text": null, "quoted_text": "“I literally think all the marks are wrong.”\n\n“Joe Software Company is going to recover somewhere between 20 and 40 cents.”\n\n“I kind of sense an arrogance of the people who grew up in the private-markets business.”\n\nThis is Apollo’s John Zito. On tape. Saying what everyone in https://t.co/M8sqsXGEWl", "parent_author": null, "ret_m1d": 0.009569887201278382, "ret_signed_m1d": 0.009569887201278382, "alpha_spy_m1d": 0.019644228094331417, "alpha_c_m1d": 0.017886287626054154, "bench_spy_m1d": -0.010074340893053035, "bench_c_m1d": -0.008316400424775772, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05258575882998495, "ret_signed_p1d": 0.05258575882998495, "alpha_spy_p1d": 0.04995520396000974, "alpha_c_p1d": 0.047311837697232795, "bench_spy_p1d": 0.00263055486997521, "bench_c_p1d": 0.005273921132752157, "ret_p1w": 0.06766553171281853, "ret_signed_p1w": 0.06766553171281853, "alpha_spy_p1w": 0.08539296136724761, "alpha_c_p1w": 0.06313677262656259, "bench_spy_p1w": -0.017727429654429083, "bench_c_p1w": 0.00452875908625594, "ret_p1m": 0.10990813672592048, "ret_signed_p1m": 0.10990813672592048, "alpha_spy_p1m": 0.06906309155659662, "alpha_c_p1m": 0.05420492105731167, "bench_spy_p1m": 0.04084504516932386, "bench_c_p1m": 0.05570321566860881, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [0.4094, 0.4085, 0.4088, 0.4334, 0.4284, 0.433, 0.433, 0.4298, 0.4178, 0.4061, 0.3936, 0.3936, 0.4114, 0.4418, 0.4701, 0.389, 0.4074, 0.4038, 0.3854, 0.379, 0.3869, 0.3878, 0.3852, 0.3852, 0.3347, 0.3433, 0.3452, 0.3123, 0.2666, 0.2681, 0.2794, 0.2948, 0.2952, 0.2822, 0.2212, 0.2785, 0.2138, 0.2807, 0.2896, 0.2749, 0.2222, 0.207, 0.2041, 0.2041, 0.2048, 0.2069, 0.1439, 0.1573, 0.0994, 0.1032, 0.133, 0.1058, 0.0111, 0.029, 0.0351, 0.0613, 0.0753, 0.0507, 0.0453, 0.0456, 0.0256, -0.0304, 0.0096, 0.0, 0.0526, 0.0749, 0.0766, 0.0826, 0.0677, 0.0754, 0.0614, 0.0631, 0.048, 0.0628, 0.077, 0.0657, 0.0347, 0.0347, 0.0257, 0.0185, 0.0348, 0.0341, 0.008, 0.0628, 0.1099, 0.1652, 0.1678, 0.2046, 0.2308, 0.2302, 0.2476, 0.2061, 0.2012, 0.1922, 0.1945, 0.182, 0.2443, 0.2611, 0.2488, 0.2595, 0.2521, 0.2353, 0.2876, 0.2611, 0.2753, 0.2721, 0.31, 0.3087, 0.296, 0.2731, 0.2837, 0.2707, 0.2475, 0.2475, 0.2611, 0.2646, 0.2378, 0.2494, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004385171827785736", "ticker_idx": 0, "ts": "2025-12-26T02:53:59+00:00", "symbol": "TER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i still own all of them except rvmd", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds TER and RIGL; implicitly bullish on both by retaining positions.", "resolved_tickers": ["TER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mazz33 if it helps i still own all of them except rvmd", "reply_text": null, "parent_text": "@Citrini7 Do $TER, $RIGL, and $RVMD have much upside left?", "quoted_text": null, "parent_author": "Mazz33", "ret_m1d": -0.0018602286432830573, "ret_signed_m1d": -0.0018602286432830573, "alpha_spy_m1d": -0.0019616539615782136, "alpha_c_m1d": 0.0027589480677316924, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": -0.00461917671101475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007742571196990178, "ret_signed_p1d": -0.007742571196990178, "alpha_spy_p1d": -0.004178942989935375, "alpha_c_p1d": -0.0032326658710528644, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.004509905325937313, "ret_p1w": 0.04353951552057489, "ret_signed_p1w": 0.04353951552057489, "alpha_spy_p1w": 0.05388268152429765, "alpha_c_p1w": 0.02320386051786394, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": 0.02033565500271095, "ret_p1m": 0.1651583451589025, "ret_signed_p1m": 0.1651583451589025, "alpha_spy_p1m": 0.16165269960758621, "alpha_c_p1m": 0.0750691763721485, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.09008916878675399, "ret_p3m": 0.6264213428241925, "ret_signed_p3m": 0.6264213428241925, "alpha_spy_p3m": 0.672337222757539, "alpha_c_p3m": 0.5357855668722384, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": 0.09063577595195405, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3085, -0.291, -0.2739, -0.2683, -0.2571, -0.296, -0.2736, -0.2706, -0.3364, -0.301, -0.3119, -0.2915, -0.3002, -0.3059, -0.3007, -0.2799, -0.3025, -0.2713, -0.2752, -0.259, -0.2747, -0.1262, -0.1114, -0.0869, -0.0803, -0.1176, -0.0576, -0.0705, -0.0843, -0.0752, -0.1096, -0.0994, -0.148, -0.1461, -0.1588, -0.1775, -0.1548, -0.2168, -0.2017, -0.1656, -0.157, -0.0981, -0.0981, -0.0855, -0.0969, -0.045, -0.0192, -0.0014, 0.0094, 0.0206, 0.0054, 0.0257, 0.0255, -0.0278, -0.0211, -0.0332, -0.0688, -0.0425, -0.0187, -0.0084, -0.002, -0.0019, -0.0019, 0.0, -0.0077, -0.0112, -0.0268, -0.0268, 0.0435, 0.1036, 0.1505, 0.1186, 0.0875, 0.0923, 0.128, 0.1527, 0.1573, 0.1448, 0.1471, 0.1471, 0.1261, 0.1659, 0.152, 0.1522, 0.1652, 0.2013, 0.2593, 0.2663, 0.2119, 0.2546, 0.4227, 0.3528, 0.3631, 0.5088, 0.5586, 0.5329, 0.6161, 0.5638, 0.5827, 0.5827, 0.5367, 0.5835, 0.5889, 0.6339, 0.602, 0.6552, 0.7243, 0.6734, 0.6097, 0.6388, 0.5302, 0.5351, 0.537, 0.3734, 0.491, 0.5128, 0.5189, 0.4416, 0.4406, 0.5002, 0.5059, 0.5093, 0.521, 0.4628, 0.5286, 0.6102, 0.6264, 0.4955, 0.4868, 0.39, 0.4911, 0.5703, 0.5573, 0.5573, 0.5865, 0.6119, 0.8021, 0.8319, 0.8509, 0.8617, 0.8384, 0.8357, 0.8405, 0.9132, 0.8872, 0.911, 0.9374, 1.0169, 1.1028, 1.022, 0.912, 0.5408, 0.7276, 0.7374, 0.6972, 0.7961, 0.9238, 0.7811, 0.8096, 0.8441, 0.8029, 0.8277, 0.7934, 0.6995, 0.6148, 0.6172, 0.7319, 0.7784, 0.8035, 0.8035, 0.958, 0.891, 0.9254, 0.8834, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2004385171827785736", "ticker_idx": 1, "ts": "2025-12-26T02:53:59+00:00", "symbol": "RIGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i still own all of them except rvmd", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds TER and RIGL; implicitly bullish on both by retaining positions.", "resolved_tickers": ["RIGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mazz33 if it helps i still own all of them except rvmd", "reply_text": null, "parent_text": "@Citrini7 Do $TER, $RIGL, and $RVMD have much upside left?", "quoted_text": null, "parent_author": "Mazz33", "ret_m1d": 0.014314953241136186, "ret_signed_m1d": 0.014314953241136186, "alpha_spy_m1d": 0.01421352792284103, "alpha_c_m1d": 0.015917011479001708, "bench_spy_m1d": 0.00010142531829515633, "bench_c_m1d": -0.0016020582378655224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0211314820710522, "ret_signed_p1d": -0.0211314820710522, "alpha_spy_p1d": -0.017567853863997396, "alpha_c_p1d": -0.019593439398001733, "bench_spy_p1d": -0.003563628207054803, "bench_c_p1d": -0.001538042673050466, "ret_p1w": -0.0495341189188796, "ret_signed_p1w": -0.0495341189188796, "alpha_spy_p1w": -0.03919095291515684, "alpha_c_p1w": -0.046073645633743165, "bench_spy_p1w": -0.010343166003722759, "bench_c_p1w": -0.003460473285136434, "ret_p1m": -0.1592819493043096, "ret_signed_p1m": -0.1592819493043096, "alpha_spy_p1m": -0.16278759485562588, "alpha_c_p1m": -0.17241878758145446, "bench_spy_p1m": 0.003505645551316272, "bench_c_p1m": 0.013136838277144847, "ret_p3m": -0.4026357210137821, "ret_signed_p3m": -0.4026357210137821, "alpha_spy_p3m": -0.35671984108043553, "alpha_c_p3m": -0.3436237776926919, "bench_spy_p3m": -0.04591587993334656, "bench_c_p3m": -0.059011943321090166, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3563, -0.3601, -0.3611, -0.3515, -0.3433, -0.3297, -0.3465, -0.3547, -0.3597, -0.3904, -0.3779, -0.3613, -0.3613, -0.3651, -0.3306, -0.3122, -0.3027, -0.3322, -0.319, -0.3279, -0.3254, -0.332, -0.2815, -0.2824, -0.3036, -0.3551, -0.14, -0.1793, -0.2004, -0.215, -0.1377, -0.0925, -0.0938, -0.047, -0.0341, 0.0502, -0.0529, -0.0039, 0.0502, 0.1316, 0.1261, 0.1579, 0.1579, 0.1472, 0.0738, 0.0091, 0.0727, 0.0766, 0.1116, -0.0139, -0.0382, -0.0634, -0.0445, -0.0734, -0.0348, -0.0452, -0.047, -0.0509, -0.055, 0.0034, -0.0016, 0.0143, 0.0143, 0.0, -0.0211, -0.0268, -0.0268, -0.0268, -0.0495, -0.0641, -0.0166, 0.0686, 0.0111, -0.072, -0.092, -0.1375, -0.1111, -0.1416, -0.1484, -0.1484, -0.1743, -0.1447, -0.1382, -0.1602, -0.1593, -0.1536, -0.199, -0.2011, -0.2079, -0.1818, -0.1775, -0.2059, -0.2452, -0.224, -0.2181, -0.2134, -0.2061, -0.2224, -0.2202, -0.2202, -0.1922, -0.1884, -0.1675, -0.1943, -0.2215, -0.2159, -0.2134, -0.1886, -0.2106, -0.2134, -0.2497, -0.3267, -0.3292, -0.344, -0.3622, -0.3538, -0.3808, -0.3956, -0.4104, -0.3967, -0.4006, -0.4219, -0.407, -0.4101, -0.3979, -0.4063, -0.4026, -0.4008, -0.4135, -0.4156, -0.3856, -0.3751, -0.3745, -0.3745, -0.3783, -0.3472, -0.3245, -0.3067, -0.3365, -0.319, -0.2868, -0.2715, -0.2781, -0.2631, -0.2618, -0.2663, -0.3077, -0.302, -0.3117, -0.3067, -0.3056, -0.3361, -0.3433, -0.332, -0.3288, -0.3617, -0.394, -0.4038, -0.4083, -0.4047, -0.3327, -0.2699, -0.2747, -0.3408, -0.3499, -0.357, -0.3451, -0.3367, -0.3408, -0.3408, -0.3372, -0.3302, -0.3172, -0.3072, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038407237618512205", "ticker_idx": 0, "ts": "2026-03-30T00:05:31+00:00", "symbol": "ICVT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ICVT gives you a solid convex short with minimal risk of getting BTFO'd on the upside in a squeeze", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short ICVT as a convex hedge in a rates-up / speculative-crash environment with limited squeeze risk.", "resolved_tickers": ["ICVT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Conversely, in a “rates up / flat, speculative stocks crash” environment, ICVT gives you a solid convex short with minimal risk of getting BTFO’d on the upside in a squeeze.", "reply_text": null, "parent_text": null, "quoted_text": "in a “rates down kinda trashy stocks to the moon” environment, convertible bond etfs can do better than equity indices with less volatility. it’s a good right tail allocation. \n\nyear to date, ICVT has a total return of 23.5%, beating both SPY and QQQ. https://t.co/Ujcrqd6V5R", "parent_author": null, "ret_m1d": 0.01704483397600498, "ret_signed_m1d": -0.01704483397600498, "alpha_spy_m1d": -0.013690155351030242, "alpha_c_m1d": -0.013690155351030242, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.0033546786249747385, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026626363170200174, "ret_signed_p1d": -0.026626363170200174, "alpha_spy_p1d": 0.002441562528714636, "alpha_c_p1d": 0.002441562528714636, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.02906792569891481, "ret_p1w": 0.0496925790103413, "ret_signed_p1w": -0.0496925790103413, "alpha_spy_p1w": -0.007032289404079295, "alpha_c_p1w": -0.007032289404079295, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.042660289606262, "ret_p1m": 0.11190252064231365, "ret_signed_p1m": -0.11190252064231365, "alpha_spy_p1m": 0.014242763839455774, "alpha_c_p1m": 0.014242763839455774, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.12614528448176943, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.0088, -0.0088, 0.0066, 0.0156, 0.0282, 0.0226, 0.0184, 0.0229, 0.0327, 0.0353, 0.0338, 0.0377, 0.0417, 0.0417, 0.0346, 0.042, 0.0458, 0.0443, 0.0429, 0.0566, 0.0658, 0.0574, 0.0417, 0.0474, 0.0507, 0.0355, 0.0203, 0.0517, 0.0594, 0.0545, 0.0516, 0.046, 0.055, 0.055, 0.0558, 0.0587, 0.0603, 0.0582, 0.0513, 0.0567, 0.0646, 0.0616, 0.0555, 0.0652, 0.042, 0.0532, 0.042, 0.0215, 0.0406, 0.0439, 0.0499, 0.029, 0.0328, 0.0465, 0.0532, 0.0512, 0.0569, 0.0334, 0.0404, 0.0455, 0.0521, 0.0287, 0.017, 0.0, 0.0266, 0.0384, 0.0492, 0.0492, 0.0497, 0.0557, 0.0845, 0.0863, 0.0871, 0.0967, 0.1089, 0.114, 0.123, 0.1317, 0.1346, 0.1242, 0.1344, 0.1312, 0.133, 0.1306, 0.1119, 0.1228, 0.1383, 0.1484, 0.1588, 0.1718, 0.1959, 0.1773, 0.1804, 0.1977, 0.1825, 0.1992, 0.2049, 0.1848, 0.1663, 0.159, 0.1684, 0.1929, 0.1968, 0.1968, 0.2122, 0.2126, 0.2173, 0.2201, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019017942273331604", "ticker_idx": 0, "ts": "2026-02-04T11:59:23+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Maybe LLY will be charitable and say it loud for the people in the back how hard orfglipron is going to kill it after it gets FDA approval in April", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish LLY on orfglipron's strong commercial prospects post-FDA approval expected in April.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Maybe LLY will be charitable and say it loud for the people in the back how hard orfglipron is going to kill it after it gets FDA approval in April.", "reply_text": null, "parent_text": null, "quoted_text": "Eli Lilly double beat\n\n$LLY: +8% Pre-Market https://t.co/XQ6W2hiS5L", "parent_author": null, "ret_m1d": -0.09363027728622708, "ret_signed_m1d": -0.09363027728622708, "alpha_spy_m1d": -0.09849777675130522, "alpha_c_m1d": -0.09849777675130522, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": 0.00486749946507814, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07793188407159979, "ret_signed_p1d": -0.07793188407159979, "alpha_spy_p1d": -0.06544267281539806, "alpha_c_p1d": -0.06544267281539806, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.012489211256201727, "ret_p1w": -0.08301715206184856, "ret_signed_p1w": -0.08301715206184856, "alpha_spy_p1w": -0.091425972783586, "alpha_c_p1w": -0.091425972783586, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": 0.008408820721737431, "ret_p1m": -0.1103935177630353, "ret_signed_p1m": -0.1103935177630353, "alpha_spy_p1m": -0.10328179904446111, "alpha_c_p1m": -0.10328179904446111, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.007111718718574189, "ret_p3m": -0.12426336079071965, "ret_signed_p3m": -0.12426336079071965, "alpha_spy_p3m": -0.1734930331116974, "alpha_c_p3m": -0.1734930331116974, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": 0.049229672320977746, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.1663, -0.1282, -0.1083, -0.082, -0.0775, -0.0739, -0.0772, -0.0696, -0.052, -0.0577, -0.0428, -0.0334, 0.0025, -0.0025, -0.0025, -0.0286, -0.0445, -0.0551, -0.0664, -0.0837, -0.0874, -0.0989, -0.1128, -0.1025, -0.0883, -0.0719, -0.0406, -0.0477, -0.059, -0.0454, -0.0322, -0.0277, -0.032, -0.0272, -0.0272, -0.0265, -0.0256, -0.0247, -0.0293, -0.0293, -0.0242, -0.0593, -0.0389, 0.0009, -0.0198, -0.0393, -0.0236, -0.027, -0.0306, -0.067, -0.0621, -0.0621, -0.0595, -0.0258, -0.0178, -0.0387, -0.0401, -0.0611, -0.0753, -0.075, -0.0632, -0.0569, -0.0936, 0.0, -0.0779, -0.0442, -0.0564, -0.0742, -0.083, -0.0622, -0.0591, -0.0591, -0.0626, -0.0766, -0.0742, -0.0866, -0.0423, -0.0571, -0.0692, -0.0753, -0.0482, -0.079, -0.0883, -0.092, -0.1104, -0.104, -0.0877, -0.094, -0.0954, -0.1158, -0.1087, -0.1051, -0.1583, -0.1694, -0.1699, -0.1797, -0.1762, -0.183, -0.171, -0.1884, -0.2054, -0.1978, -0.1678, -0.1364, -0.1535, -0.1535, -0.1612, -0.1576, -0.1375, -0.1358, -0.15, -0.159, -0.1654, -0.1812, -0.1821, -0.1613, -0.1677, -0.183, -0.1663, -0.1698, -0.2002, -0.2144, -0.2092, -0.2299, -0.1544, -0.1284, -0.1243, -0.1053, -0.107, -0.1179, -0.1419, -0.1251, -0.1044, -0.081, -0.0892, -0.0892, -0.1045, -0.0743, -0.0766, -0.0559, -0.0348, -0.0348, -0.035, -0.0185, 0.0212, 0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021096239710994777", "ticker_idx": 0, "ts": "2026-02-10T05:37:48+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix ran into HBM's top margin profile while AImaxxing in the data center and instantly CLOCKED PEAK SHORTAGE 😳 … signing LTAs and inflating memory ASPs to protect FRAME after being brutally BOTTLENECKMOGGED while the DRAM/NAND-chads DEEPLOCKED IN higher ASPs nuked capacity normalized inventory MODE", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SK Hynix: HBM shortage driving LTAs and rising ASPs, with hyperscalers locked into allocations and capacity constrained.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Hynix ran into HBM’s top margin profile while AImaxxing in the data center and instantly CLOCKED PEAK SHORTAGE 😳 \n\nThe fatfraud hyperscalers went full AllocationFearmaxxing, signing LTAs and inflating memory ASPs to protect FRAME after being brutally BOTTLENECKMOGGED while the DRAM/NAND-chads DEEPLOCKED IN higher ASPs nuked capacity normalized inventory MODE and consumeroids electronic normies lost AURA to commodity-memory-input-cost causing irreversible PnL bleed 💀💯", "reply_text": null, "parent_text": null, "quoted_text": "Clavicular ran into ASUs top frat leader while JesterMaxxing w gymcells and instantly CLOCKED PEAK COPE 😳 \n\nThe fratfraud leader went full UV Dodgemaxxing &amp; Weightcopemaxxing inflating FAKE STATS to protect FRAME after being SKULLMOGGED while Clav DEEPLOCKED IN nuked cortisol https://t.co/QQpl8B2o6B", "parent_author": null, "ret_m1d": 0.012557115655977391, "ret_signed_m1d": 0.012557115655977391, "alpha_spy_m1d": 0.00991298221982162, "alpha_c_m1d": 0.007887721236420564, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.004669394419556827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018264856504711324, "ret_signed_p1d": -0.018264856504711324, "alpha_spy_p1d": -0.018033797690295006, "alpha_c_p1d": -0.04302023937831556, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": 0.024755382873604237, "ret_p1w": 0.004566178380860153, "ret_signed_p1w": 0.004566178380860153, "alpha_spy_p1w": 0.017959808072545602, "alpha_c_p1w": -0.002227971074745261, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": 0.006794149455605414, "ret_p1m": 0.09219425206711596, "ret_signed_p1m": 0.09219425206711596, "alpha_spy_p1m": 0.11500814873828624, "alpha_c_p1m": 0.10140961647153912, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.009215364404423165, "ret_p3m": 0.928208960836429, "ret_signed_p3m": 0.928208960836429, "alpha_spy_p3m": 0.859558318668894, "alpha_c_p3m": 0.5285154032752537, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.3996935575611753, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3019, -0.3612, -0.3087, -0.3498, -0.3589, -0.3486, -0.4057, -0.4068, -0.408, -0.4023, -0.379, -0.395, -0.3858, -0.363, -0.3699, -0.3813, -0.379, -0.3413, -0.3539, -0.3299, -0.355, -0.3482, -0.3676, -0.395, -0.371, -0.3699, -0.3756, -0.3379, -0.3333, -0.3288, -0.3288, -0.3162, -0.2694, -0.2568, -0.2568, -0.2568, -0.2272, -0.2055, -0.1712, -0.153, -0.137, -0.1507, -0.145, -0.1575, -0.153, -0.145, -0.137, -0.1279, -0.1518, -0.1553, -0.1381, -0.1244, -0.1598, -0.0868, -0.04, -0.0171, 0.0377, -0.0525, 0.0354, 0.0274, -0.0388, -0.0422, 0.0126, 0.0, -0.0183, 0.0137, 0.0046, 0.0046, 0.0046, 0.0046, 0.0205, 0.0833, 0.0856, 0.1473, 0.1621, 0.2569, 0.2134, 0.2134, 0.0739, -0.029, 0.0762, 0.0567, -0.0439, 0.0728, 0.0922, 0.0636, 0.0407, 0.1139, 0.1093, 0.2077, 0.1585, 0.1517, 0.067, 0.1276, 0.1379, 0.067, 0.067, -0.0016, -0.0771, 0.0259, -0.0508, 0.0018, 0.0133, 0.0476, 0.1814, 0.1414, 0.1745, 0.1894, 0.2615, 0.2992, 0.3209, 0.29, 0.3335, 0.3998, 0.3987, 0.401, 0.3976, 0.4776, 0.4868, 0.4788, 0.4707, 0.4707, 0.6549, 0.6549, 0.831, 0.8916, 0.9282, 1.1501, 1.0986, 1.2599, 1.253, 1.0803, 1.1043, 0.9957, 0.9957, 1.2187, 1.2198, 1.2198, 1.3468, 1.5652, 1.6183, 1.6686, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "reply:2036996318808158438", "ticker_idx": 0, "ts": "2026-03-26T02:39:02+00:00", "symbol": "tankers", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I honestly think it has much better risk reward from here than most other oil and gas plays, can see a world where tanker rates stay elevated even during deescalation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long FRO/TEN/ECO/BWET tanker positions; sees better risk/reward than most O&G plays with elevated rates persisting through deescalation.", "resolved_tickers": ["BDRY", "TK", "FRO", "STNG"], "resolution_method": "basket", "resolution_reason": "Tanker sector basket: Frontline, Scorpio, Teekay", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Midstream'", "bench_c_industry": "Oil & Gas Midstream", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@James56487175 I honestly think it has much better risk reward from here than most other oil and gas plays, can see a world where tanker rates stay elevated even during deescalation. Also went long FRO/TEN/ECO/BWET in January but I’m holding.", "reply_text": null, "parent_text": "Yes, in ~2.5 months did VERY well on the “loading up on tankers” call from early Jan. But most of this capital is now probably better allocated into very shaken &amp; very cheap gold/copper miners. $DBG.V / $DBLVF especially. https://t.co/P1NW4q2aUG", "quoted_text": null, "parent_author": "James56487175", "ret_m1d": -0.0004253965388049674, "ret_signed_m1d": -0.0004253965388049674, "alpha_spy_m1d": -0.018608874782808316, "alpha_c_m1d": 0.015016748387570222, "bench_spy_m1d": 0.018183478244003348, "bench_c_m1d": -0.01544214492637519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008098826686041394, "ret_signed_p1d": 0.008098826686041394, "alpha_spy_p1d": 0.025150710209369376, "alpha_c_p1d": -0.00880625959140996, "bench_spy_p1d": -0.017051883523327982, "bench_c_p1d": 0.016905086277451353, "ret_p1w": 0.060904046413583934, "ret_signed_p1w": 0.060904046413583934, "alpha_spy_p1w": 0.044255222548289064, "alpha_c_p1w": 0.0978026231507888, "bench_spy_p1w": 0.01664882386529487, "bench_c_p1w": -0.03689857673720487, "ret_p1m": 0.07604682621757147, "ret_signed_p1m": 0.07604682621757147, "alpha_spy_p1m": -0.030682425080190756, "alpha_c_p1m": 0.15163202601078912, "bench_spy_p1m": 0.10672925129776223, "bench_c_p1m": -0.07558519979321765, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.2545, -0.2652, -0.2618, -0.2618, -0.2868, -0.281, -0.2624, -0.2163, -0.2014, -0.2118, -0.2134, -0.185, -0.1771, -0.175, -0.1625, -0.1625, -0.1578, -0.1534, -0.1732, -0.1525, -0.1367, -0.1156, -0.1004, -0.0808, -0.0757, -0.0778, -0.09, -0.0929, -0.0956, -0.0703, -0.0649, -0.0589, -0.0236, -0.0436, -0.0115, -0.0115, -0.0009, 0.0221, 0.0362, 0.0385, 0.0432, 0.0679, 0.069, 0.0978, 0.1148, 0.1265, 0.1135, 0.1002, 0.0641, 0.0285, 0.0355, 0.0245, 0.0061, -0.048, -0.0566, -0.0249, -0.0439, -0.02, -0.0245, -0.0376, -0.008, 0.0246, -0.0004, 0.0, 0.0081, -0.0022, 0.019, 0.0243, 0.0609, 0.0609, 0.0504, 0.0353, 0.063, 0.0389, 0.0354, 0.0574, 0.0431, 0.0649, 0.0568, 0.0905, 0.0933, 0.0642, 0.0632, 0.0699, 0.076, 0.1003, 0.1107, 0.118, 0.1217, 0.1335, 0.1347, 0.1795, 0.1501, 0.1701, 0.1797, 0.1757, 0.185, 0.1659, 0.1579, 0.1592, 0.1638, 0.1495, 0.1675, 0.156, 0.1461, 0.1461, 0.1455, 0.1222, 0.1004, 0.0968, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036996318808158438", "ticker_idx": 1, "ts": "2026-03-26T02:39:02+00:00", "symbol": "FRO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "went long FRO/TEN/ECO/BWET in January but I'm holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long FRO/TEN/ECO/BWET tanker positions; sees better risk/reward than most O&G plays with elevated rates persisting through deescalation.", "resolved_tickers": ["FRO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Midstream'", "bench_c_industry": "Oil & Gas Midstream", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@James56487175 I honestly think it has much better risk reward from here than most other oil and gas plays, can see a world where tanker rates stay elevated even during deescalation. Also went long FRO/TEN/ECO/BWET in January but I’m holding.", "reply_text": null, "parent_text": "Yes, in ~2.5 months did VERY well on the “loading up on tankers” call from early Jan. But most of this capital is now probably better allocated into very shaken &amp; very cheap gold/copper miners. $DBG.V / $DBLVF especially. https://t.co/P1NW4q2aUG", "quoted_text": null, "parent_author": "James56487175", "ret_m1d": 0.005361939434379348, "ret_signed_m1d": 0.005361939434379348, "alpha_spy_m1d": -0.012821538809624, "alpha_c_m1d": 0.020804084360754538, "bench_spy_m1d": 0.018183478244003348, "bench_c_m1d": -0.01544214492637519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0023831346971094902, "ret_signed_p1d": 0.0023831346971094902, "alpha_spy_p1d": 0.019435018220437472, "alpha_c_p1d": -0.014521951580341863, "bench_spy_p1d": -0.017051883523327982, "bench_c_p1d": 0.016905086277451353, "ret_p1w": 0.09025912442185802, "ret_signed_p1w": 0.09025912442185802, "alpha_spy_p1w": 0.07361030055656315, "alpha_c_p1w": 0.12715770115906289, "bench_spy_p1w": 0.01664882386529487, "bench_c_p1w": -0.03689857673720487, "ret_p1m": 0.06017278749261101, "ret_signed_p1m": 0.06017278749261101, "alpha_spy_p1m": -0.046556463805151216, "alpha_c_p1m": 0.13575798728582866, "bench_spy_p1m": 0.10672925129776223, "bench_c_p1m": -0.07558519979321765, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.361, -0.3729, -0.37, -0.37, -0.4058, -0.3997, -0.3761, -0.3166, -0.2946, -0.2788, -0.2733, -0.2484, -0.2461, -0.2508, -0.2409, -0.2409, -0.2516, -0.2386, -0.2692, -0.2476, -0.2297, -0.2193, -0.1898, -0.1826, -0.1748, -0.1754, -0.1673, -0.1858, -0.1916, -0.152, -0.1598, -0.1613, -0.1304, -0.1428, -0.1073, -0.1073, -0.0899, -0.0391, -0.0235, 0.0025, 0.0131, 0.0544, 0.0527, 0.0764, 0.0957, 0.1439, 0.0723, 0.0475, 0.0082, -0.0022, 0.0247, 0.0175, -0.0328, -0.0834, -0.101, -0.0518, -0.0676, -0.042, -0.0206, -0.0417, 0.0077, 0.0557, 0.0054, 0.0, 0.0024, -0.0054, 0.0384, 0.0375, 0.0903, 0.0903, 0.0867, 0.042, 0.0769, 0.0372, 0.0229, 0.0378, 0.0176, 0.0572, 0.0471, 0.106, 0.1013, 0.0539, 0.0325, 0.0396, 0.0602, 0.0721, 0.0757, 0.0807, 0.087, 0.1025, 0.104, 0.1349, 0.123, 0.1355, 0.1769, 0.1364, 0.1478, 0.1078, 0.1043, 0.092, 0.1242, 0.1153, 0.16, 0.1451, 0.1057, 0.1057, 0.0894, 0.0563, 0.0289, 0.0328, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036996318808158438", "ticker_idx": 2, "ts": "2026-03-26T02:39:02+00:00", "symbol": "TEN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "went long FRO/TEN/ECO/BWET in January but I'm holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long FRO/TEN/ECO/BWET tanker positions; sees better risk/reward than most O&G plays with elevated rates persisting through deescalation.", "resolved_tickers": ["TEN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Midstream'", "bench_c_industry": "Oil & Gas Midstream", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@James56487175 I honestly think it has much better risk reward from here than most other oil and gas plays, can see a world where tanker rates stay elevated even during deescalation. Also went long FRO/TEN/ECO/BWET in January but I’m holding.", "reply_text": null, "parent_text": "Yes, in ~2.5 months did VERY well on the “loading up on tankers” call from early Jan. But most of this capital is now probably better allocated into very shaken &amp; very cheap gold/copper miners. $DBG.V / $DBLVF especially. https://t.co/P1NW4q2aUG", "quoted_text": null, "parent_author": "James56487175", "ret_m1d": 0.0013100092783995265, "ret_signed_m1d": 0.0013100092783995265, "alpha_spy_m1d": -0.01687346896560382, "alpha_c_m1d": 0.016752154204774716, "bench_spy_m1d": 0.018183478244003348, "bench_c_m1d": -0.01544214492637519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.000785925615298555, "ret_signed_p1d": -0.000785925615298555, "alpha_spy_p1d": 0.016265957908029427, "alpha_c_p1d": -0.017691011892749908, "bench_spy_p1d": -0.017051883523327982, "bench_c_p1d": 0.016905086277451353, "ret_p1w": 0.052921156789761614, "ret_signed_p1w": 0.052921156789761614, "alpha_spy_p1w": 0.036272332924466744, "alpha_c_p1w": 0.08981973352696648, "bench_spy_p1w": 0.01664882386529487, "bench_c_p1w": -0.03689857673720487, "ret_p1m": 0.028818505150291385, "ret_signed_p1m": 0.028818505150291385, "alpha_spy_p1m": -0.07791074614747084, "alpha_c_p1m": 0.10440370494350903, "bench_spy_p1m": 0.10672925129776223, "bench_c_p1m": -0.07558519979321765, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.4074, -0.4179, -0.4126, -0.4126, -0.4265, -0.4312, -0.4163, -0.3712, -0.3427, -0.3411, -0.3487, -0.3325, -0.3183, -0.3293, -0.3314, -0.3314, -0.3367, -0.3267, -0.3408, -0.3191, -0.3125, -0.3065, -0.289, -0.2924, -0.2882, -0.2913, -0.2858, -0.3105, -0.3162, -0.2929, -0.2845, -0.2788, -0.2693, -0.2877, -0.2581, -0.2581, -0.2512, -0.2211, -0.2049, -0.1839, -0.1671, -0.1402, -0.1326, -0.098, -0.0752, -0.0293, -0.0485, -0.0576, -0.0844, -0.0896, -0.0283, -0.0107, -0.0265, -0.088, -0.1158, -0.0859, -0.0867, -0.0629, -0.0493, -0.0652, -0.0034, 0.0356, 0.0013, 0.0, -0.0008, -0.0045, 0.0338, 0.0236, 0.0529, 0.0529, 0.0665, 0.0139, 0.0325, 0.0047, 0.022, 0.0348, 0.0055, 0.017, 0.0139, 0.0322, 0.0461, 0.0071, 0.0047, 0.01, 0.0288, 0.0427, 0.0456, 0.0506, 0.0658, 0.1108, 0.121, 0.153, 0.131, 0.1527, 0.1475, 0.1381, 0.1347, 0.1203, 0.1113, 0.1147, 0.1242, 0.1244, 0.1556, 0.1651, 0.1163, 0.1163, 0.0982, 0.0506, -0.0042, -0.0155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036996318808158438", "ticker_idx": 3, "ts": "2026-03-26T02:39:02+00:00", "symbol": "ECO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "went long FRO/TEN/ECO/BWET in January but I'm holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding long FRO/TEN/ECO/BWET tanker positions; sees better risk/reward than most O&G plays with elevated rates persisting through deescalation.", "resolved_tickers": ["ECO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Marine Shipping'", "bench_c_industry": "Marine Shipping", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@James56487175 I honestly think it has much better risk reward from here than most other oil and gas plays, can see a world where tanker rates stay elevated even during deescalation. Also went long FRO/TEN/ECO/BWET in January but I’m holding.", "reply_text": null, "parent_text": "Yes, in ~2.5 months did VERY well on the “loading up on tankers” call from early Jan. But most of this capital is now probably better allocated into very shaken &amp; very cheap gold/copper miners. $DBG.V / $DBLVF especially. https://t.co/P1NW4q2aUG", "quoted_text": null, "parent_author": "James56487175", "ret_m1d": -0.011630246127091848, "ret_signed_m1d": -0.011630246127091848, "alpha_spy_m1d": -0.029813724371095196, "alpha_c_m1d": -0.035379249224927856, "bench_spy_m1d": 0.018183478244003348, "bench_c_m1d": 0.023749003097836008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018159681587032406, "ret_signed_p1d": 0.018159681587032406, "alpha_spy_p1d": 0.03521156511036039, "alpha_c_p1d": 0.030995343950639298, "bench_spy_p1d": -0.017051883523327982, "bench_c_p1d": -0.012835662363606892, "ret_p1w": 0.05590702271488346, "ret_signed_p1w": 0.05590702271488346, "alpha_spy_p1w": 0.03925819884958859, "alpha_c_p1w": 0.04040506987946135, "bench_spy_p1w": 0.01664882386529487, "bench_c_p1w": 0.015501952835422106, "ret_p1m": 0.08365649679434672, "ret_signed_p1m": 0.08365649679434672, "alpha_spy_p1m": -0.023072754503415505, "alpha_c_p1m": 0.01420776701493831, "bench_spy_p1m": 0.10672925129776223, "bench_c_p1m": 0.06944872977940841, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "price_path": [-0.3345, -0.3388, -0.3293, -0.3293, -0.3666, -0.3464, -0.3361, -0.2786, -0.2405, -0.2459, -0.231, -0.1973, -0.2001, -0.2221, -0.216, -0.216, -0.229, -0.2394, -0.261, -0.2471, -0.2332, -0.2181, -0.2009, -0.2031, -0.1975, -0.1961, -0.189, -0.2243, -0.2285, -0.2009, -0.1997, -0.1866, -0.1539, -0.1741, -0.1482, -0.1482, -0.1535, -0.1218, -0.0729, -0.0249, -0.0093, 0.0468, 0.0431, 0.0544, 0.0712, 0.1185, 0.0463, 0.0369, -0.0041, -0.0269, -0.009, 0.0045, -0.0318, -0.0883, -0.1051, -0.0671, -0.0471, -0.0314, -0.038, -0.059, -0.0198, 0.0329, -0.0116, 0.0, 0.0182, 0.0131, 0.0322, 0.0282, 0.0559, 0.0559, 0.0479, 0.0208, 0.0396, 0.0259, 0.0002, 0.0141, -0.0104, 0.038, 0.0131, 0.0528, 0.0761, 0.0422, 0.0316, 0.0318, 0.0837, 0.1067, 0.1155, 0.1071, 0.1271, 0.1245, 0.1302, 0.1616, 0.1181, 0.1577, 0.1467, 0.1412, 0.1559, 0.1108, 0.1139, 0.1247, 0.1387, 0.1094, 0.1583, 0.1422, 0.1032, 0.1032, 0.0926, 0.085, 0.0199, 0.0006, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}